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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 Symbol Company Opinion Price
2013-06-11 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Market was arguably overbought so the pullback was probably needed. There could be a bit more. It is obviously being driven by the uncertainty of the fed pulling back on their asset buying program. Her view is that there will be a gradual withdrawal. Feels that longer-term, we are in a slow global recovery environment and would use this opportunity to add exposure to companies that will benefit from the ongoing recovery. She still likes Canadian banks and pipeline stocks.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2013-06-11 COMMENT ALA-T Altagas Ltd

Thinks they have a bit more frac exposure so she prefers Pembina (PPL-T). Dividend yield of 3.86% which is lower than Pembina.

 Price:
$38.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-06-11 COMMENT ARX-T Arc Resources Ltd

The 3 names she owns in energy are Arc Resources (ARX-T), Bonavista (BNP-T) and Crescent Point Energy (CPG-T). If she had to pick one that was more natural gas, it would be this one. Great operators and provides a yield in the low 5%. Good growth profile and visibility on how they are going to grow their production.

 Price:
$27.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 COMMENT BNP-T Bonavista Energy Corp

Have a very good inventory land base. With the improvement in natural gas prices, the stock has gone up. If gas prices stay above $3, the price is sustainable. Very attractive yield of over 5%.

 Price:
$15.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 COMMENT BNP-T Bonavista Energy Corp

The 3 names she owns in energy are Arc Resources (ARX-T), Bonavista (BNP-T) and Crescent Point Energy (CPG-T).

 Price:
$15.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 HOLD CAT-N Caterpillar

(Market Call Minute.) Has corrected quite a bit from its highs. Leveraged to construction and mining longer-term.

 Price:
$83.520
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-06-11 COMMENT CNQ-T Canadian Natural Rsrcs

Sold her holdings last year because of her concerns on the widening differential of Canadian crude versus WTI. This company was very vulnerable to the price differential. Differential has now narrowed somewhat. Before re-entering this stock, she would want more clarity on how they were going to move their crude from Canada into the US.

 Price:
$29.530
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-06-11 DON'T BUY COH-N Coach Inc

(Market Call Minute.) There are better, more global players with a more diversified product mix.

 Price:
$58.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-06-11 COMMENT CPG-T Crescent Point Energy Corp

The 3 names she owns in energy are Arc Resources (ARX-T), Bonavista (BNP-T) and Crescent Point Energy (CPG-T). If you want something that is more levered to crude, that would be this company. Their strategy is to build a big land base, exploit that and grow their production. Net backs are relatively higher compared to their peers. Dividend yield of over 7%.

 Price:
$36.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 DON'T BUY CSCO-Q Cisco

On her watch list as they will benefit from improving economic and employment growth because they are a networking stock. This is basically a hardware company and hardware is becoming so commoditized, even for this company which is a leader. Have a lot of cash. She is not keen on technology hardware companies right now.

 Price:
$24.070
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-06-11 PAST TOP PICK CSH.UN-T Chartwell Seniors Housing

(A Top Pick June 12/12. Up 17.71%.) Really likes it down at these levels. Has pulled back on higher interest rate environment fears. This one has the ability to grow their cash flow. Hasn’t raise their dividends in the last 2 years but there is a good chance they will do this later on this year. Yield in excess of 5%. Still likes.

 Price:
$10.070
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 COMMENT ECA-T Encana Corp

New CEO is going to have to step back and reassess their long-term strategy. Was probably over optimistic on natural gas prices. Have to keep their costs low and not overpromise on their production targets. Her view is that natural gas prices have troughed and are probably going to be in an upward trend to the $3-$4 level. She prefers some of the smaller intermediate producers that have a higher yield.

 Price:
$18.540
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-06-11 PAST TOP PICK ENB-T Enbridge

(A Top Pick June 12/12. Up 15.3%.) Would definitely buy at this price. Very good earnings growth visibility of 10%-12% over the next 4 years. Also expects dividends to grow in line if not stronger.

 Price:
$44.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 TOP PICK GIB.A-T CGI Group (A)

Likes the European-based acquisition they did last year. Synergy targets to improve margins are coming in ahead of schedule so management has recently increased these targets.

 Price:
$30.120
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-06-11 DON'T BUY LLL-T LuLulemon Athletica

This is priced as a growth stock as the price/earnings multiple has always been very high. Even after the 17% decline today, it is still trading at 30X PE. Still too expensive for her.

 Price:
$69.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 897 entries
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