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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
2014-07-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  AA-N will kick off earnings season.  For all companies, profit growth going forward is the most important.  She thinks earnings will grow over 6%.  Earnings should pick up going forward (10%).  We are seeing stronger data out of the US, housing starts, manufacturing data.  Global economy is stabilizing as well as China.  PEs has expanded in the last couple of earnings.  We are at the historical medium.  She is pretty fully invested.  We might get a 5% dip, but a geopolitical risk could push it lower.  She is concerned about the middle east.  If crude prices rise enough for a recession then it is not good.  If inflation rises, then the Fed can’t be as accommodating.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-07-08 SELL Must be logged in to use chart AA-N Alcoa

Has done well.  They did well at cost cutting and made acquisitions to diversify.  She would be inclined to take profits, even though the stock may go up for a couple of years if there is good demand for metal products.


Price:
$14.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 BUY on WEAKNESS Must be logged in to use chart AAPL-Q Apple

She got out of it because the handset business was commoditized.  They split their stock and are buying some back.  There is some momentum on the release of new products.  Don’t buy because it is close to all time highs.  The old tech stocks are rather mature so she recognizes that much of their growth is behind them.  Social media stocks are hard to buy for a value investor.


Price:
$95.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 PAST TOP PICK Must be logged in to use chart ABT-N Abbott Labs

(Top Pick July 9/13, Up 20.37%) Prefers to stay with this part of the business after the spin out.  This is where the growth is.  They have branded generics which are a growth area in emerging markets.  The just made an acquisition to increase presence in Latin America where pharma should double in the next 5 years.


Price:
$41.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 DON'T BUY Must be logged in to use chart AGF.B-T AGF Management (B)

(Market Call Minute) Would not buy here.  High yield could be cut if they don’t get their sales going.


Price:
$12.080
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 WATCH Must be logged in to use chart CCO-T Cameco Corporation

Does not own uranium right now.  Japanese restarts are taking longer than anticipated.  CCO is not capturing all of the upside when uranium price move up.  There is no urgency to move into uranium at this time.


Price:
$21.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-08 WATCH Must be logged in to use chart CFP-T Canfor Corp

She has owned it.  Housing took a breather and Chinese exports took a breather, but now it is on her watch list.


Price:
$23.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

Would not buy it here.  They will have a decent quarter.  She would prefer to wait for a bit of a pullback.  Near $65 is likely.


Price:
$69.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Large land position, production growth is pretty good.  Dividend is flat at $1.20 and she is not expecting a dividend increase. They will grow production at a steady rate.  High net backs.  She would buy it around here as it has pulled back.


Price:
$45.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

Likes it here.  It pulled back a little.  Likes the sector because of demographics and penetration is really quite low.  Expanding rapidly in the US.  They are selling off non-core areas of the US and reinvesting in Canada.  Attractive yield of about 4.5%.  Expects towards the end of this year they could increase distribution.  They have the ability to increase occupancy. 


Price:
$10.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 DON'T BUY Must be logged in to use chart EBAY-Q eBay Inc

Never owned it.  Not interested in that sector.  A pretty competitive space.


Price:
$50.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 TOP PICK Must be logged in to use chart ENB-T Enbridge

Pulled back when they issued equity.  Management says they grow 10-12% going forward and there will be dividend growth as well.


Price:
$50.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 DON'T BUY Must be logged in to use chart FB-Q Facebook

It is difficult for a value investor to buy.  More established than Instagram.  It is difficult to say what the downside is on these.


Price:
$62.760
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 DON'T BUY Must be logged in to use chart GE-N General Electric

It is pulling back because of the market pulling back.  Their recent acquisition could be causing a breather.  She likes the industrial space.  40% of GE’s earnings are from financial services, which hampers valuations and they are working that down.  That is why she does not own it.


Price:
$26.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-07-08 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

(Market Call Minute) Held for a number of years.  They are well positioned in Europe.  The stock is attractively priced.


Price:
$37.290
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,232 entries
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