From Streaming to Spending: Stan Wong’s Stock Picks for 2025

How Stan Wong’s Stock Picks Could Shape Your Portfolio in 2025

Editorial Team (ET)June 17, 2025

Financial markets have once again found themselves at the mercy of geopolitical tensions and economic uncertainties. Escalating trade disputes between the United States, Canada, Mexico, and China have rattled investor sentiment, leading to market fluctuations. However, history has shown that short-term volatility often gives way to long-term gains. The 2018 U.S.-China trade war and the 2020 COVID-19 selloff initially triggered sharp declines, only for markets to recover and surge to new highs.

Despite external pressures, the U.S. economy remains resilient. GDP growth continues at a steady pace of 2.3 percent, while unemployment remains near historic lows at 4.1 percent. Corporate earnings for S&P 500 companies are expected to rise by 10 percent this year, bolstered by strong consumer spending, stable manufacturing output, and business-friendly policies. Tax cuts and deregulation efforts provide further tailwinds for industries such as financial services, energy, and manufacturing, driving investment, job creation, and profitability.

As midterm elections approach, political strategy could play a crucial role in stabilizing market sentiment. U.S. President Donald Trump is likely to take a more measured approach to trade policies to maintain voter confidence and economic momentum. Historically, election cycles have brought about policies that encourage growth and market stability. With all these factors in play, investors must remain strategic, focusing on strong fundamentals while seizing opportunities presented by short-term market fluctuations.

Expedia Group: A Strong Bet on Travel Recovery

Expedia Group remains one of the most compelling opportunities in the travel sector. With shares recently bought at approximately $163, the company is poised for continued growth, driven by surging global travel demand. Expedia’s vast brand portfolio—including Expedia, Hotels.com, and Vrbo—positions it to cater to a diverse customer base, from budget travelers to luxury seekers.

Revenue projections for fiscal 2025 stand at an impressive $14.5 billion, reflecting a strong rebound in bookings as consumer confidence in travel grows. Investments in digital transformation and user experience enhancements have helped Expedia capture a larger market share while improving profitability. The company’s focus on cost efficiencies and strategic partnerships has bolstered its bottom line, making it a prime candidate for long-term investors looking to capitalize on the travel boom.

Recent earnings results exceeded expectations, showcasing robust revenue growth and increasing market dominance. With shares down 23 percent from recent highs, the current valuation presents a compelling entry point for investors willing to bet on the sustained resurgence of the travel industry.

Mastercard: The Digital Payments Powerhouse

Mastercard remains a dominant force in the global payments industry, capitalizing on the accelerating shift toward cashless transactions. Acquired at approximately $525, the company is set to benefit from increasing consumer and business reliance on digital payments. Revenue projections for fiscal 2025 stand at nearly $32 billion, driven by strong transaction growth and rising cross-border volumes as international travel picks up.

Mastercard’s expansion into fintech, artificial intelligence, and open banking is unlocking new revenue streams, further cementing its competitive advantage. Strategic partnerships and acquisitions continue to fuel its global expansion, while robust free cash flow supports aggressive share buybacks and dividend growth.

Earnings have consistently outperformed market expectations, bolstered by strong cross-border transaction volumes and resilient consumer spending. Mastercard’s ability to innovate and adapt to the evolving financial landscape positions it as a long-term winner in the digital economy. As global commerce shifts increasingly online, Mastercard’s influence and profitability will only grow.

Netflix: A Streaming Giant with Room to Run

Netflix remains a juggernaut in the streaming industry, defying competition with its relentless focus on content creation and global expansion. Acquired at around $855, the stock represents a solid long-term opportunity for investors looking to tap into the ever-growing digital entertainment market.

The company’s projected revenue for fiscal 2025 exceeds $44 billion, fueled by continued subscriber growth and its evolving business model. With over 300 million global subscribers, Netflix has demonstrated its ability to attract and retain audiences across diverse demographics. Recent strategic moves, including the introduction of an ad-supported tier and a crackdown on password sharing, have boosted margins and increased profitability. AI-driven content recommendations and improved cost efficiencies have further strengthened Netflix’s bottom line, ensuring sustained revenue growth.

Despite a 15 percent dip from recent highs, Netflix’s long-term prospects remain compelling. The stock’s pullback presents a strategic buying opportunity for investors who recognize the company’s potential in shaping the future of entertainment.

Conclusion: Staying the Course in Uncertain Times

Stan Wong’s top picks—Expedia Group, Mastercard, and Netflix—reflect a strategic approach to navigating today’s market landscape. While short-term volatility may test investor patience, focusing on strong fundamentals and growth trajectories remains key.

Expedia’s positioning in the travel industry, Mastercard’s leadership in digital payments, and Netflix’s dominance in streaming offer a balanced mix of resilience and innovation. Investors who can withstand short-term fluctuations and focus on long-term value creation are likely to be rewarded.

Markets will continue to face external pressures, but historical trends suggest that patience and strategic positioning ultimately pay off. Wong’s insights underscore the importance of disciplined investing, ensuring that portfolios remain well-positioned for future growth.

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