Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
June 8, 2018

Is this a hold over next year or two? Well positioned in the bus manufacturing industry, but their after market business has been a bit soft. Longer term, the sector will do well. Demand will be decent for the next year or so. Valuation is too high right now. Would take a look around $50. (Analysts’ price target is $67.)

Is this a hold over next year or two? Well positioned in the bus manufacturing industry, but their after market business has been a bit soft. Longer term, the sector will do well. Demand will be decent for the next year or so. Valuation is too high right now. Would take a look around $50. (Analysts’ price target is $67.)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$50.700
Owned
No
BUY
BUY
June 8, 2018

Have held it for a number of years and continue to like it. Would be buyers at these levels below $15. Demographics favour this industry. Most of their revenue comes from private pay, not government. Offer all levels of care -- long term, assisted living, independent living. Strong and experienced management team. Good organic growth plus acquisitions. Company got out of the US; feel they have enough opportunities for growth in Canada. Yield about 4%.

Have held it for a number of years and continue to like it. Would be buyers at these levels below $15. Demographics favour this industry. Most of their revenue comes from private pay, not government. Offer all levels of care -- long term, assisted living, independent living. Strong and experienced management team. Good organic growth plus acquisitions. Company got out of the US; feel they have enough opportunities for growth in Canada. Yield about 4%.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.690
Owned
Yes
DON'T BUY
DON'T BUY
June 8, 2018

Worst is behind it, with funding in place. She’s never invested in this sector. New mortgage rules as of Jan 1 have affected this sector more than Canadian banks. Best of growth in the Canadian housing market is behind it. Mortgage volume is slowing and they have to be careful of their mortgage sources.

Worst is behind it, with funding in place. She’s never invested in this sector. New mortgage rules as of Jan 1 have affected this sector more than Canadian banks. Best of growth in the Canadian housing market is behind it. Mortgage volume is slowing and they have to be careful of their mortgage sources.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.690
Owned
No
COMMENT
COMMENT
June 8, 2018

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$200.040
Owned
Unknown
HOLD
HOLD
June 8, 2018

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

Visa Inc. (V-N)
June 8, 2018

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$134.740
Owned
Yes
WAIT
WAIT
June 8, 2018

Bought it a couple of years ago. They’d be buyers below $1100. As the leader in search engines, they’re going to garner digital advertising dollars as advertising budgets move from traditional spaces to online. Other divisions have promising businesses, such as the driverless car unit. They’re in a secular growth area. Expecting growth of high teens for the foreseeable future. Managed topline growth of 20% plus despite their size. Brought in more financial discipline, reasonable valuation, lots of cash on balance sheet.

Bought it a couple of years ago. They’d be buyers below $1100. As the leader in search engines, they’re going to garner digital advertising dollars as advertising budgets move from traditional spaces to online. Other divisions have promising businesses, such as the driverless car unit. They’re in a secular growth area. Expecting growth of high teens for the foreseeable future. Managed topline growth of 20% plus despite their size. Brought in more financial discipline, reasonable valuation, lots of cash on balance sheet.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1132.710
Owned
Yes
BUY
BUY
June 8, 2018

Solid stock for grandkids aged 7 and 2. Bell or a Canadian bank or a Power Financial bond? They just bought TD Bank for a client in a similar situation. For a time horizon of 10-12 years. Canadian banks are relatively stable oligopolies. Dividend yield of 3.5% Buy this instead of a bond, because you can lose money in a rising interest rate environment.

Solid stock for grandkids aged 7 and 2. Bell or a Canadian bank or a Power Financial bond? They just bought TD Bank for a client in a similar situation. For a time horizon of 10-12 years. Canadian banks are relatively stable oligopolies. Dividend yield of 3.5% Buy this instead of a bond, because you can lose money in a rising interest rate environment.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$75.200
Owned
Yes