Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 14, 2011
Very high quality, diversified, industrial company. Divisions include Pratt & Whitney aircraft engines, Otis elevators, Carrier heating and ventilation. About 40% of their revenues are after market in servicing, so in an economic downturn, there is more cushion for them. Have grown earnings annually about 10% for the last 10 years and have increased their dividend 15%. Definitely a long-term hold.
United Technologies (UTX-N)
September 14, 2011
Very high quality, diversified, industrial company. Divisions include Pratt & Whitney aircraft engines, Otis elevators, Carrier heating and ventilation. About 40% of their revenues are after market in servicing, so in an economic downturn, there is more cushion for them. Have grown earnings annually about 10% for the last 10 years and have increased their dividend 15%. Definitely a long-term hold.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$73.680
Owned
Yes
DON'T BUY
DON'T BUY
September 14, 2011
Cruise lines. Hasn't looked at this closely in the last few months. Fuel is a large component of their operating costs. A consumer discretionary type name so Cruise line stocks have not done that well in general. Consumer spending will be muted.
Carnival Corp. (CCL-N)
September 14, 2011
Cruise lines. Hasn't looked at this closely in the last few months. Fuel is a large component of their operating costs. A consumer discretionary type name so Cruise line stocks have not done that well in general. Consumer spending will be muted.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$32.950
Owned
No
DON'T BUY
DON'T BUY
September 14, 2011
The largest generic drug producer but also have a branded division. There is concern that there will be increasing competition. As well, expect there will be increasing pressure for any industry that is being reimbursed by governments, especially the US. As the market improves, this stock should lift from here but longer-term, she wouldn't be a buyer.
Teva Pharmaceutical (TEVA-N)
September 14, 2011
The largest generic drug producer but also have a branded division. There is concern that there will be increasing competition. As well, expect there will be increasing pressure for any industry that is being reimbursed by governments, especially the US. As the market improves, this stock should lift from here but longer-term, she wouldn't be a buyer.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$38.330
Owned
No
COMMENT
COMMENT
September 14, 2011
Recently did an equity issue at $43.50. Very oil leveraged. Likes their Lamintory (?) which is a very high quality oil. On oil companies’ metrics, she looks at price to cash flow. This one tends to trade at a premium to its peers because of the high quality crude.
Recently did an equity issue at $43.50. Very oil leveraged. Likes their Lamintory (?) which is a very high quality oil. On oil companies’ metrics, she looks at price to cash flow. This one tends to trade at a premium to its peers because of the high quality crude.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$42.310
Owned
Yes
HOLD
HOLD
September 14, 2011
Gold equities have lagged the gold price but expect they will play catch up. Large cap golds are trying to grow their production, and if they can’t do it organically they have to make acquisitions. This one acquired Redback Mining so they now have an inventory of projects to work on.
Kinross Gold (K-T)
September 14, 2011
Gold equities have lagged the gold price but expect they will play catch up. Large cap golds are trying to grow their production, and if they can’t do it organically they have to make acquisitions. This one acquired Redback Mining so they now have an inventory of projects to work on.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$16.720
Owned
No
DON'T BUY
DON'T BUY
September 14, 2011
Definitely a growth stock and have very good store potential in the US.Managed their business very well and made a lot of money but stock trades at a huge multiple, about 50X forward earnings. Too expensive for her. If they stumble in any way, there will be a big correction in the stock.
Definitely a growth stock and have very good store potential in the US.Managed their business very well and made a lot of money but stock trades at a huge multiple, about 50X forward earnings. Too expensive for her. If they stumble in any way, there will be a big correction in the stock.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$65.210
Owned
No
COMMENT
COMMENT
September 14, 2011
Multiple has contracted to about 9X forward earnings and have reset their earnings and revenue growth targets to more realistic levels. Experiencing more competition in their router space. Their big end markets are governments and telecom carriers, which are both showing weakness. Expects the stock has bottomed and longer-term demand for products could improve. Have a lot of cash.
Cisco (CSCO-Q)
September 14, 2011
Multiple has contracted to about 9X forward earnings and have reset their earnings and revenue growth targets to more realistic levels. Experiencing more competition in their router space. Their big end markets are governments and telecom carriers, which are both showing weakness. Expects the stock has bottomed and longer-term demand for products could improve. Have a lot of cash.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$16.330
Owned
Unknown