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1550+ opinions with 4.81 rating (one of the best performing expert)


Stock Opinions by Christine Poole

COMMENT
Upcoming US Federal Reserve decision on interest rates is very important for direction of the economy. Potential for continued interest rate increases if inflation doesn't slow down. Unemployment levels are still very good in Canada & the USA (more reason to increase interest rates). Consumers spending appears to be resilient which also points to rising interest rates. Concerns that people are drawing on savings built up through the pandemic. Stats are pointing to increasing credit debt levels(deliquesces still low).
Unknown

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TOP PICK
Believes long term fundamentals of Canada apartment sector is strong. Canadian Federal government targeting high levels of immigration (will create demand for apartments). Headwinds in the form of Provincial rent controls that don't compensate for inflation. Believes interest rates will fall in the short term which provides relief on borrowing costs. Current share price presenting a good buying opportunity.
investment companies / funds
TOP PICK
Conflict in Europe looks to point towards increasing defense spending. Company is 1/2 commercial (aviation) and 1/2 deference business. Increasing travel after pandemic is good for the business. Procurement rules prevent much inventory from budding up on defense side (good for cash flow).
Defense
TOP PICK
Consulting and design business within engineering sector (intangible assets). Company is growing earth and environmental business segments. Global business with operations across the globe. Current share price presenting good buying opportunity. Strong balance sheet with ability to acquire business' in soft economy. Organic growth ~8% last quarter.
Business Services
PAST TOP PICK
(A Top Pick Nov 16/21, Down 42%) Market concerned on streaming business capital expenditures. Profit recover post Covid-19 not happening as quickly as anticipated. Content expenses very high and not coming down. Business should turn around in 2023. Still owns stock in the company and will continue to hold. Theme park attendance strong, but inflation creating difficult margin growth
entertainment services
PAST TOP PICK
(A Top Pick Nov 16/21, Up 4%) Continues to hold stock (4% dividend yield). Stock has outperformed market relative to peers in segment. Diverse business with wealth management business etc. Expecting dividend to increase slowly. Will continue to hold shares.
banks
PAST TOP PICK
(A Top Pick Nov 16/21, Down 1%) Exposure to the growth of eCommerce. Very strong business with large business moat. Current share pric presenting good buying opportunity. Transition to digital payments also good for business (lots of room for growth).
other services
BUY on WEAKNESS
Very well run company. Growth through M&A and organically. As pandemic eases, costs will go up (costs going up with more vehicle collisions). Large business with brand name. Current share price presenting good buying opportunity.
other services
BUY
Well run company that charges premiums for insurance products. Nature of insurance allows for buildup of float (cash) that is valuable (can be re-invested). Good long term business for investors. Attractive dividend with long term track record.
insurance
BUY
Well run company that charges premiums for insurance products. Nature of insurance allows for buildup of float (cash) that is valuable (can be re-invested). Good long term business for investors. Attractive dividend with long term track record.
insurance
HOLD
Recent slide in share price tough, but will continue to own shares. Management indicating that will need to re-evaluate long term growth targets. Higher interests creating big problems for debt financing (using floating rate debt). Recent purchase of Kentucky Power will have to be purchased with line of credit instead of equity (not ideal). Pushing back investor day(December) which market does not like. Dividend is not sustainable at current levels.
electrical utilities
DON'T BUY
Business increasing with post pandemic business. Hard to make as much profit with rise of streaming. Company doing well with snacks/drinks purchases in theater. Unsure of the future of the theater business.
other services
BUY on WEAKNESS
Currently owns shares in the company. Long term, believes business is a good investment. Strong franchise with a healthy balance sheet. New CEO not from banking sector (market does not like that). Believes dividend is safe and company will sort itself out. Current share price presenting discount to peers.
banks
HOLD
Seniors housing segment is a reliable business model. Pandemic created problems within business, but is bullish on the sector for the long term. Will continue to hold shares. Labor costs rising due to inflation etc. Rising interest rates punishing companies with large real estate holdings.
property mngmnt / investment
DON'T BUY
Meat processing business that relied on M&A in the past. Experiencing additional costs with inflation etc. People trading down to lower cost proteins. Does not own shares. Plant based protein business also suffering.
food processing
Showing 1 to 15 of 3,704 entries