Viewing Expert Christine Poole | StockChase
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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
2016-07-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The Dow and the S&P 500 have been hitting new all-time record highs. There was a knee-jerk reaction to BREXIT and that negativity was quickly reversed. Feels the market may be a little ahead of itself. Going into earnings season it is really important to focus on what the companies are saying, and how they are seeing the different geographies. It is really too early to know what the impact may have on the UK, the US and on the global economy. When looking at fundamentals, Europe is not getting worse, but is bumbling along and the US recovery is on track. We had that really strong halo number on Friday, but it is probably not sustainable. With all Central Banks indicating they are going to keep rates low, especially the US Fed, (the only central bank that was going to raise rates) the US economy is on track, so it seems rates will stay lower for longer, which she thinks may have been the catalyst for this rally across all markets. Inflation is one metric we have to really watch carefully, but so far she doesn’t see it rising sharply. As long as inflation stays benign, there is no urgency to raise rates. Thinks the markets are going to be sensitive to any economic releases that come out.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-07-12 PARTIAL BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks? She likes the banks as a group, although they were more attractively valued a few months ago. While our economy lags that of the US, it is slowly going to start to improve. That will be beneficial for the banks. Most banks are yielding 3.5%-4%. Earnings growth is kind of mid-single digit range, and she thinks the dividend growth will track earnings growth. She would initiate a half a position, and not buy it all here. If we get the general market pullback, the banks will come back as well.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 COMMENT Must be logged in to use chart AAPL-Q Apple

The stock has been pulling back. Smart phone penetration in developed markets is already very high. In the emerging markets, where there is more competition, there are very little phone subsidies. Their phones are quite expensive, so they are not seeing the pickup in demand there. Next quarter might be a bit soft. The catalyst may be when their new phone comes out next year. This is transitioning from a growth company to more of a value stock.


Price:
$97.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 COMMENT Must be logged in to use chart AC-T Air Canada (B)

All airline stocks, even though they have been making money, share prices have been pulling back. They’ve been adding a lot of capacity. Haven’t been passing through the benefits of lower fuel costs when energy prices were going down, but instead have been expanding their international routes at the same time that global GDP has been slowing. A lot of air traffic is predicated upon GDP growth. She doesn’t buy airlines because they are very cyclical and don’t have a control over their major costs.


Price:
$9.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 HOLD Must be logged in to use chart CJR.B-T Corus Entertainment (B)

They report in the next couple of weeks and expects it will be focused on the integration of Shaw Communication. Thinks the acquisition will be positive for them in the long-term.


Price:
$13.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 PAST TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

(A Top Pick July 14/15. Up 41.47%.) A senior housing operator. Sold off their US assets, and the money they made on that has been reinvested in Canada. Post the recession, the occupancy rate of a lot of their homes were lower, because of the overbuilding of seniors housing. That is now bouncing back up. Dividend yield of about 3.5%.


Price:
$15.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 HOLD Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

(Market Call Minute.) The stock has done very well, so wait for a pullback before buying.


Price:
$144.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 COMMENT Must be logged in to use chart DH-T DH Corporation

This has transformed itself from only cheque writing into back-office for financial companies. Made a big US acquisition last year, which was a favourable move. She is watching this, because she wants to see how the integration plays out. 


Price:
$32.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 HOLD Must be logged in to use chart ECA-T Encana Corp

As a long-term hold in the energy patch, it is a nice core holding. Recently sold some assets which gives them some breathing room in the event commodity prices remain lower for longer. It has probably already gone through the worst.


Price:
$10.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 WATCH Must be logged in to use chart EMP.A-T Empire Company (A)

This was down about 10%, because they reported their numbers which were very weak. They acquired Safeway a few years ago, and have had difficulty in integrating that. Safeway is very dominant in Western Canada, and with crude oil prices coming down, the Alberta economy has been weak. CEO stepped down, and when there is a senior management change, there might be a write down of goodwill. She would wait to see what evolves at the senior management level. (See Top Picks.)


Price:
$20.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 DON'T BUY Must be logged in to use chart FB-Q Facebook

This has got a lot of growth momentum behind it. As a value oriented investor, she struggles with its valuation. There are a lot of expectations built into the stock.


Price:
$117.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick July 14/15. Up 11.29%.) The stock had been around $63-$64 and has now pulled back. About 50% of their revenues are from Europe, and about 13% specifically to the UK. The depreciation of the £ is a headwind, but is still too early to say. 14% of their revenue comes from France. She still likes it.


Price:
$57.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Internet names have pulled back in the last few weeks, and are just starting to recover now. This is well positioned for a secular play on Internet online advertising, because they are the leading search engine. They will garner a good portion of the advertising budgets for companies that do that. Online advertising only accounts for about 35% of the overall budget, so she thinks it is going to be continued growth in that category. Attractively valued.


Price:
$732.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 BUY Must be logged in to use chart HD-N Home Depot

(Market Call Minute.) This is a play on the US housing market. household formation and employment improvement. They have a very good capital program.


Price:
$134.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 TOP PICK Must be logged in to use chart L-T Loblaw Companies Ltd

She likes the grocery business because the square footage growth has been moderating, and this company has different multiple formats. They have implemented a new SAP IT systems and are starting to see the benefits of that. She also likes Shoppers, their drug retail business. Dividend yield of 1.47%.


Price:
$70.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,843 entries
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