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

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Peter Brieger , Chairman & Chief Executive Officer

GlobeInvestment Capital Management

Address
20 Queen Street West
Suite 3308
Toronto, ON
M5H 3R3

Contact Info
Telephone: 416-591-7100
Fax: 416-591-7133
Email:
Website: http://www.globe-invest.com


Date Signal Chart Symbol Company Opinion Price
2014-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The market is in over bought territory.  Either the market will move sideways, or you get a decline.  It will be 5 or 10% at the most.  He thinks Russia could spook the markets regarding the Ukraine.  Thinks we may be nearing the bottom in oil prices.  Sees continued improvement in corporate profits.  Sees a reenergized US consumer.  The outlook is improving dramatically.  There is room for a PE adjustment to the upside.  US inflation should ramp up next year.  Wage rates will be up as unemployment rates come down.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-11-24 HOLD Must be logged in to use chart AGU-T Agrium

You are looking at a 5% total return.  It does not interest him.  It is getting tired.  He is considering selling it.  If you are a long term holder, then continue to hold it.  The world has to get fed.  He is considering moving to Monsanto (MON-N).


Price:
$112.420
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-24 TOP PICK Must be logged in to use chart BMO-T Bank of Montreal

He has been buying it for years.  Likes their presence in Chicago with Harris bank.  As the US does better, so should this bank.


Price:
$83.200
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 WEAK BUY Must be logged in to use chart BNP-T Bonavista Energy Corp

Have had a checkered existence because of a past dividend cut.  But given the current yield and that management learned something about keeping their word, you could own it.  The 7% dividend is a bit of a risk.


Price:
$10.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-11-24 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Recently announced some cutbacks and puts some negative attention on them.  It means they are not sitting by and letting payrolls build.


Price:
$70.190
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-24 PAST TOP PICK Must be logged in to use chart CFP-T Canfor Corp

(Top Pick Nov 25/13, Up 25.64%) He sold it during the interest rate scares.  His re-entry point would be $24/$25 level.  Seasonality will keep him out until spring.


Price:
$27.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of his favourites.  He has owned it forever.  One of the premier oil companies in Canada.  They have been skillful in buying acreage that they think is highly prospective and it has turned out to be just that.  They have looked for companies that have similar acreage to acquire.  They are looking at 7600 wells to be recovered through water flood.  The incremental cash flow is attractive.


Price:
$36.040
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 STRONG BUY Must be logged in to use chart G-T Goldcorp Inc

He likes gold.  It is too early to say gold has hit its bottom.  You see gold basing here on a 5 year chart.  Gold is approaching a very strong buy here.  This is his favourite in the group.  It is ending its CAP-X cycle so you are going to see pretty strong growth in cash flow.


Price:
$23.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 DON'T BUY Must be logged in to use chart GD-N General Dynamics Corp.

It has had a good run.  Russia and the Ukraine will focus investors on defense stocks.  But this one is very overbought.


Price:
$144.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-24 WEAK BUY Must be logged in to use chart GE-N General Electric

If you have a wide number of US holdings then you should be more specific than this one.  Otherwise he thinks this one will be much higher in 1 to 3 years.  Prefers companies with narrower exposure.


Price:
$27.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-24 BUY Must be logged in to use chart HAL-N Halliburton Co

He is particularly interested in it after their acquisition.  It is cheaper than SLB-N.


Price:
$49.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-11-24 BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

REITs. H&R is one of his favourites.  He is favourable to REITs now.  They took a nasty hit during the taper scare last year.  All REITs should do well, especially HR.UN-T.  6% yield. 


Price:
$22.280
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(Top Pick Nov 25/13, Up 40.53%)  As you see the increase in utilization of existing pipelines you will see further dividend growth.  14-15% return is pretty good.  Keystone could provide even more potential for dividend growth.


Price:
$34.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 BUY Must be logged in to use chart L-T Loblaw Companies Ltd

It is going to be 2-4 years to see the synergies from the Shoppers acquisition.  The combined company looks awfully good.


Price:
$60.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-24 BUY Must be logged in to use chart MFC-T Manulife Financial

Stock vs. Stock:  MFC-T vs. SLF-T.  Owns MFC-T and not SLF-T.  MFC’S growth over the next 3 years is higher in each year over SLF-T.  MFC-T’s PE ratio is slightly higher.  SLF-T is a great company and has been outperforming MFC-T but going forward MFC-T can pick up their business.  With their growth rate in Asia and in asset management, they will do particularly well.


Price:
$22.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 4,232 entries
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