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Christine Poole , Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2015-06-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Markets have been pretty range bound for most of this year. First we had a lot of weakness in economic data in the 1st quarter. Based on the strong US employment numbers in the last 2 months, it was largely weather-related and strikes in the Western ports. There is a rebound in employment which suggests we should see better economic growth going forward. With lower energy prices and the stronger US$, there has been a negative profit revisions for the S&P 500. Going forward, there is not a lot of room for multiple expansion, and it may be a profit driven story from here on. Feels the US economy is on a slow path to improvement. Also, consumers will benefit from lower energy prices, and if they stay low consumers will start spending. Improving employment will also lead to consumer spending. Thinks the US currency will stay strong and investors should continue having some of their investments in the US.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-06-09 SELL Must be logged in to use chart AC-T Air Canada (B)

(Market Call Minute.) She does not buy airlines. Has had a really good run and she would be inclined to take profits.


Price:
$13.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 BUY Must be logged in to use chart AGU-T Agrium

She likes the fertilizer space longer-term just because of emerging market growth and increasing demand. This is a much more diversified one seeing that they have the retail business. Nitrogen is their main nutrient, which tends to be a nutrient that must be applied annually, primarily for corn.


Price:
$126.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

A well-run company. They have all pulled back because of the decline in crude oil prices. It could likely get back up to $44 over the next couple of years.


Price:
$38.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

If you want to buy the Brookfield group, she would buy this one because that is where all the senior management hold stock, and they own about 20% of the company. It’s on her Watch list. This is probably an attractive entry point.


Price:
$43.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 HOLD Must be logged in to use chart CAE-T CAE Inc

(Market Call Minute.) A simulation company and we are seeing improvements in defence spending and commercial aerospace.


Price:
$15.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-06-09 WAIT Must be logged in to use chart CFW-T Calfrac Well Services Ltd

Energy service names were very strong in the beginning part of the year, and then they pulled back with energy prices. This is on her watch list. She is not buying energy in general, as she feels there could be another pullback in crude oil prices.


Price:
$8.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(A Top Pick June 3/14. Up 24.34%.) Still likes this. Have been very good at driving up concession spend. Going forward there is going to be a much stronger movie slate, which will drive traffic into theatres.


Price:
$48.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 HOLD Must be logged in to use chart COST-Q Costco Wholesale

A great operator and great for consumers. It has been outperforming in terms of same-store sales against its peers. Trading at a very high multiple. Before she got interested she would want to see a bit of a pullback. Too expensive for her.


Price:
$138.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

The company did an equity issue to buy Legacy a couple of weeks ago. Got it at a good price and it is going to be a good acquisition for them longer-term. The company has cut capital spending. Have a very good hedging position this year. Dividend yield of 10.2%, and they would rather cut capital spending rather than cut the dividend.


Price:
$27.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

Likes the aging demographics and the Senior Housing industry. The seniors’ population is going to be growing much higher than the general population. This has been trending down because 1) the prospect of rising interest rates and 2) this is being removed from the REITs Index in mid June, and she expects there is going to be a lot of Index selling.


Price:
$10.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 COMMENT Must be logged in to use chart DGC-T Detour Gold

Thinks the reason the stock has done well is that they recently had a mine tour that just started ramping up production this past year. It is going very smoothly.


Price:
$14.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 HOLD Must be logged in to use chart DH-T DH Corporation

Have done a very good job of diversifying out of their old cheque writing business. Did a big US acquisition which has generally been viewed as positive. Well-run company. Just doesn’t see a compelling reason to own it. 3.25% dividend yield.


Price:
$39.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 HOLD Must be logged in to use chart DOL-T Dollarama Inc.

(Market Call Minute.) Too expensive for her to buy right now.


Price:
$70.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-09 COMMENT Must be logged in to use chart ENB-T Enbridge

The primary reason it has come back from its high of $65 is because of declining crude oil prices and the potential impact it will have on these infrastructure names. The earnings and cash flow visibility is very high for the next 4-5 years, based on what they have in their backlog. A lot of the projects are all “cost of service”, and there is no commodity price sensitivity. 3.3% dividend yield.


Price:
$56.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,535 entries
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