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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COMMENT
General Market Comment 

March 12, 2019

Okay to buy Canadian telcos with stagnant interest rates? And the effect of Huawei on telcos? Canadian telcos are defensive income stocks, sensitive to interest rate moves. They tend to raise their yield every year by around 5%. These kinds of stock belong in a portfolio (she own utilities instead of telcos). The telcos have done well--they keep adding subscribers, perhaps because customers are buying more than one phone and immigrants are fuelling demand. BCE and Telus are exposed to Huawei equipment, but not at their cores. She doesn't prefer any of the telcos, which are in an oligopoly which won't change.
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Okay to buy Canadian telcos with stagnant interest rates? And the effect of Huawei on telcos? Canadian telcos are defensive income stocks, sensitive to interest rate moves. They tend to raise their yield every year by around 5%. These kinds of stock belong in a portfolio (she own utilities instead of telcos). The telcos have done well--they keep adding subscribers, perhaps because customers are buying more than one phone and immigrants are fuelling demand. BCE and Telus are exposed to Huawei equipment, but not at their cores. She doesn't prefer any of the telcos, which are in an oligopoly which won't change.
Unknown
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
Unknown

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BUY on WEAKNESS
Xylem Inc.(XYL-N) 

March 12, 2019

She'd wait for a pullback. Likes their longterm fundamentals. They have 20% in emerging markets where they are building water infrastructure. They're enjoying good growth in American cities. They made a few acquisitions in water metering to track water spillage, which is a big issue in this business.
environmental
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She'd wait for a pullback. Likes their longterm fundamentals. They have 20% in emerging markets where they are building water infrastructure. They're enjoying good growth in American cities. They made a few acquisitions in water metering to track water spillage, which is a big issue in this business.
environmental
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$76.690
Owned Owned
Yes

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DON'T BUY
Too high a multiple. She's watching it. Maybe buy when they stumble.
computer software/processing
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Too high a multiple. She's watching it. Maybe buy when they stumble.
computer software/processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$158.280
Owned Owned
No

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COMMENT
Costco Wholesale(COST-Q) 

March 12, 2019

As a long-term hold? A great company that keeps producing results. Trades at a high multiple in the retail space. If you own a lot of this in your portfolio, say over 10%, then take some money off the table.
department stores
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As a long-term hold? A great company that keeps producing results. Trades at a high multiple in the retail space. If you own a lot of this in your portfolio, say over 10%, then take some money off the table.
department stores
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$232.960
Owned Owned
No

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TOP PICK
The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top management. (Analysts’ price target is $16.65)
property mngmnt/investment
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The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top management. (Analysts’ price target is $16.65)
property mngmnt/investment
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.040
Owned Owned
Yes

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TOP PICK
Royal Bank(RY-T) 

March 12, 2019

The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend and earnings. (Analysts’ price target is $109.65)
banks
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The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend and earnings. (Analysts’ price target is $109.65)
banks
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$102.650
Owned Owned
Yes

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TOP PICK
A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48)
mngmnt/diversified
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A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48)
mngmnt/diversified
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$124.670
Owned Owned
Yes

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BUY
Visa Inc.(V-N) 

March 12, 2019

Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
other services
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Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
other services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$151.730
Owned Owned
Yes

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BUY
Mastercard Inc.(MA-N) 

March 12, 2019

Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
other services
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Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
other services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$226.940
Owned Owned
No

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COMMENT
General Market Comment 

February 13, 2019

Market Outlook She thinks US earnings met expectations for 15% growth over the year. Dove comments from the FED and improvement in trade relations has allowed for a 15+% recovery in US and Canadian markets since the lows in December. Going forward the market will again need earnings growth to continue rising. She does not see a recession on the horizon, given good employment numbers. The FED announced in early January that further interest rate increases will be driven by market dynamics -- which soothed market concerns that rates would increase regardless. Canadian growth will lag that of the US, because of rising interest rates here causing a cooling of the housing market.
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Market Outlook She thinks US earnings met expectations for 15% growth over the year. Dove comments from the FED and improvement in trade relations has allowed for a 15+% recovery in US and Canadian markets since the lows in December. Going forward the market will again need earnings growth to continue rising. She does not see a recession on the horizon, given good employment numbers. The FED announced in early January that further interest rate increases will be driven by market dynamics -- which soothed market concerns that rates would increase regardless. Canadian growth will lag that of the US, because of rising interest rates here causing a cooling of the housing market.
Unknown
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
_N/A

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COMMENT
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
property mngmnt/investment
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Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
property mngmnt/investment
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.800
Owned Owned
_N/A

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COMMENT
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
other services
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Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
other services
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$17.450
Owned Owned
_N/A

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WAIT
Maxar Technologies(MAXR-T) 

February 13, 2019

The company has gone through a lot of change and the market has reacted negatively. She got out of it as their satellite business was slowing. They acquired a US digital imaging business and now they are much more leveraged. They also had one of their satellite's recently was lost, which will negatively impact their earnings. A new CEO will be hopeful, but she does not have a good sense of their earnings growth. She wants to wait.
computer software/processing
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The company has gone through a lot of change and the market has reacted negatively. She got out of it as their satellite business was slowing. They acquired a US digital imaging business and now they are much more leveraged. They also had one of their satellite's recently was lost, which will negatively impact their earnings. A new CEO will be hopeful, but she does not have a good sense of their earnings growth. She wants to wait.
computer software/processing
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$7.900
Owned Owned
No

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HOLD
Inter Pipeline(IPL-T) 

February 13, 2019

She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
oil pipelines
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She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
oil pipelines
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.210
Owned Owned
No

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WAIT
Facebook(FB-Q) 

February 13, 2019

With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
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With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$165.023
Owned Owned
No

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DON'T BUY

This bus manufacturer also has a service offering as well. There had been fears that a slowdown in the US economy would hurt orders. She does not see a compelling reason to own this as the earnings are not defensible.

Automotive
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This bus manufacturer also has a service offering as well. There had been fears that a slowdown in the US economy would hurt orders. She does not see a compelling reason to own this as the earnings are not defensible.

Automotive
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$33.970
Owned Owned
No

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DON'T BUY
Parkland Fuel Corp(PKI-T) 

February 13, 2019

The pullback in the stock price might be related to the spreads in their business. She is not looking at this due to the unpredictability of earnings.
merchandising/lodging
0 0 0 0 0
0 comments
The pullback in the stock price might be related to the spreads in their business. She is not looking at this due to the unpredictability of earnings.
merchandising/lodging
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$37.830
Owned Owned
No

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COMMENT
Vermilion Energy Inc(VET-T) 

February 13, 2019

Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
oil/gas
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0 comments
Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
oil/gas
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$32.210
Owned Owned
No

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PAST TOP PICK
(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
electrical utilities
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(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
electrical utilities
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.340
Owned Owned
Yes

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PAST TOP PICK
Toronto Dominion(TD-T) 

February 13, 2019

(A Top Pick Feb 13/18, Up 9%) TD still looks attractively valued with metrics trading below 10 year averages. She expects another 9-10% increase in the dividend and the payout ratio remains around 50%.
banks
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0 comments
(A Top Pick Feb 13/18, Up 9%) TD still looks attractively valued with metrics trading below 10 year averages. She expects another 9-10% increase in the dividend and the payout ratio remains around 50%.
banks
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$74.930
Owned Owned
Yes

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PAST TOP PICK
JP Morgan Chase & Co(JPM-N) 

February 13, 2019

(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
Financial Services
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(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
Financial Services
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$103.310
Owned Owned
Yes

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HOLD
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
INDUSTRIAL PRODUCTS
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0 comments
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
INDUSTRIAL PRODUCTS
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$53.730
Owned Owned
No

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DON'T BUY
The company trades at 12 times earnings, but despite the reasonable metrics, she does not own a lot in the retail brick and mortar space in Canada. The online competition is fierce. She does not see strong growth prospects here.
specialty stores
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0 comments
The company trades at 12 times earnings, but despite the reasonable metrics, she does not own a lot in the retail brick and mortar space in Canada. The online competition is fierce. She does not see strong growth prospects here.
specialty stores
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$230.000
Owned Owned
No

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HOLD
Boeing(BA-N) 

February 13, 2019

Time to take profit? She sold it way too early. They are generating great new cash flow. She is not adverse to take profits -- perhaps take out your initial investment. A lot depends on the US market in general. If it pulls back, it would be a good opportunity to buy back in.
Transportation
0 0 0 0 0
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Time to take profit? She sold it way too early. They are generating great new cash flow. She is not adverse to take profits -- perhaps take out your initial investment. A lot depends on the US market in general. If it pulls back, it would be a good opportunity to buy back in.
Transportation
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$410.100
Owned Owned
Unknown

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DON'T BUY
Earnings were a miss on today's report. The guidance is also looking weaker. Copper-zinc and natural gas production are both late in the cycle, so she is not looking to add today. Chinese growth in metals is slowing as infrastructure spending is slowing.
precious metals
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0 comments
Earnings were a miss on today's report. The guidance is also looking weaker. Copper-zinc and natural gas production are both late in the cycle, so she is not looking to add today. Chinese growth in metals is slowing as infrastructure spending is slowing.
precious metals
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$28.430
Owned Owned
No

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STRONG BUY
Enbridge(ENB-T) 

February 13, 2019

She likes the company and thinks it has executed their strategy to sell off non-core assets. They streamlined their corporate structure and Line 3 is moving forward. This will add to earnings and cash flow and think the dividend can continue to grow until 2020. She would be buying here. Yield 6.2%
oil/gas pipelines
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She likes the company and thinks it has executed their strategy to sell off non-core assets. They streamlined their corporate structure and Line 3 is moving forward. This will add to earnings and cash flow and think the dividend can continue to grow until 2020. She would be buying here. Yield 6.2%
oil/gas pipelines
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$47.490
Owned Owned
Yes

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HOLD
TransCanada Corp(TRP-T) 

February 13, 2019

She prefers to own ENB-T, but thinks this stock will do well. The dividend is safe. But it is getting more difficult to build pipelines. There is no compelling reason to shift over just yet.
oil/gas pipelines
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0 comments
She prefers to own ENB-T, but thinks this stock will do well. The dividend is safe. But it is getting more difficult to build pipelines. There is no compelling reason to shift over just yet.
oil/gas pipelines
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$55.660
Owned Owned
No

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BUY on WEAKNESS
WSP Global Inc.(WSP-T) 

February 13, 2019

This is on her radar screen. It is purely a service play, rather than construction. This allows them to avoid cost overruns on projects. She thinks this is the best in the space in Canada. She would wait for a pullback in price.
Business Services
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This is on her radar screen. It is purely a service play, rather than construction. This allows them to avoid cost overruns on projects. She thinks this is the best in the space in Canada. She would wait for a pullback in price.
Business Services
0 0 0 0 0
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.780
Owned Owned
Unknown

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DON'T BUY
Linamar Corp(LNR-T) 

February 13, 2019

She thinks the auto sector in the US has peaked. The space is trading at low multiples, but this is normal based on the cyclical nature of the sector.
transportation equip & components
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0 comments
She thinks the auto sector in the US has peaked. The space is trading at low multiples, but this is normal based on the cyclical nature of the sector.
transportation equip & components
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$48.460
Owned Owned
No

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HOLD
Power Corp(POW-T) 

February 13, 2019

Is the dividend safe? She thinks the yield is safe. Investors' Group is going through changes, so that is eroding the earnings. She wonders about how much growth there is, so the dividend may not grow forever.
mngmnt/diversified
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Is the dividend safe? She thinks the yield is safe. Investors' Group is going through changes, so that is eroding the earnings. She wonders about how much growth there is, so the dividend may not grow forever.
mngmnt/diversified
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$26.900
Owned Owned
Unknown

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WAIT
General Electric(GE-N) 

February 13, 2019

It should be trading higher in a year and is on here watch list. The new CEO still has to provide out their new business model. If you don't already own it, you should watch for direction.
electrical/electronic
0 0 0 0 0
0 comments
It should be trading higher in a year and is on here watch list. The new CEO still has to provide out their new business model. If you don't already own it, you should watch for direction.
electrical/electronic
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$10.370
Owned Owned
No

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TOP PICK
Nutrien Ltd.(NTR-T) 

February 13, 2019

The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)
agriculture
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The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)
agriculture
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$71.740
Owned Owned
Yes

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TOP PICK
Pembina Pipeline Corp(PPL-T) 

February 13, 2019

This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price target is $54.28)
pipelines
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0 comments
This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price target is $54.28)
pipelines
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$47.500
Owned Owned
Yes

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TOP PICK
Alphabet Inc. (A)(GOOGL-Q) 

February 13, 2019

It continues to garner a large percentage of online advertising spending. Newer driver-less car technology and YouTube offer good prospects. They have over 36 consecutive quarters of 20% organic growth. They can fund their growth through internal cash flow. Yield 0%. (Analysts’ price target is $1334.78)
Business Services
0 0 0 0 0
0 comments
It continues to garner a large percentage of online advertising spending. Newer driver-less car technology and YouTube offer good prospects. They have over 36 consecutive quarters of 20% organic growth. They can fund their growth through internal cash flow. Yield 0%. (Analysts’ price target is $1334.78)
Business Services
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1134.800
Owned Owned
Yes

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COMMENT
General Market Comment 

January 10, 2019

Market Outlook - The Market got oversold on December due to negative sentiment. Concerns about US trade war with China, flat yield curve flattening and oil price collapsing and a misinterpretation from the market on what Powell said about raising rates regardless of what was going on weighted on sentiment. Powell then talked again and he said that he was data dependent. The Bank of Canada said the same recently. That provided relieve to the market. The preliminary holiday sales estimates indicate that it was a strong season. Unemployment is still low. It is too early to say.
0 0 0 0 0
0 comments
Market Outlook - The Market got oversold on December due to negative sentiment. Concerns about US trade war with China, flat yield curve flattening and oil price collapsing and a misinterpretation from the market on what Powell said about raising rates regardless of what was going on weighted on sentiment. Powell then talked again and he said that he was data dependent. The Bank of Canada said the same recently. That provided relieve to the market. The preliminary holiday sales estimates indicate that it was a strong season. Unemployment is still low. It is too early to say.
Unknown
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
FedEx(FDX-N) 

January 10, 2019

They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
Transportation
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0 comments
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
Transportation
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$170.120
Owned Owned
No

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BUY
Xylem Inc.(XYL-N) 

January 10, 2019

Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point.
environmental
0 0 0 0 0
0 comments
Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point.
environmental
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.910
Owned Owned
Yes

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COMMENT
BCE Inc.(BCE-T) 

January 10, 2019

If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable.
telephone utilities
0 0 0 0 0
0 comments
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable.
telephone utilities
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$55.140
Owned Owned
Unknown

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HOLD
Telus Corp(T-T) 

January 10, 2019

If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
telephone utilities
0 0 0 0 0
0 comments
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
telephone utilities
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$45.350
Owned Owned
Unknown

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BUY
Johnson & Johnson(JNJ-N) 

January 10, 2019

Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$129.710
Owned Owned
Yes

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DON'T BUY
Altagas Ltd(ALA-T) 

January 10, 2019

They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles.

oil/gas
0 0 0 0 0
0 comments

They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles.

oil/gas
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.100
Owned Owned
No

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BUY
Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
property mngmnt/investment
0 0 0 0 0
0 comments
Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
property mngmnt/investment
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.030
Owned Owned
Yes

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DON'T BUY
BlackBerry(BB-T) 

January 10, 2019

It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet.

electrical/electronic
0 0 0 0 0
0 comments

It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet.

electrical/electronic
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$9.960
Owned Owned
No

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HOLD
United Technologies(UTX-N) 

January 10, 2019

The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff  is an overhang on the stock. You will be paid to hold here.

mngmnt/diversified
0 0 0 0 0
0 comments

The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff  is an overhang on the stock. You will be paid to hold here.

mngmnt/diversified
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$110.410
Owned Owned
Yes

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PAST TOP PICK
Nutrien Ltd.(NTR-T) 

January 10, 2019

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

agriculture
0 0 0 0 0
0 comments

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

agriculture
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$66.280
Owned Owned
Yes

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