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Signal Opinion Expert
BUY
Fortis Inc.(FTS-T) 

July 10, 2018

The stock has pulled back because of interest rate concerns but its yield is still twice that of 10-year Canadian government bonds. In addition, she expects some growth and holds the stock in both her growth and her income portfolios. She expects the dividend to grow by 6% per year for the next few years. This will buffer the effect of rising interest rates.

electrical utilities
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0 comments

The stock has pulled back because of interest rate concerns but its yield is still twice that of 10-year Canadian government bonds. In addition, she expects some growth and holds the stock in both her growth and her income portfolios. She expects the dividend to grow by 6% per year for the next few years. This will buffer the effect of rising interest rates.

electrical utilities
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$42.140
Owned Owned
Yes

HOLD

Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

Transportation
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0 comments

Wait for a pullback because the stock just popped higher, perhaps because of an analyst upgrade yesterday. This might be the wrong day to buy. She owns CN rather than CP. CN had some problems and it replaced its CEO last year. This seems to be working out well. CN needed to expand, because of increasing demand, and is now expanding. This is a play on the economy because they transport a broad base of goods. For both CN and CP they are benefiting from the lack of takeaway capacity for oil in the West. They are being disciplined requiring long-term contracts.

Transportation
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$111.480
Owned Owned
Yes

BUY

She owns different Canadian bank stocks, including TD. If she was setting up a new client, she would buy BNS today because of its price. The stock pulled back because of it issued equity to finance some large acquisitions. For the long run, the price will recover. It is a well-run institution.

banks
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She owns different Canadian bank stocks, including TD. If she was setting up a new client, she would buy BNS today because of its price. The stock pulled back because of it issued equity to finance some large acquisitions. For the long run, the price will recover. It is a well-run institution.

banks
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$75.180
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

property mngmnt/investment
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(A Top Pick July 12, 2017. Up 5%). She continues to like Chartwell. This is the leader in seniors housing in Canada. She likes the demographic trend. Chartwell provides the full spectrum of living and care arrangements, including long-term care, which is fully regulated and which constitutes 15% of their business. Occupancy is very high. They grow organically and by acquisition. She likes the management. Rising interest rates have created a headwind for the stock price, but it offers an adequate yield.

property mngmnt/investment
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.330
Owned Owned
Yes

PAST TOP PICK
CGI Group (A)(GIB.A-T) 

July 10, 2018

(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

consulting
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(A Top Pick July 12, 2017. Up 27%). This technology company has had a nice rise but she might not buy it at this level. She would make the next buying decision after the next management report, which will come in a month. They are beginning to see good top line growth: 4 or 5%. They are seeing increasing demand from government and commercial clients. Half their business is outsourcing, which tends to be more stable because it offers longer-term engagements. The other half is IT services, which is growing. This is usually a leading indicator for more longer-term outsourcing contracts.

consulting
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0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$85.060
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

Consumer Products
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(A Top Pick July 12, 2017. Down 0.3%). 40% of their revenues are from emerging markets, which are buying more snacks. Emerging markets’ economies over the past year have been weaker but they are picking up. Developed economies are more mature and it is harder to increase business in them in this category. Among food products, the snacking category has the highest growth. Their brands include Cadbury, Oreo and Ritz Crackers: household names. She would buy at this level.

Consumer Products
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$42.080
Owned Owned
Yes

COMMENT

It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

Cable
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It provides an attractive dividend yield as do the other large telecom companies. She doesn’t own them, preferring the utilities. All of the Telcos have pulled back, though Rogers has already recovered a bit. They could be interesting at this price to people who are looking for income. Consumption of data is increasing and even though Shaw is entering the space, it does not look as though any of the players wants to be competitive, so prices are not threatened.

Cable
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$64.260
Owned Owned
No

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