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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)


Stock Opinions by Christine Poole

COMMENT

Believes consumers have exhausted stockpiles of cash built up during the Covid-19 pandemic. Inflation eating into the consumer in a meaningful way. Expecting upcoming S&P 500 earnings to grow. China softness and quarter earnings will be felt in the markets, and will be interesting to watch. If interest rates have peaked, and start to fall - will drive further economic gains. 

Unknown
TOP PICK

Best bank on Wall Street. Only US bank in portfolio. Excellent management team that consistently outperforms. Recent earnings reports very strong. Excellent balance sheet. Ability to generate earnings unparalleled within sector. 

Financial Services
TOP PICK
Raytheon

Defense spending expected to rise. Stock price weakness the past year presenting a good time to buy. Commercial airspce business expected to grow. Concerns on supply chain not a big factor. Expecting margin improvement. Yield over 2%. Has been buying more shares and will continue to own. 

Defense
TOP PICK
WSP Global Inc.

Engineering design firm not associated with liabilities of construction. M&A very strong the past few years. Strengthening environmental reclamation business. Beneficiaries of US Inflation reduction act. Excellent balance sheet allows for growth. Very strong management team that is proven in all aspects of market cycles. 

INDUSTRIAL PRODUCTS
PAST TOP PICK
Alphabet Inc
(A Top Pick Jan 18/23, Up 61%)

Excellent management team with very strong business. Will continue to own shares. Advertising business dominant with search engine strength. A.I. and cloud business also growing very well. Recent cost cutting also good for bottom line. Expecting higher productivity going forward. Will continue to own shares. Wait for pullback to buy more shares. 

Technology
PAST TOP PICK
Aritzia Inc.
(A Top Pick Jan 18/23, Down 23%)

Continues to own shares in growth portfolio. Volatile stock but business is strong. Growing very well in Canada. Distribution and inventory concerns seem to fading. Expecting margins to improve. USA growth expected to continue. 

specialty stores
PAST TOP PICK
Visa Inc.
(A Top Pick Jan 18/23, Up 25%)

Long term 0 a very good investment. Digital payments excepted to growth further. Very good business with high margins. Lots of room for top line revenue growth (expecting double digits). "Tap Pay" growth accelerated curing Covid-19. Will continue to hold shares. 

other services
BUY

Top railway pick. Has been a long term investor in the company. Would recommend buying on recent share price weakness. Assets are very valuable given ability to build new rail lines. Pricing is inflation protected. 

Transportation
BUY ON WEAKNESS
Eli Lilly & Co.

Excellent business, but would wait for share price weakness before buying. Performance has made shares expensive. Weight loss drugs performing very well. One concern is that weight loss drugs are unproven. 

biotechnology / pharmaceutical
BUY ON WEAKNESS
SalesForce.com Inc.

Excellent company, and would recommend holding. Wait for share price weakness before buying given high valuation. 

computer software / processing
HOLD
Unilever NV

Owns shares in company and likes prospects of business. Under performance of company not a concern. Emerging markets will present opportunity for growth. Inflation has made for tough times on the bottom line. Would recommend investors to be patient. Expecting positive changes in company with new activist investors. 

food processing
DON'T BUY
Pfizer Inc

Does not own shares. Recent share price erosion a good place to buy. Post Covid-19 demand has fallen, which has reduced revenues. Patent expiration also a major concern. Very old company, but would wait before buying. 

biotechnology / pharmaceutical
BUY ON WEAKNESS
Shopify Inc.

Does not own shares, but share price has been growing steadily. Strong business, but valuation still seems high, so would wait for weakness before buying. 

0
DON'T BUY

Does not own shares in company. Leader in generic clothing. Lost cost producer, but does not believe in growth outlook. Management changes a concern. Would not recommend investing at this time. 

clothing stores
SELL ON STRENGTH
Applied Materials

Recent performance good for investors, but generally stays away from sector given cyclical nature of business. Would recommend selling on strength of share price. 

electrical / electronic
Showing 1 to 15 of 4,055 entries