Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 14, 2016

Fast food franchises in the malls. They’ve made an acquisition to increase their US presence. Excellent operators. Probably a nice, long term growth story.

Fast food franchises in the malls. They’ve made an acquisition to increase their US presence. Excellent operators. Probably a nice, long term growth story.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$44.140
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 14, 2016

An excellent company. As a value investor, this is relatively expensive for her. The only way to get this is to be patient and wait for a bit of a pullback. If there is a resurgence in commodity stocks, there might be a pullback in non-cyclical stocks.

An excellent company. As a value investor, this is relatively expensive for her. The only way to get this is to be patient and wait for a bit of a pullback. If there is a resurgence in commodity stocks, there might be a pullback in non-cyclical stocks.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$92.270
Owned
No
COMMENT
COMMENT
June 14, 2016

The largest theatre operator in Canada. The one thing they cannot control is the type of movies that is going into their theatres. Had a very good past year and there is a good slate coming up. Very good operators and are increasing concession per spend. Also branching out into new areas such as family entertainment centres. Also, slowly increasing their dividend. Dividend yield of 3.1%.

Cineplex Inc (CGX-T)
June 14, 2016

The largest theatre operator in Canada. The one thing they cannot control is the type of movies that is going into their theatres. Had a very good past year and there is a good slate coming up. Very good operators and are increasing concession per spend. Also branching out into new areas such as family entertainment centres. Also, slowly increasing their dividend. Dividend yield of 3.1%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$51.880
Owned
Yes
HOLD
HOLD
June 14, 2016

Just did a big equity issue last week to shore up their balance sheet. Because the stock has done quite well, she is waiting for a pullback in energy. A good long term holding. Dividend yield of 3.4%.

Just did a big equity issue last week to shore up their balance sheet. Because the stock has done quite well, she is waiting for a pullback in energy. A good long term holding. Dividend yield of 3.4%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$34.150
Owned
Unknown
HOLD
HOLD
June 14, 2016

Their balance sheet is probably more leveraged than some of their peers, but they are a low cost producer. They’ve been restructuring. Cut their dividends. We have likely seen the lows in crude. If you own, continue holding for the long-term.

Encana Corp (ECA-T)
June 14, 2016

Their balance sheet is probably more leveraged than some of their peers, but they are a low cost producer. They’ve been restructuring. Cut their dividends. We have likely seen the lows in crude. If you own, continue holding for the long-term.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$10.360
Owned
No
SELL
SELL
June 14, 2016

This is being taken out by BCE (BCE-T), and if you own, you might as well sell at this point.

This is being taken out by BCE (BCE-T), and if you own, you might as well sell at this point.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$37.390
Owned
Unknown
DON'T BUY
DON'T BUY
June 14, 2016

Defence spending has slowly been on the decline, but depending on who is elected in November, defence spending could actually go up. Defence stocks have held in really well, and tend to be very strong cash flow generators. Not inexpensive, so she is not inclined to buy at this point. A slower growth industry.

Raytheon (RTN-N)
June 14, 2016

Defence spending has slowly been on the decline, but depending on who is elected in November, defence spending could actually go up. Defence stocks have held in really well, and tend to be very strong cash flow generators. Not inexpensive, so she is not inclined to buy at this point. A slower growth industry.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$135.760
Owned
No