Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
September 11, 2018

The company focuses on water transportation, trust, and treatment. Utilities are having to refresh their water-related infrastructure and emerging markets are just building it. This has driven up the price of Xylem. They are also developing metering products, measurements to help utilities minimize water loss in their systems. She would not buy at the current price. She expects a pullback. The company has made presentations at conferences and its price will probably drop back to $72 or $75.

Xylem Inc. (XYL-N)
September 11, 2018

The company focuses on water transportation, trust, and treatment. Utilities are having to refresh their water-related infrastructure and emerging markets are just building it. This has driven up the price of Xylem. They are also developing metering products, measurements to help utilities minimize water loss in their systems. She would not buy at the current price. She expects a pullback. The company has made presentations at conferences and its price will probably drop back to $72 or $75.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$79.800
Owned
Yes
TOP PICK
TOP PICK
September 11, 2018

She thinks synergies from the merger of Potash and Agrium are coming through faster than expected. They had to sell several assets as a condition of the merger, and those sales are now closing, generating about $5 billion in cash. They also expect to generate $6 to 8 billion in free cash flow over the next few years. They are buying back stock and they expect to increase the yield on their dividend. They are also investing in growing out their retail platform, hold about a 19% share of their market in the US and think they can grow it to 30%. They are also planning to expand in Australia and Brazil. They think their retail business is the promising area for future growth, rather than wholesale. In addition, the price of potash seems to be rising from its trough. Yield 2.9%. (Analysts’ price target is $81.48)

Nutrien Ltd. (NTR-T)
September 11, 2018

She thinks synergies from the merger of Potash and Agrium are coming through faster than expected. They had to sell several assets as a condition of the merger, and those sales are now closing, generating about $5 billion in cash. They also expect to generate $6 to 8 billion in free cash flow over the next few years. They are buying back stock and they expect to increase the yield on their dividend. They are also investing in growing out their retail platform, hold about a 19% share of their market in the US and think they can grow it to 30%. They are also planning to expand in Australia and Brazil. They think their retail business is the promising area for future growth, rather than wholesale. In addition, the price of potash seems to be rising from its trough. Yield 2.9%. (Analysts’ price target is $81.48)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$73.370
Owned
Yes
TOP PICK
TOP PICK
September 11, 2018

They like the bank at this level. It has only gone up about 1.5% year to date. Earnings have come in better than expected, reporting an increase of 11 or 12% in the last quarter. They’ve raised their dividend. About 25% of their revenues come from the US and growth from services to high net worth individuals is coming through. She expects dividends to increase proportionately to earnings, about 10% this year. Yield 3.8%. (Analysts’ price target is $111.75)

Royal Bank (RY-T)
September 11, 2018

They like the bank at this level. It has only gone up about 1.5% year to date. Earnings have come in better than expected, reporting an increase of 11 or 12% in the last quarter. They’ve raised their dividend. About 25% of their revenues come from the US and growth from services to high net worth individuals is coming through. She expects dividends to increase proportionately to earnings, about 10% this year. Yield 3.8%. (Analysts’ price target is $111.75)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$103.750
Owned
Yes
TOP PICK
TOP PICK
September 11, 2018

This is the largest provider of senior communities. The demographics play in their favor. The 75-year-plus population is expected to double in the 20 next years, growing 3 to 4 times faster than the general population. Penetration of the seniors market is still low in Canada, so there is a lot of room for growth. 85% of their homes are private-pay rather than relying on government funding. Yield 4%. (Analysts’ price target is $16.75)

This is the largest provider of senior communities. The demographics play in their favor. The 75-year-plus population is expected to double in the 20 next years, growing 3 to 4 times faster than the general population. Penetration of the seniors market is still low in Canada, so there is a lot of room for growth. 85% of their homes are private-pay rather than relying on government funding. Yield 4%. (Analysts’ price target is $16.75)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$15.130
Owned
Yes
COMMENT
COMMENT
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

Facebook (FB-Q)
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$165.940
Owned
No
BUY
BUY
September 11, 2018

They've restructured. The fast money that's been flowing into the U.S. has been expecting U.S. interest rates to rise, and Europe should follow that. But Europe will likelly lag the U.S. a bit, like six months. Interest rates will be good for financials including Aegon. It's a good company. The Dutch market is a good one. Wait and see. He sees upside.

Aegon N.V. (AEG-N)
September 11, 2018

They've restructured. The fast money that's been flowing into the U.S. has been expecting U.S. interest rates to rise, and Europe should follow that. But Europe will likelly lag the U.S. a bit, like six months. Interest rates will be good for financials including Aegon. It's a good company. The Dutch market is a good one. Wait and see. He sees upside.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$5.990
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 11, 2018

(Past Top Pick, Sept. 11, 2017, Up 34%) Many expected rising interest rates would push up US bank earnings, but people are holding record debt. Investors got ahead of the trade, but this is a good long-term story. Regulation rollbacks in banks will be a major tailwind. This is one of his major holdings.

Bank of America (BAC-N)
September 11, 2018

(Past Top Pick, Sept. 11, 2017, Up 34%) Many expected rising interest rates would push up US bank earnings, but people are holding record debt. Investors got ahead of the trade, but this is a good long-term story. Regulation rollbacks in banks will be a major tailwind. This is one of his major holdings.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$30.850
Owned
Yes