Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
October 10, 2018

Trading slightly above the take-out price (Husky is doing a hostile takeover). Maybe Cenovus will step in. It's difficult to
buy the oil sands given the deep WCS discount. Wait.

MEG Energy Corp(MEG-T)
October 10, 2018

Trading slightly above the take-out price (Husky is doing a hostile takeover). Maybe Cenovus will step in. It's difficult to
buy the oil sands given the deep WCS discount. Wait.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$10.720
Owned
Unknown
WAIT
WAIT
October 10, 2018

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

Intel(INTC-Q)
October 10, 2018

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$44.800
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

All tech stocks have come off, Alibaba's valuation was always excessive, and Jack Ma has stepped down so who will step in? She's looking at other tech stocks that have better fundamentals.

All tech stocks have come off, Alibaba's valuation was always excessive, and Jack Ma has stepped down so who will step in? She's looking at other tech stocks that have better fundamentals.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$138.290
Owned
No
BUY WEAKNESS
BUY WEAKNESS
October 10, 2018

Well-run. Maybe buy it during this pullback and she is certainly watching it. The U.S. has picked up oil demand, so Emerson's orders have grown.

Emerson Electric(EMR-N)
October 10, 2018

Well-run. Maybe buy it during this pullback and she is certainly watching it. The U.S. has picked up oil demand, so Emerson's orders have grown.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$73.350
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

Their end markets aren't growing that quickly. They've made some acqusitions (buses and coaches) and are driven by cities ordering new buses. They're positioned in the U.S., so NAFTA's signing may have lifted an overhang. Valuation is okay, but not great. Nothing to compel her to own it.

Their end markets aren't growing that quickly. They've made some acqusitions (buses and coaches) and are driven by cities ordering new buses. They're positioned in the U.S., so NAFTA's signing may have lifted an overhang. Valuation is okay, but not great. Nothing to compel her to own it.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.410
Owned
No
PAST TOP PICK
PAST TOP PICK
October 10, 2018

(Past Top Pick Oct.10, 2017,Up 10%) Their pharma is doing quite well. All health companies are facing patent losses, but J&J is positioned to weather this, because they're launching 10 new drugs in the next 18 months. In this defensive
environment, this should hold up well. Have been increasing their dividend for 56 years, now paying a 2.5% yield.

Johnson & Johnson(JNJ-N)
October 10, 2018

(Past Top Pick Oct.10, 2017,Up 10%) Their pharma is doing quite well. All health companies are facing patent losses, but J&J is positioned to weather this, because they're launching 10 new drugs in the next 18 months. In this defensive
environment, this should hold up well. Have been increasing their dividend for 56 years, now paying a 2.5% yield.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$137.730
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 10, 2018

(Past Top Pick Oct. 10, 2017, Up 4%) Hasn't done much in the past year. A global leader in snacks, which grow faster than other consumer staples. Likes it as secular play for growth in emerging markets, with 40% of revenues there, and 60% outside North America. Starting to see some improvement, but watch the strength of the US dollar which pressure EM. Got a new CEO in December, who is reinvesting the business to grow the topline. 

(Past Top Pick Oct. 10, 2017, Up 4%) Hasn't done much in the past year. A global leader in snacks, which grow faster than other consumer staples. Likes it as secular play for growth in emerging markets, with 40% of revenues there, and 60% outside North America. Starting to see some improvement, but watch the strength of the US dollar which pressure EM. Got a new CEO in December, who is reinvesting the business to grow the topline. 

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$42.270
Owned
Yes