Stock Opinions by Christine Poole

Stock Opinions by Christine Poole - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment January 10, 2019 Market Outlook - The Market got oversold on December due to negative sentiment. Concerns about US trade war with China, flat yield curve flattening and oil price collapsing and a misinterpretation from the market on what Powell said about raising rates regardless of what was going on weighted on sentiment. Powell then talked again and he said that he was data dependent. The Bank of Canada said the same recently. That provided relieve to the market. The preliminary holiday sales estimates indicate that it was a strong season. Unemployment is still low. It is too early to say. 0 0 0 0 0 0 comments	Market Outlook - The Market got oversold on December due to negative sentiment. Concerns about US trade war with China, flat yield curve flattening and oil price collapsing and a misinterpretation from the market on what Powell said about raising rates regardless of what was going on weighted on sentiment. Powell then talked again and he said that he was data dependent. The Bank of Canada said the same recently. That provided relieve to the market. The preliminary holiday sales estimates indicate that it was a strong season. Unemployment is still low. It is too early to say. Unknown 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

DON'T BUY	FedEx(FDX-N) January 10, 2019 They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines. Transportation 0 0 0 0 0 0 comments	They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines. Transportation 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $170.120 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Xylem Inc.(XYL-N) January 10, 2019 Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point. environmental 0 0 0 0 0 0 comments	Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point. environmental 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $68.910 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	BCE Inc.(BCE-T) January 10, 2019 If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. telephone utilities 0 0 0 0 0 0 comments	If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. telephone utilities 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $55.140 Owned Unknown	Sign up or Log in to enjoy full view of charts.
HOLD	Telus Corp(T-T) January 10, 2019 If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket. telephone utilities 0 0 0 0 0 0 comments	If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket. telephone utilities 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $45.350 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Johnson & Johnson(JNJ-N) January 10, 2019 Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $129.710 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Altagas Ltd(ALA-T) January 10, 2019 They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles. oil/gas 0 0 0 0 0 0 comments	They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles. oil/gas 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $14.100 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	Chartwell Seniors Housing(CSH.UN-T) January 10, 2019 Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock. property mngmnt/investment 0 0 0 0 0 0 comments	Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock. property mngmnt/investment 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $14.030 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	BlackBerry(BB-T) January 10, 2019 It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet. electrical/electronic 0 0 0 0 0 0 comments	It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet. electrical/electronic 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $9.960 Owned No	Sign up or Log in to enjoy full view of charts.
HOLD	United Technologies(UTX-N) January 10, 2019 The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff is an overhang on the stock. You will be paid to hold here. mngmnt/diversified 0 0 0 0 0 0 comments	The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff is an overhang on the stock. You will be paid to hold here. mngmnt/diversified 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $110.410 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Nutrien Ltd.(NTR-T) January 10, 2019 (A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point. agriculture 0 0 0 0 0 0 comments	(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point. agriculture 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $66.280 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Walt Disney(DIS-N) January 10, 2019 (A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point. entertainment services 0 0 0 0 0 0 comments	(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point. entertainment services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $112.800 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Fortis Inc.(FTS-T) January 10, 2019 (A Top Pick Jan 09/18, Up 6%) Boring utility. Everybody should own any of these. Yield of 4%. She has a target price of $48. Regulated with operations in the US. She thinks they are going to grow their dividend by 6% every year for the next 5 years. Safe, defensive income stock. electrical utilities 0 0 0 0 0 0 comments	(A Top Pick Jan 09/18, Up 6%) Boring utility. Everybody should own any of these. Yield of 4%. She has a target price of $48. Regulated with operations in the US. She thinks they are going to grow their dividend by 6% every year for the next 5 years. Safe, defensive income stock. electrical utilities 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $45.460 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	General Market Comment January 10, 2019 Are we in a bear market? - How do you define a bear market? She doesn't think we are in a bear market. Some people say that a 20% threshold is how you define a bear market. The S&P 500 dropped from a high of September 20 to the low on December 24 19.4%. She doesn't see a recession in the near future. There is a slow down in 2019 with GDP growth being lower than 2018 but still positive. Same with corporate profit growth as the 2018 profits had been boosted by tax incentives. 0 0 0 0 0 0 comments	Are we in a bear market? - How do you define a bear market? She doesn't think we are in a bear market. Some people say that a 20% threshold is how you define a bear market. The S&P 500 dropped from a high of September 20 to the low on December 24 19.4%. She doesn't see a recession in the near future. There is a slow down in 2019 with GDP growth being lower than 2018 but still positive. Same with corporate profit growth as the 2018 profits had been boosted by tax incentives. Unknown 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Brookfield Asset Management Inc.(BAM-N) January 10, 2019 Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment. management/diversified 0 0 0 0 0 0 comments	Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment. management/diversified 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $40.690 Owned Yes	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Christine Poole - Stockchase Experts