Viewing Expert Christine Poole | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Christine Poole , CEO & Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2016-08-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Markets have been quite strong and have been going up. All global equity markets have been on an upward trend, and there does seem to be complacency, which you can see when you look at the VIX. Investors are comforted by the fact that all Central banks are going to either cut rates, or keep them very low, a positive drop back for equities. With yields being so low, for anyone that needs any sort of income, they are almost forced to be back in the market. She would much prefer the US economy to recover. Job data has been very strong. Also the US consumer is very important for the US economy, as it accounts for close to 70% of GDP. REITs have to eventually move up, and she feels it will be at a very measured pace. Inflation is not a pressure right now, so it gives some room to move very slowly. The Canadian economy is definitely lagging. There was a negative GDP number, which is not surprising given what has happened in Fort McMurray. She doesn’t think the Canadian economy goes back into recession, but we will see the positive impact of the rebuilding process in Alberta. We’ll eventually see a positive impact of export activity. Also the federal government is adopting a more fiscal stimulus policy.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2016-08-16 COMMENT Must be logged in to use chart AAPL-Q Apple

Very attractively valued, and have a lot of cash, so it is a very safe balance sheet. The question is on its growth going forward. Product innovation is very important for a consumer products company. They have a new phone coming out in the fall, which will likely generate some demand. The weakness has been in their international markets, which is where most of their growth comes from. With the costs of their phones in the slowdown in some of those economies, demand has been softer. You could probably step in.


Price:
$109.380
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-16 COMMENT Must be logged in to use chart AC-T Air Canada (B)

(Market Call Minute.) Very cyclical. She doesn’t usually buy airline stocks, and would prefer buying into something that supplies into the airline sector.


Price:
$8.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 HOLD Must be logged in to use chart ARE-T Aecon Group Inc

The stock has done well. With the whole infrastructure spending the government is proposing, it will be beneficial for all E & C companies. Some of this company’s end markets have been depressed, but this company has weathered through that.


Price:
$18.860
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

A very good acquirer. When they make an acquisition, the stock tends to go up. They are good at integrating their acquisitions. This tends to trade at quite a premium, and she is more of a value-based investor. Her preference would be to wait for a pullback.


Price:
$62.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-16 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

This is down about 25%. They had to cut their guidance going forward because of having to take some price cuts on some of their older surveillance equipment. When you are a smaller company, revenue misses have a more meaningful impact on the bottom line. She would not be inclined to make an investment now.


Price:
$9.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-16 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Better on the US side or the Cdn side in an RRSP? It shouldn’t matter, because in the end it is just a call on the currency. They should trade, currency adjusted, at the same value. This is a great company to own. Very well-managed. Of that whole Brookfield group, this is the one that you should own.


Price:
$44.810
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

This has pulled back a little because it got ahead of itself. Just reported and the negative impact was on the film slate, which they cannot control. Very good operators and do an excellent job on everything outside of the film slate. They are increasing concession spend and new formats to watch the films. They are developing the Rec Room and the entertainment sports complex which is opening in the fall. They have brought E-gaming into Canada. Their media division is doing quite well. Dividend yield of 3.14%.


Price:
$50.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 SELL Must be logged in to use chart CXR-T Concordia Healthcare

Has never owned this. This company grows by acquisition. They’ve had some problems in the past quarter when they cut their guidance going forward, and had to write down the value of some of their drugs. They also have a big debt load. There is poor visibility on their earnings. The CFO is leaving and there is an interim CFO stepping in. There is a lot of confusion as to what the company is going to look like going forward. If you own, she would recommend you cut your loss.


Price:
$11.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-16 DON'T BUY Must be logged in to use chart D.UN-T Dream Office REIT

(Market Call Minute.) This is a REIT that has exposure to Alberta, and she feels they had to write down some of their properties there. There are better REITs to be in.


Price:
$16.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 HOLD Must be logged in to use chart DH-T DH Corporation

(Market Call Minute.) Made a big acquisition in the US, and have had some difficulties there. Feels investors are questioning the visibility in terms of the acquisition, but relatively attractive in terms of valuation.


Price:
$29.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Aug 11/15. Down 8.05%.) Had a pretty decent quarter. The overhang has been ESPN. There is a great momentum in the studio for them right now, which kind of floats into their consumer products division where they can put all their merchandise for sale. Parks and resorts division is also doing very well. They are seeing a pickup in traffic in consumer spending. Occupancy is 90%+. Also, Shanghai Disney opened up in June and is doing very well. Still a Buy.


Price:
$96.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 COMMENT Must be logged in to use chart F-N Ford Motor

She has avoided the auto OEMs, as they tend to be very cyclical. The company cautioned on the whole N.A. auto cycle. There have been a lot of incentives to drive sales. Her preference would be to buy one of the auto parts manufacturers, so you don’t have to make a particular call on one OEM.


Price:
$12.340
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-08-16 COMMENT Must be logged in to use chart FB-Q Facebook

You do want Internet exposure, and she has gone with Alphabet (GOOG-Q), because it is more valuation driven and this valuation is more reasonable. Facebook may have a slightly higher growth, but the valuation multiple is much higher. That means there is a lot of expectations built into it. Alphabet is the largest search engine, and is always going to generate a certain amount of Internet-based advertising. That is a secular growth area, and thinks it is going to continue to grow.


Price:
$123.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-08-16 COMMENT Must be logged in to use chart FLR-N Fluor Corp.

Has owned this in the past, but sold her holdings several months ago to make room for another US company, which she felt had better growth prospects. This is a global engineering/construction company. They have felt the negative impact of weak commodity prices in mining, as well as weak energy prices. Their backlog growth has not been as robust, so they had to bring earnings down. A very high quality name, so that in the next up cycle, they are going to realize even better margins. They will continue to win new business as the commodity price improves. A name that she would revisit if she felt that the commodity cycle was largely behind us.


Price:
$51.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,878 entries
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