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
2013-06-11 COMMENT Must be logged in to use chart ZTS-N Zoetis Inc

(Pfizer (PFE-N) offered to exchange shares for Zoetis (ZTS-N). What do you think? This is Pfizer’s animal nutrition business and they have been streamlining themselves and focusing on their core pharmaceuticals which is probably a positive for them. Doesn’t know too much about this company.


Price:
$31.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2009-10-15 TOP PICK Must be logged in to use chart YUM-N Yum! Brands Largest quick-serve restaurant operator including KFC, Pizza Hut, Taco Bell and Long John Silvers. 40% of revenues come from the US but about 30% comes from China. Expecting a lot of growth in the future. 2.4% dividend.
Price:
$35.360
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-11-26 BUY Must be logged in to use chart YUM-N Yum! Brands Could benefit from the Pan Am games coming to Toronto in 2 years. Likes this for its Chinese exposure.
Price:
$35.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2010-09-27 PAST TOP PICK Must be logged in to use chart YUM-N Yum! Brands (A Top Pick Oct 15/09. Up 34%.) Own the KFC, Taco Bell and Pizza Hut brands. Have about 3000 KFC chains in China and sees it being a 15,000 chain. If you don't own, wait for a pullback. Still a Hold.
Price:
$46.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2011-10-12 TOP PICK Must be logged in to use chart YUM-N Yum! Brands Company reported earnings last week and it got below $50 she picked it up and would do so here also. Experiencing higher coasts in labour and food costs and phasing in increases. Consumers are making more money in their markets and middle class is emerging..
Price:
$51.030
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-06-12 TOP PICK Must be logged in to use chart YUM-N Yum! Brands Very strong quarter and stock pulled back recently. A name where she was waiting for a pullback in order to buy. Buy in this price range. China is strong for them and US is turning around. China is 45% of their operating earnings.
Price:
$63.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2012-08-01 TOP PICK Must be logged in to use chart YUM-N Yum! Brands

Growth in China is the primary reason she owns this. Over 40% of their earnings are coming from China. Stock pulled back when McDonald's (MCD-N) has announced negative comments. This company anticipates costs will stay at around 10% for the balance of the year. Continuing to grow new unit sales. Now branching into tier 3 and tier 4 cities. Targeting India and Russia as their next growth areas. Have had some good product launches in the US as well.


Price:
$64.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2012-10-12 PAST TOP PICK Must be logged in to use chart YUM-N Yum! Brands

(A Top Pick Oct 12/11 . Up 38.31%.)


Price:
$69.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2012-12-11 TOP PICK Must be logged in to use chart YUM-N Yum! Brands

4th quarter same-store sales growth in China was down a negative 4% because of the slowing Chinese economy. Feels that this figure will be positive next year. They still see lots of growth in China and will be focusing on the tier 3-6 cities for unit growth. Also focusing on India and Russia for the next decade.


Price:
$67.520
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-01-07 TOP PICK Must be logged in to use chart YUM-N Yum! Brands

Short term events will cause temporary reduction in traffic but you can’t stop the growing middle class. They are looking at building out India and Africa.  2% but they always grow their dividend.


Price:
$67.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-06-11 PAST TOP PICK Must be logged in to use chart YUM-N Yum! Brands

(A Top Pick June 12/12. Up 15.77%.) Has been running into some problems in China, which is a concern but long-term she expects the outlook for this company is very good. Still likes.


Price:
$71.760
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-08-16 PAST TOP PICK Must be logged in to use chart YUM-N Yum! Brands

(A Top Pick August 1/12. Up 14.24%.) Still likes. They are going to have their short-term hiccups as they did in China. The Chinese consuming middle-class is supposed to grow from 300 million to 600 million by the end of this decade.


Price:
$72.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-01-07 PAST TOP PICK Must be logged in to use chart YUM-N Yum! Brands

(A Top Pick Jan 7/13. Up 15.01%.) Had some difficulties in 2012 due to supply issues and then the avian flu hit. Margins declined. Feels those problems are temporary and are resolvable. 2014 should be a good year for them. Company is anticipating that comps in China in the last half of this year will be double digit once again.


Price:
$76.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-19 BUY Must be logged in to use chart YUM-N Yum! Brands

She is still bullish on it.  It is very dominant in China and one of the main reasons she owns it.  40% of profits come from China.  They reported their same store sales last quarter and it jumped, then there were supplier issues.  This is the time when you buy the name as China urbanizes.


Price:
$72.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-09-09 TOP PICK Must be logged in to use chart YUM-N Yum! Brands

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.


Price:
$72.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,118 entries
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