Stan Wong Shares Expert Stock Picks for February 12, 2026
Stan Wong, a portfolio manager at Scotia Wealth Management, recently shared his expert stock picks for February 12, 2026. His insights focus on North American large-cap stocks and exchange-traded funds (ETFs). Wong’s analysis provides a comprehensive view of current market dynamics and potential investment opportunities.
Market Outlook for 2026
As 2026 begins, the equity markets exhibit a constructive backdrop. Moderating inflation, stable corporate profits, and ongoing U.S. economic growth contribute to a favorable investment environment. The recent U.S. data indicates strong consumer spending and a resilient labor market.
Broadening market leadership beyond a select group of mega-cap stocks has emerged. This includes stronger participation from cyclical sectors, creating a healthier market structure. Additionally, relatively attractive valuations and improving earnings trends make international and emerging markets appealing to investors.
The S&P 500’s earnings per share (EPS) growth is projected at around 13% for 2026. This growth is driven by continued investments in artificial intelligence, digital infrastructure, electrification, and global industrial demand. Investors are increasingly prioritizing reliable earnings growth and cash-flow stability.
Stan Wong’s Top Stock Picks
- BHP Group (BHP NYSE)
- GE Vernova (GEV NYSE)
- Vanguard International High Dividend Yield ETF (VYMI NASD)
BHP Group
BHP Group stands as a leading global mining company, primarily producing essential commodities like iron ore, copper, and metallurgical coal. The company is well-positioned to benefit from rising demand due to electrification and infrastructure investments. Analysts predict that global copper demand may double within the next decade.
For fiscal 2026, BHP’s revenue is expected to reach approximately US$55 billion. The company’s robust cash flow from its low-cost operations is vital for maintaining shareholder returns and funding future projects.
GE Vernova
GE Vernova operates in the global energy technology sector, focusing on power generation and grid infrastructure. The firm’s technologies account for about one-quarter of the world’s electricity generation, underpinning its competitive advantage.
Projected revenue for fiscal 2026 is over US$44 billion. The company’s strong market position in high-efficiency natural gas generation and renewable energy is expected to drive growth, supported by a substantial order backlog of approximately US$150 billion.
Vanguard International High Dividend Yield ETF
The Vanguard International High Dividend Yield ETF (VYMI) offers exposure to large-cap, dividend-paying firms outside the United States. This ETF is positioned as an attractive option for gaining international investment while benefiting from a low expense ratio of 0.07% and a dividend yield of about 3.8%.
VYMI includes notable companies such as HSBC, Novartis, and Shell. This fund provides geographic diversification and access to strong international equities, making it a strategic choice for Canadian investors looking to broaden their portfolios beyond North America.
Investment Strategy
The Stan Wong Group emphasizes high-quality large-cap equities and investment-grade bonds. Their disciplined, data-driven approach focuses on durable cash flow and competitive strengths tailored to individual client financial plans.
As economic conditions evolve, maintaining portfolio alignment and effective risk management remains a priority for Wong and his team. Investors are encouraged to monitor these top stock picks and consider their potential impact in the current market landscape.
