Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 12, 2019
Has owned this since 2012 and buying it recently. Launching their streaming service today. Last week, they reported good numbers about their Dutch test for Disney+. Their movies and theme parks are performing well. They can leverage their content well to attract subscribers. Overall, she's confident Disney+ will do well. Wait for a pullback and don't chase this. Buy for the long term.
Walt Disney (DIS-N)
November 12, 2019
Has owned this since 2012 and buying it recently. Launching their streaming service today. Last week, they reported good numbers about their Dutch test for Disney+. Their movies and theme parks are performing well. They can leverage their content well to attract subscribers. Overall, she's confident Disney+ will do well. Wait for a pullback and don't chase this. Buy for the long term.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$138.420
Owned
Yes
COMMENT
COMMENT
November 12, 2019
She owns pipelines, ENB and Pembina (better growth), but not IPL.
Inter Pipeline (IPL-T)
November 12, 2019
She owns pipelines, ENB and Pembina (better growth), but not IPL.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$21.450
Owned
No
BUY
BUY
November 12, 2019
Take profits now? An income stock. Lifecos have done well this year, even though rates are low. MFC reported earnings last week and saw good growth in Asia. Their long-term growth prospects are positive. A long-term hold.
Manulife Financial (MFC-T)
November 12, 2019
Take profits now? An income stock. Lifecos have done well this year, even though rates are low. MFC reported earnings last week and saw good growth in Asia. Their long-term growth prospects are positive. A long-term hold.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$26.070
Owned
Yes
DON'T BUY
DON'T BUY
November 12, 2019
It's bounced back from depressed levels, and enjoyed a decent quarter. They;ve been penalized for cost overruns, so it's important how they execute on current fixed-price contracts. They also are battling a lawsuit that may go to court in 2020--she's watching this.
It's bounced back from depressed levels, and enjoyed a decent quarter. They;ve been penalized for cost overruns, so it's important how they execute on current fixed-price contracts. They also are battling a lawsuit that may go to court in 2020--she's watching this.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$26.380
Owned
No
DON'T BUY
DON'T BUY
November 12, 2019
A solid waste management company in a defensive sector that is fragmented; this allows WM to buy smaller companies. WM has done well, but it's now too expensive to enter. There's also some cyclicality here, so in a slowdown there may be less garbage from the industrial space.
Waste Management (WM-N)
November 12, 2019
A solid waste management company in a defensive sector that is fragmented; this allows WM to buy smaller companies. WM has done well, but it's now too expensive to enter. There's also some cyclicality here, so in a slowdown there may be less garbage from the industrial space.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$110.210
Owned
No
DON'T BUY
DON'T BUY
November 12, 2019
Benefits from e-commerce. Nothing wrong with this, but the valuation and stock price are very high. The current pullback amounts to the stock getting ahead of itself. Also, they did an equity issue in mid-September which helped pressure the stock price.
Shopify Inc. (SHOP-T)
November 12, 2019
Benefits from e-commerce. Nothing wrong with this, but the valuation and stock price are very high. The current pullback amounts to the stock getting ahead of itself. Also, they did an equity issue in mid-September which helped pressure the stock price.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$401.410
Owned
Unknown
BUY
BUY
November 12, 2019
Pays a good yield (4.24%). The share price has pulled back, because they're facing more supply in Ontario which drove the occupancy rate to 87%. Management thinks occupancy has bottomed and will slowly rise. Long-term demand is there, despite this temporary over-build. Outside Ontario is doing well. Their cash flow should improve going forward as will their net operating income in 2020 by 3-4%.
Pays a good yield (4.24%). The share price has pulled back, because they're facing more supply in Ontario which drove the occupancy rate to 87%. Management thinks occupancy has bottomed and will slowly rise. Long-term demand is there, despite this temporary over-build. Outside Ontario is doing well. Their cash flow should improve going forward as will their net operating income in 2020 by 3-4%.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$14.160
Owned
Yes