Christine Poole

Believes consumers have exhausted stockpiles of cash built up during the Covid-19 pandemic. Inflation eating into the consumer in a meaningful way. Expecting upcoming S&P 500 earnings to grow. China softness and quarter earnings will be felt in the markets, and will be interesting to watch. If interest rates have peaked, and start to fall - will drive further economic gains. 

Best bank on Wall Street. Only US bank in portfolio. Excellent management team that consistently outperforms. Recent earnings reports very strong. Excellent balance sheet. Ability to generate earnings unparalleled within sector. 

Engineering design firm not associated with liabilities of construction. M&A very strong the past few years. Strengthening environmental reclamation business. Beneficiaries of US Inflation reduction act. Excellent balance sheet allows for growth. Very strong management team that is proven in all aspects of market cycles. 

Excellent management team with very strong business. Will continue to own shares. Advertising business dominant with search engine strength. A.I. and cloud business also growing very well. Recent cost cutting also good for bottom line. Expecting higher productivity going forward. Will continue to own shares. Wait for pullback to buy more shares. 

Continues to own shares in growth portfolio. Volatile stock but business is strong. Growing very well in Canada. Distribution and inventory concerns seem to fading. Expecting margins to improve. USA growth expected to continue. 

Long term 0 a very good investment. Digital payments excepted to growth further. Very good business with high margins. Lots of room for top line revenue growth (expecting double digits). "Tap Pay" growth accelerated curing Covid-19. Will continue to hold shares. 

Top railway pick. Has been a long term investor in the company. Would recommend buying on recent share price weakness. Assets are very valuable given ability to build new rail lines. Pricing is inflation protected. 

Excellent business, but would wait for share price weakness before buying. Performance has made shares expensive. Weight loss drugs performing very well. One concern is that weight loss drugs are unproven. 

Excellent company, and would recommend holding. Wait for share price weakness before buying given high valuation. 

Owns shares in company and likes prospects of business. Under performance of company not a concern. Emerging markets will present opportunity for growth. Inflation has made for tough times on the bottom line. Would recommend investors to be patient. Expecting positive changes in company with new activist investors. 

Does not own shares. Recent share price erosion a good place to buy. Post Covid-19 demand has fallen, which has reduced revenues. Patent expiration also a major concern. Very old company, but would wait before buying. 

Does not own shares, but share price has been growing steadily. Strong business, but valuation still seems high, so would wait for weakness before buying. 

Does not own shares in company. Leader in generic clothing. Lost cost producer, but does not believe in growth outlook. Management changes a concern. Would not recommend investing at this time. 

Recent performance good for investors, but generally stays away from sector given cyclical nature of business. Would recommend selling on strength of share price. 

Owns shares in portfolio. Major holder of company. Recent lagging in share price not a concern. Very high margin business. Despite lack of new products, still believes in future of business. Also expecting A.I. growth with technology.