stockchase picture

Compiling comments that experts make about stocks while on public TV.

Expert Index

List by First Name

List by Last Name

Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2015-03-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Interest rates may go up in the US.  That would mean the economy must be doing better.  We are finally seeing a self sustaining economy.  It will be a slow, steady pace of rate increases.  We are seeing earnings revisions downward on the S&P because of the strength of the dollar.  You have to look behind the numbers to see why numbers are going down.  The collapse in crude prices is a benefit for countries that import oil.  She is selective but still prefers the US market.  The pullback on the TSX is a healthy pullback.  Equities are the asset class of choice still.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-03-12 DON'T BUY Must be logged in to use chart AA-N Alcoa

Aluminum is not that attractive to her longer term.  All commodity prices have been declining.  They are trying to diversify into other applications, such as a recent titanium maker.


Price:
$13.800
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-12 DON'T BUY Must be logged in to use chart ABBV-N AbbVie Inc.

Abbot (ABT-N) spun them off.  She kept the labs division.  She decided not to keep ABBV-N because of the dependence on Humira. 


Price:
$58.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-12 DON'T BUY Must be logged in to use chart BAX-N Baxter International Inc

Used to own it.  She saw better opportunities.  There is not a lot of pricing leverage because there are strong competitors in that business. 


Price:
$67.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-12 TOP PICK Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Has not owned in 10 years and it got to the point that sentiment was just so low.  They came out with a new issue that was oversubscribed.  The equity along with the debt offering was more than enough to fund the `C` series.  The new CEO knows aerospace very well.  He comes from a corporate culture strong in margin improvement and cost reduction.  The plane is going to the Paris air show in June.   She puts it in her growth accounts.


Price:
$2.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 HOLD Must be logged in to use chart BCE-T BCE Inc.

It pulled back from when the initial deal was announced.  Glentel has approved the deal, but it won’t close until later this spring. 


Price:
$53.100
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-03-12 WAIT Must be logged in to use chart BHI-N Baker-Hughes

It is too early to be buying the oil services companies at this point.  When oil prices stabilize this one will make a lot of sense.


Price:
$59.730
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-03-12 DON'T BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Just did an equity issue to shore up their balance sheet.  She is not buying energy right now and not buying any for new clients. 


Price:
$18.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-03-12 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(Top Pick Mar 5/14, Up 22.37%) They are going to roll out the rec. room concept this year.  Only some of their theaters have them now.


Price:
$48.830
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Storage of oil is very high and we are going into a season where the inventories would build.  If oil went down to $10 or $20 it would not stay there because no one can produce oil at that price.  CPG-T is re-evaluating their cap x program later this spring and may cut it then.  They will cut cap x before cutting their dividend.


Price:
$28.060
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

A demographic play.  Occupancy was 93% pre-recession.  This is improving.  They increased distribution 2% recently.  They said they wouldn`t increase the distribution until they felt an increase each year was sustainable.


Price:
$12.070
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 WATCH Must be logged in to use chart DOL-T Dollarama Inc.

She is always looking at it and has missed it.  It is always too expensive to buy.  They have a dominant position in Canada.  They have the first mover advantage.  On a pullback she would add to it (5-10%).


Price:
$63.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-12 HOLD Must be logged in to use chart HCG-T Home Capital Group

Residential non-bank lending.  They have done well.  We are still seeing robust activity in Toronto and Vancouver in the housing sector.  HCG has different businesses.  But she would prefer a big bank because they are not so concentrated.


Price:
$41.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2015-03-12 BUY Must be logged in to use chart IPL-T Inter Pipeline

She would be buying it here.  They are a smaller pipeline company in Western Canada getting strong growth out of the oil sands.  The dividend is safe and they had attractive growth over the last few years.  Growth and dividend growth may not be as strong as previous years, but the dividend is safe.


Price:
$30.400
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 WEAK BUY Must be logged in to use chart ITP-T Intertape Polymer Group

It is a smaller cap name than she looks for.  It had a disappointing quarter, but will benefit from lower input costs.  They are in packaging and a pickup in over all shipments would benefit them.  They are Canadian, but have facilities in the US.


Price:
$17.590
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 1,453 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.