Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 10, 2019

It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet.

BlackBerry (BB-T)
January 10, 2019

It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$9.960
Owned
No
HOLD
HOLD
January 10, 2019

The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff is an overhang on the stock. You will be paid to hold here.

The stock came off because they announced the split in three parts ( Aerospace, Otis Elevators and Chubb and Carrier Division) but it will take up to 18 months to wait until a recent acquisition closes. All three business are great with recurring revenue streams. But the spinoff is an overhang on the stock. You will be paid to hold here.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$110.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 10, 2019

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

Nutrien Ltd. (NTR-T)
January 10, 2019

(A Top Pick Jan 09/18, Up 4%) They merged with Potash a year ago. Well positioned as crop prices have held. The largest potash producer and there is increasing demand for it. Their retail side is around 35% of their operations. Attractive yield of 3.5% and they are doing some share buy backs. Attractive entry point.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$66.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 10, 2019
(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point.
Walt Disney (DIS-N)
January 10, 2019
(A Top Pick Jan 09/18, Up 4%) It is going to be a big year for this company as they launch their direct to consumer platform. Great content. ESPN is part of their media network that is doing well. The theme park is doing well both domestically and internationally. Firing on all cylinders. Attractive entry point.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$112.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 10, 2019

(A Top Pick Jan 09/18, Up 6%) Boring utility. Everybody should own any of these. Yield of 4%. She has a target price of $48. Regulated with operations in the US. She thinks they are going to grow their dividend by 6% every year for the next 5 years. Safe, defensive income stock.

Fortis Inc. (FTS-T)
January 10, 2019

(A Top Pick Jan 09/18, Up 6%) Boring utility. Everybody should own any of these. Yield of 4%. She has a target price of $48. Regulated with operations in the US. She thinks they are going to grow their dividend by 6% every year for the next 5 years. Safe, defensive income stock.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.460
Owned
Yes
BUY
BUY
January 10, 2019

Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.

Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$40.690
Owned
Yes
BUY
BUY
January 10, 2019
Just added on the recent pull back. Well positioned in terms of the cloud services and they did a good job in terms of transitioning to a subscription model for their Office programs. Lots of cash in their balance sheet and recurring revenue streams.
Microsoft (MSFT-Q)
January 10, 2019
Just added on the recent pull back. Well positioned in terms of the cloud services and they did a good job in terms of transitioning to a subscription model for their Office programs. Lots of cash in their balance sheet and recurring revenue streams.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$103.600
Owned
Yes