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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
2015-02-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Sees this business cycle extending for 2 to 3 years.  There are lots of catalysts for the US economy to move forward.  The 7 year period for US loan defaults is ending.  There are lower oil prices.  Interest rates have made mortgages more affordable. Consumer savings has built up over the years and cap-x will get a boost because plant capacities are approaching 85% where they find they start to get tight on capacity.  Major risks are geopolitical: Ukraine and Isis.  Subprime lending on homes and autos is back where it was in 2008, which would be the risk to the US economy.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-02-23 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The venture exchange.  They are venture companies so unless you are prepared to possibly lose all your money, you should not go near it.  If the TSX is not working for you, then go internationally, not to the venture exchange.  Suggested UL-N.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-02-23 BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He bought because of the change to the new CEO, who is just what this company needs to get this C3 into production, plus he has the marketing skills. 


Price:
$2.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 PAST TOP PICK Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

(Top Pick Feb 24/14, Down 8.13%) Just continue to hold it.  Gold is basing around $1176.  It should range up to $1280 or $1300.


Price:
$15.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 BUY Must be logged in to use chart CGX-T Cineplex Inc

Continues to like it for its prospective dividend growth.  As the box office picks up, so will the stock.  They have other interesting sidelines such as ‘the recroom’.  The PE of 28 is worth it (17 times price to cash flow is what he looks at).


Price:
$50.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

One of his favourite North American rail companies. 


Price:
$86.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick Feb 24/14, Down 14.10%) Thinks dividend is going to be maintained, but you have to be ready in case the oil price stays down.  It would still be a great company at a lower dividend.


Price:
$31.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 DON'T BUY Must be logged in to use chart CVE-T Cenovus Energy

He is not fussy about it and there are others he would rather own such as ECA-T and TOU-T.


Price:
$22.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-23 BUY Must be logged in to use chart ENB-T Enbridge

Likes the preferred, reset shares.  If he was going to be in bonds it would be 1 to 2 year maturities so what he did was to get the yields up by taking high grade preferreds instead.  He likes them in general.


Price:
$61.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 BUY Must be logged in to use chart FLR-N Fluor Corp.

He is happy with it.  It is the cream of the crop.  It has come off because of the fear that energy related projects will be cancelled or postponed.  Long term this is the place to be, however.  The strong US dollar will harm any company with foreign business, but he understands they do some hedging.


Price:
$59.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 WAIT Must be logged in to use chart FTS-T Fortis Inc.

Hold off buying it until you see how the rate picture unfolds later this year and see what the impact is on the high PE income stocks will be.


Price:
$39.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-02-23 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

The 17.1 PE is a respectable multiple.  He is very keen on it and continues to hold it.  He might hope for a little pullback before buying it.


Price:
$55.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 PAST TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(Top Pick Feb 24/14, Up 22.06%) His favourite dividend paying stock.  They have 20 year contracts and have minimal exposure to commodity prices. 


Price:
$33.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 BUY Must be logged in to use chart MFC-T Manulife Financial

The lower oil prices hurt some of the holdings.  Business in Europe is picking up.  Once you have had your fill with bank stocks, take a look at this one.


Price:
$21.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK Must be logged in to use chart PPL-T Pembina Pipeline Corp

He is still buying it.  The key point is that 30% of mid stream business is commodity price sensitive.  Management is going to reduce that to less than 20% over the next few years.  It is a great dividend stock going forward.


Price:
$39.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 4,283 entries
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