Opinions by Christine Poole | StockChase
2245
Christine Poole

CEO & Managing Director

ON STOCKCHASE SINCE Jul 2009

GlobeInvest Capital Management


Opinions by Christine Poole



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Signal Opinion Expert Chart

2011-03-30

WEAK BUY
Bombardier Inc (B) (BBD.B-T)
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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $6.300
Owned: Unknown

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2016-10-12

WEAK BUY
BCE Inc. (BCE-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $60.340
Owned: Unknown

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2011-10-12

WEAK BUY
Deere & Co. (DE-N)
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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $71.050
Owned: Unknown

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2015-08-11

WEAK BUY
Encana Corp (ECA-T)

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

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $9.500
Owned: Unknown

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2017-02-17

WEAK BUY
Enbridge Income Fund Holdings (ENF-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $34.260
Owned: No

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2016-10-12

WEAK BUY
Extendicare Inc (EXE-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $9.270
Owned: No

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2014-03-05

WEAK BUY
Honeywell International (HON-N)

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

mngmnt/diversified
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $94.660
Owned: No

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2015-03-12

WEAK BUY
Intertape Polymer Group (ITP-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $17.590
Owned: No

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2012-11-13

WEAK BUY
JP Morgan Chase & Co (JPM-N)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $40.040
Owned: No

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2014-03-05

WEAK BUY
Power Corp (POW-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $30.290
Owned: No

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2011-03-30

WEAK BUY
Rogers Communcations (B) (RCI.B-T)
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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $35.430
Owned: Unknown

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2009-11-26

WEAK BUY
Sun Life Financial Inc (SLF-T)
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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $29.000
Owned: No

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2014-07-08

WEAK BUY
Telus Corp (T-T)

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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $38.470
Owned: No

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2009-08-26

WEAK BUY
Transalta Corp (TA-T)
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
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $21.720
Owned: Unknown

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2014-10-07

WATCH
Apple (AAPL-Q)

She is not thinking of adding this to her portfolios as it has had a nice run into their product announcements. It will probably have a pretty healthy holiday season and it is launching in China now. She would wait for it to pull back closer to its 200 day moving average of $86.72.

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $98.750
Owned: No

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