Stock Opinions by Christine Poole - Stockchase Experts
WATCH LIST
2481
Christine Poole @

On Stockchase since : Jul 2009

CEO & Managing Director

Reveal Expert Performance

Christine Poole hasn’t left any messages.

You are Christine Poole? Sign up for Market Pro to post messages to your visitors here.


Christine Poole Latest Top Picks...

Stock Opinions by Christine Poole - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

August 8, 2018

Navigating the trade noise. A lot of geopolitical situations. S&P 500 is up 0.5% since end of January. It is range bound. Global economies are growing led by the US. Earnings growth are coming in very well. Canada not quite as well as the US. The trade issues with China and USA are manageable. May see more inflationary pressures going forward because of trade tariffs. This may have an effect on interest rates. Certain sectors will be more impacted than others because of tariff such as auto sector. Everyone is facing higher input costs. Market has little patience if there is a miss or guide lower.

Navigating the trade noise. A lot of geopolitical situations. S&P 500 is up 0.5% since end of January. It is range bound. Global economies are growing led by the US. Earnings growth are coming in very well. Canada not quite as well as the US. The trade issues with China and USA are manageable. May see more inflationary pressures going forward because of trade tariffs. This may have an effect on interest rates. Certain sectors will be more impacted than others because of tariff such as auto sector. Everyone is facing higher input costs. Market has little patience if there is a miss or guide lower.

Unknown
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

WAIT
CGI Group (A)(GIB.A-T) 

August 8, 2018

Hold in their client accounts.  Half of their revenues are contracting IT services and the other half is outsourcing.  They grow organically as well as through mergers and acquisitions.  They are finding acquisitions quite pricey, and are making smaller acquisitions.  Seeing good organic growth with cyber security and financial services. 

consulting

Hold in their client accounts.  Half of their revenues are contracting IT services and the other half is outsourcing.  They grow organically as well as through mergers and acquisitions.  They are finding acquisitions quite pricey, and are making smaller acquisitions.  Seeing good organic growth with cyber security and financial services. 

consulting
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$84.100
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

WAIT
CGI Group (A)(GIB.A-T) 

August 8, 2018

Hold in their client accounts.  Half of their revenues are contracting IT services and the other half is outsourcing.  They grow organically as well as through mergers and acquisitions.  They are finding acquisitions quite pricey, and are making smaller acquisitions.  Seeing good organic growth with cyber security and financial services. 

consulting

Hold in their client accounts.  Half of their revenues are contracting IT services and the other half is outsourcing.  They grow organically as well as through mergers and acquisitions.  They are finding acquisitions quite pricey, and are making smaller acquisitions.  Seeing good organic growth with cyber security and financial services. 

consulting
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$84.100
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Home Capital Group(HCG-T) 

August 8, 2018

Is an alternative mortgage lender.  She prefers the large cap banks for the mortgage market.  Housing sales have slowed.  The stock may be cheap on an earnings basis.  However, the banks are more diversified and not just a housing market concern.

investment companies/funds

Is an alternative mortgage lender.  She prefers the large cap banks for the mortgage market.  Housing sales have slowed.  The stock may be cheap on an earnings basis.  However, the banks are more diversified and not just a housing market concern.

investment companies/funds
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.800
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

WAIT
Emerson Electric(EMR-N) 

August 8, 2018

Owned it a few years ago but sold it. They are seeing good growth.  A very well managed industrial company.  She would probably not buy it here.  They had a strong quarter and upped their guidance.  She would wait for weakness.

machinery

Owned it a few years ago but sold it. They are seeing good growth.  A very well managed industrial company.  She would probably not buy it here.  They had a strong quarter and upped their guidance.  She would wait for weakness.

machinery
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$74.040
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

SELL
Newell Brands Inc(NWL-N) 

August 8, 2018

 In the process of remaking themselves.  Input costs have impacted them.  They are going to sell some assets.  Stock has been hit very hard.  Not sure what the company is going to look like going forward.  Don’t know the full effect of  tariffs on this stock.  She would scale out.

misc consumer products

 In the process of remaking themselves.  Input costs have impacted them.  They are going to sell some assets.  Stock has been hit very hard.  Not sure what the company is going to look like going forward.  Don’t know the full effect of  tariffs on this stock.  She would scale out.

misc consumer products
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$20.790
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT

Not a lot of detail regarding cannabis retail market yet.  May be an opportunity for retail rentals and possibly good for them.  Too early to say what impact this may have for Riocan.

property mngmnt/investment

Not a lot of detail regarding cannabis retail market yet.  May be an opportunity for retail rentals and possibly good for them.  Too early to say what impact this may have for Riocan.

property mngmnt/investment
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$24.810
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Nutrien Ltd.(NTR-T) 

August 8, 2018

Hold in their client portfolios and likes the company and continues to hold it.  She likes the long term growth prospect.  They are a big producer of potash and nitrogen.  They had a big beat in their last report.  Are a fertilizer company and they have retail stores for the farmers.  There is a lot of growth potential.  Also want to expand retail platform to Australia and Brazil.  They have a lot of cash flow from sale of certain assets to grow their retail.

agriculture

Hold in their client portfolios and likes the company and continues to hold it.  She likes the long term growth prospect.  They are a big producer of potash and nitrogen.  They had a big beat in their last report.  Are a fertilizer company and they have retail stores for the farmers.  There is a lot of growth potential.  Also want to expand retail platform to Australia and Brazil.  They have a lot of cash flow from sale of certain assets to grow their retail.

agriculture
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$74.100
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT

This is the old MacDonald Detweiller.  The company made an acquisition of an imaging company.  They have a new CEO.  There is a short report out on this stock based on the amount of debt, concerns about the new CEO, and some accounting issues.  The company has yet to respond to the short report.

computer software/processing

This is the old MacDonald Detweiller.  The company made an acquisition of an imaging company.  They have a new CEO.  There is a short report out on this stock based on the amount of debt, concerns about the new CEO, and some accounting issues.  The company has yet to respond to the short report.

computer software/processing
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$47.750
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK

(A top pick August 16/17, up 12%) Continue to like it. A global asset management. They focus on 4 areas:  real estate, infrastructure, renewable assets, and they have a private equity group. They have a real good track record.  Look for stable cash flow streams and they are well positioned going forward. 

management/diversified

(A top pick August 16/17, up 12%) Continue to like it. A global asset management. They focus on 4 areas:  real estate, infrastructure, renewable assets, and they have a private equity group. They have a real good track record.  Look for stable cash flow streams and they are well positioned going forward. 

management/diversified
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.410
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Royal Bank(RY-T) 

August 8, 2018

(A top pick August 16/17, up 13%) Have held for a long time. They like it and are buying it for new money. Housing market is a concern, but the mortgage market is manageable. Royal is very diversified, 23% or their revenues come from the US. This is one of their favourite banks.

banks

(A top pick August 16/17, up 13%) Have held for a long time. They like it and are buying it for new money. Housing market is a concern, but the mortgage market is manageable. Royal is very diversified, 23% or their revenues come from the US. This is one of their favourite banks.

banks
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$101.160
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Home Depot(HD-N) 

August 8, 2018

(A top pick August 16/17, up 33%) She continues to hold it. This is a play on the US economy and housing market, household formation and the labour market. If economy stays strong, a lot of home improvements are ongoing.

specialty stores

(A top pick August 16/17, up 33%) She continues to hold it. This is a play on the US economy and housing market, household formation and the labour market. If economy stays strong, a lot of home improvements are ongoing.

specialty stores
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$198.020
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

WAIT
Dollarama Inc.(DOL-T) 

August 8, 2018

She does not own this because of the valuation.  It is getting interesting now because the stock has pulled back.  They import a lot of goods.  Threat that margins may get squeezed because of the tariffs.  This may be the overhang on the stock.

Consumer Products

She does not own this because of the valuation.  It is getting interesting now because the stock has pulled back.  They import a lot of goods.  Threat that margins may get squeezed because of the tariffs.  This may be the overhang on the stock.

Consumer Products
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$46.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Saputo Inc.(SAP-T) 

August 8, 2018

They reported yesterday and had a weak quarter and they guided lower.  There is a lot of competition in this market.  They grow through acquisitions.  She prefers company that grow organically.  They are in a mature business.  She thinks there are better opportunities elsewhere.

food processing

They reported yesterday and had a weak quarter and they guided lower.  There is a lot of competition in this market.  They grow through acquisitions.  She prefers company that grow organically.  They are in a mature business.  She thinks there are better opportunities elsewhere.

food processing
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$40.950
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Intel(INTC-Q) 

August 8, 2018

They indicated that gross margins are shrinking. They are dominant in the PC market but that is shrinking.   Revenue and earnings are quite flat.  Not interested in stock because she does not see much growth opportunity.

electrical/electronic

They indicated that gross margins are shrinking. They are dominant in the PC market but that is shrinking.   Revenue and earnings are quite flat.  Not interested in stock because she does not see much growth opportunity.

electrical/electronic
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$49.960
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 2,481 entries

No Comments.


You must be logged in to comment.

Successfully Saved Company
Successfully Saved Company