Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 13, 2018
Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.
CAE Inc (CAE-T)
November 13, 2018
Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$24.440
Owned
No
BUY
BUY
November 13, 2018
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
Home Depot (HD-N)
November 13, 2018
She has owned this for years. They had a great quarter, just announced this morning. She listened on the call. The market is concerned with future housing starts. But HD looks at GDP growth, unemployment (low), consumer confidence (high) and other metrics. HD shows good growth and they predict U.S. housing price appreciation in 2019. HD sees momentum in their business. HD has been unduly punished by the market, she feels.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$179.000
Owned
Yes
COMMENT
COMMENT
November 13, 2018
The company will spin off into three businesses: chemicals, materials and agriculture likely in 2019. She'd rather wait for the company to spin off these sections and not own all three now. Then, she'll look at the structure and valuation. Analysts feel the sum of the parts isn't reflected in the share price, which is why they're spinning off.
DowDuPont Inc. (DWDP-N)
November 13, 2018
The company will spin off into three businesses: chemicals, materials and agriculture likely in 2019. She'd rather wait for the company to spin off these sections and not own all three now. Then, she'll look at the structure and valuation. Analysts feel the sum of the parts isn't reflected in the share price, which is why they're spinning off.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$57.470
Owned
No
DON'T BUY
DON'T BUY
November 13, 2018
They've gotten out of some businesses, but they still have their business jet, plus another one coming on. But the transit side of their business continues to disappoint. BBD warned that they will miss margin targets in their transit production, and said their free cash flow is below expectations. They need cash flow because they carry debt. She'd rather buy a peer.
They've gotten out of some businesses, but they still have their business jet, plus another one coming on. But the transit side of their business continues to disappoint. BBD warned that they will miss margin targets in their transit production, and said their free cash flow is below expectations. They need cash flow because they carry debt. She'd rather buy a peer.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$2.250
Owned
No
BUY
BUY
November 13, 2018
They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
They have quality office buildings with high occupancy. The REIT acts like a long-term bond, so it lags as rates rise. They're streamlining what it's doing in the US, getting out of retail to focus on multi-family housing units. Defensive stocks are starting to hold in, which is good. It's attractively valued. She's holding it for the yield and predicts price appreciation.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$20.880
Owned
Yes
DON'T BUY
DON'T BUY
November 13, 2018
Likes this space, because of its exposure to interest-sensitive stocks, though the group has lagged a bit. She prefers others in this space because of better cash flow growth, project backlog and dividend growth, like Pembina.
Keyera Corp (KEY-T)
November 13, 2018
Likes this space, because of its exposure to interest-sensitive stocks, though the group has lagged a bit. She prefers others in this space because of better cash flow growth, project backlog and dividend growth, like Pembina.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$28.720
Owned
No
DON'T BUY
DON'T BUY
November 13, 2018
It's been trending down because orders are off and investors fears of weaker future earnings. She thinks that, yes, things will slow in bus orders, considering where we are in the cycle.
It's been trending down because orders are off and investors fears of weaker future earnings. She thinks that, yes, things will slow in bus orders, considering where we are in the cycle.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$36.740
Owned
No