Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 16, 2018

Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$12.330
Owned
Yes
BUY
BUY
April 16, 2018

She has owned this for a few years and likes it. The penetration of e-payments is high in developed economies, but still low in emerging markets--there's still huge secular growth in e-payments. Visa bought out Visa Europe a year ago and are integrating now. This should improve Visa's margins and profits for the next few years.

Visa Inc. (V-N)
April 16, 2018

She has owned this for a few years and likes it. The penetration of e-payments is high in developed economies, but still low in emerging markets--there's still huge secular growth in e-payments. Visa bought out Visa Europe a year ago and are integrating now. This should improve Visa's margins and profits for the next few years.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$121.880
Owned
Yes
BUY
BUY
April 16, 2018

Be patient, having fallen from $75 to today's $69/share. The Canadian banking group is down 6% YTD, but this reflects the overall TSX. The banks had a good Q1. She likes TD's U.S. exposure with its good growth. Earnings should be 12% this year. Dividends will grow in line with earnings. Canadian bank valuations are in line with 10-year averages.

Toronto Dominion (TD-T)
April 16, 2018

Be patient, having fallen from $75 to today's $69/share. The Canadian banking group is down 6% YTD, but this reflects the overall TSX. The banks had a good Q1. She likes TD's U.S. exposure with its good growth. Earnings should be 12% this year. Dividends will grow in line with earnings. Canadian bank valuations are in line with 10-year averages.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$69.760
Owned
Yes
BUY
BUY
April 16, 2018

She sold Wells Fargo and bought this in February. It's a good play on the U.S. economy, well-run and reasonably valued. The U.S. economy will continue to imrpove.

She sold Wells Fargo and bought this in February. It's a good play on the U.S. economy, well-run and reasonably valued. The U.S. economy will continue to imrpove.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$110.210
Owned
Yes
BUY
BUY
April 16, 2018

Price has fallen recently. Double-down? Don't sell. It's a general pull-back, though BNS fell more than the other Canadian banks. BNS has a Latin America stake, and those economies can be more volatile. An uncertainty
with this sector is how Canadian housing will unfold. But the Canadian banks enjoyed a strong Q1. She would add to positions here. Also, rising interest rates will benefit the banks.

Price has fallen recently. Double-down? Don't sell. It's a general pull-back, though BNS fell more than the other Canadian banks. BNS has a Latin America stake, and those economies can be more volatile. An uncertainty
with this sector is how Canadian housing will unfold. But the Canadian banks enjoyed a strong Q1. She would add to positions here. Also, rising interest rates will benefit the banks.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$76.470
Owned
Yes
BUY
BUY
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India.

Yum! Brands (YUM-N)
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$86.260
Owned
Yes
DON'T BUY
DON'T BUY
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India.

Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.760
Owned
No