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
2016-05-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The Fed has June on the table for a rate hike, and the market is not anticipating that. They came off sounding quite hawkish that things were improving and a hike would happen if the economic conditions warranted it. Once again they are focusing on employment and inflation. Employment growth remains healthy in the US. Inflation is still within their targeted range. Because it is data dependent, there is a heightened sensitivity to any economic data that is released between now and next month. Her longer-term thesis is that the US economy continues to grow at a 2%-2.5% pace. She always thought the pace of the US Fed was going to be quite moderate and well telecast, and she doesn’t see a sharp spike in inflation, so expects it will be a slow, gradual entry. Canadian banks have underperformed and are very attractively priced right now. The energy play is still on the table and you still want exposure there, preferably through some of the infrastructure and pipeline stocks as a more defensive way to play it. If the US$ strengthens, it will be negative for gold. Gold stocks are up significantly more than the commodity, and if an investor wanted some exposure, she would go with the actual commodity.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2016-05-18 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Car companies? She doesn’t own any of the OEMs. They are very cyclical, and as a group tend to trade at single digit multiples. Through the cycles they can lose a lot of money. For the group as a whole, the overhang is that US auto production may have peaked out. If rates start to move up, that is going to hurt auto demand in the US. Her preference would be to buy a high-quality auto parts supplier, who supplies into all of the companies.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 HOLD Must be logged in to use chart AAPL-Q Apple

The market is questioning their future growth, but their balance sheet is very strong. They have lots of cash. They aren’t going to run into any financial difficulty for a long time. Product innovation seems to be waning a bit. They will be launching a new phone later this year, which may be a catalyst. Their phones are very expensive, so demand is not keying up as quickly. If the markets get shaky, this is a stock that is going to hold.


Price:
$94.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart ABT-N Abbott Labs

Emerging markets represents about 40% of their earnings. Have a very strong branded generic division and a lot of that is in the emerging-market, so currency has been a huge head wind for them. Also, have a leading adult and infant nutritional business as well as medical devices. There was some concern that the medical device area was not growing as fast as some of their other businesses. Management is quite competent they can get things improving.


Price:
$37.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 BUY on WEAKNESS Must be logged in to use chart CCL.B-T CCL Industries (B)

(Market Call Minute.) A good quality packaging company and has done really well, but she would wait for a pullback.


Price:
$222.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(A Top Pick May 12/15. Up 8.04%.) The largest movie operator in Canada. They can’t control the film slate, but it has been very good so far this year. They are very good at driving concession spending which has been growing. In addition to their movie operations, they are going to open up Rec Rooms, entertainment centres offering pool, bowling, upscale dining, etc. Still a buy.


Price:
$51.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Has done relatively better this year than some of the others. Feels they have less growth potential because they are Canadian domestically oriented. She is more positive on the US economy. The Short interest on the Canadian banks has been relatively high, and that is really coming from American investors that are very negative on the Canadian economy.


Price:
$101.480
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

(Market Call Minute.) Likes the rails, but prefers Canadian National (CNR-T). However, this one is fine.


Price:
$171.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart CVX-N Chevron Texaco

A very high quality integrated company. She has always chosen to stay in Canada for energy. This is a very large diversified name, and will be able to withstand the downturn. When times are difficult, they can probably scoop up assets at distressed prices.


Price:
$100.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 TOP PICK Must be logged in to use chart DIS-N Walt Disney

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.


Price:
$99.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 COMMENT Must be logged in to use chart ECA-T Encana Corp

This has had a nice jump with the recent rally in crude. A well-managed company with good assets and low costs. Longer-term this is a good name to hold. She is not sure she would put money into energy right now, because the sector has done so well on the supply disruptions. If there is strength in the US$ there might be a pullback, and that would be an opportunity.


Price:
$9.740
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart EMA-T Emera Inc

Probably one of those safe defensive plays, and slowly increases the yield over time. Dividend yield of 4.16%.


Price:
$45.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

A pretty good stock for yield. Their primary assets are the mainline that Enbridge (ENB-T) drops down to them. Yields about 6%. Thinks the dividend is safe and you can probably expect an increase as well.


Price:
$29.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 HOLD Must be logged in to use chart FFH-T Fairfax Financial

(Market Call Minute.) This is a long term play and a proven investor.


Price:
$660.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-05-18 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Electricity transmission and gas utility. She likes this. Recently announced a US acquisition which will help the growth profile. Thinks they can grow earnings in the mid-single digit range, and they’ll grow their dividend in that same range. Yield of around 3.5%.


Price:
$39.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,786 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.