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Today, Christine Poole commented about whether WSP-T, MDLZ-Q, BEP.UN-T, GIB.A-T, MFC-T, IPL-T, SHOP-T, JNJ-N, PFE-N, TECK.B-T, FDX-N, AQN-T, UTX-N, JPM-N, L-T, NA-T, GOOG-Q, META-Q, VET-T, XYL-N, ADBE-Q, MSFT-Q, ATD.B-T, CSH.UN-T are stocks to buy or sell.

COMMENT

Do you feel that the economy is running off a cliff, with people not realizing that the only thing holding it up is government support?(A Commentary)

16/07/2020
A Comment -- General Comments From an Expert
Do you feel that the economy is running off a cliff, with people not realizing that the only thing holding it up is government support? There is some disconnect between markets and the economy. Household and corporations are getting a lot of support. So the consumer isn't feeling the decline in income.
Unknown
Christine Poole
N/A
Unknown
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COMMENT

Will the US election be the focus in months to come?(A Commentary)

16/07/2020
A Comment -- General Comments From an Expert
Will the US election be the focus in months to come? There will be increasing focus. Polls show that Biden has the lead. We hear more policy statements every day. Corporate taxes will go up, which could become a headwind. So profit recovery to pre-Covid levels may be more protracted than the consensus. It will take longer than just next year.
Unknown
Christine Poole
N/A
Unknown
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COMMENT

Where are the opportunities?(A Commentary)

16/07/2020
A Comment -- General Comments From an Expert
Where are the opportunities? Bifurcation in the market. Money flow has gone to some of the secular growth areas, so valuations are elevated. Some of the more defensive names have been left behind, like staples and utilities. We're seeing some value in the market. Could be due for a pullback.
Unknown
Christine Poole
N/A
Unknown
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BUY

Chartwell Retirement Residences(CSH.UN-T)

16/07/2020
Chartwell Retirement Residences
Industry hard hit with Covid. Chartwell's handled it quite well. Government is putting money into long term care. A needs driven industry, and this need still exists. 90% of income is from private care, with a more affluent client base. With reopening, tours have restarted so occupancy rates will stabilize.
property mngmnt / investment
Christine Poole
$9.720
Owned
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DON'T BUY

Alimentation Couche-Tard (B)(ATD.B-T)

16/07/2020
Alimentation Couche-Tard (B)
Growth by acquisition story. Successful in growing presence in US. Expanding outside of NA. Good company, but tobacco products account for a significant portion of their business, and this is on the decline.
food stores
Christine Poole
$45.370
No
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BUY

Microsoft Corp(MSFT-Q)

16/07/2020
Microsoft Corp

MSFT vs. ADBE Prefers MSFT. Neither stock is that inexpensive, with the rally. MSFT has a more diversified business model with PC and cloud business, which is gaining more market share. Strong balance sheet. Net cash position is solid. Very strong management team.

computer software / processing
Christine Poole
$204.080
Owned
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COMMENT

Adobe Systems(ADBE-Q)

16/07/2020
Adobe Systems

ADBE vs. MSFT Prefers MSFT. Neither stock is that inexpensive, with the rally. MSFT has a more diversified business model with PC and cloud business, which is gaining more market share, as well as a strong balance sheet, solid net cash position, and a very strong management team.

computer software / processing
Christine Poole
$426.535
No
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BUY

Xylem Inc.(XYL-N)

16/07/2020
Xylem Inc.
Pure water business. Water as a general category is a scarce resource, so a long term secular growth theme. XYL is one of the few publicly traded companies in that sector. Faster recovery from Covid than anticipated. Continues to like it.
environmental
Christine Poole
$74.860
Owned
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DON'T BUY

Vermilion Energy Inc(VET-T)

16/07/2020
Vermilion Energy Inc
Doesn't own any energy producers because of the commodity outlook. She has infrastructure energy names instead. Oil will be stuck around $40. Doesn't pay a dividend anymore.
oil / gas
Christine Poole
$6.420
No
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DON'T BUY

Meta Platforms Inc / Facebook(META-Q)

16/07/2020
Meta Platforms Inc / Facebook

Issues of privacy and hate mail. Online advertising is a continuing trend, but she's chosen Alphabet instead. FB has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

Technology
Christine Poole
$240.520
No
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HOLD

Alphabet Inc(GOOG-Q)

16/07/2020
Alphabet Inc

Online advertising is a continuing trend. She's chosen Alphabet instead of FB, which has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

Technology
Christine Poole
$1506.120
Owned
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HOLD

National Bank of Canada(NA-T)

16/07/2020
National Bank of Canada
Has done quite well. Capital markets have been an area of strength lately, so this will be in its favour. Reserves went up quite a bit last quarter, and they were conservative in their estimates. They can weather this downturn.
banks
Christine Poole
$63.200
No
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PAST TOP PICK

Loblaw Companies Ltd(L-T)

16/07/2020
Loblaw Companies Ltd

(A Top Pick Jul 10/19, Up 6%) Relatively defensive with food and pharma. Nice defensive stock to own in this environment. Pantry loading with Covid, but they also have higher costs with protection equipment and higher labour costs. Leader in online grocery. The trading discount from Metro should narrow over time.

food stores
Christine Poole
$69.360
Owned
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PAST TOP PICK

JP Morgan Chase & Co(JPM-N)

16/07/2020
JP Morgan Chase & Co
(A Top Pick Jul 10/19, Down 9%) The only US bank she holds. Best in class. Increased loss provisions in second quarter, using a worse than base case scenario. Outlook is quite murky. Still paying dividend, and company believes they can still do so.
Financial Services
Christine Poole
$99.490
Owned
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PAST TOP PICK

United Technologies(UTX-N)

16/07/2020
United Technologies

(A Top Pick Jul 10/19, Down 17%) Merged with Raytheon. Now the company is half defence, and half commercial aerospace. It will be a tough year for the aerospace side. Sound balance sheet. Willing to ride it out. Very strong management. Travel will resume eventually.

mngmnt / diversified
Christine Poole
$86.010
Owned
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