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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 Symbol Company Opinion Price
2013-04-22 N/A A Commentary A Comment -- General Comments From an Expert

Markets. The worst case is that we go back to last summer’s lows but he doesn’t believe that will happen.  Fears include slow down in US and worries about China but does not include Europe this year.  We don’t have revenue growth so how do we have market growth.  You had weather problems last year.  72% of analysts are bullish and that is worrisome.  You could see some weakness but not to last summer’s lows.  Copper has gone down about as far as it is going to.  He prefers US vs. Canada for growth but for dividends, stay in Canada.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-04-22 N/A A Commentary A Comment -- General Comments From an Expert

Sell in May and go away?  He is going to watch it very carefully.  Maybe it is April.  But we are seeing the housing market in the US recover.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-04-22 PAST TOP PICK AGU-T Agrium

(Top Pick Apr 25/12, Up 0.01%) Likes it for a 3-5 year hold.  Growth of population and developing nations’ middle class require more and more food.  Extreme weather conditions have created doubts about demand for fertilizer this year.  Likes this one for its retail exposure.  He would buy it.

 Price:
$93.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 DON'T BUY BBD.B-T Bombardier Inc (B)

Won’t own it for a while.  Chinese regional jet market is divided into two companies, one of which is served by a competitor and the other by BBD.  Problem with the ‘C’ series orders and specifically Porter.  Island airport can’t take the ‘C’ series at this time.

 Price:
$3.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-04-22 PAST TOP PICK CEF.A-T Central Fund of Canada Ltd (A)

(Top Pick Apr 25/12, Down 16.65%) We are in the hands of speculators.  He does not know what gold is going to do short term.  Almost made it a top pick today, however.

 Price:
$17.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 BUY CM-T Canadian Imperial Bank of Commerce

He wants companies with more global exposure.  There are huge worries about Canadian banks with their exposure to real estate.  CM is the most exposed.  He is not worried about real estate affecting the banks, however.

 Price:
$77.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-04-22 TOP PICK CPG-T Crescent Point Energy Corp

WTI and Western Canadian Crude spread is going to narrow.  This will happen when Transcanada gets the go ahead to ship oil to Eastern Canada.  Keystone might go through. 

 Price:
$36.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 HOLD CSX-N CSX Corp

Much cheaper than CNR in Canada, or CP.  Great turn around but it has run ahead of itself.

 Price:
$23.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-04-22 TOP PICK IPL.UN-T Inter Pipeline Fund

(Top Pick Apr 25/12, Up 31.75%) Signed two basic contracts that will contribute significantly to cash flow per share.  Question is how high the dividend will be in 4-5 years. Great long term story. 

 Price:
$24.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 BUY MDLZ-Q Mondelez International

Likes it.  Great growth potential ahead.

 Price:
$31.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 BUY SCL-T Shawcor Ltd. (A)

Believes pipelines will be one of the great growth areas in Canada.  You will see new pipelines being built.  Trans-Canada is going to cross country.

 Price:
$38.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 COMMENT SPM-T Scorpio Mining Corp.

Looks at it as a silver play.  Prefers SGN-X, but owns both.

 Price:
$0.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 HOLD TCK.B-T Teck Resources Ltd. (B)

The focus is China.  They need copper and they need coal.  It will happen in the next 1-3 years. 

 Price:
$26.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-04-22 TOP PICK TD-T Toronto Dominion

One of the cheapest Canadian banks.  Likes their growth strategy in the states.  Not that much exposure to mortgages.  Relatively immune to fears about real estate.  Gradual dividend and earnings increases.

 Price:
$80.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-22 DON'T BUY TLM-T Talisman Energy

He prefers others.  This is the cheapest in the space.  It is a speculation on a take-over.  There could be announcements made in an upcoming meeting.  He doesn’t play the M&A game so he isn’t in this one.

 Price:
$11.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 3,771 entries
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