Viewing Expert Christine Poole | StockChase
stockchase picture

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
2016-11-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Potentially, the 33-year Bull market in bonds is over. REITs have spiked up 40 basis points over the past week, but 10 year treasuries are back to where they were a year ago, so we actually haven’t done much in this one year timeframe. Everyone is now focused on the pro-growth policies that Trump has announced. Those should be positive for equities, but there is also his no-growth policy of protectionism, anti-trade and decreased immigration, which could potentially increase inflation. Going forward, we have to monitor what he wants to do, both good and bad, and how that is going to impact the interest rate inflationary outlook. Markets are saying that we are going to get higher growth, which would imply that rates should slowly move up. Going forward, if we do get faster growth, that should imply a higher inflation. If we do get faster growth, potentially we will see money flowing out of bonds and into equities. Interest sensitive names such as the utilities, telcos, REITs were hit quite hard this last week, but she feels it was overdone, and those stocks now look attractive and the ones she would be focusing on.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-11-15 HOLD Must be logged in to use chart AAPL-Q Apple

Market Call Minute.


Price:
$107.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 SELL Must be logged in to use chart AGF.B-T AGF Management (B)

Market Call Minute. There is not a lot of earnings momentum on this, and they have to do a lot internally to get their business model going.


Price:
$5.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 HOLD Must be logged in to use chart ALA-T Altagas Ltd

Market Call Minute.


Price:
$32.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

A high growth, momentum stock. Fund flows were coming out of large cap technology, which had done very well, into the other areas of the economy. The company grows their top line, but not a lot falls to the bottom line, which is a difficulty she has in owning this for her clients. For an entry point, perhaps look at their 20-day moving average, and when it gets to those levels, it may be one you want to start looking at.


Price:
$743.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-15 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Fortis (FTS-T) or Algonquin Power (AQN-T)? This is a good time to invest in either. Sharp interest rate increases are a risk, but she doesn’t expect that. In a rising rate environment, you want to buy companies that have the ability to increase their dividends, and hopefully their yields will also increase over time. Fortis would be her preference.


Price:
$10.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-15 DON'T BUY Must be logged in to use chart ARE-T Aecon Group Inc

Market Call Minute. She wouldn’t buy this here. They’ve had some difficulties, and there are other companies in the space that are more attractive.


Price:
$14.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 HOLD Must be logged in to use chart BAC-N Bank of America

This will benefit in a higher interest rate and more robust growth environment. All of the US banks had a nice rally after the election.


Price:
$20.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-15 DON'T BUY Must be logged in to use chart BB-T BlackBerry

Feels this is still pretty speculative in terms of their transition from hardware to software. They are not making any money. There is a very little visibility as to what this company is going to look like a couple of years out.


Price:
$10.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

She understands that the dispute with the CRA is still ongoing. The stock is quite depressed which is really a function of uranium prices. Uranium demand has been quite weak. There is no real near term catalyst. She would not be interested in buying this right now.


Price:
$12.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-11-15 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Has held a very small position in this, but hasn’t been adding to it for the last couple of years. It is going to be predicated on what oil prices do going forward. This, along with the other oil producers, have cut capital spending. They’ve raised some equity to shore up their balance sheet and to make sure they can fund the capital in exploration activities that they want to do.


Price:
$16.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-15 TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

The stock has done quite well, and has recently pulled back because of the scare of interest rate sensitivity. While this is classified as a healthcare name, it does have a yield of just under 4%. It is the largest operator in Canada. Some money has come out of this space as a whole. She likes the seniors housing industry. Has a target price of $16, plus the yield. (Analysts’ price target is $16.18.)


Price:
$14.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-15 PAST TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

(A Top Pick Dec 17/15. Down 19.33%.) Encountered some competitive pressures in their last quarter on the retail/Pharma side. They are projecting that next year they are going to lose about 40,000 scripts. She is projecting that earnings maybe flat to 5% upside next year. In 2018 they plan to resume a growth rate at 10%. Trading at a very attractive multiple now at about 12.5X forward earnings.


Price:
$75.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-15 HOLD Must be logged in to use chart DEO-N Diageo PLC

Market Call Minute. Large drinks manufacturer and they are growing on their beer side.


Price:
$100.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-15 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Dec 17/15. Down 12.14%.) This has been under pressure on concerns of ESPN and cord cutting. The last quarter was met reasonably well, because management has been pretty upfront about what they see going on in the environment, and feels that the subscribers’ loss has been moderating. Next year, ESPN will be included in a lot of direct TV and bundles, which will offset any losses. All the other areas of their business are doing well.


Price:
$97.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,965 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.