Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 10, 2019
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
FedEx (FDX-N)
January 10, 2019
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$170.120
Owned
No
BUY
BUY
January 10, 2019
Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point.
Xylem Inc. (XYL-N)
January 10, 2019
Pure play on water. They transport and treat and test water. As a scarce resource this is a good long term play. They tend to operate locally. At this level after the pullback they are adding to clients' portfolios. Good entry point.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.910
Owned
Yes
COMMENT
COMMENT
January 10, 2019
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable.
BCE Inc. (BCE-T)
January 10, 2019
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$55.140
Owned
Unknown
HOLD
HOLD
January 10, 2019
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
Telus Corp (T-T)
January 10, 2019
If Canada bans Huawei would this company be hurt as they are using Huawei equipment to build the 5G network - They do have a lot of their equipment from Huawei. They would have to replace this equipment. It might cost them some money but eventually it will be passed through to the consumer. It is an incremental expense but will be manageable. Attractive yield. Nothing wrong with this company as part of an income bucket.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.350
Owned
Unknown
BUY
BUY
January 10, 2019
Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
Johnson & Johnson (JNJ-N)
January 10, 2019
Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$129.710
Owned
Yes
DON'T BUY
DON'T BUY
January 10, 2019

They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles.

Altagas Ltd (ALA-T)
January 10, 2019

They bought a large operation in the US and then sold some assets to finance it. The market did not like it and eventually they cut the dividend. She likes other infrastructure companies that have more visibility in terms of cash flow and better growth profiles.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.100
Owned
No
BUY
BUY
January 10, 2019
Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
Very well managed company. Attractive space. We all live longer and there will be increasing demand for what they offer. They don't do any home care that is more open to potential liability. They have a good pipeline to grow over the next couple of years with an attractive distribution yield of around 4%. This is actually a good entry point for this stock.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.030
Owned
Yes