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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
2014-08-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Seeing revision upward for earnings for the balance of the year.  Corporate balance sheets are healthy.  There was a small pullback over the last couple of weeks and that was healthy.  We might go sideways for a while.  The biggest risk is geopolitical.  Figures show economies are still expanding.  There is no recession coming.  Energy had a spike up when things were tense in the Ukraine and Russia, but now things have relaxed somewhat.  She likes Canadian banks, expecting modest earnings growth and dividend growth.  They have had a nice run so maybe they stay flat for a short while.  She wants some exposure to US financials, but that is just for exposure to the US economy. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
_N/A
2014-08-19 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

It is a roll up story.  Management team is presumed to be quite good.  Stock trades at a high multiple.  Acquisition growth is priced into the stock.  It most recently stumbled, probably due to a quarterly report that missed on some metric.  With no organic growth, if they stumble the stock is hit.  She would not buy this type of company.  She would prefer an auto parts manufacturer like Magna in this sector.


Price:
$71.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-19 HOLD Must be logged in to use chart AGU-T Agrium

It is her pick in the Agriculture space.  Likes the outlook for this industry.  She has a positive long term secular view on the industry.  She would continue to hold it.  Decent dividend of 3.2%.


Price:
$101.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2014-08-19 DON'T BUY Must be logged in to use chart BAC-N Bank of America

Wells Fargo is the only US banks she holds.  BAC had credit quality issues, miscalculated capital ratios and Fed had to tell them they could not buy back stock.  She prefers Wells, not BAC, where the dividend is minimal.


Price:
$15.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-19 SELL Must be logged in to use chart BB-T BlackBerry

(Market Call Minute) The easy stuff has been done – the cost cutting.  We would actually have to see some execution.


Price:
$10.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-08-19 WATCH Must be logged in to use chart CCO-T Cameco Corporation

Uranium.  She keeps watching the industry but there is no urgency to get into it.  Japanese reactors will slowly come back online.  Nuclear HAS to be an option for energy.  Confirm the trend before buying.


Price:
$22.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-19 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

They outperformed the box office.  It was not so great the first couple of quarters.  They are good operators and continue to increase the concession spend per customer.  Thinks the films slated for the balance of the year look encouraging.  3.7% yield.


Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

(Market Call Minute) It is on her watch list.


Price:
$45.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-19 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Likes the yield of over 6%.  It pulled back with crude.  They have been focused on drilling and organic growth over the last year.  They have a great land position.  Thinks they can maintain their production growth.  Their distribution was never cut even in the recession even though they have never increased it. 


Price:
$44.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 PAST TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

(Top Pick Aug 16/13, Up 27.94%) We saw the pull back in REITs last spring.  She expects that rates will slowly climb up, but no spikes.  She likes seniors housing.  Nice yield and lots of M&A activity in larger US healthcare REITs.  They are looking to Canada.  CSH are overdue to raise their dividend.


Price:
$11.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 SELL Must be logged in to use chart DE-N Deere & Co.

(Market Call Minute) There is not the demand in agriculture for new equipment. Peak earnings were in 2013 and they will be negative in the next few years.


Price:
$85.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-08-19 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(Top Pick Aug 16/13, Up 46.67%) Would not be buying it here and you could take profits if you wanted.  It is a core position for her.  All of their divisions are working right now.  Theme parks are doing quite well.  Theme park in Shanghai in 2016.  They increase their dividend once a year and buy back stock.


Price:
$90.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 DON'T BUY Must be logged in to use chart EFN-T Element Financial

(Market Call Minute) It is an acquisition story.  You are paying for some of that acquisition growth.


Price:
$14.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-08-19 BUY on WEAKNESS Must be logged in to use chart FB-Q Facebook

She is a value investor.  This one is a tough one because it trades at a very high multiple.  If they miss a little on quarterly results, the stock can be harshly punished.  It is hard to judge the downside on this name.    It will likely be around in the next couple of years.  She would wait for a pull back.


Price:
$75.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Unknown
2014-08-19 SELL Must be logged in to use chart GLW-N Corning Inc

Tough competition.  Touch tablet is the growth area, but uses much less glass than TVs.  She would take profits now.


Price:
$20.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
Showing 1 to 15 of 1,259 entries
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