Viewing Expert Christine Poole | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Christine Poole , CEO & Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2017-08-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. When Trump was first elected, sentiment was very positive. Pro-growth policies would be put in place. So far, he is not accomplished anything, and it is somewhat discouraging that the councils are being disbanded, as he would be getting good advice from various CEOs. It is somewhat encouraging that nothing has been put through and markets are continuing to go higher, especially in the US. It has really been driven by profit growth. We are now trading above historical averages and we really need to see proper growth come through, which it is doing. Second quarter earnings is just winding down and have come in stronger than expected, double-digit year-over-year. Expectation was around 7%. What is more encouraging, is that we are also seeing growth in the euro zone economies. Japan is even growing now. China seems to be stabilizing. To her, equities still remain the asset class of choice if investors can withstand the volatility and the risk associated with them.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-08-16 COMMENT Must be logged in to use chart AABA-Q Altaba Inc

For now, this just represents their position in Alibaba (BABA-N), so it is kind of a reflection on how Alibaba is doing. Alibaba is doing very well, but the valuation is very high and very difficult to assess a downsize if something goes wrong.


Price:
$60.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-16 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

A gold producer, and she doesn’t own a lot of gold equities. If she decided to increase her weighting in gold, this would be a name she would go to.


Price:
$58.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-16 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

Owns this in a few accounts. It is a midstream company. The yield is very attractive. In this past week, she has noticed all of these energy infrastructure names, including the pipelines, have been pulling back. This represents an attractive entry point for people who want income. Dividend yield of 7.6%.


Price:
$27.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)


Price:
$49.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 COMMENT Must be logged in to use chart CAE-T CAE Inc

Flight simulation and training. It is on her watch list. In a good space, because there is an increasing demand for their products. Feels it is fully valued right now.


Price:
$20.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-16 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(A Top Pick Aug 16/16. Down 13.43%.) Reported last week and the stock got hit fairly badly, and is down 15% since it reported. A very attractive opportunity to get into the stock. They closed down about 11 theatres to retrofit the seating, which should benefit them in the future. Thinks the company is trying to diversify away from the theatre base. Dividend yield of about 4%. If you don’t own, she would use this pricing to build a position.


Price:
$42.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Owns a bit of this in some of her client’s portfolios from before the energy prices started to fall apart in 2014. The stock has done very poorly on the reflection of energy prices, but also has underperformed its peers. When energy troughed out in February 2016 at $26-$27, this was around $16. Now energy is up $47 and the stock is at $9. Their balance sheet is relatively strong. They have an attractive yield and she doesn’t anticipate that they are going to cut the dividend unless there is continued weakness in crude oil prices. Dividend yield of 4.2%.


Price:
$8.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 BUY Must be logged in to use chart ENB-T Enbridge

This is an attractive entry point. They acquired Spectra. Enbridge is typically more of a crude oil pipeline. Spectra is natural gas, and is all US, so it expanded their geographic scope as well as diversifying their commodity base. The company indicated that they feel they can grow their dividend 10%-12% annually to 2024.


Price:
$49.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 PAST TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

(A Top Pick Aug 16/16. Up 12.58%.) Continues to like this. It has held up well relative to a lot of other interest sensitive names. She likes the US acquisition they did earlier on. Dividend yield of about 3.5%.


Price:
$46.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 WAIT Must be logged in to use chart GE-N General Electric

The stock has really underperformed its industrial peers as well as the market overall. A new CEO is coming in. The previous CEO did a lot to decrease exposure to the financial services division. The issue going forward is that they have to find something to replace those earnings. She would wait for the new CEO to come on board, to see what his vision and plans are, and what areas he wants to expand in.


Price:
$25.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-16 TOP PICK Must be logged in to use chart HD-N Home Depot

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)


Price:
$152.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

A good entry point. It has pulled back quite a bit, and for no fundamental reason. Generally, rising interest rates are not that favourable for REITs, but she is not anticipating a sharply rising interest rate environment. They are in commercial as well as some residential in the US. A well-run company. Dividend yield of 6.5%.


Price:
$21.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 HOLD Must be logged in to use chart ITP-T Intertape Polymer Group

A tape manufacturer, so they are going to follow a lot of what is going on with industrial packaging. A pretty well-managed company. In an environment where industrial activity and economies are improving, this company should do well.


Price:
$20.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-16 COMMENT Must be logged in to use chart JNJ-N Johnson & Johnson

A diversified health care company with pharmaceuticals, medical products and consumer products. She likes this. It is well diversified. Their Pharma division is doing quite well. It has a very strong triple A balance sheet. They typically increase their dividend and has done so for the last 50 years. Growth has been improving because of their pharmaceutical division. Valuations are still reasonable. For the long-term, this is a very good holding.


Price:
$134.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 2,171 entries
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