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
2015-02-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Usually it’s recessions that cause an end to a bull market and she doesn’t see that, particularly in the US. There are very strong employment growth numbers, housing is picking up, consumer spending is picking up and the sentiment is improving. All of these things point to an expanding economy. The recovery is actually accelerating. US GDP has gone up 3.6%, and had been under 3% for the last 9 years. She thinks the US has a good chance of carrying the rest of the world, and actually may boost the rest of the world. The collapse in crude oil prices is benefiting the US consumer, as well as a lot of other countries. For this market to continue going up, it is all about corporate profit growth going forward. Earnings season is underway right now and she thinks it can grow in the mid-single digits. Despite the headwinds of currency, she still sees lower interest rates.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-02-10 PARTIAL SELL Must be logged in to use chart AC-T Air Canada (B)

She doesn’t usually buy airlines because they are so leveraged to so many costs that are beyond them. Because fuel prices have come off, their fuel costs have come down. If you own, consider taking some profits here.


Price:
$13.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 PAST TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick Feb 4/14. Up 24.29%.) This is really about the commercial aerospace cycle. They are seeing good orders from airlines. Their program of delivering the 787’s is well underway. This will transition into a free cash flow story, as their R&D spending ramps down in a couple of years and they will be generating a lot of cash. The premise is that they will be returning that cash to shareholders. She wouldn’t be stepping into this one now.


Price:
$148.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 DON'T BUY Must be logged in to use chart BABA-N Alibaba Group Holding

Even though the stock has pulled back on its revenue miss, it is still a very expensive stock. As a value investor, it is very hard for her to assess what the downside on the name is.


Price:
$87.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 SELL Must be logged in to use chart BBD.B-T Bombardier Inc (B)

There is a lot of uncertainty in their outlook. Somewhat speculative. It all rides on their C series program. They recently downgraded their cash flow guidance and are shutting down their Lear jet program. There was concern about the liquidity in their balance sheet. On their transportation side, margins keep getting lowered.


Price:
$2.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

The share price on this is going to follow the price of crude energy. Drastically reduced their dividends with the collapse in crude oil prices. Wouldn’t Buy it here, but if you own you may want to hold it because crude will eventually recover.


Price:
$11.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 COMMENT Must be logged in to use chart FLR-N Fluor Corp.

Stock has come off with declining energy prices. They will be reporting later this month and there might be some pullback. She is willing to wait and see what they have to say. Of all the companies in the energy/construction space, this is the one that she likes to own as they are the best well-managed and well diversified.


Price:
$55.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 HOLD Must be logged in to use chart GLW-N Corning Inc

Earnings are starting to revise upwards, because there is a thought out there that a lot of TVs will need to be replaced in the next year or 2. “Estimated price earnings” is nearly 16.


Price:
$24.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 COMMENT Must be logged in to use chart HCG-T Home Capital Group

They do mortgage financing to clients that banks don’t necessarily provide to. Have a very good record on credit quality. She is looking into this one for herself. With a pullback in the banks, this is a very good time to be looking into them. Currently she would be more interested in the Canadian banks rather than this company.


Price:
$43.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 PAST TOP PICK Must be logged in to use chart JNJ-N Johnson & Johnson

(A Top Pick Feb 4/14. Up 18.55%.) Has 3 components, consumer products, pharmaceuticals and medical devices and diagnostics. The pharma side has recovered from when their drugs had gone off patent. In the past year or 2 they have had very good reception from some of the drugs they have launched. They have more products coming up, so she likes their pipeline. Yield of about 2.8%. Trading at a reasonable multiple of 16X forward earnings. This is a really good entry point to get into the name.


Price:
$100.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 HOLD Must be logged in to use chart KEY-T Keyera Corp

A pretty good asset with a pretty decent yield. The drop in the stock was obviously more energy related. There is a demand for their services. If you don’t believe that crude will stay down here for a long period of time, this company will continue to do well.


Price:
$74.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 TOP PICK Must be logged in to use chart L-T Loblaw Companies Ltd

Has invested in its operations through the IT system and the store refurbishing program, and these are largely behind them. Going forward you are going to see them start to reap the benefits of those investments. Likes the Shoppers acquisition which is just flowing into their operations now. Yield of 1.58%.


Price:
$62.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 HOLD Must be logged in to use chart MDLZ-Q Mondelez International

She likes this company. They will be reporting very soon and earnings have been revised downward because of currency. Have high exposure to emerging markets. She owns this for the long-term secular play of the emerging consumer class in the emerging markets. Operationally they are implementing programs to improve their margins.


Price:
$35.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 COMMENT Must be logged in to use chart MET-N Metlife

Metlife (MET-N) or Manulife (MFC-T). Which has a better upside? All things being equal, and if she liked both of them equally, she would prefer the Canadian stock because of the currency.


Price:
$50.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-10 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Metrlife (MET-N) or Manulife (MFC-T). Which has a better upside? All things being equal, and if she liked both of them equally, she would prefer the Canadian stock because of the currency. They have good business in Asia which, longer-term, is going to be a good growth area. Lower interest rates are going to be a headwind, but that is a non-core issue. Valuation is not onerous and it provides an attractive yield.


Price:
$21.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,429 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.