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Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2015-08-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  China’s devaluing of their currency caught everyone by surprise.  China is maybe not growing as strongly as the government’s target.  Trade data coming out showed exports were down.  Commodities now become more expensive for them to buy as they are priced in US dollars.  For the markets it could mean weaker demand from China.  The US is not as affected in terms of trade flow as they are more of a consumer driven economy.  She is constructive on markets.  She believes the US economy continues to grow and the Canadian economy starts to pick up.  It will be actual fundamentals that will drive these markets.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-08-11 COMMENT Must be logged in to use chart AAPL-Q Apple

She exited because she did not see a lot of innovation coming out of it.  There is only replacement demand for their phones.  The earnings will still grow, but not as much.  It is a mature company now.  There are a lot of lower price products to compete with them.


Price:
$113.490
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-11 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

It’s a well run company.  They all pulled back with the weakness in crude.  She prefers PPL-T and IPL-T in the space because they have a higher yield. 


Price:
$34.340
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-11 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(Top Pick Aug 19/14, Up 20.82%) They are good at driving traffic into their theatres.  They did well even though they have no control over their movie slate.


Price:
$47.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

They indicated they can maintain that dividend.  But she thinks it is only a question of how long it can stay down there.  In 2016 about a third of their production is hedged at $83.  If crude stays below $50 for a long period of time you have to question a yield that high.


Price:
$18.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 DON'T BUY Must be logged in to use chart CSCO-Q Cisco

Dominant in their market share although they have been slowly losing it.  There is not much revenue or earnings growth.  This is not what you want to see in a tech company. 


Price:
$28.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 BUY on WEAKNESS Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

It had a dip down when it was removed from the REIT index.  She likes the industry.  They recently sold off their US portfolio.  They paid off some debt.  They have an attractive yield and she sees it slowly increasing over time.  It held up well in this market.  There is always in the background that they could be taken out by a US company.  They are good operators.


Price:
$11.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 TOP PICK Must be logged in to use chart DIS-N Walt Disney

ESPN is a prize asset of theirs.  Sports is something you want to watch live.  Theme parks are doing well and they are seeing good traffic growth in the US and then China opens in 2016.  The stock came off and she is using that as an opportunity to add for their clients.


Price:
$108.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 WEAK BUY Must be logged in to use chart ECA-T Encana Corp

She thinks Nat Gas could recover to $5 at some point.  This is an okay, decent long term hold.


Price:
$9.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 HOLD Must be logged in to use chart FLR-N Fluor Corp.

It has underperformed because energy is one of their end markets.  They have not seen any project cancellations, however.  It is being unduly punished.  She decided to stick with it.  They restructured their operations. 


Price:
$48.090
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

They had some problems with some of their agents who source loans.  They indicated they don’t anticipate taking any great charges on these loans.  She prefers the big banks, though. 


Price:
$29.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 PARTIAL BUY Must be logged in to use chart HSE-T Husky Energy

Their refining operations have held in much better than companies that just produce oil.  The dividend is attractive and safe.  They have an off shore gas play in China that is coming on line.  This is one name you could start to get some exposure to.


Price:
$24.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 COMMENT Must be logged in to use chart MMM-N 3M Co.

They have been trying to sell off some non-core assets.  They were impacted by FX.  The company is fine. 


Price:
$148.480
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-11 HOLD Must be logged in to use chart PFE-N Pfizer Inc

She has a couple of other names in the healthcare space.  It has been going through a bit of refocusing and restructuring.  It has held in quite well.  There is not a lot of revenue and earnings growth because of drugs that went off patent.  She would just hang onto it as it will hold up well.


Price:
$35.120
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-11 HOLD Must be logged in to use chart PWF-T Power Financial Corp

An attractive yield is why they hold it.  Earnings growth has been a bit muted.  The discount from NAV has gone from 10 to 16%.  It is just a matter of time for the discount to narrow back to its historical range. 


Price:
$33.530
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,587 entries
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