Christine Poole

Has been keeping a close eye on corporate profits/earnings the past few weeks. 
As expected, earnings down "year over year" for Q4.
Believes companies are bullish on ability to grow earnings in 2024.
CPI number reported on Feb 14 came in as expected (still above 2% target number).
Recent market rally backed by lower inflation numbers & lower energy prices. 
Expecting mild recession in 2023. 

Largest industrial gas company. 
Recession proof company.
Ability to grow earnings in double digits in past recession.
Diversified revenues (US and Canada).
Large array of clients from food supply to industrial use.
Well positioned to help industrial companies reduce carbon footprint (natural has and carbon capture).
Good investment for long term investors.

Demonstrated strength of company with performance the past year.
Despite increasing costs, still able to raise prices.
High brand loyalty.
Making steps into new categories (baked goods and pastries).
Well positioned for the long term shareholder.

Turnaround story with return of Bob Iger. Encouraged with two year contract.
Will expect company to cut costs. 
Re-structuring program will benefit company immensely. 
Expecting streaming business to break even.
Theme parks re-opening in North America & China good for the company.

Company hit very hard by correction in tech sector.
Will continue to hold shares. Core tech holding.
Digital advertising very strong.
A.I. product test didn't go as well as hoped.
Very profitable company regardless.
Good long term hold.

Stock ratings and index compilation.
Will continue to hold.
Recent market selloff tough on company shares.
Expecting shares to recover in 2023.
Strong business model for the long term shareholder.

Electric components business.
45% of business in auto industry (expecting major growth soon).
Will continue to hold. 
EV adoption continues to rise which will require electric components. 
Order delays hard on company with recession fears.

Owns shares in the company. 
Consumer stable business. 
Large exposure to emerging markets.
Consumer packaged business expected to grow.
Inflation forcing company to increase prices.
Long term is a good investment.
~3.5% dividend yield.
New management later this year.

Transit bus manufacturer.
Does not own shares in the company.
Failed to execute on production.
Balance sheet very leveraged. 

Does not own shares. 
Not as global as other financial companies in portfolio.
Hard to determine best company within sector.
Would recommend to hold.

Owns shares in company.
Believes in prospects for company despite recent troubles.
Company caught offside by higher interest rates (floating rate debt).
Large Kentucky Power acquisition will be tough to digest.
Management has lost credibility in past few years.

Does not own shares, but keeps eye on company.
Well run company, but valuation too high.
Believes company has strong long term prospects.

Healthcare name that is very strong.
Will continue to own shares in the company.
Consumer product market very strong.
High end brands with excellent prospects.
Pharmacy business strong.

Very tough time with Covid-19 (occupancy rate way down).
Expecting company to recover slowly.
Business of senior living not going anywhere.
Labor shortage concern also an issue, but is a problem being worked on.
Will continue to own shares.

Latest corporate earnings surprisingly good.
Very strong brand across Canada.
Well managed company. 
Current valuation is trading at a fair price.
Will continue to watch outlook for business.