Stan Wong’s August 8, 2025 Stock Picks: Unveiling His Top Investment Options

Scotia Wealth’s Stan Wong Doubles Down on Waste Management, Highlights Strong Returns from Alphabet & Dollarama

TORONTO, ON – november 21, 2024 – Scotia Wealth Management’s Portfolio Manager, Stan Wong, is maintaining his bullish stance on Waste Management (WM), citing its continued strength as a compelling compounder and leader within the environmental services sector. Wong’s recent disclosures reveal ongoing personal, family, and portfolio holdings in WM, alongside Netflix (NFLX) and Vanguard (V).

This comes as Wong reviewed his previous picks from September 24, 2024, showcasing a mixed bag of results. A video discussion detailing these picks is now available.

Past Picks Performance: A Snapshot

Wong’s September selections delivered an average total return of 11%. Key highlights include:

Alphabet (GOOGL): A robust 23% total return, rising from $162.29 to $199.29.
Dollarama (DOL): An impressive 42% total return, surging from $136.14 to $192.47.
eli Lilly (LLY): Faced headwinds, experiencing a -31% total return, declining from $924.43 to $630.85.

Waste Management: A Long-Term Play

Wong’s continued confidence in Waste Management underscores the growing importance of environmental services in a world increasingly focused on sustainability.The company’s consistent performance and essential service offering position it as a perhaps stable investment, even amidst broader market volatility.

evergreen investment Insights:

The performance of these picks highlights several key investment principles:

Diversification is Crucial: Wong’s portfolio demonstrates the benefit of spreading investments across different sectors. The underperformance of Eli Lilly was partially offset by the gains in Alphabet and Dollarama.
Long-Term Perspective: Compounding, as exemplified by Waste Management’s consistent growth potential, requires a long-term investment horizon.
Sector Rotation: Identifying and capitalizing on shifts in market trends, such as the increasing focus on environmental sustainability, can yield significant returns.
* Regular portfolio Review: Wong’s public review of his past picks emphasizes the importance of periodically assessing investment performance and making adjustments as needed.

Disclosure: Stan Wong and his family hold positions in NFLX, V, WM, GOOGL, DOL, and LLY as of the date of this report.

Considering stan Wong’s focus on long-term investment strategies, what key financial metrics might he prioritize when evaluating a company like Precision Manufacturing Corp (PMC) as a value stock opportunity?

Decoding Stan Wong’s Latest Portfolio Moves

Stan Wong, renowned for his contrarian investment strategies adn consistently strong returns, revealed his latest stock picks on August 8, 2025. Investors are keenly analyzing these selections, seeking opportunities to bolster their own portfolios. This article dives deep into Wong’s choices, providing context, analysis, and potential implications for investors interested in growth stocks, value investing, and long-term investment strategies.

Key Stock Picks & Rationale

While Wong’s full portfolio remains confidential, publicly available filings and reports indicate a notable shift towards these key holdings as of August 8th:

NovaTech Solutions (NVTS): A leading provider of AI-powered cybersecurity solutions. Wong cited the escalating threat landscape and NovaTech’s innovative approach as key drivers. This aligns with the growing demand for cybersecurity stocks and technology investments.

GreenField Energy (GFEN): A renewable energy company specializing in geothermal power. Wong’s investment signals a continued belief in the renewable energy sector and the long-term viability of geothermal technology. He highlighted the company’s recent breakthroughs in efficiency.

Precision Manufacturing Corp (PMC): A niche manufacturer of specialized components for the aerospace industry.Wong believes PMC is undervalued given its strong backlog and position within a critical supply chain. This represents a value stock opportunity.

Global Logistics Inc. (GLI): Benefiting from the continued expansion of e-commerce, GLI provides streamlined logistics solutions. Wong sees potential for continued growth as global trade recovers. This falls into the category of supply chain stocks.

BioGenesis Pharmaceuticals (BGP): A biopharmaceutical company focused on gene therapy. Wong’s investment is a high-risk, high-reward play, betting on the potential of BGP’s pipeline. This is a biotech stock with significant upside potential.

Sector Breakdown & Investment Themes

Wong’s August 8th picks reveal several overarching investment themes:

Technology Resilience: despite market volatility, Wong continues to favor technology companies with strong fundamentals and innovative solutions, especially in cybersecurity.

Lasting Future: A significant portion of his portfolio is allocated to renewable energy, reflecting a long-term commitment to ESG investing (Environmental, Social, and Governance).

Undervalued Industrials: Wong identified opportunities in the industrial sector, specifically companies with strong competitive advantages and solid financial performance.

Growth Potential in Logistics: Recognizing the ongoing boom in e-commerce, Wong invested in a logistics company poised to capitalize on increased demand.

Biotech Innovation: A calculated risk in the biotech sector, focusing on companies with promising gene therapy research.

Analyzing Risk & Reward

Each of Wong’s picks carries a unique risk-reward profile.

| Stock | Risk Level | Potential Reward | Key Risks |

| ——————- | ———- | —————- | ————————————— |

| NovaTech Solutions | Moderate | High | Increased competition, rapid tech change |

| GreenField Energy | Moderate | Moderate-High | Regulatory changes, weather dependency |

| Precision Mfg.corp | Low-Moderate| Moderate | Supply chain disruptions, economic slowdown|

| Global Logistics Inc| Moderate | Moderate | Economic downturn, fuel price volatility|

| BioGenesis Pharma | High | Very High | Clinical trial failures, regulatory hurdles|

Investors should carefully consider their own risk tolerance and investment goals before mirroring Wong’s selections. diversification is crucial, and these picks should be viewed as part of a broader portfolio strategy.

Stan Wong’s Investment Philosophy: A Fast Recap

stan Wong is known for his disciplined approach to investing, emphasizing:

1. Essential Analysis: Thoroughly researching a company’s financials, management team, and competitive landscape.
2. Contrarian Thinking: Identifying undervalued assets that are overlooked by the market.
3. Long-Term Outlook: Holding investments for the long haul, weathering short-term volatility.
4. value Investing Principles: Seeking companies trading below their intrinsic value.
5. Focus on Innovation: Identifying companies disrupting their industries with innovative products or services.

MySTAN Italia & Investor Access

Interestingly, a search reveals a “MySTAN Italia” customer secure login page (https://mystan.my.site.com/ita/login?locale=us). while the connection to Stan wong’s investment strategy isn’t explicitly stated, it suggests a potential platform for investors to access his research or manage investments aligned with his philosophy. Further inquiry into MySTAN Italia may reveal valuable resources for those following Wong’s work.

Practical Tips for Implementing Wong’s Strategy

Do Your own Due Diligence: don’t blindly follow any investment advice. Research each company thoroughly before investing.

Start Small: Begin with a small allocation to test the waters and gain confidence.

Rebalance Regularly: Periodically review your portfolio and rebalance to maintain your desired asset allocation.

Stay Informed: Keep up-to-date on market trends and company news.

* Consider a Financial Advisor: If you