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

Expert Index

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Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2014-04-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Feels we are in the midst of a bull market. Had been expecting a pullback and we got one in January to early February. However, the market quickly recovered and now with the quarter end, the TSX is up 6% and the US market is up just under 2%. She has money on the sidelines waiting for a pullback. Thinks that profit growth is going to be the primary driver this year. Right now, consensus expectations is that corporate profits will grow in the 10% range. As long as the economies are recovering and manufacturing is relatively healthy, that is positive for earnings and the market slowly climbs higher.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-04-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

China. History says that they can usually execute on what they are targeting and they are targeting 7.5% GDP growth. Over the long-term, she feels their GDP growth will slow because their economy is getting bigger. They want to focus on increasing the percentage of their population in urbanized centers. Right now it is just below 54% and their target is to get it up to 60% by 2020. Manufacturing numbers that came out today were soft.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-04-01 BUY on WEAKNESS Must be logged in to use chart ATD.A-T Alimentation Couche-Tard (A)

Growth by acquisition story and has done very well. The acquisition they made in Europe last year has turned out quite well for them. Because she is a value investor, the multiples are always a little high for her. Well managed company.


Price:
$90.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 COMMENT Must be logged in to use chart AXP-N American Express

Visa (V-N) or American Express (AXP-N)? At present she does not hold a credit card company, but it is a group that she is looking at because they have all pulled back close to their 50 day moving average. Visa and MasterCard trade at a much higher multiple (25X forward earnings) but growth rates are arguably stronger than American Express. Between this and Visa she would probably prefer Visa because it is a larger, more dominant player.


Price:
$91.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 TOP PICK Must be logged in to use chart BA-N Boeing

Gave conservative guidance when they reported their 4th quarter. Company historically has always beaten on their earnings and cash flow by a wide margin. Have a very strong backlog support, cash flow and earnings for the next few years. Can see big demand out of emerging markets as air travel demand increases. Within developed markets, she is seeing replacement demand for aging planes. Have committed to returning 80% of free cash flow to shareholders and they don’t expect free cash flow to peak until 2015-2016 at the earliest.


Price:
$128.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-01 COMMENT Must be logged in to use chart BAC-N Bank of America

Citigroup (C-N) or Bank of America (BAC-N)? Doesn’t own either one, but if she had to choose, it would be this one. Of the 30 banks checked by the federal government, 5 were rejected and Citigroup was one of them. This bank pays a dividend of $.04 per year, but they got approval to increase that to $0.20 a year. Also, got approval to buy back some stock. She owns Wells Fargo (WFC-N) which has a yield of 2.4% and got approval to increase their dividend by 17%, and as well increase their stock purchase plan for this year.


Price:
$17.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 SELL Must be logged in to use chart BB-T BlackBerry

The stock kind of ran up with a new CEO being put in place. Reported less of a loss than was anticipated and that was done through aggressive cost-cutting, which was the easy part of the equation. Revenue line did disappoint. The big question and overhang on the stock is how are they going to get revenues to start going the other way. This will take a while. If she owned, she would probably bite the bullet and take a loss.


Price:
$8.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 COMMENT Must be logged in to use chart BNP-T Bonavista Energy Corp

Severe winter has caused natural gas spot prices to spike up. We are going into the shoulder season with a very low inventory level, which is positive. Looking further out 12 months, there is still a lot of supply that can come on stream. When natural gas gets above $4, switching to coal becomes less attractive. Doesn’t expect to see natural gas down to the $3 level again.


Price:
$16.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 COMMENT Must be logged in to use chart C-N CitiGroup

Citigroup (C-N) or Bank of America (BAC-N)? Doesn’t own either one, but if she had to choose, it would be Bank of America. Of the 30 banks checked by the federal government, 5 were rejected and Citigroup was one of them. This bank pays you a dividend of $.04 per year and they can’t increase that nor can they buy back shares. She owns Wells Fargo (WFC-N) which has a yield of 2.4% and got approval to increase their dividend by 17%, and as well, increase their stock purchase plan for this year.


Price:
$47.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 COMMENT Must be logged in to use chart COS-T Canadian Oil Sands

Had to increase their CapX spending for operational issues, so you are not going to see a lot of production growth. This is going to be a play on oil prices.


Price:
$22.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 PAST TOP PICK Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

(A Top Pick April 9/13. Down 4.55%.) Got hit with the rising rates, as all REITs did. Likes the senior housing industry and they are a dominant player. The demographics are working in their favour. Occupancy is still below where they were in prior peaks. Likes that management is focusing on Canada for growth. Yield of about 5.2%.


Price:
$10.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-01 DON'T BUY Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

This stock has done very well. She has not been investing in Canadian retail generally. Revamping their stores. Probably fairly valued at this time. Dividend of 1.2%. (See Top Picks.)


Price:
$105.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 DON'T BUY Must be logged in to use chart DH-T Davis and Henderson

Made a great transition from cheques into loan compliance services, registration of property liens and student loan portfolios. 4.1% yield is attractive. Growing its earnings in the high single digits and trading at about 13X earnings. Thinks it is fairly valued.


Price:
$31.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 COMMENT Must be logged in to use chart F-N Ford Motor

Stock had a big jump because of the March sales numbers. She doesn’t own any of the auto OEMs and doesn’t tend to respond to monthly sales numbers. Auto sales are close to the 15,000,000-16,000,000 mark. These are very cyclical names. With the depreciation of the Japanese yen, Japanese manufacturers could potentially get a little more competitive on their pricing.


Price:
$16.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-04-01 DON'T BUY Must be logged in to use chart GE-N General Electric

Very large, diversified/financial services company. Financial service is still 35%-40% of its business. Targeting to bring that down to 30%. This has hurt their multiple somewhat. Performance has lagged all industrials. A good play on the overall US economy. There are other names she prefers.


Price:
$25.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 1,141 entries
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