Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 11, 2017

A great operator of convenience stores, as well as being good acquisitors. As a value manager, she has always had difficulty on the valuation, but it is always on her watch list. This $10 pull back could just be with the postelection rally, where we saw money flowing from groups that had done fairly well into the more cyclical areas. If you are more of a growthier investor, you could start picking away at this.

A great operator of convenience stores, as well as being good acquisitors. As a value manager, she has always had difficulty on the valuation, but it is always on her watch list. This $10 pull back could just be with the postelection rally, where we saw money flowing from groups that had done fairly well into the more cyclical areas. If you are more of a growthier investor, you could start picking away at this.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$60.100
Owned
No
COMMENT
COMMENT
January 11, 2017

She would prefer CVS (CVS-N), especially given the pullback they’ve had. CVS is trading at a more attractive valuation, and feels they can turn themselves around and get growing again in 2018.

She would prefer CVS (CVS-N), especially given the pullback they’ve had. CVS is trading at a more attractive valuation, and feels they can turn themselves around and get growing again in 2018.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$84.430
Owned
Unknown
COMMENT
COMMENT
January 11, 2017

An Oriented Strand Board producer which is primarily used in housing construction. Kind of a play on US housing, and even China where they export to. Tends to be a very cyclical play. Prefers using less cyclical names.

Norbord Inc (OSB-T)
January 11, 2017

An Oriented Strand Board producer which is primarily used in housing construction. Kind of a play on US housing, and even China where they export to. Tends to be a very cyclical play. Prefers using less cyclical names.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$34.010
Owned
No
PARTIAL SELL
PARTIAL SELL
January 11, 2017

Partial Sell to buy Toronto Dominion (TD-T)? A conglomerate holding Industrial Group and Great West Life (GWO-T). Conglomerates tend to trade at a discount, and you are never going to fully realize the value of all their holdings underneath. 4.4% dividend yield. It is not a bad idea to take some profits and put it into TD, a more direct play on banking and on the US and Canadian economies.

Power Corp (POW-T)
January 11, 2017

Partial Sell to buy Toronto Dominion (TD-T)? A conglomerate holding Industrial Group and Great West Life (GWO-T). Conglomerates tend to trade at a discount, and you are never going to fully realize the value of all their holdings underneath. 4.4% dividend yield. It is not a bad idea to take some profits and put it into TD, a more direct play on banking and on the US and Canadian economies.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$30.850
Owned
Unknown
COMMENT
COMMENT
January 11, 2017

Just reported and results were a bit weak. They bought the media assets of Shaw Communication (SJR.B-T) last year, and are really in the process of integrating those assets. Media is going through a lot of change in terms of how people watch the various stations and networks. She doesn’t have any Canadian media plays. 8.7% dividend yield, which is always a flag that they may cut.

Just reported and results were a bit weak. They bought the media assets of Shaw Communication (SJR.B-T) last year, and are really in the process of integrating those assets. Media is going through a lot of change in terms of how people watch the various stations and networks. She doesn’t have any Canadian media plays. 8.7% dividend yield, which is always a flag that they may cut.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$12.870
Owned
No
COMMENT
COMMENT
January 11, 2017

Trading at a pretty low PE multiple, but are experiencing a lot of competition on a few of their key branded drugs. There is not a lot of visibility going forward on what earnings are going to look like. The pharmacy industry seems to be going through a transition. We are seeing consolidation, because that is a way to grow where they can get synergies and cut costs. Not only does this have uncertainty regarding pricing, but are also experiencing competition in their own branded drugs.

Trading at a pretty low PE multiple, but are experiencing a lot of competition on a few of their key branded drugs. There is not a lot of visibility going forward on what earnings are going to look like. The pharmacy industry seems to be going through a transition. We are seeing consolidation, because that is a way to grow where they can get synergies and cut costs. Not only does this have uncertainty regarding pricing, but are also experiencing competition in their own branded drugs.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$73.770
Owned
No
COMMENT
COMMENT
January 11, 2017

The PE multiple is low at about 10 or 11 times. Not a lot of growth and clarity, because the iPhone’s market penetration has probably been saturated. They are coming out with a new phone later this year, which is supposed to be quite a new design compared to the prior ones. They have a lot of cash sitting overseas, so if Trump is successful in reducing the repatriation tax from 35% to 10%, this company will be a natural beneficiary. Then the question is, what do they do with that money.

Apple (AAPL-Q)
January 11, 2017

The PE multiple is low at about 10 or 11 times. Not a lot of growth and clarity, because the iPhone’s market penetration has probably been saturated. They are coming out with a new phone later this year, which is supposed to be quite a new design compared to the prior ones. They have a lot of cash sitting overseas, so if Trump is successful in reducing the repatriation tax from 35% to 10%, this company will be a natural beneficiary. Then the question is, what do they do with that money.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$119.750
Owned
No