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
2016-02-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There seems to be a lot of uncertainty as to what is happening with the impact of energy and fears that we are heading into a global recession. Certain regions are overly dependent on energy which has hurt their economy, and Canada is one of them. US doesn’t have energy as that important of a role. Manufacturing has been quite weak, even in the US. Some CEOs have said we are in an industrial recession. However, for the US economy, the US consumer is much more important, as their economy comes for 85% of GDP. The US consumer is in a very good situation. There were very strong job numbers last week, even though they were below consensus numbers. Unemployment is at an all-time low below 5%. The non-manufacturing Index is still expanding, so she thinks that the US economy will grow at a modest pace this year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-02-09 COMMENT Must be logged in to use chart AA-N Alcoa

A pretty solid company. They are splitting their upstream and downstream operations. She is not putting money into the commodity space as she would rather wait for everything to stabilize.


Price:
$7.810
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 HOLD Must be logged in to use chart AAPL-Q Apple

At this price, it has probably found a bottom. There is not a lot of visible growth. Trading at a pretty low multiple and have tons of cash. They are buying back stock and paying a dividend, so she thinks you are pretty safe with this.


Price:
$94.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 COMMENT Must be logged in to use chart ABT-N Abbott Labs

Abbott Labs (ABT-N) or Johnson & Johnson (JNJ-N)? She likes healthcare as an overall investment because of the demographics. They both have FX headwinds because they are both international. Emerging markets is about 40% of this company’s revenues. If you want a diversified health care company that gives you an attractive yield, she would go with J&J.


Price:
$37.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 COMMENT Must be logged in to use chart ARX-T Arc Resources Ltd

Hasn’t been adding any energy exposure for the last 1.5 years. This is a very low cost producer, located primarily in Alberta. Has an attractive yield. One of the higher-quality names. Supply growth in energy is still outpacing demand growth.


Price:
$16.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 DON'T BUY Must be logged in to use chart BAC-N Bank of America

Price to BV is quite low. US banks have come through 2008-2009, but the ROE on these names is quite low compared to Canadian banks that are in the high teens. She owns Wells Fargo (WFC-N) which has an ROE of about 14%-15%. Usually the higher the ROE, the more you are going to pay in terms of valuation. The yield on this is nominal at 1.64%, and every year they have to go to the Fed to apply for any increase.


Price:
$12.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 HOLD Must be logged in to use chart BIN-T Progressive Waste Solutions Inc

Being acquired. Waste collection is a mature industry, so M&A is always a theme in that sector. If you are a shareholder, you might as well Hold because you are probably going to get some operating levers in terms of cutting costs, giving you a lift over that.


Price:
$37.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.


Price:
$48.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 BUY Must be logged in to use chart CVS-N CVS Health Corp

Reported this morning. Had pretty decent results and were on target. She likes healthcare as a long-term investment play, because of aging demographics. They have the Pharmacy Benefits Management business as well as their retail. Very uniquely positioned. Made an acquisition last year that brings them into the long-term care channel as well as buying the pharmacies from Target. She would start buying this here. It has pulled back.


Price:
$90.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 COMMENT Must be logged in to use chart DHX.B-T DHX Media

A content provider, and everybody wants content, so at this point it has probably bottomed out. It is difficult to get content in Canada, so if you want exposure this is one that you could look at.


Price:
$6.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 HOLD Must be logged in to use chart DIS-N Walt Disney

Reported after the close and the numbers were really strong on the back of Star Wars, but the market is kind of fixated on their cable networks and ESPN. The company feels this is quite manageable and are very aware of the transitions they eventually have to make. Studio Entertainment is doing very well and their Star Wars trilogy is just starting. This will spread to their studio parks and consumer products. Also, Shanghai Disney opens up later this year, and she expects really good things from that.


Price:
$92.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 COMMENT Must be logged in to use chart EFN-T Element Financial

The stock has pulled back along with a lot of names in the financial sector. This is more of a growth by acquisition story, which is something she typically does not participate in. Have made some big acquisitions, so now it is a matter of integrating them. The pullback is tied in with the general economic slow down. If you want financial service exposure, she would go with one of the banks, or even a lifeco, which have more stable earnings streams, attractive valuation, a proven business model, attractive yields with a potential that those dividends will increase. Dividend yield of 0.8%.


Price:
$12.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-02-09 HOLD Must be logged in to use chart FTS-T Fortis Inc.

Stock was down about 9%-10% today because they announced an acquisition of ITC, a US electric transmission company. It is fully regulated, so a very stable earnings stream. They are paying cash and stock for this acquisition, so ITC shareholders are going to end up owning over 25% of the company, and Fortis is going to list in New York. The company indicated that dividends were going to grow every year by 6%, and that is still on track.


Price:
$37.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.


Price:
$701.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Must be logged in to use chart HD-N Home Depot

A very good operator and capital allocator. Primarily US at about 90%. The rest is Canada and Mexico. This is a play on the US economy. The consumer is healthy, employment is healthy. When people feel better they spend more on their home. When the job market is robust, they tend to move. Housing starts are still way below normalized levels, and should slowly improve. They always pay out 2% of their earnings in dividends. Dividend yield of 2.07%.


Price:
$113.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,706 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.