Latest Expert Opinions

Signal
Opinion
Expert
Chart
DON'T BUY
DON'T BUY
February 19, 2021
An insurance company that uses the premiums to invest in businesses. The quarterly results of the company can be quite volatile. Has lagged the overall market this year. A stable long term business but there are more attractive opportunities elsewhere.
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Fairfax Financial (FFH-T)
February 19, 2021
An insurance company that uses the premiums to invest in businesses. The quarterly results of the company can be quite volatile. Has lagged the overall market this year. A stable long term business but there are more attractive opportunities elsewhere.
Christine Poole
Price
$514.900
Owned
No
COMMENT
COMMENT
February 19, 2021
Has held it for many years. Recently sold it to make room for one of her top picks. A well-regarded quick serve company. The Chinese spinout has done better than the Yum! Brands that trades in New York. Saw better opportunities elsewhere.
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Yum! Brands (YUM-N)
February 19, 2021
Has held it for many years. Recently sold it to make room for one of her top picks. A well-regarded quick serve company. The Chinese spinout has done better than the Yum! Brands that trades in New York. Saw better opportunities elsewhere.
Christine Poole
Price
$105.130
Owned
No
BUY
BUY
February 19, 2021
Very attractively valued right now. Pipeline stocks have been stuck in the same corner as the energy producers when commodity prices collapsed. Infrastructure stocks have since recovered. Dividend is safe, yielding over 7%. Longer term growth may be affected if producers do not grow production. However, the capital projects will insure increasing cashflow for the foreseeable future. Intends to increase dividend with cashflow growth.
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Enbridge (ENB-T)
February 19, 2021
Very attractively valued right now. Pipeline stocks have been stuck in the same corner as the energy producers when commodity prices collapsed. Infrastructure stocks have since recovered. Dividend is safe, yielding over 7%. Longer term growth may be affected if producers do not grow production. However, the capital projects will insure increasing cashflow for the foreseeable future. Intends to increase dividend with cashflow growth.
Christine Poole
Price
$43.700
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 19, 2021
Continues to own this. Buys more in the $270 range for clients. Likes the company and its potential to benefit from increasing housing demand. Interest rates are still low and housing stock is aging in the US. There is a need for renovations. Over the longterm, you can start accumulating.
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Home Depot (HD-N)
February 19, 2021
Continues to own this. Buys more in the $270 range for clients. Likes the company and its potential to benefit from increasing housing demand. Interest rates are still low and housing stock is aging in the US. There is a need for renovations. Over the longterm, you can start accumulating.
Christine Poole
Price
$279.640
Owned
Yes
BUY
BUY
February 19, 2021
Continues to buy for new clients. Very attractively priced here. Defensive with regulated cashflow. Increasing their dividends 6% annually through 2025. Bond yields are still very low so she is not concerned. The market has focused on cyclical recovery plays and neglected defensive stocks. A good time to buy when it is out of favour for steady dividends.
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Fortis Inc. (FTS-T)
February 19, 2021
Continues to buy for new clients. Very attractively priced here. Defensive with regulated cashflow. Increasing their dividends 6% annually through 2025. Bond yields are still very low so she is not concerned. The market has focused on cyclical recovery plays and neglected defensive stocks. A good time to buy when it is out of favour for steady dividends.
Christine Poole
Price
$50.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 19, 2021
(A Top Pick Feb 13/20, Down 4%) Still likes it and holds it for client portfolios. Continues to buy at these levels. Covid impacted the consulting side. They are starting to see more bookings recently. Companies need to digitize and increase cybersecurity, services CGI offers. Strong balance sheet and well-positioned for acquisitions.
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CGI Group (A) (GIB.A-T)
February 19, 2021
(A Top Pick Feb 13/20, Down 4%) Still likes it and holds it for client portfolios. Continues to buy at these levels. Covid impacted the consulting side. They are starting to see more bookings recently. Companies need to digitize and increase cybersecurity, services CGI offers. Strong balance sheet and well-positioned for acquisitions.
Christine Poole
Price
$96.540
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 19, 2021
(A Top Pick Feb 13/20, Up 31%) Cruise lines and theme parks have been a drag, but they pivoted quickly to their direct to consumer streaming service. They boosted their subscription target recently. It is also a covid recovery play for when the theme parks and cruise lines come back. The franchise value is still very high. Would not add new money, wait for a pullback.
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Walt Disney (DIS-N)
February 19, 2021
(A Top Pick Feb 13/20, Up 31%) Cruise lines and theme parks have been a drag, but they pivoted quickly to their direct to consumer streaming service. They boosted their subscription target recently. It is also a covid recovery play for when the theme parks and cruise lines come back. The franchise value is still very high. Would not add new money, wait for a pullback.
Christine Poole
Price
$183.650
Owned
Yes