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
2017-07-12 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick July 12/16. Up 31.18%.) This is her play on the Internet and digital advertising. When it got close to $1000, she took some money off the table. To buy more, she would like to see it pull back to around $900. A great company in terms of revenue growth. They grew their top line over 20% over the last 29 consecutive quarters. Regarding online advertising, she thinks it still has some growth in terms of overall corporate advertising budget, and this company will garner a large share of that.


Price:
$967.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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
2017-04-12 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)


Price:
$841.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-11 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick Feb 9/16. Up 17.52%.) She still likes this. It actually lagged during the whole post election rally. She likes the secular play on online advertising, which is a growing trend. Of all the digital ads in the US, this company takes about 40%, and she expects this to continue. Trading at about 21X forward earnings, which is reasonable given that she thinks their earnings can grow in the 18%-20% range over the foreseeable future.


Price:
$804.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-14 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Presently about 35% of advertising budgets are allocated for online, and that is going to increase over time. This is the largest search engine out there, so they are going to garner a certain percentage of any advertising budget. There has been a pullback in the large cap tech stocks, but that has been recovering. The valuation on this is a very reasonable. (Analysts’ price target is $968.94.)


Price:
$780.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-19 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

The leading search engine company, and is really about online advertising. This garners a huge share of the search traffic. On online advertising, on a global basis, only about 35% is allocated within the overall budget, so she thinks there is good growth opportunity going forward and Google will garner a high share of that.


Price:
$776.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-15 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

This is a shift to secular online advertising. Having the largest search engine, they usually garner a large percentage of any company’s advertising. In terms of actual online advertising, it only represents about 35% of their overall budget, so there is still a lot more room to grow as companies shift out of some of the more traditional forms of media on to online. Trading at about 22X forward earnings, and feels they can grow their earnings in the double-digit range. (Analysts’ price target is $967.70.)


Price:
$775.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-17 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(Top Pick Dec 9/14, Up 43.60%) They are now going to report by segment.  The multiple is expanding.  They will continue to grow in the teens.  She is waiting for a pullback before initiating positions.  She thinks online advertising will continue to grow.


Price:
$769.830
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-12 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick Jan 13/15. Up 47.45%.) Bought this when the stock had not been doing anything. Now they have a new CFO who is a bit more investor friendly. Have started to post good earnings, and she is expecting high double digit earnings. Also, the multiple has expanded. She is waiting for more of a pullback before adding more for new clients. This is the leading search engine which means they are going to attract advertising dollars. Online advertising as a percentage of advertising budgets is still only about 25%-30% of the overall budget, so that can continue to increase shares.


Price:
$745.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2016-11-15 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

A high growth, momentum stock. Fund flows were coming out of large cap technology, which had done very well, into the other areas of the economy. The company grows their top line, but not a lot falls to the bottom line, which is a difficulty she has in owning this for her clients. For an entry point, perhaps look at their 20-day moving average, and when it gets to those levels, it may be one you want to start looking at.


Price:
$743.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick June 9/15. Up 34.74%.) This is a play on the Internet and online advertising. Online advertising still has a very strong secular growth trend. When looking at online advertising globally, only about 35% of the overall budget is allocated, so there is still a potential of growing at double digits.


Price:
$733.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Internet names have pulled back in the last few weeks, and are just starting to recover now. This is well positioned for a secular play on Internet online advertising, because they are the leading search engine. They will garner a good portion of the advertising budgets for companies that do that. Online advertising only accounts for about 35% of the overall budget, so she thinks it is going to be continued growth in that category. Attractively valued.


Price:
$732.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.


Price:
$701.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2012-09-05 COMMENT Must be logged in to use chart AAPL-Q Apple

The consensus is that share price will be about 10% higher this year. Has done very well this summer partly because of the lawsuit that went in their favour. It is anticipated that the iPhone 5 will be coming Sept 12. Her question would be, what is their next big product.


Price:
$670.230
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-18 HOLD Must be logged in to use chart FFH-T Fairfax Financial

(Market Call Minute.) This is a long term play and a proven investor.


Price:
$660.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
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