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
Power Financial Corp(PWF-T) 

December 11, 2018

POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
finance/leasing
0 0 0 0 0
0 comments
POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
finance/leasing
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$26.490
Owned Owned
Yes

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

COMMENT
Power Corp(POW-T) 

December 11, 2018

POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
mngmnt/diversified
0 0 0 0 0
0 comments
POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
mngmnt/diversified
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$24.890
Owned Owned
No

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

DON'T BUY
Magna Int'l. (A)(MG-T) 

December 11, 2018

She doesn't own this sector because of concerns (peak auto, tariffs, GM closings). But if she were to buy this sector, this would be her choice, because they have a global presence, especially Europe where they can improve their margins.
Automotive
0 0 0 0 0
0 comments
She doesn't own this sector because of concerns (peak auto, tariffs, GM closings). But if she were to buy this sector, this would be her choice, because they have a global presence, especially Europe where they can improve their margins.
Automotive
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$60.230
Owned Owned
No

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

DON'T BUY
Cisco(CSCO-Q) 

December 11, 2018

Transitioning from hardware to software and seeing some growth. The valuation is attractive, but other names in this tech space are better.
electrical/electronic
0 0 0 0 0
0 comments
Transitioning from hardware to software and seeing some growth. The valuation is attractive, but other names in this tech space are better.
electrical/electronic
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$47.090
Owned Owned
No

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

TOP PICK
Pembina Pipeline Corp(PPL-T) 

December 11, 2018

A defensive play. They're well-positioned in western Canada even with the low oil prices; they're still drilling there. They operates pipelines, processing plants, midstream operations. This year, they enjoyed strong cash flow growth and they believe they can continue to grow that by 10% annually over the next few years, and grow their dividend by 10%. Strong balance sheet with a 53% payout ratio. (Analysts’ price target is $54.11)
pipelines
0 0 0 0 0
0 comments
A defensive play. They're well-positioned in western Canada even with the low oil prices; they're still drilling there. They operates pipelines, processing plants, midstream operations. This year, they enjoyed strong cash flow growth and they believe they can continue to grow that by 10% annually over the next few years, and grow their dividend by 10%. Strong balance sheet with a 53% payout ratio. (Analysts’ price target is $54.11)
pipelines
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$43.390
Owned Owned
Yes

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

TOP PICK
Microsoft(MSFT-Q) 

December 11, 2018

She bought it during the October pullback. Their cloud service is second only behind Amazon. They've transitioned their Office products to become a recurring revenue stream. Definite growth will continue. Strong balance sheet with $7 net cash/share. They can fund their growth without taking on debt. (Analysts’ price target is $125.63)
computer software/processing
0 0 0 0 0
0 comments
She bought it during the October pullback. Their cloud service is second only behind Amazon. They've transitioned their Office products to become a recurring revenue stream. Definite growth will continue. Strong balance sheet with $7 net cash/share. They can fund their growth without taking on debt. (Analysts’ price target is $125.63)
computer software/processing
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$108.590
Owned Owned
Yes

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

TOP PICK
Xylem Inc.(XYL-N) 

December 11, 2018

A pure water player--transpor and treat water, a scare commodity. It's pulled back to a good entry point now. Good growth in the U.S. where they refurbish their water infrastructure Emerging markets are 20% of their revenues where they are still building their infrastructure, so that's another plus. (Analysts’ price target is $78.47)
environmental
0 0 0 0 0
0 comments
A pure water player--transpor and treat water, a scare commodity. It's pulled back to a good entry point now. Good growth in the U.S. where they refurbish their water infrastructure Emerging markets are 20% of their revenues where they are still building their infrastructure, so that's another plus. (Analysts’ price target is $78.47)
environmental
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$65.420
Owned Owned
Yes

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

COMMENT
CAE Inc(CAE-T) 

November 13, 2018

Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.
transportation equip & components
0 0 0 0 0
0 comments
Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.
transportation equip & components
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$24.440
Owned Owned
No

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

BUY
Home Depot(HD-N) 

November 13, 2018

She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
specialty stores
0 0 0 0 0
0 comments
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
specialty stores
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$179.000
Owned Owned
Yes

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

COMMENT
DowDuPont Inc.(DWDP-N) 

November 13, 2018

The company will spin off into three businesses: chemicals, materials and agriculture likely in 2019. She'd rather wait for the company to spin off these sections and not own all three now. Then, she'll look at the structure and valuation. Analysts feel the sum of the parts isn't reflected in the share price, which is why they're spinning off.
chemicals
0 0 0 0 0
0 comments
The company will spin off into three businesses: chemicals, materials and agriculture likely in 2019. She'd rather wait for the company to spin off these sections and not own all three now. Then, she'll look at the structure and valuation. Analysts feel the sum of the parts isn't reflected in the share price, which is why they're spinning off.
chemicals
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$57.470
Owned Owned
No

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

DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

November 13, 2018

They've gotten out of some businesses, but they still have their business jet, plus another one coming on. But the transit side of their business continues to disappoint. BBD warned that they will miss margin targets in their transit production, and said their free cash flow is below expectations. They need cash flow because they carry debt. She'd rather buy a peer.
transportation equip & components
0 0 0 0 0
0 comments
They've gotten out of some businesses, but they still have their business jet, plus another one coming on. But the transit side of their business continues to disappoint. BBD warned that they will miss margin targets in their transit production, and said their free cash flow is below expectations. They need cash flow because they carry debt. She'd rather buy a peer.
transportation equip & components
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$2.250
Owned Owned
No

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

BUY
They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
property mngmnt/investment
0 0 0 0 0
0 comments
They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
property mngmnt/investment
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$20.880
Owned Owned
Yes

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

DON'T BUY
Keyera Corp(KEY-T) 

November 13, 2018

Likes this space, because of its exposure to interest-sensitive stocks, though the group has lagged a bit. She prefers others in this space because of better cash flow growth, project backlog and dividend growth, like Pembina.
oil/gas
0 0 0 0 0
0 comments
Likes this space, because of its exposure to interest-sensitive stocks, though the group has lagged a bit. She prefers others in this space because of better cash flow growth, project backlog and dividend growth, like Pembina.
oil/gas
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$28.720
Owned Owned
No

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

DON'T BUY
It's been trending down because orders are off and investors fears of weaker future earnings. She thinks that, yes, things will slow in bus orders, considering where we are in the cycle.
Automotive
0 0 0 0 0
0 comments
It's been trending down because orders are off and investors fears of weaker future earnings. She thinks that, yes, things will slow in bus orders, considering where we are in the cycle.
Automotive
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$36.740
Owned Owned
No

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

DON'T BUY
Apple(AAPL-Q) 

November 13, 2018

Reported last week. Their volume shipments have been trending down, yet they're increasing prices. They are transitioning to a software-service company. Also, they won't disclose future unit shipment volumes, which the market doesn't like--people want more transparency. Apple has a lot of cash though. They haven't innovated in a big way in recent years, just relaunches. A financially sound company though. Wait for it to stabilize.
electrical/electronic
0 1 0 0 0
0 comments
Reported last week. Their volume shipments have been trending down, yet they're increasing prices. They are transitioning to a software-service company. Also, they won't disclose future unit shipment volumes, which the market doesn't like--people want more transparency. Apple has a lot of cash though. They haven't innovated in a big way in recent years, just relaunches. A financially sound company though. Wait for it to stabilize.
electrical/electronic
0 1 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$192.230
Owned Owned
No

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

Showing 46 to 60 of 2,615 entries
Successfully Saved Company
Successfully Saved Company
8+
JOIN THE DISCUSSION
8 comments in the last 7 days