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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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
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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
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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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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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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
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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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(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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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
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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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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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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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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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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
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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
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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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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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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
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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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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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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
0 comments
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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