Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 11, 2017

(A Top Pick Feb 9/16. Up 8.6%.) They are doing very well on their theatre side. They have no controls on the movie slate, but have made a lot of good effort on diversifying the revenue stream. We are seeing that with the opening of the rec rooms. The media side, which is about 20% of their revenue, is increasing with all the digital signage. They got the A&W across North America. Yield of 3%.

Cineplex Inc (CGX-T)
January 11, 2017

(A Top Pick Feb 9/16. Up 8.6%.) They are doing very well on their theatre side. They have no controls on the movie slate, but have made a lot of good effort on diversifying the revenue stream. We are seeing that with the opening of the rec rooms. The media side, which is about 20% of their revenue, is increasing with all the digital signage. They got the A&W across North America. Yield of 3%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$51.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2017

(A Top Pick Feb 9/16. Up 17.52%.) She still likes this. It actually lagged during the whole post election rally. She likes the secular play on online advertising, which is a growing trend. Of all the digital ads in the US, this company takes about 40%, and she expects this to continue. Trading at about 21X forward earnings, which is reasonable given that she thinks their earnings can grow in the 18%-20% range over the foreseeable future.

(A Top Pick Feb 9/16. Up 17.52%.) She still likes this. It actually lagged during the whole post election rally. She likes the secular play on online advertising, which is a growing trend. Of all the digital ads in the US, this company takes about 40%, and she expects this to continue. Trading at about 21X forward earnings, which is reasonable given that she thinks their earnings can grow in the 18%-20% range over the foreseeable future.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$804.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2017

(A Top Pick Feb 9/16. Up 21.74%.) This is really a play on the US economy, US GDP growth, employment growth, etc. They are all trending up and are reasonably healthy. As housing starts and turnovers improve, that will promote housing renovations and repair. About two thirds of US housing is over 30 years old, which means more repair and renovations. Good dividend yield of 2.1% and always increase it every year.

Home Depot (HD-N)
January 11, 2017

(A Top Pick Feb 9/16. Up 21.74%.) This is really a play on the US economy, US GDP growth, employment growth, etc. They are all trending up and are reasonably healthy. As housing starts and turnovers improve, that will promote housing renovations and repair. About two thirds of US housing is over 30 years old, which means more repair and renovations. Good dividend yield of 2.1% and always increase it every year.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$135.700
Owned
Yes
BUY
BUY
January 11, 2017

Canadian Banks? They’ve had a very good 2016, but remember that 2015 was a negative year for banks. They were down about 11% on average because of concerns on energy, housing crisis, etc. Earnings were revised upwards and multiple expansions back to historical averages. She still likes them, because she is constructive on the Canadian and US economy. Her long-time favourites have been Royal Bank (RY-T) and Toronto Dominion (TD-T), and also owns Bank of Montréal (BMO-T). TD and Royal have exposure to the US with TD at about 25%-30%, and Royal at 22%. Thinks Royal’s is going to increase as they are now integrating City National. These both are trading at reasonable valuations.

Royal Bank (RY-T)
January 11, 2017

Canadian Banks? They’ve had a very good 2016, but remember that 2015 was a negative year for banks. They were down about 11% on average because of concerns on energy, housing crisis, etc. Earnings were revised upwards and multiple expansions back to historical averages. She still likes them, because she is constructive on the Canadian and US economy. Her long-time favourites have been Royal Bank (RY-T) and Toronto Dominion (TD-T), and also owns Bank of Montréal (BMO-T). TD and Royal have exposure to the US with TD at about 25%-30%, and Royal at 22%. Thinks Royal’s is going to increase as they are now integrating City National. These both are trading at reasonable valuations.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$93.890
Owned
Yes
BUY
BUY
January 11, 2017

Canadian Banks? They’ve had a very good 2016, but remember that 2015 was a negative year for banks. They were down about 11% on average because of concerns on energy, housing crisis, etc. Earnings were revised upwards and multiple expansions back to historical averages. She still likes them, because she is constructive on the Canadian and US economy. Her long-time favourites have been Royal Bank (RY-T) and Toronto Dominion (TD-T), and also owns Bank of Montréal (BMO-T). TD and Royal have exposure to the US with TD at about 25%-30%, and Royal at 22%. Thinks Royal’s is going to increase as they are now integrating City National. These both are trading at reasonable valuations.

Toronto Dominion (TD-T)
January 11, 2017

Canadian Banks? They’ve had a very good 2016, but remember that 2015 was a negative year for banks. They were down about 11% on average because of concerns on energy, housing crisis, etc. Earnings were revised upwards and multiple expansions back to historical averages. She still likes them, because she is constructive on the Canadian and US economy. Her long-time favourites have been Royal Bank (RY-T) and Toronto Dominion (TD-T), and also owns Bank of Montréal (BMO-T). TD and Royal have exposure to the US with TD at about 25%-30%, and Royal at 22%. Thinks Royal’s is going to increase as they are now integrating City National. These both are trading at reasonable valuations.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$67.350
Owned
Yes
HOLD
HOLD
January 11, 2017

Primarily renewable power, and she likes that space. A well-managed company. Quite attractive to some of the other utility stocks out there. 5.1% dividend yield.

Primarily renewable power, and she likes that space. A well-managed company. Quite attractive to some of the other utility stocks out there. 5.1% dividend yield.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$11.230
Owned
No
PARTIAL BUY
PARTIAL BUY
January 11, 2017

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.

Arc Resources Ltd (ARX-T)
January 11, 2017

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$21.440
Owned
Yes