Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 11, 2018
Why is it so low? Canadian energy suffers from very negative sentiment, though the WCS spread has narrowed (which is good). CPG management is finally getting the point that investors don't want them to keep issuing equity. So, CPG is trying to do asset sales, but so are peers. Also, we're in tax-loss selling season. She owns very few energy producers.
Why is it so low? Canadian energy suffers from very negative sentiment, though the WCS spread has narrowed (which is good). CPG management is finally getting the point that investors don't want them to keep issuing equity. So, CPG is trying to do asset sales, but so are peers. Also, we're in tax-loss selling season. She owns very few energy producers.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$4.220
Owned
No
BUY
BUY
December 11, 2018
The biggest U.S. mall owner. But they also own industrial and commercial. Diversified. They're good at re-purposing malls by including condos and gyms. The stock is cheap here. They've been buying back stock. She owns this through the Brookfield parent.
The biggest U.S. mall owner. But they also own industrial and commercial. Diversified. They're good at re-purposing malls by including condos and gyms. The stock is cheap here. They've been buying back stock. She owns this through the Brookfield parent.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$22.430
Owned
No
WATCH
WATCH
December 11, 2018
A quality industrial and is on her watch list. General uncertainty, trade wars and their exposure to oil has held her back from buying. She owns other industrials, but all have come down in valuation. Wait to see how the trade war plays out before stepping into this sector.
Emerson Electric(EMR-N)
December 11, 2018
A quality industrial and is on her watch list. General uncertainty, trade wars and their exposure to oil has held her back from buying. She owns other industrials, but all have come down in valuation. Wait to see how the trade war plays out before stepping into this sector.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$62.280
Owned
No
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
Unilever PLC(UL-N)
December 11, 2018
(A Top Pick Dec 12/17, Down 0.2%) They operate in personal and beauty care, where margins are growing. This is a core consumer staple holding, because 60% of revenues come from emerging markets which offers more growth than in developed markets. This is a long-term secular play. Reasonably valued. A good defensive that pays over a 3% dividend.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$54.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Dec 12/17, Down 8%) They did what they promised: completed $7 billion in asset sales, and de-levering their balance sheet, post-Spectra deal, and simplifying their corporate structure. They'll grow their dividend 10% annually to 2020. They have a backlog of projects to support this growth. Payout ratio is 60%. The stock is attractively priced now. Line 3 pipeline should come on in late-2019.
Enbridge(ENB-T)
December 11, 2018
(A Top Pick Dec 12/17, Down 8%) They did what they promised: completed $7 billion in asset sales, and de-levering their balance sheet, post-Spectra deal, and simplifying their corporate structure. They'll grow their dividend 10% annually to 2020. They have a backlog of projects to support this growth. Payout ratio is 60%. The stock is attractively priced now. Line 3 pipeline should come on in late-2019.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$42.120
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 11, 2018
(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
(A Top Pick Dec 12/17, Down 2%) Pays over 4% yield. It slipped because of rising interest rates. They built somer supply in Ontario and Quebec, so occupancy in Ontario has temporarily slipped to 88% vs. 91% 18 months ago. The demand is definitely there to absorb these new rooms. She likes the play on aging demographics, so there'll be a growing need for seniors housing. CSH is well-positioned to grow in Canada and is the leader.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.650
Owned
Yes
COMMENT
COMMENT
December 11, 2018
The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
The lifecos are attractive after this correction. Solid businesses. SLF has a big U.S. asset management operation. But she prefers (and owns) MFC which has a better valuation. In the past. SLF's earnings have outgrown MFC's, but MFC's should outpace SLF's going forward. MFC trades at a discount to SLF.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.010
Owned
No