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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
2015-04-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There have been weak numbers out of the US which is causing a concern to investors as to whether growth has really slowed. Weather played a part in the 1st quarter. There is slowing profit growth because of the strong US$, and that is a headwind. The US touched a high of $2,117 back in March, it has been up and down and we are still 4.5% from those levels. Earnings season is just starting now. There are some financial companies reporting. We are seeing a pretty healthy economy and things will improve as the year rolls out. The bar has been set low and it depends on the industry. The consensus for the S&P 500 is that earnings are going to be down over 4%, and that hasn’t happened in a while. 2nd quarter is still down a couple of percents and this will slowly improve in the 3rd and 4th quarter. They will be raising rates in a slow, measured pace, until they see confirmation that growth has resumed. She thinks spending, because of low energy prices, won’t show up until the back half of the year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-04-14 SELL Must be logged in to use chart AC-T Air Canada (B)

A sector that she does not see as a long-term investment, it is quite volatile. The group has done well on the prospects of lower crude; however the airline operators themselves are not passing that through to the consumers. Also, transporter traffic has been quite strong. There is additional capacity coming on stream. If crude starts to strengthen, fuel costs will go up. If you own and have made a decent profit on it, she would sell it and move on to something else.


Price:
$12.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 PAST TOP PICK Must be logged in to use chart BA-N Boeing

(A Top Pick April 1/14. Up 22.18%.) Production is ramping up and they are coming off a very heavy R&D investment cycle. This is a free cash flow story. As the programs start to ramp down, they are going to start generating a lot of free cash. Things are going quite well for them, but it is getting up there, so she has been selectively taking some profits.


Price:
$153.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 DON'T BUY Must be logged in to use chart BB-T BlackBerry

(Market Call Minute.) Transitioning from hardware to software, but it is taking a long time. The service revenues they are getting from their older devices are actually much higher versus the newer ones. They are not expected to make money for a few years.


Price:
$12.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

Bank of Nova Scotia (BNS-T) or Home Capital Group (HCG-T)? Recently ran into problems with international operations, but longer-term that is a higher growth area. Both stocks have pulled back. Her preference would be this one because of their diverse business base.


Price:
$64.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute.) Doesn’t see any near-term catalysts to get uranium prices going.


Price:
$18.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 BUY Must be logged in to use chart CNR-T Canadian National R.R.

She had been waiting for a pullback and bought a couple of days ago. This is an opportunity to build a position in this name. The company is still guiding for double-digit earnings growth. They are going to be increasing their dividend. Feels crude on rail is going to be a headwind, but this can be offset by their transportation of other commodities.


Price:
$82.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

High quality light crude out of Western Canada. Like all energy companies, they have cut their CapX by 28%, but have maintained their dividend. Yielding around 9%. Have a very strong hedge program in place. She doesn’t think they will cut their dividend unless crude stays down here for a prolonged period of time.


Price:
$31.460
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 BUY on WEAKNESS Must be logged in to use chart CVS-N CVS Health Corp

A drug retailer in the US as well as having a PBM  (Pharmacy Benefits Manager), where they go to employers and help them structure their benefit plans. The stock has done very well. She likes drug retail. PBM is very competitive and is all about lower costs, so you need scale. Fully valued here and she would want at least a 10% pullback. In this area, she would prefer the Canadian name, such as Loblaw’s (L-T).This one is on her watch list.


Price:
$102.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 COMMENT Must be logged in to use chart EMP.A-T Empire Company (A)

Empire Company (EMP.A-T) or Loblaw’s (L-T)? The grocery space is a fairly consolidated market with 3 or 4 major players and relatively defensive. With the exit of Target, the square footage is really moderated, this is a plus. If she had to choose among all the players out there, it would be Loblaw’s, because of the drug retail side.


Price:
$93.810
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 HOLD Must be logged in to use chart ENB-T Enbridge

They are dropping down their Canadian Liquids operation to their Enbridge Income Fund (ENF-T). She doesn’t have all the details. Thinks Enbridge Income Fund is going to have to raise some debt. She really likes management. Very good visibility in their backlog. Have indicated they are going to grow their earnings 10%-12% over the next few years, and their dividend in excess of that.


Price:
$64.040
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Owns this in a few accounts for clients that really need income, but got out of most of it when she saw that growth was slowing and they had some regulatory hearings coming up. This is now largely behind them. Have done a couple of acquisitions that will give them more growth. Feels it is a sound investment for someone who needs yield. Given what they have in their backlog, she feels the dividend will be increased every year. Yield of around 3.8%.


Price:
$39.090
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 COMMENT Must be logged in to use chart GE-N General Electric

Had a nice 10% bump on Friday when they announced the massive sale of their financial products division. They are hoping to have it down below 10% of revenue by 2018. Has this on her radar, but doesn’t see a pressing need to get into it right now. It will still be a couple of years in transformation. Prefers United Technologies (UTX-N).


Price:
$27.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-14 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick April 1/14. Up 66.79%.) This is getting up there in terms of valuations. It used to trade at a big discount to its peers, but is now trading in line with them. They are in a position to make another acquisition, so that is the next leg.


Price:
$56.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 COMMENT Must be logged in to use chart HCG-T Home Capital Group

Bank of Nova Scotia (BNS-T) or Home Capital Group (HCG-T)? Mainly focused on Canadian housing. It has a lower dividend then Scotia. Both stocks have pulled back. Her preference would be Scotia, because of their diverse business base.


Price:
$45.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 1,481 entries
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