Stock Opinions by Christine Poole - Stockchase Experts
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Christine Poole @

On Stockchase since : Jul 2009

CEO & Managing Director at GlobeInvest Capital Management

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Stock Opinions by Christine Poole - Stockchase Experts

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WEAK BUY

She owns ENB-T because it is the bigger company.  She likes that company and the Spectra acquisition.  There is more growth in ENB-T.  ENF-T pays a higher yield.  When the Spectra deal closes they are bumping up the dividend.

oil/gas
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She owns ENB-T because it is the bigger company.  She likes that company and the Spectra acquisition.  There is more growth in ENB-T.  ENF-T pays a higher yield.  When the Spectra deal closes they are bumping up the dividend.

oil/gas
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$34.260
Owned Owned
No

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WEAK BUY
BCE Inc.(BCE-T) 

October 12, 2016

If you are looking for dividend yield, BCE-T will grow them.  It is an attractive place if you are looking for yield, but she does not see a lot of growth.  There are probably more attractive companies outside of telecoms, however.

telephone utilities
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If you are looking for dividend yield, BCE-T will grow them.  It is an attractive place if you are looking for yield, but she does not see a lot of growth.  There are probably more attractive companies outside of telecoms, however.

telephone utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$60.340
Owned Owned
Unknown

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WEAK BUY
Extendicare Inc(EXE-T) 

October 12, 2016

She likes the seniors housing space and owns another name (CSH.UN-T).  They are trying to expand their private pay seniors housing.  It will take some time for the stock to reposition itself after selling off the US holdings. 

other services
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She likes the seniors housing space and owns another name (CSH.UN-T).  They are trying to expand their private pay seniors housing.  It will take some time for the stock to reposition itself after selling off the US holdings. 

other services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$9.270
Owned Owned
No

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WEAK BUY
Encana Corp(ECA-T) 

August 11, 2015

She thinks Nat Gas could recover to $5 at some point.  This is an okay, decent long term hold.

oil/gas
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She thinks Nat Gas could recover to $5 at some point.  This is an okay, decent long term hold.

oil/gas
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$9.500
Owned Owned
Unknown

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WEAK BUY

It is a smaller cap name than she looks for.  It had a disappointing quarter, but will benefit from lower input costs.  They are in packaging and a pickup in over all shipments would benefit them.  They are Canadian, but have facilities in the US.

packaging/containers
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It is a smaller cap name than she looks for.  It had a disappointing quarter, but will benefit from lower input costs.  They are in packaging and a pickup in over all shipments would benefit them.  They are Canadian, but have facilities in the US.

packaging/containers
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$17.590
Owned Owned
No

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WEAK BUY
Telus Corp(T-T) 

July 8, 2014

Has not owned telecom for the last couple of years.  Would not be buying it here.  The regulators really want to encourage competition.  You buy telecom for the yield and steady cash flow but you can go elsewhere without the regulatory risk.  A slow growth mature business.

telephone utilities
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0 comments

Has not owned telecom for the last couple of years.  Would not be buying it here.  The regulators really want to encourage competition.  You buy telecom for the yield and steady cash flow but you can go elsewhere without the regulatory risk.  A slow growth mature business.

telephone utilities
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$38.470
Owned Owned
No

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WEAK BUY
Power Corp(POW-T) 

March 5, 2014

Held Power Financial in the past.  The family that holds it wants the dividend.  Go lower down and hold either a bank, or Investors Group.  This one is more defensive.

mngmnt/diversified
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Held Power Financial in the past.  The family that holds it wants the dividend.  Go lower down and hold either a bank, or Investors Group.  This one is more defensive.

mngmnt/diversified
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$30.290
Owned Owned
No

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WEAK BUY

Having their investor day this week.  Near an all time high.  Cyclical.  Prefers UTX.

mngmnt/diversified
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Having their investor day this week.  Near an all time high.  Cyclical.  Prefers UTX.

mngmnt/diversified
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$94.660
Owned Owned
No

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WEAK BUY
JP Morgan Chase & Co(JPM-N) 

November 13, 2012

She is not in US financials at all right now.  Trade at a discount to Canadian banks.  If you want US financial exposure then this is one you would go to.  She is not interested right now in big US financials.  Prefers smaller, regional banks and is looking at them now.

Financial Services
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She is not in US financials at all right now.  Trade at a discount to Canadian banks.  If you want US financial exposure then this is one you would go to.  She is not interested right now in big US financials.  Prefers smaller, regional banks and is looking at them now.

Financial Services
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$40.040
Owned Owned
No

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WEAK BUY
Deere & Co.(DE-N) 

October 12, 2011

About 2/3rds North America but slowly increasing exposure to emerging markets. Long-term play in Ag and descent. She prefers nutrient space. Deer has 15% revenues in forestry and construction, which has not recovered from recession. More cyclical than nutrient space.
machinery
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About 2/3rds North America but slowly increasing exposure to emerging markets. Long-term play in Ag and descent. She prefers nutrient space. Deer has 15% revenues in forestry and construction, which has not recovered from recession. More cyclical than nutrient space.
machinery
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.050
Owned Owned
Unknown

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WEAK BUY
She got out because of the increasing competition with new players. You could buy it here for 5-10 years because they have a safe and attractive dividend, but she doesn’t see a near term upside. The banks or pipelines have more potential for appreciation.
Cable
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0 comments
She got out because of the increasing competition with new players. You could buy it here for 5-10 years because they have a safe and attractive dividend, but she doesn’t see a near term upside. The banks or pipelines have more potential for appreciation.
Cable
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$35.430
Owned Owned
Unknown

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WEAK BUY
Half aerospace and half transportation. A good company and will do well over the next 5 years. Aerospace is starting to ramp up. The transportation side is not high margin. She prefers Boeing. Doesn’t think dividend will increase over the next couple of years. You need to see more ‘C’ series orders.
transportation equip & components
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0 comments
Half aerospace and half transportation. A good company and will do well over the next 5 years. Aerospace is starting to ramp up. The transportation side is not high margin. She prefers Boeing. Doesn’t think dividend will increase over the next couple of years. You need to see more ‘C’ series orders.
transportation equip & components
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$6.300
Owned Owned
Unknown

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WEAK BUY
Sun Life Financial Inc(SLF-T) 

November 26, 2009

Have been hurt by the market sensitivity to the variable annuity products. Lifecos in general have all come off with ManuLife (MFC-T) news. This represents reasonable value for a longer-term perspective. Prefers banks.
insurance
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Have been hurt by the market sensitivity to the variable annuity products. Lifecos in general have all come off with ManuLife (MFC-T) news. This represents reasonable value for a longer-term perspective. Prefers banks.
insurance
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$29.000
Owned Owned
No

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WEAK BUY
Transalta Corp(TA-T) 

August 26, 2009

Not a huge amount of growth and is why they bid for the alternative energy play Canadian Hydro Developers (KHD-T). Okay for the 5.3% dividend but she doesn't see a lot of earnings growth.
electrical/electronic
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0 comments
Not a huge amount of growth and is why they bid for the alternative energy play Canadian Hydro Developers (KHD-T). Okay for the 5.3% dividend but she doesn't see a lot of earnings growth.
electrical/electronic
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.720
Owned Owned
Unknown

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WATCH
Facebook(FB-Q) 

March 12, 2019

Fear of regulatory fines Regulatory risks still overhang the stock. She's on the sidelines watching this issue.
0 0 0 0 0
0 comments
Fear of regulatory fines Regulatory risks still overhang the stock. She's on the sidelines watching this issue.
0
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$171.920
Owned Owned
No

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