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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COMMENT
General Market Comment 

March 12, 2019

UK rejects another Brexit proposal today which creates further uncertainty. She suspects the decision will just got pushed back more. She invests in US dollars outside Canada, so the UK pound doesn't effect her investments directly. Rosenberg warns of recession fears: the Canadian economy is certainly weaker than America's but Canada's employment numbers last week were very strong. Also, the US shutdown in December-January distorted their economic numbers. The US service sector remains strong and has rebounded from December. Also central banks around the world, including Canada's, are holding interest rates for now. We're heading into an election year, so policies may be tweaked to help our economy. The OECD is still projecting world growth--albeit it is slowing, and the UK is a weak spot.
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UK rejects another Brexit proposal today which creates further uncertainty. She suspects the decision will just got pushed back more. She invests in US dollars outside Canada, so the UK pound doesn't effect her investments directly. Rosenberg warns of recession fears: the Canadian economy is certainly weaker than America's but Canada's employment numbers last week were very strong. Also, the US shutdown in December-January distorted their economic numbers. The US service sector remains strong and has rebounded from December. Also central banks around the world, including Canada's, are holding interest rates for now. We're heading into an election year, so policies may be tweaked to help our economy. The OECD is still projecting world growth--albeit it is slowing, and the UK is a weak spot.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Walt Disney(DIS-N) 

March 12, 2019

Disney+ streaming service She's optimistic that it'll do well. Last year, Disney streamed ESPN and have picked up subscriber growth. They plan on pricing Disney+ at a discount to Netflix. Disney has lots of content, like Star Wars, Pixar and Marvel. They will make original shows. They bought 20th Century Fox to add more content. Also have National Geographic content. More details to come on analyst day in April.
entertainment services
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Disney+ streaming service She's optimistic that it'll do well. Last year, Disney streamed ESPN and have picked up subscriber growth. They plan on pricing Disney+ at a discount to Netflix. Disney has lots of content, like Star Wars, Pixar and Marvel. They will make original shows. They bought 20th Century Fox to add more content. Also have National Geographic content. More details to come on analyst day in April.
entertainment services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$114.730
Owned Owned
Yes

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

CEO & Mana, GlobeInvest Capital ...

Price Price
$171.920
Owned Owned
No

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WAIT
CVS Health Corp(CVS-N) 

March 12, 2019

It's lagged in the past year. Just closed the Aetna purchase. Lots of negative sentiment, including political talk of limiting drug costs as well as fears of Amazon taking over drug delivery. Aetna recently decreased their guidance and the stock dropped. That said, CVS they have good assets including health insurance. Trades at a low 8x multiple. She'll wait what they have to say on investor day in May. Yield is over 3%.
specialty stores
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It's lagged in the past year. Just closed the Aetna purchase. Lots of negative sentiment, including political talk of limiting drug costs as well as fears of Amazon taking over drug delivery. Aetna recently decreased their guidance and the stock dropped. That said, CVS they have good assets including health insurance. Trades at a low 8x multiple. She'll wait what they have to say on investor day in May. Yield is over 3%.
specialty stores
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.650
Owned Owned
Yes

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BUY
Riocan vs. Choice Properties REITs Riocan is trying to change their mix and their development properties are doing well. You're fine with either REIT, both quality. Choice is stable, because of Loblaw. Both are good for income in the long run.
property mngmnt/investment
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Riocan vs. Choice Properties REITs Riocan is trying to change their mix and their development properties are doing well. You're fine with either REIT, both quality. Choice is stable, because of Loblaw. Both are good for income in the long run.
property mngmnt/investment
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$25.480
Owned Owned
Unknown

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BUY
Riocan vs. Choice Properties REITs Riocan is trying to change their mix and their development properties are doing well. You're fine with either REIT, both quality. Choice is stable, because of Loblaw. Both are good for income in the long run.
REAL ESTATE
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Riocan vs. Choice Properties REITs Riocan is trying to change their mix and their development properties are doing well. You're fine with either REIT, both quality. Choice is stable, because of Loblaw. Both are good for income in the long run.
REAL ESTATE
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.670
Owned Owned
Unknown

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DON'T BUY
Shopify Inc.(SHOP-T) 

March 12, 2019

They're in a great space and appear to do it well. It's a high-growth and -momentum name, which is not her style of stock. It has had stumbles in the past and has come off sharply. High-growth but the valuation keeps her on the sidelines.
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They're in a great space and appear to do it well. It's a high-growth and -momentum name, which is not her style of stock. It has had stumbles in the past and has come off sharply. High-growth but the valuation keeps her on the sidelines.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$270.520
Owned Owned
No

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PARTIAL SELL
Boeing(BA-N) 

March 12, 2019

The Boeing 737 tragic crash on Sunday in Ethiopia. Sell after owning it a few years? You likely have enjoyed good gains, so take some profits and wait. Boeing will likely overcome the current drop in stock price in time, as they have before. We still need to hear the results of the airplane's black box. It's a great company with fine engineers.
Transportation
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The Boeing 737 tragic crash on Sunday in Ethiopia. Sell after owning it a few years? You likely have enjoyed good gains, so take some profits and wait. Boeing will likely overcome the current drop in stock price in time, as they have before. We still need to hear the results of the airplane's black box. It's a great company with fine engineers.
Transportation
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$375.410
Owned Owned
Unknown

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DON'T BUY
NFI has pulled back for some time over concerns of a slowing US economy. Buses are a mature sector, too. They bought a company to source the after-market, but that resulted in soft earnings.
Automotive
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NFI has pulled back for some time over concerns of a slowing US economy. Buses are a mature sector, too. They bought a company to source the after-market, but that resulted in soft earnings.
Automotive
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$31.960
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
electrical utilities
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(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
electrical utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.100
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week.
transportation equip & components
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(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week.
transportation equip & components
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$168.770
Owned Owned
Yes

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PAST TOP PICK
Unilever PLC(UL-N) 

March 12, 2019

(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
food processing
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(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
food processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.370
Owned Owned
Yes

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DON'T BUY
Dollarama Inc.(DOL-T) 

March 12, 2019

With a 20-year horizon It's on her watch list, but they had a few disappointing quarters. They've always traded at a premium to peers in America. DOL has grown their basket by gradually raising item prices. She wants to see a turnaround in traffic or how they plan their growth in the next few quarters.
Consumer Products
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With a 20-year horizon It's on her watch list, but they had a few disappointing quarters. They've always traded at a premium to peers in America. DOL has grown their basket by gradually raising item prices. She wants to see a turnaround in traffic or how they plan their growth in the next few quarters.
Consumer Products
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$36.320
Owned Owned
No

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DON'T BUY
Vermillion Inc(VRML-Q) 

March 12, 2019

They have both foreign and Canadian oil assets. Investors like the former, but less so the latter. She hasn't bought Canadian oil companies because of takeaway capacity (lack of pipelines). That said, Vermillion is better-positioned because they hold assets outside Canada.
Healthcare
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They have both foreign and Canadian oil assets. Investors like the former, but less so the latter. She hasn't bought Canadian oil companies because of takeaway capacity (lack of pipelines). That said, Vermillion is better-positioned because they hold assets outside Canada.
Healthcare
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1.170
Owned Owned
No

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BUY
Nutrien Ltd.(NTR-T) 

March 12, 2019

She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.
agriculture
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She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.
agriculture
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.830
Owned Owned
Yes

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