Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 13, 2019
Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
Vermilion Energy Inc(VET-T)
February 13, 2019
Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$32.210
Owned
No
PAST TOP PICK
PAST TOP PICK
February 13, 2019
(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
(A Top Pick Feb 13/18, Up 19%) It has some growth with 25% of revenues from renewables. 90% of earnings comes from the US. Pays it dividends in US dollars. She still likes it and calls it a defensive holding. Yield 4.2%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.340
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 13, 2019
(A Top Pick Feb 13/18, Up 9%) TD still looks attractively valued with metrics trading below 10 year averages. She expects another 9-10% increase in the dividend and the payout ratio remains around 50%.
Toronto Dominion(TD-T)
February 13, 2019
(A Top Pick Feb 13/18, Up 9%) TD still looks attractively valued with metrics trading below 10 year averages. She expects another 9-10% increase in the dividend and the payout ratio remains around 50%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$74.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 13, 2019
(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
JP Morgan Chase & Co(JPM-N)
February 13, 2019
(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$103.310
Owned
Yes
HOLD
HOLD
February 13, 2019
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$53.730
Owned
No
DON'T BUY
DON'T BUY
February 13, 2019
The company trades at 12 times earnings, but despite the reasonable metrics, she does not own a lot in the retail brick and mortar space in Canada. The online competition is fierce. She does not see strong growth prospects here.
The company trades at 12 times earnings, but despite the reasonable metrics, she does not own a lot in the retail brick and mortar space in Canada. The online competition is fierce. She does not see strong growth prospects here.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$230.000
Owned
No
HOLD
HOLD
February 13, 2019
Time to take profit? She sold it way too early. They are generating great new cash flow. She is not adverse to take profits -- perhaps take out your initial investment. A lot depends on the US market in general. If it pulls back, it would be a good opportunity to buy back in.
Boeing(BA-N)
February 13, 2019
Time to take profit? She sold it way too early. They are generating great new cash flow. She is not adverse to take profits -- perhaps take out your initial investment. A lot depends on the US market in general. If it pulls back, it would be a good opportunity to buy back in.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$410.100
Owned
Unknown