Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 10, 2019
The multiple contracted with the pull in the market. A defensive name. All defensive names came off in 2018.
Raytheon (RTN-N)
January 10, 2019
The multiple contracted with the pull in the market. A defensive name. All defensive names came off in 2018.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$159.580
Owned
No
SELL
SELL
January 10, 2019
Having issues in terms of competition. They wanted to merge with Bristol. She doesn't think the combination makes it a better company. She would sell on the announcement (as the stock lifted).
Celgene Corp (CELG-Q)
January 10, 2019
Having issues in terms of competition. They wanted to merge with Bristol. She doesn't think the combination makes it a better company. She would sell on the announcement (as the stock lifted).
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$86.950
Owned
No
BUY
BUY
January 10, 2019
They held it for a couple of years. She would buy now. They decided to sell assets to deleverage their balance sheet. Attractive yield of 6.4% and it is going to grow. All the pipeline got hit with the pullback on the energy price of collapsed even though their business model is very different to the producers.
Enbridge (ENB-T)
January 10, 2019
They held it for a couple of years. She would buy now. They decided to sell assets to deleverage their balance sheet. Attractive yield of 6.4% and it is going to grow. All the pipeline got hit with the pullback on the energy price of collapsed even though their business model is very different to the producers.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$45.900
Owned
No
COMMENT
COMMENT
January 10, 2019
Is this a good stock as a long term income hold? - Energy producers are not income stocks as they rely on the price of the commodity. (Analysts’ price target is $44.03)
Is this a good stock as a long term income hold? - Energy producers are not income stocks as they rely on the price of the commodity. (Analysts’ price target is $44.03)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$31.560
Owned
Unknown
WAIT
WAIT
January 10, 2019
In their watch list but it is going to take a while to restructure the company. Still to early. Would wait until the CEO has an investor call.
General Electric (GE-N)
January 10, 2019
In their watch list but it is going to take a while to restructure the company. Still to early. Would wait until the CEO has an investor call.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$8.940
Owned
No
TOP PICK
TOP PICK
January 10, 2019
Canadian Banks didn't do well in 2018. But the multiple contracted dramatically trading below 10x earnings now. Valuation is very attractive. Yield of 3.9%. Good growth in the US. They are still 70% retail. Capital markets (that tends to be more volatile) is only 8% of their revenues. They are deposit based. They can grow their earnings by 6-7% this year. Banks have a target payout ratio of 40 to 50% of earnings. (Analysts’ price target is $83.93)
Toronto Dominion (TD-T)
January 10, 2019
Canadian Banks didn't do well in 2018. But the multiple contracted dramatically trading below 10x earnings now. Valuation is very attractive. Yield of 3.9%. Good growth in the US. They are still 70% retail. Capital markets (that tends to be more volatile) is only 8% of their revenues. They are deposit based. They can grow their earnings by 6-7% this year. Banks have a target payout ratio of 40 to 50% of earnings. (Analysts’ price target is $83.93)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.800
Owned
Yes
TOP PICK
TOP PICK
January 10, 2019
They owned for a number of years. 35% of their business is in the US and 40% emerging markets. Well diversified. They have four divisions: nutritionals, established pharmaceuticals, generics and medical devices and diagnostics. She sees double digit growth in earnings. (Analysts’ price target is $78.57)
Abbott Labs (ABT-N)
January 10, 2019
They owned for a number of years. 35% of their business is in the US and 40% emerging markets. Well diversified. They have four divisions: nutritionals, established pharmaceuticals, generics and medical devices and diagnostics. She sees double digit growth in earnings. (Analysts’ price target is $78.57)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$69.080
Owned
Yes