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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PAST TOP PICK
Cineplex Inc(CGX-T) 

November 13, 2018

(A Top Pick Nov 10/17, Up 4%) Stock price has been flat and has made basically only the yield. They're diversifying their revenues (Rec Room, e-gaming) away from the box office which accounts for 70%. When the movie slate is strong, people do come and spend money at the concession counter. Younger people still go to theatres, even to the VIP cinemas. Movies have been strong, and people are spending once they get in there.
other services
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(A Top Pick Nov 10/17, Up 4%) Stock price has been flat and has made basically only the yield. They're diversifying their revenues (Rec Room, e-gaming) away from the box office which accounts for 70%. When the movie slate is strong, people do come and spend money at the concession counter. Younger people still go to theatres, even to the VIP cinemas. Movies have been strong, and people are spending once they get in there.
other services
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$36.050
Owned Owned
Yes

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PAST TOP PICK
CGI Group (A)(GIB.A-T) 

November 13, 2018

(A Top Pick Nov 10/17, Up 20%) Long owned this and still likes it. They do half-IT outsourcing and half IT-consulting. The former is long-term with a stable revenue stream. Diversified around Europe and Canada. Good organic growth. She'd buy it around $80 during this pullback. They don't pay a dividend, but they buy back stock. They're introducing more intellectual property in their software which is higher margin.
consulting
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(A Top Pick Nov 10/17, Up 20%) Long owned this and still likes it. They do half-IT outsourcing and half IT-consulting. The former is long-term with a stable revenue stream. Diversified around Europe and Canada. Good organic growth. She'd buy it around $80 during this pullback. They don't pay a dividend, but they buy back stock. They're introducing more intellectual property in their software which is higher margin.
consulting
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$81.590
Owned Owned
Yes

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PAST TOP PICK
Mondelez International(MDLZ-Q) 

November 13, 2018

(A Top Pick Nov 10/17, Up 8%) They make candies and chocolates. They have 40% in emerging markets where there will be growth, unlike developed markets which will be flat. In recent years they are reducing costs and widening margins. They've done this, so they are now improving their topline. You want more defensive names in this stage of the cycle and MDLZ is a good choice, long-term.
Consumer Products
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(A Top Pick Nov 10/17, Up 8%) They make candies and chocolates. They have 40% in emerging markets where there will be growth, unlike developed markets which will be flat. In recent years they are reducing costs and widening margins. They've done this, so they are now improving their topline. You want more defensive names in this stage of the cycle and MDLZ is a good choice, long-term.
Consumer Products
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$44.080
Owned Owned
Yes

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BUY on WEAKNESS
Xylem Inc.(XYL-N) 

November 13, 2018

It got ahead of itself above $80 so she wasn't surprised it pulled back. You can buy it on weakness. She likes the water sector and this is a pure-water play. 20% of revenues are in emerging markets which are still building water infrastructure. XYL has local operations there and growing demand in the U.S. She likes this long-term, because water is a scare resource.
environmental
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It got ahead of itself above $80 so she wasn't surprised it pulled back. You can buy it on weakness. She likes the water sector and this is a pure-water play. 20% of revenues are in emerging markets which are still building water infrastructure. XYL has local operations there and growing demand in the U.S. She likes this long-term, because water is a scare resource.
environmental
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.780
Owned Owned
Yes

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WATCH
Dollarama Inc.(DOL-T) 

November 13, 2018

They had a few weak quarters based on weak same-store growth. They haven't had much competition in Canada, so it's traded at a premium vs. U.S. peers. It's been punished badly for missing recent reports. She's watching it. DOL is increasing price points beyond $1. A recent short report countered that DOL will become like any other retailer. Valuation is looking more attraction, but they could face competition from Miniso.
Consumer Products
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They had a few weak quarters based on weak same-store growth. They haven't had much competition in Canada, so it's traded at a premium vs. U.S. peers. It's been punished badly for missing recent reports. She's watching it. DOL is increasing price points beyond $1. A recent short report countered that DOL will become like any other retailer. Valuation is looking more attraction, but they could face competition from Miniso.
Consumer Products
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$35.480
Owned Owned
Unknown

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COMMENT
Canada Goose Holdings(GOOS-T) 

November 13, 2018

Trades at a huge multiple, though they are experiencing good growth and the brand is strong. Never bought this, but she'll pay attention when they report tomorrow.
clothing
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Trades at a huge multiple, though they are experiencing good growth and the brand is strong. Never bought this, but she'll pay attention when they report tomorrow.
clothing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$77.490
Owned Owned
No

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DON'T BUY
Canadian banks haven't done well, but they're undervalued now. CIBC is more domestic than its peers, which is why she doesn't own it. The housing market and trade (less of a concern now) are overhangs, but they have been oversold.
banks
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Canadian banks haven't done well, but they're undervalued now. CIBC is more domestic than its peers, which is why she doesn't own it. The housing market and trade (less of a concern now) are overhangs, but they have been oversold.
banks
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$114.480
Owned Owned
No

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WAIT
Facebook(FB-Q) 

November 13, 2018

Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.
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Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$142.160
Owned Owned
No

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COMMENT
General Market Comment 

November 13, 2018

The trade war and the pace of US interest rate raises are key worries. The latter will continue because the U.S. economy is growing and healthy with unemployment at a 50-year low. It's difficult to determine what'll happen in the US-China trade war. In the Q4, though, US companies are starting to see pressure on costs (transportation, wages), so will this slow corporate growth? Tax cuts, that have helped corporations, will moderate next year. Earnings will continue though. We are at the latter part of the cycle, but she doesn't see a pending recession. Trade wars are not good for economies; they increase costs and inflation. In turn, the Fed could raise rates even faster.
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The trade war and the pace of US interest rate raises are key worries. The latter will continue because the U.S. economy is growing and healthy with unemployment at a 50-year low. It's difficult to determine what'll happen in the US-China trade war. In the Q4, though, US companies are starting to see pressure on costs (transportation, wages), so will this slow corporate growth? Tax cuts, that have helped corporations, will moderate next year. Earnings will continue though. We are at the latter part of the cycle, but she doesn't see a pending recession. Trade wars are not good for economies; they increase costs and inflation. In turn, the Fed could raise rates even faster.
Unknown
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Enbridge(ENB-T) 

November 13, 2018

It's executed on its plan to sell assets to reduce debt after an acquisition last year. They've streamlined corporate structure and, importantly, they got approval for line 3 in the U.S. This much-needed pipeline in western Canada will come online in the second half of 2019. This will be good for their future growth. Safe dividend that they can grow. She'd buy it here.
oil/gas pipelines
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It's executed on its plan to sell assets to reduce debt after an acquisition last year. They've streamlined corporate structure and, importantly, they got approval for line 3 in the U.S. This much-needed pipeline in western Canada will come online in the second half of 2019. This will be good for their future growth. Safe dividend that they can grow. She'd buy it here.
oil/gas pipelines
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$43.250
Owned Owned
Yes

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COMMENT
Why such a big decline? It's on her radar. High valuation, but good managers. They grow by acquisition (small processed meat-makers). Their latest pullback was a result of the stock getting ahead of itself. They just had a conference that all that investors should listen to. Margins were lower (higher transportation costs) so they revised guidance. Are these costs temporary or get resolved? Is growth slowly only temporarily?
food processing
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Why such a big decline? It's on her radar. High valuation, but good managers. They grow by acquisition (small processed meat-makers). Their latest pullback was a result of the stock getting ahead of itself. They just had a conference that all that investors should listen to. Margins were lower (higher transportation costs) so they revised guidance. Are these costs temporary or get resolved? Is growth slowly only temporarily?
food processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$72.830
Owned Owned
No

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BUY
Fortis Inc.(FTS-T) 

November 13, 2018

It was nice to see its recent pick-up. It's doing well in this defensive environment. It will increase its dividend 6-8% in coming years. Pays a yield of over 4%. A good, long-term income stock that'll do well when the market/economy slows.
electrical utilities
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It was nice to see its recent pick-up. It's doing well in this defensive environment. It will increase its dividend 6-8% in coming years. Pays a yield of over 4%. A good, long-term income stock that'll do well when the market/economy slows.
electrical utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$46.200
Owned Owned
Yes

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TOP PICK
A nice income stock. 90% of revenue is from the U.S. and report in USD. 70% of its operations are regulated, so cash flows are stable. The rest are renewable power generation operations under long-term agreements. They pay a 4.9% yield that they can increase 10% annually to 2021. You need a dividend-grower in this environment. (Analysts’ price target is $15.16)
electrical utilities
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A nice income stock. 90% of revenue is from the U.S. and report in USD. 70% of its operations are regulated, so cash flows are stable. The rest are renewable power generation operations under long-term agreements. They pay a 4.9% yield that they can increase 10% annually to 2021. You need a dividend-grower in this environment. (Analysts’ price target is $15.16)
electrical utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$13.970
Owned Owned
Yes

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TOP PICK
Toronto Dominion(TD-T) 

November 13, 2018

They've done better than their peers. Likes their 30% exposure to the U.S. where the economy is doing better than ours. Trades at a discount to historical valuations at a current 11x. Pays a 3.7% yield. Earnings will grow 15% . TD's payout ratio is 42%. Dividends will increase in mid-high-single digits in coming years. Seasonally, banks do well this quarter. (Analysts’ price target is $85.67)
banks
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They've done better than their peers. Likes their 30% exposure to the U.S. where the economy is doing better than ours. Trades at a discount to historical valuations at a current 11x. Pays a 3.7% yield. Earnings will grow 15% . TD's payout ratio is 42%. Dividends will increase in mid-high-single digits in coming years. Seasonally, banks do well this quarter. (Analysts’ price target is $85.67)
banks
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$73.070
Owned Owned
Yes

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TOP PICK
Microsoft(MSFT-Q) 

November 13, 2018

After watching it, she bought it during the recent pullback under $103. They're transitioning their Office business into a subscriber-based business. Then, there's Windows. The last third is their Cloud business, which is well-positioned, just behind Amazon. They have a global business. Companies are comfortable with Microsoft so there's security and confidence in MSFT. The Cloud has a lot of room to grow. Boasts a strong balance sheet and a stable, recurring revenue stream. Strong balance sheet; they are net cash positive, actually. They don't need the debt markets to finance growth. (Analysts’ price target is $125.69)
computer software/processing
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After watching it, she bought it during the recent pullback under $103. They're transitioning their Office business into a subscriber-based business. Then, there's Windows. The last third is their Cloud business, which is well-positioned, just behind Amazon. They have a global business. Companies are comfortable with Microsoft so there's security and confidence in MSFT. The Cloud has a lot of room to grow. Boasts a strong balance sheet and a stable, recurring revenue stream. Strong balance sheet; they are net cash positive, actually. They don't need the debt markets to finance growth. (Analysts’ price target is $125.69)
computer software/processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$106.940
Owned Owned
Yes

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