Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 9, 2018

Hasn't been too positive on Canadian retail, but this has actually done quite well. They may have gotten some of Sears’ business. Also have been working on their online and reformatting their stores, which has been doing well for them. This is probably the best of the group, but she is not sold on retailers.

Hasn't been too positive on Canadian retail, but this has actually done quite well. They may have gotten some of Sears’ business. Also have been working on their online and reformatting their stores, which has been doing well for them. This is probably the best of the group, but she is not sold on retailers.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$167.500
Owned
No
BUY
BUY
January 9, 2018

Owns this in a few of her client's portfolios, and one she would potentially add to as well. It has pulled back and has a renewable component to it which she likes, because she wants to increase exposure to the renewable space, as well as regulator to the operators in the US. Has an attractive yield. A good name to own.

Owns this in a few of her client's portfolios, and one she would potentially add to as well. It has pulled back and has a renewable component to it which she likes, because she wants to increase exposure to the renewable space, as well as regulator to the operators in the US. Has an attractive yield. A good name to own.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$13.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2018

(A Top Pick Jan 11/17. Up 3%.) Still likes this. Half the company is outsourcing and half is systems integration. The outsourcing is a recurring revenue stream. They are seeing solid organic growth from their financial service end market, as older financial firms are having to modernize their systems. Attractively valued, so it is still a Buy. Doesn’t pay a dividend, which is a drawback for income investors.

CGI Group (A)(GIB.A-T)
January 9, 2018

(A Top Pick Jan 11/17. Up 3%.) Still likes this. Half the company is outsourcing and half is systems integration. The outsourcing is a recurring revenue stream. They are seeing solid organic growth from their financial service end market, as older financial firms are having to modernize their systems. Attractively valued, so it is still a Buy. Doesn’t pay a dividend, which is a drawback for income investors.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$67.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2018

(A Top Pick Jan 11/17. Up 47%.) Wouldn't necessarily be chasing this one. When it pulled back to $106-$107, she added to new clients’ accounts. A secular play to online e-commerce. In a lot of countries, especially in emerging markets, cash is still the primary form of payment.

Visa Inc.(V-N)
January 9, 2018

(A Top Pick Jan 11/17. Up 47%.) Wouldn't necessarily be chasing this one. When it pulled back to $106-$107, she added to new clients’ accounts. A secular play to online e-commerce. In a lot of countries, especially in emerging markets, cash is still the primary form of payment.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$119.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2018

(A Top Pick Jan 11/17. Up 43%.) There are not a lot of pure plays in this space. They transport, treat and test water. About 20% of revenues are from emerging markets. Those countries are still building out water infrastructure. In developed markets, water systems are aging and need refurbishment. She wouldn't chase the name at this price, but would wait for a bit of consolidation.

Xylem Inc.(XYL-N)
January 9, 2018

(A Top Pick Jan 11/17. Up 43%.) There are not a lot of pure plays in this space. They transport, treat and test water. About 20% of revenues are from emerging markets. Those countries are still building out water infrastructure. In developed markets, water systems are aging and need refurbishment. She wouldn't chase the name at this price, but would wait for a bit of consolidation.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$69.500
Owned
Yes
DON'T BUY
DON'T BUY
January 9, 2018

A pharmaceutical that does generics as well as branded drugs. The stock has not done well. Has new management, which are cutting costs. Also cut their dividend. There isn’t a lot of visibility on the pipeline, because one of their key branded drugs is seeing more competition and is going generic soon.

A pharmaceutical that does generics as well as branded drugs. The stock has not done well. Has new management, which are cutting costs. Also cut their dividend. There isn’t a lot of visibility on the pipeline, because one of their key branded drugs is seeing more competition and is going generic soon.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$19.370
Owned
No
HOLD
HOLD
January 9, 2018

A good investment for yield and income. The stock has been held back and thinks the market is waiting for their line 3 replacement to get final approval, which is due later on this year. Prefers the parent Enbridge (ENB-T) for their global diversity and their Spectra assets. However, both are good income vehicles.

A good investment for yield and income. The stock has been held back and thinks the market is waiting for their line 3 replacement to get final approval, which is due later on this year. Prefers the parent Enbridge (ENB-T) for their global diversity and their Spectra assets. However, both are good income vehicles.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$29.520
Owned
No