Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 8, 2018

What's your 5-10 year outlook?  It's now an attractive entry point given the current pullback in tech stocks. The company continues to grow though operations like cloud services and the driverless car. It's difficult to have a 5-10 year view for any tech company, but she's confident in this stock for the next year. Always be aware of new innovations in this space.

What's your 5-10 year outlook?  It's now an attractive entry point given the current pullback in tech stocks. The company continues to grow though operations like cloud services and the driverless car. It's difficult to have a 5-10 year view for any tech company, but she's confident in this stock for the next year. Always be aware of new innovations in this space.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1058.590
Owned
Yes
COMMENT
COMMENT
May 8, 2018

She owns ENB instead. The dividend is safe. The overhang is the Line 3 expansion awaiting final approval from Minnesota, expected to come in mid-2018. The company is confident this will happen, since it has gotten approvals elsehwere. If this happens, it will be a definite catalyst for both stocks. You can buy a half-position now and see later if the decision is positive.

She owns ENB instead. The dividend is safe. The overhang is the Line 3 expansion awaiting final approval from Minnesota, expected to come in mid-2018. The company is confident this will happen, since it has gotten approvals elsehwere. If this happens, it will be a definite catalyst for both stocks. You can buy a half-position now and see later if the decision is positive.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$27.600
Owned
No
COMMENT
COMMENT
May 8, 2018

The dividend is safe. The overhang is the Line 3 expansion awaiting final approval from Minnesota, expected mid-2018. The company is confident, and has gotten approvals elsehwere. If this happens, it will be a definite
catalyst. You can buy a half-position now and see if the decision is positive.

Enbridge(ENB-T)
May 8, 2018

The dividend is safe. The overhang is the Line 3 expansion awaiting final approval from Minnesota, expected mid-2018. The company is confident, and has gotten approvals elsehwere. If this happens, it will be a definite
catalyst. You can buy a half-position now and see if the decision is positive.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$40.410
Owned
Yes
BUY
BUY
May 8, 2018

The stock has been choppy. She's spoken to the CEO and thinks he's good. They're dealing with legacy products (long-term ones that are typical in insurance), and many of these were not priced correctly. That's an overhang. MFC had a good Q1. It enjoys 30% of its operations in Asia. It's increased its dividend. As they distance themselves from legacy products, their core earnings will grow. She expects the stock to hit high-$20s by end-2018.

The stock has been choppy. She's spoken to the CEO and thinks he's good. They're dealing with legacy products (long-term ones that are typical in insurance), and many of these were not priced correctly. That's an overhang. MFC had a good Q1. It enjoys 30% of its operations in Asia. It's increased its dividend. As they distance themselves from legacy products, their core earnings will grow. She expects the stock to hit high-$20s by end-2018.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$24.460
Owned
Yes
BUY
BUY
May 8, 2018

She recentl bought this. 25-30% of revenues come from aerospace. They also make the Gulfstream, a high-end business jet. This stock has done well for the past two years, but had a Q1 pullback, so now is a good time to enter. Trump increased the defence budget, so this will benefit this company over the next few years. They also make business jets which are finally recovering. Good earnings and visibility.

She recentl bought this. 25-30% of revenues come from aerospace. They also make the Gulfstream, a high-end business jet. This stock has done well for the past two years, but had a Q1 pullback, so now is a good time to enter. Trump increased the defence budget, so this will benefit this company over the next few years. They also make business jets which are finally recovering. Good earnings and visibility.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$199.620
Owned
Yes
COMMENT
COMMENT
May 8, 2018

The group has sold off a but due to a lack of innovation and more competition; it's easier than for e-companies to sell directly to consumers. There needs to be more pricing flexbility given they compete with the Amazons of the world. They're in a margin squeeze. An investor needs exposure in this space. P&G sells defensive products (i.e. lotions) that consumers use daily, but she prefers Unilever given their exposure to emerging markets.

The group has sold off a but due to a lack of innovation and more competition; it's easier than for e-companies to sell directly to consumers. There needs to be more pricing flexbility given they compete with the Amazons of the world. They're in a margin squeeze. An investor needs exposure in this space. P&G sells defensive products (i.e. lotions) that consumers use daily, but she prefers Unilever given their exposure to emerging markets.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$71.440
Owned
No
PAST TOP PICK
PAST TOP PICK
May 8, 2018

(Past Top Pick on May 16, 2017, Up 16%) They tend to make an acquisition every few years to expand geographic presence or in a certain vertical. Well-managed. Have increased their margins. They're ready to make a large acquisition after making some smaller ones. Their financial services has seen good organic growth. Their business is half-services, half-consulting in IT. Companies need to modernize and digitize to compete with online players. Pays no dividend. Buy for good long-term capital growth.

(Past Top Pick on May 16, 2017, Up 16%) They tend to make an acquisition every few years to expand geographic presence or in a certain vertical. Well-managed. Have increased their margins. They're ready to make a large acquisition after making some smaller ones. Their financial services has seen good organic growth. Their business is half-services, half-consulting in IT. Companies need to modernize and digitize to compete with online players. Pays no dividend. Buy for good long-term capital growth.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$77.960
Owned
Yes