Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 10, 2018

(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$15.330
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 10, 2018

(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

CGI Group (A)(GIB.A-T)
July 10, 2018

(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$85.060
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 10, 2018

(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$42.080
Owned
Yes
COMMENT
COMMENT
July 10, 2018

It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$64.260
Owned
No
WATCH
WATCH
July 10, 2018

She owns some shares but has not been adding to this position for a few years. The company is changing its management. The market wants them to stop issuing equity to fund land acquisition and to pay down debt. She is waiting to see who the next CEO will be and what his or her direction will be.

She owns some shares but has not been adding to this position for a few years. The company is changing its management. The market wants them to stop issuing equity to fund land acquisition and to pay down debt. She is waiting to see who the next CEO will be and what his or her direction will be.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$10.230
Owned
Yes
BUY
BUY
July 10, 2018

He loves U.S. banks. This is quite undervalued. They may be over-earning now. Nobody is defaulting on their mortage and the economy is humming along. Well-run company.

Bank of America(BAC-N)
July 10, 2018

He loves U.S. banks. This is quite undervalued. They may be over-earning now. Nobody is defaulting on their mortage and the economy is humming along. Well-run company.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$28.830
Owned
Yes
COMMENT
COMMENT
July 10, 2018

She is a value-based investor and it is hard to justify the valuation of Amazon at this level. Everyone who has owned Amazon has done well. The company keeps finding new areas to grow into, which is essential for a momentum-driven stock.

Amazon.com(AMZN-Q)
July 10, 2018

She is a value-based investor and it is hard to justify the valuation of Amazon at this level. Everyone who has owned Amazon has done well. The company keeps finding new areas to grow into, which is essential for a momentum-driven stock.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1743.070
Owned
No