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Compiling comments that experts make about stocks while on public TV.

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Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2014-10-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Markets are off today, but the S&P 500 is really only off about 4% from their highs, and the TSX is off about 7%. Maybe this is the 5%-10% that everybody keeps talking about. She doesn’t see anything on the horizon that would make it any more severe than that. Thinks there was probably some profit taking. Feels the US economy is recovering. As long as we get profit growth from the corporations, she can see markets continuing to have upside over the next year. Stock valuations are not that unreasonable given that there is not a lot of inflationary concern. PE multiples are just above historical averages. Germany is a concern because of US multinationals that do business there. Strong US$ is a headwind for multinationals. IMF is calling for 7%-7.5% growth in China.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-10-07 SELL Must be logged in to use chart AA-N Alcoa

Stock has done quite well because near-term, aluminum prices have had a temporary imbalance. There is a lot of excess capacity so she doesn’t think the price is sustainable. This is a commodity that China produces and which they don’t import. She would prefer something like copper.


Price:
$15.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 WATCH Must be logged in to use chart AAPL-Q Apple

She is not thinking of adding this to her portfolios as it has had a nice run into their product announcements. It will probably have a pretty healthy holiday season and it is launching in China now. She would wait for it to pull back closer to its 200 day moving average of $86.72.


Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 PAST TOP PICK Must be logged in to use chart ABT-N Abbott Labs

(A Top Pick Oct 29/13. Up 13.13%.) A diversified global healthcare company. They have 4 divisions including brand generics which is more focused on emerging markets. Also, have a nutritional business as well as a stents division along with the diagnostic division. Pays a dividend of about 2%.


Price:
$41.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 DON'T BUY Must be logged in to use chart ABX-T Barrick Gold

To own this, it has to be based on your view of gold, which is at around $1200. They may have topped off down here, but she doesn’t see a lot of upside in gold over the next year. There is no rush to buy gold stocks. She prefers Goldcorp (G-T) which has a much clearer production growth profile in low risk political regions than this one.


Price:
$15.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 COMMENT Must be logged in to use chart BA-N Boeing

She likes this. There may be some concerns that maybe the cycle has peaked, but commercialization is kind of a long-term secular trend and particularly in emerging markets, demand is quite strong, and in developed markets there is going to be replacement demand. The company is increasing its production rates on various planes. Backlog will not be as strong as it was a year ago, but it is still a very strong backlog. It can become a very strong cash flow story a couple of years out when their R&D investments start to taper off. When that happens, she can see the company returning a lot of cash to shareholders.


Price:
$123.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 DON'T BUY Must be logged in to use chart BAC-N Bank of America

This is probably a play on the US economy. Thinks there are better large-cap names to own. They have somewhat recovered from the financial mess of 2008-2009. Dividend yield is quite low at just over 1%. There are other banks with better quality and better credit culture that will give you a better dividend yield.


Price:
$16.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 PARTIAL BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

It is probably fine to start picking at it now because it has had a pullback. The stock has actually lagged the other Canadian banks because of their Latin American exposure.


Price:
$68.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 COMMENT Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

As a money manager her preference would be to hold the individual securities that she likes. They are going through some changes. For someone who is not as close to the markets and has a long-term view, you could buy this and it should work out in the long run.


Price:
$136.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

Hasn’t been buying this one for a while because it was fully priced. Has pulled back a bit, and she is waiting for it to come back a couple of more dollars. Rails have done very well, and she is expecting a pretty good quarter because traffic has been quite good. They’re not cheap stocks anymore.


Price:
$75.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

The drop in the large-cap energy producers has really been predicated by the drop in crude oil prices. Even though WTI is around $88, the spread that the producers are getting has been narrowing, which is positive. Also, the Cdn$ has been weaker and crude is paid in US$, which dampens the price drop somewhat. Doesn’t think there is a lot of downside left in crude prices. This company has a very attractive dividend and very high quality light oil crude. Net backs are very high and she feels the dividend is safe. You could start picking at it, but you might want to wait until the crude price stabilizes.


Price:
$38.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 BUY on WEAKNESS Must be logged in to use chart DHX.B-T DHX Media

Doesn’t follow this one to closely. A producer of children’s TV. Has had a good run, so she would wait for a pullback. Eventually this name may be taken over by a larger entity, which is probably embedded in the stock somewhat.


Price:
$8.480
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 COMMENT Must be logged in to use chart DOW-N Dow Chemical

Have been selling off their commodity type businesses. Stock has held in relatively well. They are benefiting from low natural gas prices because as a chemical producer, natural gas is a big cost. This is on her watch list, but it hasn’t pulled back as much as some of the industrial names. Her preference would be for something that has pulled back more.


Price:
$49.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-10-07 TOP PICK Must be logged in to use chart EMR-N Emerson Electric

A very well managed diversified, industrial company. About 44% of their revenues are in North America and the rest are in Europe and Asia. Their products and services measure, regulate, monitor and automate various manufacturing processes across various end markets and industries. They provide power distribution and power generation to data centers, any sort of environment that needs un-interruptible power sources. Good management. Increases their dividends every year. Dividend yield of 2.82%.


Price:
$61.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 TOP PICK Must be logged in to use chart ENB-T Enbridge

Stock has pulled back by about 8%. They have very good earnings visibility on projects that they have in their $33 billion secured backlog with long-term contracts in place. With that backlog, they have now extended their 10%-12% compounded annual growth EPS out to 2018. Along with that, dividend increases, at a minimum, are going to be at the same pace.


Price:
$51.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,319 entries
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