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

2009-07-21

BUY
Agrium (AGU-T)
Likes fertilizer. Has an offer in to buy CF Industries so there might be some volatility. Good entry point for holding for the next year or 2.
chemicals
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $45.060
Owned: Yes

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2009-07-21

DON'T BUY
Bombardier Inc (B) (BBD.B-T)
Trains are growing in demand because of urbanization but margins are not that high. Regional/business jets demand will stay weak for a while.
transportation equip & components
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $3.630
Owned: Unknown

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2009-07-21

BUY
BCE Inc. (BCE-T)
Strong balance sheet. Have been buying back stock. Wonders about the impact when new wireless players come in. 6% yield. If you are looking for income, not double-digit growth, this is a good investment.
telephone utilities
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $24.250
Owned: Unknown

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2009-07-21

TOP PICK
Cadbury PLC (CBY-N)
Confectioneries including gum, chocolate and candy. Likes category because private labelling is very low in confectionery so margins are sustainably higher than in other packaged food groups.
food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $36.550
Owned: No

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2009-07-21

COMMENT
Canadian Oil Sands (COS-T (Acquired)
Generates money from its 37% interest in Syncrude oil sands operation. This stock will track the price of crude. Cut distributions in January.
oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $26.750
Owned: Unknown

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2009-07-21

COMMENT
Cisco (CSCO-Q)
Prefers IBM (IBM-N) because of their more stable revenue stream. This one is more consumer focused and they build networks. Expect they will have a few strong quarters because we are starting to see the turn.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $21.590
Owned: Unknown

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2009-07-21

SELL
General Electric (GE-N)
Diverse operations that tend to offset each other. Service market is doing relatively well and margins coming in a little better than expected on industrial side. Military is performing better than commercial. Original equipment orders are down 40%. Expects decline to continue. GE Capital still has weakness. NBC’s profits were also weak. Yields about 3.5%.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $11.470
Owned: Unknown

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2009-07-21

TOP PICK
Hewlett-Packard Co (HPQ-N)
Leading player in PCs, both mobile and desktop. #1 in the printer and server business. #2 in IT services. Reasonably priced. Looking for a recovery in demand.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $40.570
Owned: Yes

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2009-07-21

HOLD
IBM (IBM-N)
Just reported a great quarter. Technology group has done well. Generates a lot of free cash flow and have been buying back stock. On the service side they have been slowly moving into higher margin businesses. Not expensive at 10X earnings.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $117.040
Owned: Unknown

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2009-07-21

BUY
Manulife Financial (MFC-T)
Has had to put a lot of additional reserves on to cover their guaranteed annuities. If you are positive on the equity markets, the stock should do well. Most geographically diverse of all the life insurance companies. New management will be more conservative.
insurance
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $22.720
Owned: Yes

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2009-07-21

WATCH
Progress Energy Inc. (PGN-N (Dead))
Household products. Globally positioned across a lot of markets. Demand for their products tends to be more stable. New management team. Raw material costs have gone up and their margins are still feeling that. Quarterly report is due soon so wait for that before buying.
electrical utilities
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $38.380
Owned: Unknown

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2009-07-21

BUY
Potash Corp of Saskatchewan (POT-T)
Likes fertilizer. Potash demand has dropped off significantly. Russian producer contracted with India at $460. She thinks pricing will settle in this range, which is a relatively good price. Expects volumes will pick up.
integrated mines
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $100.570
Owned: Unknown

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2009-07-21

TOP PICK
Rogers Communcations (B) (RCI.B-T)
Penetration in Canada is significantly lower than US so not concerned about competition. Because they can bundle products they have a competitive advantage.
Cable
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $31.320
Owned: Yes

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2009-07-21

BUY
Shaw Communication (B) (SJR.B-T)
Cable operator in Western Canada. Well managed. Last quarter showed good subscriber growth. Focusing on increasing penetration on digital cable. Very financially astute. Generating a lot of free cash flow. Strong balance sheet. 4.4% yield is safe.
Cable
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $18.860
Owned: Unknown

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2009-07-21

BUY on WEAKNESS
SNC-Lavalin Group Inc. (SNC-T)
Likes engineering/construction space. Emerging countries will be building out infrastructure and governments are spending to help economies. Valuation is a little high so she has it on her Buy/Watch list. Would consider under $40.
contractors
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $46.480
Owned: No

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Showing 1 to 15 of 2,245 entries
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