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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Christine Poole Latest Top Picks...

Stock Opinions by Christine Poole - Stockchase Experts

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BUY
REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
property mngmnt/investment
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REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
property mngmnt/investment
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$21.380
Owned Owned
Yes

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DON'T BUY
BlackBerry(BB-T) 

December 11, 2018

The CEO has made good moves, but he hasn't said how he'll grow their topline. Also a general pullback in U.S. tech means better stocks to buy elsewhere, stocks that boast better growth.
electrical/electronic
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The CEO has made good moves, but he hasn't said how he'll grow their topline. Also a general pullback in U.S. tech means better stocks to buy elsewhere, stocks that boast better growth.
electrical/electronic
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$10.520
Owned Owned
No

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BUY
Alphabet Inc. (A)(GOOGL-Q) 

December 11, 2018

Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Business Services
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Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Business Services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$1061.650
Owned Owned
Yes

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DON'T BUY
Why is it so low? Canadian energy suffers from very negative sentiment, though the WCS spread has narrowed (which is good). CPG management is finally getting the point that investors don't want them to keep issuing equity. So, CPG is trying to do asset sales, but so are peers. Also, we're in tax-loss selling season. She owns very few energy producers.
oil/gas
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Why is it so low? Canadian energy suffers from very negative sentiment, though the WCS spread has narrowed (which is good). CPG management is finally getting the point that investors don't want them to keep issuing equity. So, CPG is trying to do asset sales, but so are peers. Also, we're in tax-loss selling season. She owns very few energy producers.
oil/gas
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$4.220
Owned Owned
No

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BUY
The biggest U.S. mall owner. But they also own industrial and commercial. Diversified. They're good at re-purposing malls by including condos and gyms. The stock is cheap here. They've been buying back stock. She owns this through the Brookfield parent.
REAL ESTATE
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The biggest U.S. mall owner. But they also own industrial and commercial. Diversified. They're good at re-purposing malls by including condos and gyms. The stock is cheap here. They've been buying back stock. She owns this through the Brookfield parent.
REAL ESTATE
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$22.430
Owned Owned
No

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WATCH
Emerson Electric(EMR-N) 

December 11, 2018

A quality industrial and is on her watch list. General uncertainty, trade wars and their exposure to oil has held her back from buying. She owns other industrials, but all have come down in valuation. Wait to see how the trade war plays out before stepping into this sector.
machinery
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A quality industrial and is on her watch list. General uncertainty, trade wars and their exposure to oil has held her back from buying. She owns other industrials, but all have come down in valuation. Wait to see how the trade war plays out before stepping into this sector.
machinery
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$62.280
Owned Owned
No

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PAST TOP PICK
Unilever PLC(UL-N) 

December 11, 2018

(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
food processing
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(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
food processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$54.150
Owned Owned
Yes

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PAST TOP PICK
Enbridge(ENB-T) 

December 11, 2018

(A Top Pick Dec 12/17, Down 8%) They did what they promised: completed $7 billion in asset sales, and de-levering their balance sheet, post-Spectra deal, and simplifying their corporate structure. They'll grow their dividend 10% annually to 2020. They have a backlog of projects to support this growth. Payout ratio is 60%. The stock is attractively priced now. Line 3 pipeline should come on in late-2019.
oil/gas pipelines
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(A Top Pick Dec 12/17, Down 8%) They did what they promised: completed $7 billion in asset sales, and de-levering their balance sheet, post-Spectra deal, and simplifying their corporate structure. They'll grow their dividend 10% annually to 2020. They have a backlog of projects to support this growth. Payout ratio is 60%. The stock is attractively priced now. Line 3 pipeline should come on in late-2019.
oil/gas pipelines
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$42.120
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
property mngmnt/investment
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(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
property mngmnt/investment
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$14.650
Owned Owned
Yes

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COMMENT
Sun Life Financial Inc(SLF-T) 

December 11, 2018

The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
insurance
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The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
insurance
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$45.010
Owned Owned
No

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BUY
Manulife Financial(MFC-T) 

December 11, 2018

The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
insurance
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0 comments
The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
insurance
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$19.850
Owned Owned
Yes

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COMMENT
She doesn't invest in ETFs and isn't familiar with this. If you want to play US banks, then an ETF could work though this one is hedged to the CAD, which she doesn't like. She prefers individual U.S. banks like JPM.
E.T.F.'s
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She doesn't invest in ETFs and isn't familiar with this. If you want to play US banks, then an ETF could work though this one is hedged to the CAD, which she doesn't like. She prefers individual U.S. banks like JPM.
E.T.F.'s
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$25.010
Owned Owned
Unknown

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DON'T BUY
Martinrea(MRE-T) 

December 11, 2018

She doesn't follow this closely. She owns nothing in auto parts, because the U.S. auto cycle has likely peaked and things in Europe are slowing.
metal fabricators
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She doesn't follow this closely. She owns nothing in auto parts, because the U.S. auto cycle has likely peaked and things in Europe are slowing.
metal fabricators
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$9.980
Owned Owned
No

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DON'T BUY
Qualcomm(QCOM-Q) 

December 11, 2018

She used to own it. They've had issues of reinforcing royalty payments in China, and now have a dispute with Apple. Too much uncertainty over how they protect their patents.
Telecommunications
0 0 0 0 0
0 comments
She used to own it. They've had issues of reinforcing royalty payments in China, and now have a dispute with Apple. Too much uncertainty over how they protect their patents.
Telecommunications
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$57.350
Owned Owned
No

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BUY
Toronto Dominion(TD-T) 

December 11, 2018

Will this correction in Canadian banks continue? They've all been down 5-10% this year. TD just reported strongly with earnings up 13% YOY. TD was questioned about energy and residential loans. The former are well-contained, and mortgage growth is in the single-digits. TD is attractively valued; all the Canadian banks are below historic price-to-earnings or -book. In 2019, she expects all the Canadian banks to catch-up to these metrics. All have increased their dividends. TD has a 45% payout ratio. This year, the banks have been reflecting a lot of bad news, but next year she expects them to catch up. She'd buy TD now.
banks
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Will this correction in Canadian banks continue? They've all been down 5-10% this year. TD just reported strongly with earnings up 13% YOY. TD was questioned about energy and residential loans. The former are well-contained, and mortgage growth is in the single-digits. TD is attractively valued; all the Canadian banks are below historic price-to-earnings or -book. In 2019, she expects all the Canadian banks to catch-up to these metrics. All have increased their dividends. TD has a 45% payout ratio. This year, the banks have been reflecting a lot of bad news, but next year she expects them to catch up. She'd buy TD now.
banks
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$69.390
Owned Owned
Yes

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