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
2017-02-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We have priced a lot of things in.  The S&P is up almost 10% since the election, with the TSX up 9%.  The market is anticipating the pro-growth policies being implemented and ignoring the anti-trade comments.  If there are delays in implementation we could easily get a pullback.  The US economy has been improving all along even before Trump.  Unemployment has been at 5% or lower for 16 months.  She likes what she sees for the earnings season.  Tax cuts will help to bring price to earnings ratios down.  We need to see policies implemented now. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2017-02-17 BUY on WEAKNESS Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Banks.  They have all done quite well post- the election due to the potential of less regulation.  She owns WFC-N.  There is nothing wrong with the others, but WFC-N has lagged and was better managed during the financial crisis.  JPM-N is the second best one.  Wait for a pullback before buying or adding to a position.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 HOLD Must be logged in to use chart AAPL-Q Apple

(Market Call Minute) It has done well, but don’t chase it.


Price:
$135.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 HOLD Must be logged in to use chart AGU-T Agrium

She has held it for a number of years.  It was always her preferred play in that area.  Nutrients should have a good long term demand.  But this industry can get quite cyclical because using them can be put off for a number of years.  They have a retail operation which cushions them more than POT-T.  POT-T is buying them at the trough of the commodity price.  (Analysts’ Target: $141.06).


Price:
$135.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 DON'T BUY Must be logged in to use chart AIG-N American International Group

They will benefit from higher interest rates.  They ran into difficulty during the financial crisis and had to restructure.  They are trying to grow their return on equity.  She keeps her insurance exposure in Canada.


Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 BUY Must be logged in to use chart BAC-N Bank of America

(Market Call Minute) You could buy it for exposure to the US economy.


Price:
$24.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 DON'T BUY Must be logged in to use chart CAR-Q Avis Budget Group

The whole rental business is going through a difficult period.  The popularity of Uber is actually a negative for car rentals.  It is quite competitive in terms of pricing.  The business is pretty difficult and she would not invest there.


Price:
$33.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 HOLD Must be logged in to use chart CAT-N Caterpillar

Things are slowly improving post- the election.  It is one of the highest quality players in this area. 


Price:
$98.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(Top Pick Feb 9/16, Up 8.49%) She still likes it.  She bought it for the 3-3.5% yield and capital return of 5-8%.  She still likes it.  They are the largest theatre operator in Canada with a 77% market share.  They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending.  They have advertising in their theatres and advertising signage.  They also have ‘rec room’ which offers gaming, etc.  They are a well managed company and will continue to grow.  She will be continuing to hold it.


Price:
$51.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

She has been adding to the name for at least the last year and a half.  It is 90% oil and is leveraged to its price.  They are in Saskatchewan and Alberta.  Prior to the down turn in energy they were criticized for continually issuing equity to fund acquisitions.  In September of 2016, they came again to the market, but to strengthen their balance sheet and fund Cap-X.  They have lagged in this rally because of this.  We will hear more about what the activist investor wants to do.  She is going to hold on to it.


Price:
$16.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 HOLD Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

She has owned it for quite a number of years.  It is the largest seniors housing player in Canada.  She likes the demographics play.  The company sold off all their US properties and they have been developing and re-investing the money.  It has a 3.5% yield.  It has been strong over the past three weeks.  She would not buy it here, but hold it.  Wait for a pullback if you want to imitate a position.


Price:
$15.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 BUY Must be logged in to use chart CVX-N Chevron Texaco

(Market Call Minute) Large integrated company paying a nice yield.


Price:
$110.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 DON'T BUY Must be logged in to use chart DH-T DH Corporation

(Market Call Minute) They are having troubles in the US.


Price:
$23.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 WEAK BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

She owns ENB-T because it is the bigger company.  She likes that company and the Spectra acquisition.  There is more growth in ENB-T.  ENF-T pays a higher yield.  When the Spectra deal closes they are bumping up the dividend.


Price:
$34.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 DON'T BUY Must be logged in to use chart FFH-T Fairfax Financial

(Market Call Minute) She prefers to have more direct plays in the sectors or industries FFH-T is in.


Price:
$618.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 DON'T BUY Must be logged in to use chart FRII-T Freshii Inc

(Market Call Minute) It is high growth and high multiple so she can’t get around the valuation.  The industry is highly competitive.


Price:
$14.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).


Price:
$43.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

They brought guidance down going forward.  They have a key HEP-C drug which is getting competition.  They have to figure out a way to grow their pipeline and then their revenue and earnings.  She would not be buying it for Pharma exposure.  See her top picks and she also likes ABT-N.


Price:
$69.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(Top Pick Feb 9/16, Up 20.76%) She still likes it.  It has lagged the rally, only up at 4% vs. the market being up 10%.  It is the 28th consecutive quarter of organic growth over 20% year over year.  That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it.  They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line.  They have been buying back stock even though they don’t yet pay a dividend.  They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.


Price:
$846.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 PAST TOP PICK Must be logged in to use chart HD-N Home Depot

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy.  As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.


Price:
$143.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 DON'T BUY Must be logged in to use chart IBM-N IBM

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.


Price:
$180.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 BUY Must be logged in to use chart IPL-T Inter Pipeline

(Market Call Minute) She likes it and it has a nice yield.  It just reported a good quarter.


Price:
$29.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Must be logged in to use chart JNJ-N Johnson & Johnson

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).


Price:
$118.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 DON'T BUY Must be logged in to use chart MCD-N McDonalds

It has done very well.  But she prefers Yum Brands in that space.  She holds both the companies after YUM split.  MCD-N has brought in some growth with menu innovation.  They have room to grow outside of the US, but YUM China is a more direct play.  MCD-N is probably fairly valued.


Price:
$127.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 BUY Must be logged in to use chart MFC-T Manulife Financial

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.


Price:
$24.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 COMMENT Must be logged in to use chart MSFT-Q Microsoft

MSFT-Q vs. IBM-N.  If she had to choose, her preference would be MSFT-Q because of their cloud business which will grow.  IBM has not been able to figure out how to grow their top line.  Both have cash overseas and will benefit if there is repatriation of cash policy changes.


Price:
$64.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-17 DON'T BUY Must be logged in to use chart PM-N Philip Morris International

(Market Call Minute) Their product is in a secular decline.


Price:
$103.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 DON'T BUY Must be logged in to use chart SLF-T Sun Life Financial Inc

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.


Price:
$49.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 HOLD Must be logged in to use chart T-T Telus Corp

(Market Call Minute) Not her preferred play, but it is an oligopoly.


Price:
$43.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-02-17 BUY on WEAKNESS Must be logged in to use chart TECK.B-T Teck Resources Ltd. (B)

They had a very strong fourth quarter and their guidance for the first quarter of this year because of pre-buying of Iron Ore in the fourth quarter on fears of prices spiking.  They had a big run.  Iron ore prices are not going to go back to the levels they were before.  The zinc outlook is quite favourable.  It is now getting back down to levels where she may pick up some more.


Price:
$27.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 30 of 2,043 entries
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