Stock Opinions by Christine Poole - Stockchase Experts
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Christine Poole @

On Stockchase since : Jul 2009

CEO & Managing Director

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Christine Poole Latest Top Picks...

Stock Opinions by Christine Poole - Stockchase Experts


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TOP PICK
Nutrien Ltd.(NTR-T) 

October 10, 2018

They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90) 

agriculture

They're ahead of their cost synergies target after the potash merger. They have sold off some assets totalling $5 billion. They project $6-8 billion in free cash flow to grow their retail network to buyback 5% of the stocks and raise the dividend. They are seeing an uptick in the Nutrient business. They have signed contracts with China and India where pricing should improve next year and beyond. They will benefit from increased demand. (2.9% dividend, Analysts' price target: $81.90) 

agriculture
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.640
Owned Owned
Yes

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TOP PICK

She likes the alternative asset space, because there's a growing demand to invest in infrastructure. It's more of a growth company next to the other Brookfield stocks. They will raise new capital with new funds. Existing clients are committing more captiall to invest--a good sign. They're global. Management owns 20% of the stock. (1.4dividendAnalysts' price target$67.09) 

management/diversified

She likes the alternative asset space, because there's a growing demand to invest in infrastructure. It's more of a growth company next to the other Brookfield stocks. They will raise new capital with new funds. Existing clients are committing more captiall to invest--a good sign. They're global. Management owns 20% of the stock. (1.4dividendAnalysts' price target$67.09) 

management/diversified
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.960
Owned Owned
Yes

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TOP PICK
Alphabet Inc. (A)(GOOGL-Q) 

October 10, 2018

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11

Business Services

Happy to still buy it. It's the largest online search company globally with an 80% share. Expects more secular growth in digital ads. They're also monetizing YouTube. Waymo could be a leader in self-driving cars in the future. (no dividend, Analysts' price target: $1,386.11

Business Services
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1092.160
Owned Owned
Yes

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SELL
Whirlpool Corp(WHR-N) 

October 10, 2018

Sold her shares recently. They're trying to grow in Europe and Asia with acquisitions, but actually lost market share in Europe. Got hurt by deep US steel tariffs. Look elsewhere and cut your losses.

household goods

Sold her shares recently. They're trying to grow in Europe and Asia with acquisitions, but actually lost market share in Europe. Got hurt by deep US steel tariffs. Look elsewhere and cut your losses.

household goods
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$104.970
Owned Owned
No

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BUY
Mastercard Inc.(MA-N) 

October 10, 2018

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

other services

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

other services
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$196.690
Owned Owned
No

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BUY
Visa Inc.(V-N) 

October 10, 2018

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. Nothing wrong with buying in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa to MasterCard, because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

other services

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. Nothing wrong with buying in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa to MasterCard, because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

other services
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$135.520
Owned Owned
Yes

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WAIT
Manulife Financial(MFC-T) 

October 10, 2018

She has no more info about the Muddy Waters short report. Muddy is betting on the outcome of this trial. See what happens. It could drag on for years with appeals. She likes the new CEO who has segmented their legacy products, and likes their positioning in China. It's now trading close to book value.

insurance

She has no more info about the Muddy Waters short report. Muddy is betting on the outcome of this trial. See what happens. It could drag on for years with appeals. She likes the new CEO who has segmented their legacy products, and likes their positioning in China. It's now trading close to book value.

insurance
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$20.970
Owned Owned
Yes

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WAIT
MEG Energy Corp(MEG-T) 

October 10, 2018

Trading slightly above the take-out price (Husky is doing a hostile takeover). Maybe Cenovus will step in. It's difficult to
buy the oil sands given the deep WCS discount. Wait.

oil/gas

Trading slightly above the take-out price (Husky is doing a hostile takeover). Maybe Cenovus will step in. It's difficult to
buy the oil sands given the deep WCS discount. Wait.

oil/gas
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$10.720
Owned Owned
Unknown

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WAIT
Intel(INTC-Q) 

October 10, 2018

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

electrical/electronic

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

electrical/electronic
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$44.800
Owned Owned
No

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BUY
Enbridge(ENB-T) 

October 10, 2018

They sold their non-core assets to de-lever, are simplifying their corporate structure and the Line 3 got approved. So, they fulfilled all their plans. But it's pressured by rising interest rates. Nice 6.3% yield which is safe and will grow. An income investor could buy it here.

oil/gas pipelines

They sold their non-core assets to de-lever, are simplifying their corporate structure and the Line 3 got approved. So, they fulfilled all their plans. But it's pressured by rising interest rates. Nice 6.3% yield which is safe and will grow. An income investor could buy it here.

oil/gas pipelines
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$42.610
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 10, 2018

We knew rates were going up last week and the US got good jobs numbers, so their economy is sound. I guess now the market realized that rates will ramp up. She's glad to see the 10-year yield curve rise to 3.2%, while the spread between the 2- and 10-year is now 3-4 basis points vs. 25 points last month. The US Fed said it would increase rates once more this year and three in 2019, so we need rates to rise to counter a recession down the road when the yield curve inverts. Earnings should be very good this quarter, and up 22% in 2018. We need that profit growth from the U.S. in Q3. The big question is what happens to the tariff impact. Friday we see the bank earnings and this will be critical. Tech stocks got ahead of themsleves, so this pullback is healthy. We need rates high enough to cut later when the recession hits.

We knew rates were going up last week and the US got good jobs numbers, so their economy is sound. I guess now the market realized that rates will ramp up. She's glad to see the 10-year yield curve rise to 3.2%, while the spread between the 2- and 10-year is now 3-4 basis points vs. 25 points last month. The US Fed said it would increase rates once more this year and three in 2019, so we need rates to rise to counter a recession down the road when the yield curve inverts. Earnings should be very good this quarter, and up 22% in 2018. We need that profit growth from the U.S. in Q3. The big question is what happens to the tariff impact. Friday we see the bank earnings and this will be critical. Tech stocks got ahead of themsleves, so this pullback is healthy. We need rates high enough to cut later when the recession hits.

Unknown
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 10, 2018

Pipeline or a bank for an RRSP? Buy an income stock in a non-registered account to get the dividend tax credit. Put growth stocks in an RRSP, so you can shield the capital gains for as long as possible. The pipelines pay a higher yield than banks. Put the banks in the RRSP and the pipelines in non-registered.

Pipeline or a bank for an RRSP? Buy an income stock in a non-registered account to get the dividend tax credit. Put growth stocks in an RRSP, so you can shield the capital gains for as long as possible. The pipelines pay a higher yield than banks. Put the banks in the RRSP and the pipelines in non-registered.

Unknown
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.020
Owned Owned
Unknown

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DON'T BUY
Inter Pipeline(IPL-T) 

October 10, 2018

Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

oil pipelines

Building a chemical facility that will come online in a few years. She took money out of pipelines and put it into electric utilities and renewable energies, because the future is good in this space.

oil pipelines
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.990
Owned Owned
No

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BUY
Bank of Nova Scotia(BNS-T) 

October 10, 2018

Been adding to it. BNS has underperformed its peers. Recently did an equity issue to fund acqusition in the global management side. So, its been taking a breather in its stock. Likes Canadian banks which have a good year in reporting. Overhangs were NAFTA and real estate where rising interest rates pressure mortgages. Banks have diversified businesses and are performing well; and are investing in technology. All are raising dividends.

banks

Been adding to it. BNS has underperformed its peers. Recently did an equity issue to fund acqusition in the global management side. So, its been taking a breather in its stock. Likes Canadian banks which have a good year in reporting. Overhangs were NAFTA and real estate where rising interest rates pressure mortgages. Banks have diversified businesses and are performing well; and are investing in technology. All are raising dividends.

banks
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$73.830
Owned Owned
Yes

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BUY

Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.

property mngmnt/investment

Still likes it and has been buying it during this pullback. REITs have been pressured by rising rates, but she likes the seniors housing space. Managed well and pays an attractive 4.2% yield. A good long-term hold and would buy it here.

property mngmnt/investment
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.970
Owned Owned
Yes

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