Stock Opinions by Christine Poole - Stockchase Experts
WATCH LIST
2615
Christine Poole @

On Stockchase since : Jul 2009

CEO & Managing Director at GlobeInvest Capital Management

Reveal Expert Performance

Christine Poole hasn’t left any messages.

You are Christine Poole? Sign up for Market Pro to post messages to your visitors here.


Christine Poole Latest Top Picks...

Stock Opinions by Christine Poole - Stockchase Experts

Signal Opinion Expert Chart
COMMENT
General Market Comment 

January 10, 2019

Is it a good moment to convert CAD into USD? - It is always very difficult to call on currency. She sees the CAD in a range of 1.25 to 1.35. We are kind of at the high end of that end of that range. Having said that she doesn't see the CAD appreciating as there is no reason for that.
0 0 0 0 0
0 comments
Is it a good moment to convert CAD into USD? - It is always very difficult to call on currency. She sees the CAD in a range of 1.25 to 1.35. We are kind of at the high end of that end of that range. Having said that she doesn't see the CAD appreciating as there is no reason for that.
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
Microsoft(MSFT-Q) 

January 10, 2019

Just added on the recent pull back. Well positioned in terms of the cloud services and they did a good job in terms of transitioning to a subscription model for their Office programs. Lots of cash in their balance sheet and recurring revenue streams.
computer software/processing
0 0 0 0 0
0 comments
Just added on the recent pull back. Well positioned in terms of the cloud services and they did a good job in terms of transitioning to a subscription model for their Office programs. Lots of cash in their balance sheet and recurring revenue streams.
computer software/processing
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$103.600
Owned Owned
Yes

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

HOLD
Raytheon(RTN-N) 

January 10, 2019

The multiple contracted with the pull in the market. A defensive name. All defensive names came off in 2018.
electrical/electronic
0 0 0 0 0
0 comments
The multiple contracted with the pull in the market. A defensive name. All defensive names came off in 2018.
electrical/electronic
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$159.580
Owned Owned
No

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

SELL
Celgene Corp(CELG-Q) 

January 10, 2019

Having issues in terms of competition. They wanted to merge with Bristol. She doesn't think the combination makes it a better company. She would sell on the announcement (as the stock lifted).
Consumer Products
0 0 0 0 0
0 comments
Having issues in terms of competition. They wanted to merge with Bristol. She doesn't think the combination makes it a better company. She would sell on the announcement (as the stock lifted).
Consumer Products
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$86.950
Owned Owned
No

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

BUY
Enbridge(ENB-T) 

January 10, 2019

They held it for a couple of years. She would buy now. They decided to sell assets to deleverage their balance sheet. Attractive yield of 6.4% and it is going to grow. All the pipeline got hit with the pullback on the energy price of collapsed even though their business model is very different to the producers.
oil/gas pipelines
0 0 0 0 0
0 comments
They held it for a couple of years. She would buy now. They decided to sell assets to deleverage their balance sheet. Attractive yield of 6.4% and it is going to grow. All the pipeline got hit with the pullback on the energy price of collapsed even though their business model is very different to the producers.
oil/gas pipelines
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$45.900
Owned Owned
No

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

COMMENT
Vermilion Energy Inc(VET-T) 

January 10, 2019

Is this a good stock as a long term income hold? - Energy producers are not income stocks as they rely on the price of the commodity. (Analysts’ price target is $44.03)
oil/gas
0 0 0 0 0
0 comments
Is this a good stock as a long term income hold? - Energy producers are not income stocks as they rely on the price of the commodity. (Analysts’ price target is $44.03)
oil/gas
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$31.560
Owned Owned
Unknown

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

WAIT
General Electric(GE-N) 

January 10, 2019

In their watch list but it is going to take a while to restructure the company. Still to early. Would wait until the CEO has an investor call.
electrical/electronic
0 0 0 0 0
0 comments
In their watch list but it is going to take a while to restructure the company. Still to early. Would wait until the CEO has an investor call.
electrical/electronic
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$8.940
Owned Owned
No

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

TOP PICK
Toronto Dominion(TD-T) 

January 10, 2019

Canadian Banks didn't do well in 2018. But the multiple contracted dramatically trading below 10x earnings now. Valuation is very attractive. Yield of 3.9%. Good growth in the US. They are still 70% retail. Capital markets (that tends to be more volatile) is only 8% of their revenues. They are deposit based. They can grow their earnings by 6-7% this year. Banks have a target payout ratio of 40 to 50% of earnings. (Analysts’ price target is $83.93)
banks
0 0 0 0 0
0 comments
Canadian Banks didn't do well in 2018. But the multiple contracted dramatically trading below 10x earnings now. Valuation is very attractive. Yield of 3.9%. Good growth in the US. They are still 70% retail. Capital markets (that tends to be more volatile) is only 8% of their revenues. They are deposit based. They can grow their earnings by 6-7% this year. Banks have a target payout ratio of 40 to 50% of earnings. (Analysts’ price target is $83.93)
banks
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.800
Owned Owned
Yes

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

TOP PICK
Abbott Labs(ABT-N) 

January 10, 2019

They owned for a number of years. 35% of their business is in the US and 40% emerging markets. Well diversified. They have four divisions: nutritionals, established pharmaceuticals, generics and medical devices and diagnostics. She sees double digit growth in earnings. (Analysts’ price target is $78.57)
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
They owned for a number of years. 35% of their business is in the US and 40% emerging markets. Well diversified. They have four divisions: nutritionals, established pharmaceuticals, generics and medical devices and diagnostics. She sees double digit growth in earnings. (Analysts’ price target is $78.57)
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$69.080
Owned Owned
Yes

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

TOP PICK
Visa Inc.(V-N) 

January 10, 2019

Leading global payment platform. As more and more people buy online they benefit. Under penetrated in Europe. They bought Visa Europe a couple of years ago that was run before as a not for profit. Good secular growth in the space. She thinks that they can grow their earnings at a 15% - 20% rate. Valuation very attractive. (Analysts’ price target is $161.35)
other services
0 0 0 0 0
0 comments
Leading global payment platform. As more and more people buy online they benefit. Under penetrated in Europe. They bought Visa Europe a couple of years ago that was run before as a not for profit. Good secular growth in the space. She thinks that they can grow their earnings at a 15% - 20% rate. Valuation very attractive. (Analysts’ price target is $161.35)
other services
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$138.670
Owned Owned
Yes

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

COMMENT
General Market Comment 

December 11, 2018

Corporate profits need to lift this market. U.S. ones have had a strong YTD at over 20%. In 2019, they will increase 8%. That's positive if that happens. Markets will be higher a year from now, but the trade war is a serious overhang. Seeing car tariffs removed will certainly be positive. The detainment of the Huawei CFO is an obvious negative, so we must keep an eye on that. Executives are now hesitant to travel. Consensus is that Powell will raise U.S. interest rates next week and three times in 2019. But Powell has said factors could slow the economy and he'll be data-dependent. Now, the BOC has adopted a dovish tone. This means that interest rates in both countries will not rise as quickly as expected.
0 0 0 0 0
0 comments
Corporate profits need to lift this market. U.S. ones have had a strong YTD at over 20%. In 2019, they will increase 8%. That's positive if that happens. Markets will be higher a year from now, but the trade war is a serious overhang. Seeing car tariffs removed will certainly be positive. The detainment of the Huawei CFO is an obvious negative, so we must keep an eye on that. Executives are now hesitant to travel. Consensus is that Powell will raise U.S. interest rates next week and three times in 2019. But Powell has said factors could slow the economy and he'll be data-dependent. Now, the BOC has adopted a dovish tone. This means that interest rates in both countries will not rise as quickly as expected.
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.

DON'T BUY
Goldman Sachs(GS-N) 

December 11, 2018

Brokerages are more volatile than banks or insurance companies, because they rely so much on capital markets. In the late-cycle, there's a lot of general uncertainty. If you want exposure to the U.S. financial sector, buy a bank of lifeco which are more stable.
investment companies/funds
0 0 0 0 0
0 comments
Brokerages are more volatile than banks or insurance companies, because they rely so much on capital markets. In the late-cycle, there's a lot of general uncertainty. If you want exposure to the U.S. financial sector, buy a bank of lifeco which are more stable.
investment companies/funds
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$176.800
Owned Owned
No

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

DON'T BUY
3M Co.(MMM-N) 

December 11, 2018

A diversified industrial company across consumer, industrials and materials, but they have weak topline growth. About 18 months ago, they bought back stock, but added debt, when interest rates were low. Not her first choice in this space. Others have better top- and bottom-line growth.
mngmnt/diversified
0 0 0 0 0
0 comments
A diversified industrial company across consumer, industrials and materials, but they have weak topline growth. About 18 months ago, they bought back stock, but added debt, when interest rates were low. Not her first choice in this space. Others have better top- and bottom-line growth.
mngmnt/diversified
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$197.460
Owned Owned
No

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

DON'T BUY
Has copper, zinc and oil exposure. She's not buying resources, because of global uncertainty. China is a big buyer of these. TECK is good at paying down their debt, though. Wait to see how the tarriffs play out.
precious metals
0 0 0 0 0
0 comments
Has copper, zinc and oil exposure. She's not buying resources, because of global uncertainty. China is a big buyer of these. TECK is good at paying down their debt, though. Wait to see how the tarriffs play out.
precious metals
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$29.320
Owned Owned
No

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

COMMENT
Cineplex Inc(CGX-T) 

December 11, 2018

Pays a good 6% dividend. It's a long-term play. The box office accounts for 80% of their profits and have been diversifying into areas like the Rec Room--but this will take time. They sell tickets when the movies are popular. Steps like the VIP cinemas and serving alcohol are positive. The dividend should hold up, unless the movie business collapses, which she doesn't see. Don't see a dividend increase, though. Also, people watch movies during recessions.
other services
0 0 0 0 0
0 comments
Pays a good 6% dividend. It's a long-term play. The box office accounts for 80% of their profits and have been diversifying into areas like the Rec Room--but this will take time. They sell tickets when the movies are popular. Steps like the VIP cinemas and serving alcohol are positive. The dividend should hold up, unless the movie business collapses, which she doesn't see. Don't see a dividend increase, though. Also, people watch movies during recessions.
other services
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$24.500
Owned Owned
Unknown

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

Showing 16 to 30 of 2,615 entries
Successfully Saved Company
Successfully Saved Company