Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 19, 2021

(A Top Pick Feb 13/20, Down 16%) They spun off Otis and Carrier, and merged with Raytheon. It is now half defence and half aerospace. The defence side has been doing well. Continues to hold it, and is a play for the recovery in the airline industry. Great management team. Earnings are depressed, but it will pick up with reopening.

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United Technologies (UTX-N)
February 19, 2021

(A Top Pick Feb 13/20, Down 16%) They spun off Otis and Carrier, and merged with Raytheon. It is now half defence and half aerospace. The defence side has been doing well. Continues to hold it, and is a play for the recovery in the airline industry. Great management team. Earnings are depressed, but it will pick up with reopening.

Christine Poole
Price
$85.650
Owned
Yes
DON'T BUY
DON'T BUY
February 19, 2021
Has had a great 2020 enabling small businesses to sell online. The high valuation has prevented them from buying for clients. The company reported recently and said they do not expect the same level of growth as last year. There is a lot of expectation in the current price.
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Shopify Inc. (SHOP-T)
February 19, 2021
Has had a great 2020 enabling small businesses to sell online. The high valuation has prevented them from buying for clients. The company reported recently and said they do not expect the same level of growth as last year. There is a lot of expectation in the current price.
Christine Poole
Price
$1810.580
Owned
Yes
DON'T BUY
DON'T BUY
February 19, 2021

Very defensive cashflow streams. Compared to Fortis, Hydro One has geographical limitations being based only in Ontario. In terms of rising interest rates, it remains low and it is not an immediate concern. Look for a utility that has the ability to increase dividends annually.

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Hydro One (H-T)
February 19, 2021

Very defensive cashflow streams. Compared to Fortis, Hydro One has geographical limitations being based only in Ontario. In terms of rising interest rates, it remains low and it is not an immediate concern. Look for a utility that has the ability to increase dividends annually.

WAIT
WAIT
February 19, 2021
Owns it for the online advertising aspect. Waiting for a pullback to put new money in it. It will continue to grow with online advertisement growth. They have diverse cash generating operations. Will add new money when there is a 10% pullback.
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Owns it for the online advertising aspect. Waiting for a pullback to put new money in it. It will continue to grow with online advertisement growth. They have diverse cash generating operations. Will add new money when there is a 10% pullback.
Christine Poole
Price
$2099.980
Owned
Yes
COMMENT
COMMENT
February 19, 2021

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

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Visa Inc. (V-N)
February 19, 2021

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

Christine Poole
Price
$204.730
Owned
_N/A
COMMENT
COMMENT
February 19, 2021

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

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Mastercard Inc. (MA-N)
February 19, 2021

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

Christine Poole
Price
$333.170
Owned
_N/A
COMMENT
COMMENT
February 19, 2021

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

Show full opinionHide full opinion

Likes Visa and Mastercard. Both driven by the same metrics. Trans-border transaction volume has declined due to less traveling. Paypal is very e-commerce driven. Has continued to buy Visa with new client money in anticipation for a pickup in leisure and business travel.

Christine Poole
Price
$287.060
Owned
_N/A