Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 10, 2019
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.160
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
More defensive that holds healthcare, insurance and financial services. European growth is stronger than the US at the moment. With the economy being close to the end of the long bull cycle this makes sense. The chart is very steady eddy and is exposed to the swiss franc instead of the euro. Yield 2.02%
More defensive that holds healthcare, insurance and financial services. European growth is stronger than the US at the moment. With the economy being close to the end of the long bull cycle this makes sense. The chart is very steady eddy and is exposed to the swiss franc instead of the euro. Yield 2.02%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$37.190
Owned
Yes
DON'T BUY
DON'T BUY
July 10, 2019
It is very cheap at approximately 6 times but all airlines trade at cheap multiples. She shies away from airlines. AA has suffered from the 737-Max issue with 24 of their own. Fuel is always the overriding factor. This airline has added uncertainty because of the MAX issue as well as labour issues.
It is very cheap at approximately 6 times but all airlines trade at cheap multiples. She shies away from airlines. AA has suffered from the 737-Max issue with 24 of their own. Fuel is always the overriding factor. This airline has added uncertainty because of the MAX issue as well as labour issues.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$32.940
Owned
No
COMMENT
COMMENT
July 10, 2019

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$85.810
Owned
No
COMMENT
COMMENT
July 10, 2019

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

ATD.B-T vs. PKI-T. ATD.B-t is mainly retail. PKI-T also does commercial. They are not just retail. Both are good companies. Both are buying up gas stations. ATD.B-T gets 20% of gross profits from tobacco sales and that is a declining product category. PKI-T does not sell tobacco to the same extent.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$43.310
Owned
No
WEAK BUY
WEAK BUY
July 10, 2019
She does not have exposure to gold. Gold has broken out above $1400, which was a key level. She does not see it weakening significantly. If she wanted to put in a gold name, this would be a prime candidate.
She does not have exposure to gold. Gold has broken out above $1400, which was a key level. She does not see it weakening significantly. If she wanted to put in a gold name, this would be a prime candidate.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.030
Owned
No
COMMENT
COMMENT
July 10, 2019
It is a rich dividend. There is a question when they get this high. They can cover the dividend, however. She does not own energy producers. The dividend could be so high because the energy sector in Canada has been humbled. There is not a lot of certainty.
It is a rich dividend. There is a question when they get this high. They can cover the dividend, however. She does not own energy producers. The dividend could be so high because the energy sector in Canada has been humbled. There is not a lot of certainty.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$28.630
Owned
No