Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
June 8, 2018

Salesforce compared to Facebook and Google? Software company, trades at a high multiple, which is holding her back from buying. It’s more a momentum stock, any stumble and it will pull back. Not similar to Facebook or Google, which are advertising plays on the internet. Great company. Wait for pullback.

Salesforce compared to Facebook and Google? Software company, trades at a high multiple, which is holding her back from buying. It’s more a momentum stock, any stumble and it will pull back. Not similar to Facebook or Google, which are advertising plays on the internet. Great company. Wait for pullback.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$133.530
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 8, 2018

Have owned for many years. Well managed company. Recurring revenue stream, long-term contracts, stable cash flows. Relatively mature business, with some acquisitions. Ready for another big acquisition. Decent organic growth vertically. Older systems that CGI is familiar with are not built to accommodate the access that customers demand. Her target price is $85-87. Likes it long term. Keep holding. Doesn’t pay a dividend.

Have owned for many years. Well managed company. Recurring revenue stream, long-term contracts, stable cash flows. Relatively mature business, with some acquisitions. Ready for another big acquisition. Decent organic growth vertically. Older systems that CGI is familiar with are not built to accommodate the access that customers demand. Her target price is $85-87. Likes it long term. Keep holding. Doesn’t pay a dividend.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$80.600
Owned
Yes
HOLD
HOLD
June 8, 2018

Doesn’t have a lot of energy exposure right now. One plus is they have properties outside of North America. Waiting to see where energy prices settle out, as OPEC may increase output to shortfall in rest of world. Wants more clarity on the oil takeaway in Alberta.

Doesn’t have a lot of energy exposure right now. One plus is they have properties outside of North America. Waiting to see where energy prices settle out, as OPEC may increase output to shortfall in rest of world. Wants more clarity on the oil takeaway in Alberta.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.700
Owned
No
DON'T BUY
DON'T BUY
June 8, 2018

Rarely invests in airlines. Have executed fairly well. They’re seeing big growth internationally. It’s so capital intensive, and little control over price of fuel. There is more competition coming onstream. Oil price increase is a headwind.

Air Canada (AC-T)
June 8, 2018

Rarely invests in airlines. Have executed fairly well. They’re seeing big growth internationally. It’s so capital intensive, and little control over price of fuel. There is more competition coming onstream. Oil price increase is a headwind.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$23.190
Owned
No
WAIT
WAIT
June 8, 2018

Trim? Outlook for a year? Very well managed. The high valuation has been keeping her away. Have to wait for a stumble or correction. If anything gets above 5-6 %, it’s prudent to sell down to manage risk. The small brands they own have room to grow. As with any stock with a high valuation, could get hit if there’s a stumble.

Trim? Outlook for a year? Very well managed. The high valuation has been keeping her away. Have to wait for a stumble or correction. If anything gets above 5-6 %, it’s prudent to sell down to manage risk. The small brands they own have room to grow. As with any stock with a high valuation, could get hit if there’s a stumble.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$114.920
Owned
No
TOP PICK
TOP PICK
June 8, 2018

An income stock. Price is down only because of general distaste for interest sensitive stocks. Earnings are fine. Yield 4.2%. Estimated 6% dividend growth each year till 2021. 50% of its revenue is from the States. Focussing on organic growth, not acquisitions. Dividend growth profile and the yield make it really attractive. (Analysts’ price target is $48.08)

Fortis Inc. (FTS-T)
June 8, 2018

An income stock. Price is down only because of general distaste for interest sensitive stocks. Earnings are fine. Yield 4.2%. Estimated 6% dividend growth each year till 2021. 50% of its revenue is from the States. Focussing on organic growth, not acquisitions. Dividend growth profile and the yield make it really attractive. (Analysts’ price target is $48.08)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$40.760
Owned
Yes
TOP PICK
TOP PICK
June 8, 2018

Royal’s down a bit. Good 2nd quarter results of 11% growth year over year. Performance gap between them and TD, which is not deserved. Good loan growth coming out of the US. Yield is about 3.6%, payout ratio is low. Dividend growth will track earnings growth. (Analysts’ price target is $110.52)

Royal Bank (RY-T)
June 8, 2018

Royal’s down a bit. Good 2nd quarter results of 11% growth year over year. Performance gap between them and TD, which is not deserved. Good loan growth coming out of the US. Yield is about 3.6%, payout ratio is low. Dividend growth will track earnings growth. (Analysts’ price target is $110.52)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$99.890
Owned
Yes