stockchase picture

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

Expert Index

List by First Name

List by Last Name

Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2014-11-11 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. About 90% of the US companies she holds have reported earnings and have come in better than expected. Earnings so far are up about 10% year-over-year. Going in, it was about 6%. Doing this is one of the reasons the US market has done so well off the lows in October. TSX has a larger energy component and there is a cautious tone because none of the companies really know what is going to happen in 2015. The US economy recovery is definitely underway with strong employment numbers and very strong manufacturing activity. The “new order” number was actually at 64, a very high number, which is a good signal for future business activity. GDP has come in at 3.5% for the 3rd quarter, better than expected. Because of lower energy prices, consumer is at a new recovery high, a good signal for future consumer spending. Going forward, as long as we don't see a deep recession in Europe and China stays at the 7%-7.5% level, and as long as the US companies can still post relatively attractive profit growth, then equities have more upside. There are still geopolitical risks in the Middle East and Russia, which is always a concern.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-11-11 PAST TOP PICK Must be logged in to use chart ABT-N Abbott Labs

(A Top Pick Oct 29/13. Up 22.2%.) A diversified health company. About 40% of their branded generic business is in emerging markets. They expect to increase that percentage. Also, a large player in the nutritional business. Their 3rd division is medical devices and diagnostics.


Price:
$44.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

Reported this morning and results were disappointing. Their end markets are weakening. Her preference for the engineering/construction space is to be more global, such is Fluor Corp (FLR-N).


Price:
$12.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 BUY Must be logged in to use chart BA-N Boeing

Stock has pulled back a bit. They are ramping up on new programs, which tend to be a drain on cash flow initially. Increasing production, and as we get further into the program, they should be generating a lot more cash. Have a very large backlog. Once the cash flow starts coming in, she expects it will be buying back stock. This is an attractive entry point. She has a target in the $150 range.


Price:
$125.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

Trading at an extremely high multiple. The growth prospects in China, for online commerce, are very attractive. There is a lot of future potential, but with the stock already trading at 40 or 50 plus earnings on a PE multiple, expectations are already built in.


Price:
$114.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 WAIT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Amongst the senior producers, this is the one that she likes the best. She wants to see some stability in the crude oil price. Once we get there, this is definitely a name that she might be adding to portfolios.


Price:
$41.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Feels the dividend is safe. They tend to hedge out part of their production to ensure that they can pay the dividend as well as fund their CapX. She is not actively looking to add to energy right now. She'd like to see crude oil prices stabilize. There are a few events happening at the end of this month, which will give her an idea of what OPEC tends to do. Also, there will start to be some draw downs in inventories when refineries come back up for the winter season. Also, believes Libya is ramping down somewhat.


Price:
$36.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

A mature technology company. In their end markets, spending is not as strong and somewhat moderating their CapX spending as their networks have primarily been built out. Also, they are seeing a lot of weakness in emerging markets. Restructuring and reducing their employment base by about 8000 jobs. Trading at a relatively low multiple of 11X forward earnings and gives a pretty attractive yield, but not a lot of earnings growth. New competitors are coming in, and they are losing share.


Price:
$25.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

The leading seniors housing operator in Canada. About 80% of their suites are in Canada with 20% in US. Have refocused by selling off non-core properties in the US and putting the money back into Canada. She likes the demographics. We are all living longer. The population of seniors, 75+, is going to be growing at 3 times the general population rate. The penetration of seniors housing is quite low. Yield of 4.66%, but they are at the point where they could be increasing this in the next year.


Price:
$11.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 COMMENT Must be logged in to use chart DDD-N 3D Systems

3-D printing. The stock has come off quite a bit. Was trading at a very high multiple and continues to do so. Missed on earnings and have had some management changes. She is keeping an eye on the sector. Very early stage. There is still a lot of volatility.


Price:
$34.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 TOP PICK Must be logged in to use chart DIS-N Walt Disney

A media conglomerate and content provider. Stock has pulled back a little. ESPN just signed a new affiliate agreement this past year, so going forward she expects an improvement in revenues. There is a lot of momentum behind some of their movies. When the studio does well, this is a real positive for their other businesses, such as parks and resorts, because they can leverage off those themes. Have also been putting some money in to improve some of the attractions in their resorts, which is helping to drive traffic as well as spend. Disney Shanghai is opening at the end of 2015, but after that, she expects their CapX to be moderating.  


Price:
$89.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 COMMENT Must be logged in to use chart GIL-T Gildan Activewear Inc.

Manufactures T-shirts and socks, and more recently purchased a hosiery company based out of Montréal. They're very good at what they do. Tends to always trade at a fairly high multiple. There is volatility in cotton prices. A high quality consumers’ product name that will probably do okay for the next few years.


Price:
$66.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 COMMENT Must be logged in to use chart GS-N Goldman Sachs

Primarily a capital markets driven company. If you are positive on the US capital markets activity, IPOs, restructuring, etc. this would be a Buy. This is more volatile than some of the larger banks there. She has gone with Wells Fargo (WFC-N) that has less capital market exposure and more diversified lending as well as lower volatility and a more attractive dividend yield.


Price:
$191.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-11-11 PAST TOP PICK Must be logged in to use chart HD-N Home Depot

(A Top Pick Oct 29/13. Up 29.62%.) Stock has done very well but she would not be buying here. They report on Nov 18. They’re in a very nice spot. Housing at 1 million starts is really just starting to ramp up, way below its normalized level. Energy prices have come off which has caused gas prices to come down 20%, and that has boosted consumer spending. Expects they will report a very nice number, but it is already near her target price.


Price:
$98.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 COMMENT Must be logged in to use chart HON-N Honeywell International

This company has done well, but she prefers United Technologies (UTX-N) which has a bigger presence in China. Although the absolute growth in China is better than other parts of the world, it has been slowing, which is a negative for United Technologies, but earnings are a little less cyclical in a downturn.


Price:
$96.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,347 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.