Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
March 12, 2019
The Boeing 737 tragic crash on Sunday in Ethiopia. Sell after owning it a few years? You likely have enjoyed good gains, so take some profits and wait. Boeing will likely overcome the current drop in stock price in time, as they have before. We still need to hear the results of the airplane's black box. It's a great company with fine engineers.
Boeing(BA-N)
March 12, 2019
The Boeing 737 tragic crash on Sunday in Ethiopia. Sell after owning it a few years? You likely have enjoyed good gains, so take some profits and wait. Boeing will likely overcome the current drop in stock price in time, as they have before. We still need to hear the results of the airplane's black box. It's a great company with fine engineers.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$375.410
Owned
Unknown
DON'T BUY
DON'T BUY
March 12, 2019
NFI has pulled back for some time over concerns of a slowing US economy. Buses are a mature sector, too. They bought a company to source the after-market, but that resulted in soft earnings.
NFI has pulled back for some time over concerns of a slowing US economy. Buses are a mature sector, too. They bought a company to source the after-market, but that resulted in soft earnings.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$31.960
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 12, 2019
(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
(A Top Pick Mar 08/18, Up 23%) 75% of earnings come from regulated utilities. 25% are renewable power under long-term contracts. Over 90% of earnings come from the U.S. paying dividends in USD. Pays a 4.5% yield that they can increase 10% annually because of a project backlog. They have an equity interest in Atlantic Yield which owns renewable power assets mostly in the U.S.--this gives AQN a foray to grow internationally.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$15.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2019
(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week.
(A Top Pick Mar 08/18, Down 24%) A defence company with 25% of revenues from aerospace. They make business jets. Their multiple shrunk from 20x to 14x earnings in the past year, which is now attractive. Short-term their margins will slip from 17% last year to 5-6% this year. She expects margins to pick up next year as the planes ramp up. An IT services purchase on the defense side needs time to intergrate. Their marine division accounts for a quarter of their profits. They're in the process of refurbishing that fleet. Today, this stock is attractive. They increase their dividend 10% last week.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$168.770
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2019
(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
Unilever PLC(UL-N)
March 12, 2019
(A Top Pick Mar 08/18, Up 5%) Has long owned this. 58% of revenues come from emerging markets where there's stronger demand for consumer packaged goods. However, the economies of emerging economies can go up and down. They want to grow their presence in EM. Pays a 3.3% yield. They're making small acqusitions in personal care which boasts higher margins.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$54.370
Owned
Yes
DON'T BUY
DON'T BUY
March 12, 2019
With a 20-year horizon It's on her watch list, but they had a few disappointing quarters. They've always traded at a premium to peers in America. DOL has grown their basket by gradually raising item prices. She wants to see a turnaround in traffic or how they plan their growth in the next few quarters.
Dollarama Inc.(DOL-T)
March 12, 2019
With a 20-year horizon It's on her watch list, but they had a few disappointing quarters. They've always traded at a premium to peers in America. DOL has grown their basket by gradually raising item prices. She wants to see a turnaround in traffic or how they plan their growth in the next few quarters.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$36.320
Owned
No
DON'T BUY
DON'T BUY
March 12, 2019
They have both foreign and Canadian oil assets. Investors like the former, but less so the latter. She hasn't bought Canadian oil companies because of takeaway capacity (lack of pipelines). That said, Vermillion is better-positioned because they hold assets outside Canada.
Vermillion Inc(VRML-Q)
March 12, 2019
They have both foreign and Canadian oil assets. Investors like the former, but less so the latter. She hasn't bought Canadian oil companies because of takeaway capacity (lack of pipelines). That said, Vermillion is better-positioned because they hold assets outside Canada.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$1.170
Owned
No