Viewing Expert Christine Poole | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Christine Poole , CEO & Managing Director

GlobeInvest Capital Management


Date Signal Chart Symbol Company Opinion Price
2016-06-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Both US and Canadian markets have had a pretty good run from their lows. TSX was up 20% from January lows, and the US about 16%. It isn’t surprising that we are getting a bit of consolidation or pull back. Markets seem to be wanting to find a reason to pull back, so everyone is focusing on BREXIT, which has been an overhang for the last few days. It looks like a lot of the official agencies are calling for a quicker pass to rebalance supply and demand on oil. If crude hits $50-$60, that may be enough to have some additional supply come on stream in North America. Doesn’t think the Canadian economy will go back into recession, given that the US economy is recovering, and we are their largest trading partner. Banks have had a nice run from the beginning of the year, and are still very well reasonably priced based on historical valuation levels. They are yielding over 4% and are continuing to increase their dividends. Pulling back a bit, so now is a good chance to get in if you don’t have exposure.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-06-14 BUY Must be logged in to use chart ABT-N Abbott Labs

Acquiring St. Jude Medical to enhance their stent products, and Alere, which is a diagnostic company. The stock pulled back when they announced the St. Jude acquisition, as it is quite large. The company will probably have to issue some equity to fund both acquisitions. She really likes management. This is an attractive entry point.


Price:
$37.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 COMMENT Must be logged in to use chart ABX-T Barrick Gold

Has had a really nice rally year to date with the gold price recovery. Thinks the stocks are a little ahead of the commodity. There is political uncertainty which would be beneficial for gold. If the US$ weakens, that would also be beneficial for gold. Her preference is to own the actual commodity, or the Central Fund of Canada.


Price:
$25.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

This has had a really nice bounce off its lows. It is very crude oil levered. She thinks it will survive.


Price:
$7.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-14 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

She doesn’t own any uranium stocks. After the disaster, there was a moratorium on a lot of nuclear plants. It has been very slow to come back on stream. Eventually, for countries like China, nuclear is going to be a source of power for their energy demands. There is no near term catalyst for uranium. If you have a very long-term horizon, you could keep holding it.


Price:
$14.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 COMMENT Must be logged in to use chart CGX-T Cineplex Inc

The largest theatre operator in Canada. The one thing they cannot control is the type of movies that is going into their theatres. Had a very good past year and there is a good slate coming up. Very good operators and are increasing concession per spend. Also branching out into new areas such as family entertainment centres. Also, slowly increasing their dividend. Dividend yield of 3.1%.


Price:
$51.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

The leading US drug retailer. Drugs account for about two thirds of their revenue with the rest coming from Pharmacy Benefit Managers. The company targets a compound annual growth rate in earnings of 10%-14%, and she feels they are on track. Acquired Targets’ pharmacies last year, which increase their presence by about 10%-15% in terms of location. Dividend yield of 1.78%.


Price:
$96.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 BUY Must be logged in to use chart CVX-N Chevron Texaco

A large integrated company based out of the US. An excellent long-term core holding. She tends to stay with Canadian ones for energy exposure. This company can take advantage of the low point in the cycle to buy assets at attractive prices. As a refiner, they benefit when commodity prices go down. Pretty good dividend yield of about 4.3%.


Price:
$101.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 WATCH Must be logged in to use chart CXR-T Concordia Healthcare

A higher risk name in that that they grow through acquisitions. Last year they did a big acquisition that is going to change their geographic exposure, making it much more international. Have taken on a lot of debt to fund that acquisition. She’d rather wait and see how things progress.


Price:
$29.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 BUY on WEAKNESS Must be logged in to use chart DOL-T Dollarama Inc.

An excellent company. As a value investor, this is relatively expensive for her. The only way to get this is to be patient and wait for a bit of a pullback. If there is a resurgence in commodity stocks, there might be a pullback in non-cyclical stocks.


Price:
$92.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 HOLD Must be logged in to use chart ECA-T Encana Corp

Their balance sheet is probably more leveraged than some of their peers, but they are a low cost producer. They’ve been restructuring. Cut their dividends. We have likely seen the lows in crude. If you own, continue holding for the long-term.


Price:
$10.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 COMMENT Must be logged in to use chart F-N Ford Motor

Auto OEMs is a very highly cyclical business. Some are saying that North American auto production is near peak levels. Not expensive, trading at single digit multiples. However, when things turn down, earnings can come down quite a bit. Usually you try to buy these early on in their cycles.


Price:
$12.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 HOLD Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This is a large cap diversified biotech company. Higher quality than most. If you have a long-term time horizon, this should do fine.


Price:
$83.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-14 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick June 9/15. Up 34.74%.) This is a play on the Internet and online advertising. Online advertising still has a very strong secular growth trend. When looking at online advertising globally, only about 35% of the overall budget is allocated, so there is still a potential of growing at double digits.


Price:
$733.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 COMMENT Must be logged in to use chart HBC-T Hudson Bay Co.

This has taken over Saks Fifth Avenue and will be rolling out those stores this year. Expanding into Europe. A very competitive environment. The Bay is more of a real estate play than anything else. Doesn’t feel that traditional retail is a long-term secular growth area.


Price:
$14.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,817 entries
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