Christine Poole
Member since: Jul '09
CEO & Managing Director at
GlobeInvest Capital Management
GlobeInvest Capital Management
2767 Opinions
Latest Top Picks
(A Top Pick Jul 10/18, Up 8%) It is attractively priced with that yield. They had some headline risk recently. It should clear up by the end of next year. It will grow another 10% next year.
(A Top Pick Jul 10/18, Up 5%) She still likes it. MFC Asia is doing a good job. It trades at a very attractive multiple. Earnings growth should pick up.
(A Top Pick Jul 10/18, Up 14%) They had a lot of issues in the last year. Their phrama division is about half of their revenues and is doing quite well. This division has the highest margins. They have increased the dividend for 56 consecutive years. She would not jump in right now; buy on a pull-back.
The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)
It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)
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July 10, 2019
Market. Trade tensions are starting to impact the US economy. The whole global economy is slowing and they see a rate cut at the end of July. It is a precautionary cut. The jobs number was strong last month, but if you look at manufacturing data, we are not expanding at the levels we were at 6-8 months ago. Things are softening. The housing market has stayed flat. We are in an extended bull market but the growth has been very slow vs. other cycles.
Market. Trade tensions are starting to impact the US economy. The whole global economy is slowing and they see a rate cut at the end of July. It is a precautionary cut. The jobs number was strong last month, but if you look at manufacturing data, we are not expanding at the levels we were at 6-8 months ago. Things are softening. The housing market has stayed flat. We are in an extended bull market but the growth has been very slow vs. other cycles.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
DON'T BUY
DON'T BUY
July 10, 2019
It is very cheap at approximately 6 times but all airlines trade at cheap multiples. She shies away from airlines. AA has suffered from the 737-Max issue with 24 of their own. Fuel is always the overriding factor. This airline has added uncertainty because of the MAX issue as well as labour issues.
It is very cheap at approximately 6 times but all airlines trade at cheap multiples. She shies away from airlines. AA has suffered from the 737-Max issue with 24 of their own. Fuel is always the overriding factor. This airline has added uncertainty because of the MAX issue as well as labour issues.
COMMENT
COMMENT
July 10, 2019
food stores
COMMENT
COMMENT
July 10, 2019
merchandising/lodging
WEAK BUY
WEAK BUY
July 10, 2019
She does not have exposure to gold. Gold has broken out above $1400, which was a key level. She does not see it weakening significantly. If she wanted to put in a gold name, this would be a prime candidate.
She does not have exposure to gold. Gold has broken out above $1400, which was a key level. She does not see it weakening significantly. If she wanted to put in a gold name, this would be a prime candidate.
precious metals
COMMENT
COMMENT
July 10, 2019
It is a rich dividend. There is a question when they get this high. They can cover the dividend, however. She does not own energy producers. The dividend could be so high because the energy sector in Canada has been humbled. There is not a lot of certainty.
It is a rich dividend. There is a question when they get this high. They can cover the dividend, however. She does not own energy producers. The dividend could be so high because the energy sector in Canada has been humbled. There is not a lot of certainty.
oil/gas
DON'T BUY
DON'T BUY
July 10, 2019
It rallied last quarter even though they missed their number. Same store sales remained strong, however, by their not raising prices. She does not think this is necessarily sustainable. The stock is pretty expensive at these levels.
It rallied last quarter even though they missed their number. Same store sales remained strong, however, by their not raising prices. She does not think this is necessarily sustainable. The stock is pretty expensive at these levels.
Consumer Products
SELL
SELL
July 10, 2019
It is a high growth, high expectation, high multiple stock. She would move to another stock: V-N. Buy it on a pullback. (Analysts’ price target is $219.00)
It is a high growth, high expectation, high multiple stock. She would move to another stock: V-N. Buy it on a pullback. (Analysts’ price target is $219.00)
BUY
BUY
July 10, 2019
POW-T vs. PWF-T. She owns a bit of Power financial. Either one is probably fine. They are considered income stocks so if interest rates go down it should be beneficial for both.
POW-T vs. PWF-T. She owns a bit of Power financial. Either one is probably fine. They are considered income stocks so if interest rates go down it should be beneficial for both.
mngmnt/diversified
BUY
BUY
July 10, 2019
POW-T vs. PWF-T. She owns a bit of Power financial. Either one is probably fine. They are considered income stocks so if interest rates go down it should be beneficial for both. (Analysts’ price target is $33.00)
POW-T vs. PWF-T. She owns a bit of Power financial. Either one is probably fine. They are considered income stocks so if interest rates go down it should be beneficial for both. (Analysts’ price target is $33.00)
finance/leasing
PAST TOP PICK
PAST TOP PICK
July 10, 2019
(A Top Pick Jul 10/18, Up 8%) It is attractively priced with that yield. They had some headline risk recently. It should clear up by the end of next year. It will grow another 10% next year.
(A Top Pick Jul 10/18, Up 8%) It is attractively priced with that yield. They had some headline risk recently. It should clear up by the end of next year. It will grow another 10% next year.
oil/gas pipelines
PAST TOP PICK
PAST TOP PICK
July 10, 2019
(A Top Pick Jul 10/18, Up 5%) She still likes it. MFC Asia is doing a good job. It trades at a very attractive multiple. Earnings growth should pick up.
(A Top Pick Jul 10/18, Up 5%) She still likes it. MFC Asia is doing a good job. It trades at a very attractive multiple. Earnings growth should pick up.
insurance
PAST TOP PICK
PAST TOP PICK
July 10, 2019
(A Top Pick Jul 10/18, Up 14%) They had a lot of issues in the last year. Their phrama division is about half of their revenues and is doing quite well. This division has the highest margins. They have increased the dividend for 56 consecutive years. She would not jump in right now; buy on a pull-back.
(A Top Pick Jul 10/18, Up 14%) They had a lot of issues in the last year. Their phrama division is about half of their revenues and is doing quite well. This division has the highest margins. They have increased the dividend for 56 consecutive years. She would not jump in right now; buy on a pull-back.
biotechnology/pharmaceutical
COMMENT
COMMENT
July 10, 2019
With them building a new plastics plant and the government cancelling plastic bags and straws. The ban on bags and straws are very, very small if you look at all the things plastics are used for. They should not have an impact.
With them building a new plastics plant and the government cancelling plastic bags and straws. The ban on bags and straws are very, very small if you look at all the things plastics are used for. They should not have an impact.
oil pipelines
DON'T BUY
DON'T BUY
It is economically sensitive and the global economy is slowing.
chemicals
Comments
40000
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