Opinions by Christine Poole | StockChase
2245
Christine Poole

CEO & Managing Director

ON STOCKCHASE SINCE Jul 2009

GlobeInvest Capital Management


Opinions by Christine Poole



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Signal Opinion Expert Chart

2012-07-09

WAIT
Cameco Corporation (CCO-T)
You have to be positive on uranium to Buy this. Doesn’t know that uranium prices will do all that much in the next year or two. She has a positive view on uranium longer term because of emerging market power needs. (Prefers Uranium Participation (U-T)).
integrated mines
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $22.630
Owned: No

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2012-07-09

PARTIAL BUY
Suncor Energy Inc (SU-T)
You could start initiating a position any time the market pulls back. Her range on crude is $80 to $95 over the next few years.
integrated oils
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $29.160
Owned: Unknown

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2012-07-09

DON'T BUY
Cisco (CSCO-Q)
You can wait before owning this one. Trading at an attractive multiple of 9X earnings. Just reported their 3rd quarter and guided down. End market is the public sector which has been weak in the past because state and local governments have been pulling back. Carrier telecom spending has been weak. Commercials and enterprise companies are expecting to see weak demand going forward.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $16.650
Owned: No

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2009-11-26

COMMENT
Husky Energy (HSE-T)
Yielding 4.3%. Primarily heavy oil. Looking to spin off their Asian natural gas assets sometime next year, which could be a catalyst.
oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $27.920
Owned: Unknown

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2010-11-29

BUY on WEAKNESS
Pembina Pipeline Corp (PPL-T)
Yield of near 7% is safe. Expect the pipeline will have growth as the Horizon project evolves. (See Top Picks.)
pipelines
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $20.880
Owned: Yes

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2011-12-01

HOLD
BlackBerry (BB-T)
Wouldn't sell it down here but also wouldn’t commit additional capital. There is a floor on the price and she thinks we are near it. Very competitive space. Launched new phones and results will show up when they report their last quarter.
electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $18.810
Owned: Unknown

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2011-10-12

BUY
Unilever PLC (UL-N)
Would still buy at these levels. Over half revenues from emerging markets. Pretty attractive yield. Relative discount to piers. Getting into person care that gets a larger multiple. Great long-term investment.
food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $32.150
Owned: Unknown

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2012-03-08

DON'T BUY
Loblaw Companies Ltd (L-T)
Would not buy it here. One plus is that they own their real estate. Their systems upgrades are taking longer than they thought. We will see increased competition with Target’s introduction next year. Competitors Metro and Scobey’s have strengthened over the last few years.
food stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $34.360
Owned: Unknown

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2010-05-26

DON'T BUY
Transocean Inc. (RIG-N)
With the explosion/oil spill, she thought that if it could be contained within a relatively short period of time, stock reaction was overblown. As time passed, there were questions about future deep water drilling so she sold her holdings.
oil/gas field services
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $58.580
Owned: No

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2010-03-30

COMMENT
CitiGroup (C-N)
With a very long-term focus this may work out at these levels. Her preference in the financial sector is to stay in Canada, which has a better footing and faster recovery.
insurance
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $4.090
Owned: No

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2009-10-15

TOP PICK
Cineplex Inc (CGX-T)
With 130 theatres they are the largest operator in Canada. Recession resistant. Good management. Looking for alternative sources of revenue such as 3-D movies. 7.5% yield is very safe and at a low payout ratio.
other services
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $17.050
Owned: Yes

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2009-08-26

BUY
A T & T US (T-N)
Wireless and wire line services. Will probably correct relatively less in any pullback so this would be a safe and defensive name. 6.2% yield.
Telecommunications
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $20.350
Owned: Unknown

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2012-07-09

COMMENT
Abbott Labs (ABT-N)
Will be splitting the company into 2 parts, pharma side and medical devices. Purchased a generic company out of India last year and India will be providing health care to the general population but will only pay for generic drugs . Currently within a couple of dollars of her target price so she might shave some of her holdings.
biotechnology/pharmaceutical
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $65.610
Owned: Yes

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2009-11-26

BUY
Talisman Energy (TLM-T (Dead))
Will be sensitive to commodity prices as they are about 60% crude and 40% natural gas. If you have a positive view on crude this should do okay. Gaining more credibility on the street. Buy for the long-term.
oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $18.350
Owned: Unknown

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2010-08-23

COMMENT
BHP Billiton Ltd. (BHP-N)
When news came out on new tax, stock corrected. If tax comes into fruition, they have to shift their capital plans. They shifted their focus to potash and this is another leg into their whole portfolio. She respects the portfolio. She would not buy POT instead to get the exposure. It’s late in the game to step into potash.
other mines
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $67.130
Owned: Unknown

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