Stock Opinions by Christine Poole

Stock Opinions by Christine Poole - Stockchase Experts

Signal	Opinion	Expert	Chart
BUY	Visa Inc.(V-N) May 14, 2019 Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach. other services 0 0 0 0 0 0 comments	Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach. other services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $160.210 Owned Yes	Sign up or Log in to enjoy full view of charts.

DON'T BUY	Facebook(FB-Q) May 14, 2019 The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space. 0 0 0 0 0 0 comments	The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space. 0 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $180.730 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Enbridge(ENB-T) May 14, 2019 She likes it. Dividend is under 6% and it will continue to grow. They bought Spectra to expand their presence to America and into natural gas, but they took on debt. So they issued various equity and sold non-core assets and streamlined their corporate structure. Their line 3 was approved last year, but has since been delayed to end-2020. This would double their capacity in western Canada. Their debt and balance sheet are much better now. oil/gas pipelines 0 0 0 0 0 0 comments	She likes it. Dividend is under 6% and it will continue to grow. They bought Spectra to expand their presence to America and into natural gas, but they took on debt. So they issued various equity and sold non-core assets and streamlined their corporate structure. Their line 3 was approved last year, but has since been delayed to end-2020. This would double their capacity in western Canada. Their debt and balance sheet are much better now. oil/gas pipelines 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $49.090 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Alphabet Inc. / Google(GOOG-Q) May 14, 2019 Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors. Business Services 0 0 0 0 0 0 comments	Will it ever stock split? She can't comment on that, but splitting would make this stock more affordable for retailer investors. Business Services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $1120.440 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Manulife Financial(MFC-T) May 14, 2019 vs. the Canadian banks It's not an either-or question. You can buy both. The new CEO has done a very good job to put aside the legacy businesses that are a drag. They have high-growth insurance business in Asia. MFC has lagged SLF the past few years in terms of stock price, but MFC's earnings should outpace SLF's. Also, MFC is closer to book value than SLF. It pays a good dividend. The banks are attractively priced too. insurance 0 0 0 0 0 0 comments	vs. the Canadian banks It's not an either-or question. You can buy both. The new CEO has done a very good job to put aside the legacy businesses that are a drag. They have high-growth insurance business in Asia. MFC has lagged SLF the past few years in terms of stock price, but MFC's earnings should outpace SLF's. Also, MFC is closer to book value than SLF. It pays a good dividend. The banks are attractively priced too. insurance 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $23.630 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Power Financial Corp(PWF-T) May 14, 2019 They recently bought back 5-8% of shares outstanding. It's a good income stock at a 5.9% dividend. PWF's performance depends on its subsidiaries, though it trades at an historially wide 19% discount to those subs. Maybe the subs have better growth. It's a safe defensive stock. finance/leasing 0 0 0 0 0 0 comments	They recently bought back 5-8% of shares outstanding. It's a good income stock at a 5.9% dividend. PWF's performance depends on its subsidiaries, though it trades at an historially wide 19% discount to those subs. Maybe the subs have better growth. It's a safe defensive stock. finance/leasing 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $30.780 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Johnson & Johnson(JNJ-N) May 14, 2019 Buy on a pullback, not now. Their pharma division is doing very well with products in the pipeline and wide margins. A strong balance sheet. Their dividend is almost 3% with a long history of increasing. A diversified, global name. This is quite defensive and good to hold in a weak economy. Lawsuits remain an overhang; JNJ has likely put aside some contingency money for these suits. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Buy on a pullback, not now. Their pharma division is doing very well with products in the pipeline and wide margins. A strong balance sheet. Their dividend is almost 3% with a long history of increasing. A diversified, global name. This is quite defensive and good to hold in a weak economy. Lawsuits remain an overhang; JNJ has likely put aside some contingency money for these suits. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $136.820 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Aecon Group Inc(ARE-T) May 14, 2019 She doesn't own this space, because these companies suffer cost overruns on the construction side. Also, government pledges to build infrastructure a few years ago have been slow to ramp up. These companies also need to make acquisitions to grow. She is watching WSP Global which is purely in services--and she prefers WSP. contractors 0 0 0 0 0 0 comments	She doesn't own this space, because these companies suffer cost overruns on the construction side. Also, government pledges to build infrastructure a few years ago have been slow to ramp up. These companies also need to make acquisitions to grow. She is watching WSP Global which is purely in services--and she prefers WSP. contractors 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $18.540 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Xylem Inc.(XYL-N) May 14, 2019 Likes it and continues to hold it, given a strong long-term outlook. Customers are utilities, commercial industries and industrial companies. Water infrastructure is still being built up with aging systems in parts of the world needing updating. XYL is well-managed. They bought a company in the metering side. environmental 0 0 0 0 0 0 comments	Likes it and continues to hold it, given a strong long-term outlook. Customers are utilities, commercial industries and industrial companies. Water infrastructure is still being built up with aging systems in parts of the world needing updating. XYL is well-managed. They bought a company in the metering side. environmental 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $75.510 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Brookfield Asset Management (A)(BAM.A-T) May 14, 2019 (A Top Pick May 08/18, Up 27%) Global in scope with operating subsidiaries that are publicly traded. They've done a lot of transactions in recent years. They're successful in buying distressed or non-core assets or taking companies private. They're very good at raising funds. Their client base (institutional clients and pension funds) is large. They bought Oak Tree Financial, focussed on distressed debt to diversify. management/diversified 0 0 0 0 0 0 comments	(A Top Pick May 08/18, Up 27%) Global in scope with operating subsidiaries that are publicly traded. They've done a lot of transactions in recent years. They're successful in buying distressed or non-core assets or taking companies private. They're very good at raising funds. Their client base (institutional clients and pension funds) is large. They bought Oak Tree Financial, focussed on distressed debt to diversify. management/diversified 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $64.060 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Toronto Dominion(TD-T) May 14, 2019 (A Top Pick May 08/18, Up 4%) The stock hasn't done anything in the past year, but the dividend pays a solid 4% that continues to grow. It trades at less than 11x forward earnings, below historical averages. Canadian housing is slowing, but it won't crash. Valuations reflect these concerns, so you can buy TD at these levels. banks 0 0 0 0 0 0 comments	(A Top Pick May 08/18, Up 4%) The stock hasn't done anything in the past year, but the dividend pays a solid 4% that continues to grow. It trades at less than 11x forward earnings, below historical averages. Canadian housing is slowing, but it won't crash. Valuations reflect these concerns, so you can buy TD at these levels. banks 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $73.960 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	United Technologies(UTX-N) May 14, 2019 (A Top Pick May 08/18, Up 12%) She has long held this. Aerospace, Otis Elevators and building products are their three sectors. 45% of their revenue stream is after-market, a recurring revenue stream (e.g. servicing Otis elevators or engines which are high-margin servicing contrcsts). This is defensive in an economic slowdown. They had a strong Q1 and raised their guidance, which they rarely do in Q1. Boasts 16x forward earnings. mngmnt/diversified 0 0 0 0 0 0 comments	(A Top Pick May 08/18, Up 12%) She has long held this. Aerospace, Otis Elevators and building products are their three sectors. 45% of their revenue stream is after-market, a recurring revenue stream (e.g. servicing Otis elevators or engines which are high-margin servicing contrcsts). This is defensive in an economic slowdown. They had a strong Q1 and raised their guidance, which they rarely do in Q1. Boasts 16x forward earnings. mngmnt/diversified 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $133.980 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Nutrien Ltd.(NTR-T) May 14, 2019 She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot of free cash flow. Also are buying back stock and raising their 3.4% dividend. agriculture 0 0 0 0 0 0 comments	She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot of free cash flow. Also are buying back stock and raising their 3.4% dividend. agriculture 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $67.130 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	CCL Industries (B)(CCL.B-T) May 14, 2019 They grow through acquisition. Some markets are mature now, though. Their PE has decreased, but it was too high in the past vs. its peers. They've been dealing with rising resin costs in the past years. A well-managed company, but packaging isn't a high-growth industry. Not enough here to excite her to buy. packaging/containers 0 0 0 0 0 0 comments	They grow through acquisition. Some markets are mature now, though. Their PE has decreased, but it was too high in the past vs. its peers. They've been dealing with rising resin costs in the past years. A well-managed company, but packaging isn't a high-growth industry. Not enough here to excite her to buy. packaging/containers 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $56.300 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Intel(INTC-Q) May 14, 2019 Trades at a reasonable multiple. It's a mature market. Gross margins won't expand. They are getting hit by the new China tariffs. electrical/electronic 0 0 0 0 0 0 comments	Trades at a reasonable multiple. It's a mature market. Gross margins won't expand. They are getting hit by the new China tariffs. electrical/electronic 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $45.170 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Christine Poole - Stockchase Experts