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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
2013-05-29 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Looks like bond yields are going up and we are going to touch 2.50 on the 10 year US treasuries and perhaps something similar in Canada but he doesn’t think they are going to go up enough in the short term to cause much damage to stocks. Technically, markets are overbought. Bull/bear ratio is close to 3 and that traditionally calls for a correction. Margins are at record levels which is worrisome. However, price/earnings ratio based on forward earnings on the S&P 500 is 14.3 which historically has been between 7 and 22 since World War II. Looking out 2 to 3 years, he is very bullish.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-05-29 N/A A Commentary A Comment -- General Comments From an Expert

Gold. Likes gold but thinks we have to see some basing and we are in the process of seeing that between $1300 and $1400. Because of the continuous printing of money, which has been a total debauchery of the currency, at some point, they are going to have to have a new currency system and gold will play a key part and the price of gold will be very much higher.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-05-29 N/A A Commentary A Comment -- General Comments From an Expert

What would your favourite stock be assuming the Keystone pipeline gets approved? What immediately springs to mind would be Crescent Point (CPG-T), mainly because you would see a narrowing of the spreads. Also, Canadian Natural Resources (CNQ-T). TransCanada (TRP-T) would have a bit of a run.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-05-29 N/A A Commentary A Comment -- General Comments From an Expert

Bell Canada (BCE-T), Telus (T-T) or Rogers (RCI.B-T)? There are a couple of interesting things that have happened in the last few days. First of all Telus trying to buy Mobilicity. He is not sure this is going to work. If it doesn’t, then the question becomes what happens to these marginal players. If the marginal new producers fall by the wayside, then the government is going to have to rethink its competition policy. Of the 3 companies listed, he feels Rogers has the best potential growth rate at this time and is probably the cheapest in terms of P/E ratios. BCE is a well-run company but growth is not there is much as there is for the other 2.

 Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2013-05-29 BUY AEM-T Agnico-Eagle Mines

Likes this one along with Yamana (YRI-T) along with Kinross (K-T). Feels they are looking around for acquisitions of cheap gold mining companies.

 Price:
$31.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-05-29 HOLD AGU-T Agrium

Because of the miserable weather in the US, in the short term he sees pressure on prices of ammonia, urea, potash and phosphate. If farmers think there is not going to be much of a growing season, they will hold back on buying fertilizer. His target is $114-$120.

 Price:
$94.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 HOLD BNP-T Bonavista Energy Corp

Thinks natural gas is going to build a base here of $4. On a macro basis, he sees a huge potential increase in demand from people wanting to supply gas for LNG purposes. He has a target of around $18. Good yield.

 Price:
$16.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-29 PAST TOP PICK CASH CASH

(A Top Pick May 23/12.) He was holding 20%-30% at that time but is now down to 5%-10%.

 Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 PAST TOP PICK CEF.A-T Central Fund of Canada Ltd (A)

(A Top Pick May 23/12. Down 16.3%.) Likes it for his client’s exposure to gold and silver bullion.

 Price:
$16.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 DON'T BUY ECA-T Encana Corp

If natural gas proceeds on an upward course close to $5, (which he doesn’t think it will) it will build a base of $4-$4.50. This could be helpful to them. What he thinks will be the big driver for all the natural gas companies is the drive to export LNG.

 Price:
$20.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-05-29 COMMENT ENB-T Enbridge

Likes this. Great growth story long-term. If any company is going to be vulnerable to a rise in interest rates, he thinks it would be this. (See Top Picks.)

 Price:
$45.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 BUY HR.UN-T H&R Real Estate Inv Trust

Mid-March, they turned over the Bow project in Calgary to Encana (ECA-T), a 25 year lease and have just completed an acquisition of Primaris, which gives them a major leg up into the retail business. The major business is 40% Ontario, 30% US and the rest is scattered.

 Price:
$23.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 DON'T BUY IMO-T Imperial Oil

As a treasure trove of energy technology, there is none that can surpass this. Of the 4 major oil sands players, this is the most expensive. Until there is a resolution of the Keystone situation, he would stay away from any of the oil sands stocks. Even if the Keystone does not go through, real capacity is expected to be doubled over the next 2-3 years.

 Price:
$40.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-29 PAST TOP PICK IPL.UN-T Inter Pipeline Fund

(A Top Pick May 23/12. Up 26.78%.) Well managed. Management had a vision and they stuck to it.

 Price:
$23.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-29 TOP PICK IPL.UN-T Inter Pipeline Fund

Focuses on conventional oil/gas pipelines and energy storage in the UK. Recently signed 2 contracts and the joint cash flow from those will allow it to increase the dividends. Target price of $26.50.

 Price:
$23.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 3,800 entries
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