Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 11, 2018
Brokerages are more volatile than banks or insurance companies, because they rely so much on capital markets. In the late-cycle, there's a lot of general uncertainty. If you want exposure to the U.S. financial sector, buy a bank of lifeco which are more stable.
Goldman Sachs (GS-N)
December 11, 2018
Brokerages are more volatile than banks or insurance companies, because they rely so much on capital markets. In the late-cycle, there's a lot of general uncertainty. If you want exposure to the U.S. financial sector, buy a bank of lifeco which are more stable.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$176.800
Owned
No
DON'T BUY
DON'T BUY
December 11, 2018
A diversified industrial company across consumer, industrials and materials, but they have weak topline growth. About 18 months ago, they bought back stock, but added debt, when interest rates were low. Not her first choice in this space. Others have better top- and bottom-line growth.
3M Co. (MMM-N)
December 11, 2018
A diversified industrial company across consumer, industrials and materials, but they have weak topline growth. About 18 months ago, they bought back stock, but added debt, when interest rates were low. Not her first choice in this space. Others have better top- and bottom-line growth.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$197.460
Owned
No
DON'T BUY
DON'T BUY
December 11, 2018
Has copper, zinc and oil exposure. She's not buying resources, because of global uncertainty. China is a big buyer of these. TECK is good at paying down their debt, though. Wait to see how the tarriffs play out.
Has copper, zinc and oil exposure. She's not buying resources, because of global uncertainty. China is a big buyer of these. TECK is good at paying down their debt, though. Wait to see how the tarriffs play out.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$29.320
Owned
No
COMMENT
COMMENT
December 11, 2018
Pays a good 6% dividend. It's a long-term play. The box office accounts for 80% of their profits and have been diversifying into areas like the Rec Room--but this will take time. They sell tickets when the movies are popular. Steps like the VIP cinemas and serving alcohol are positive. The dividend should hold up, unless the movie business collapses, which she doesn't see. Don't see a dividend increase, though. Also, people watch movies during recessions.
Cineplex Inc (CGX-T)
December 11, 2018
Pays a good 6% dividend. It's a long-term play. The box office accounts for 80% of their profits and have been diversifying into areas like the Rec Room--but this will take time. They sell tickets when the movies are popular. Steps like the VIP cinemas and serving alcohol are positive. The dividend should hold up, unless the movie business collapses, which she doesn't see. Don't see a dividend increase, though. Also, people watch movies during recessions.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$24.500
Owned
Unknown
BUY
BUY
December 11, 2018
REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
REITs you recommend? Earlier this year, interest-sensitives moved down because interest rates were rising. Then, this fall, the Canadian economy looked shaky as oil fell, so rates held, and so THIS benfitted interest-sensitives. Now, there are fears of a recession (which she doesn't see), so investors bought these stocks again. You should hold 5-7% in REITS. She likes H&R REIT with a yield of 6%. It's diversified across commercial and industrial properties with some in Canada but got out of that in America. They'll benefit when Amazon builds another HQ in Long Island where HR has some residential property.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$21.380
Owned
Yes
DON'T BUY
DON'T BUY
December 11, 2018
The CEO has made good moves, but he hasn't said how he'll grow their topline. Also a general pullback in U.S. tech means better stocks to buy elsewhere, stocks that boast better growth.
BlackBerry (BB-T)
December 11, 2018
The CEO has made good moves, but he hasn't said how he'll grow their topline. Also a general pullback in U.S. tech means better stocks to buy elsewhere, stocks that boast better growth.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$10.520
Owned
No
BUY
BUY
December 11, 2018
Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Still buying it during this pullback. Their online advertising, which they dominate, is still growing and they hold a lot of cash so that can finance their growth without taking on a lot of debt. Their self-driving division will launch sometime in 2019 and has good potential. Google is growing their topline by 22% for a few years, which she believes they can sustain.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1061.650
Owned
Yes