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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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
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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
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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
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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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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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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
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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
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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.
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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
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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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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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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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(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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