Stock Opinions by Christine Poole - Stockchase Experts
WATCH LIST
2664
Christine Poole @

On Stockchase since : Jul 2009

CEO & Managing Director at GlobeInvest Capital Management

Reveal Expert Performance

Christine Poole hasn’t left any messages.


Christine Poole Latest Top Picks...

Stock Opinions by Christine Poole - Stockchase Experts

Signal Opinion Expert Chart
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.
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$76.690
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY
Too high a multiple. She's watching it. Maybe buy when they stumble.
computer software/processing
0 0 0 0 0
0 comments
Too high a multiple. She's watching it. Maybe buy when they stumble.
computer software/processing
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$158.280
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$232.960
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.040
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$102.650
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$124.670
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$151.730
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$226.940
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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.
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.800
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$17.450
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$7.900
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.210
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

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)
0 0 0 0 0
0 comments
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)
0
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$165.023
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

Showing 16 to 30 of 2,664 entries
Successfully Saved Company
Successfully Saved Company