Viewing Expert Peter Brieger | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

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
2016-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He remains positive on the market, as he feels US earnings have turned the corner. As we get into 2017 and possibly into 2018, you are going to see an acceleration of earnings. That is going to result from a number of thinks such as continuing consumer spending, CapX picking up and exports, which will be retarded a bit because of the recent 3.5% increase in the US$. Looking into 2017, once we see oil prices having some stability, then we will start seeing a pickup in activity in Western Canada, which will start the earnings flow. He is pretty fully invested, but will pick out names that represent great value, and if necessary, will sell something in order to buy it. Sees good value in the banks right now, a potential for energy stocks which can go up a lot more, and the cyclicals that benefit from capital spending.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2016-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. He doesn’t necessarily believe $60-$65 for 2017. If we see a good base at $50-$55, there will be a good follow-up improvement.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2016-10-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Percentage of gold stocks a portfolio should have? He likes to use 2% or 3%. It’s a good asset class. (See Top Picks.)


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2016-10-24 BUY Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

A small-cap with 25,000 barrels a year equivalent production. He does like it and thinks you could buy it at this point.


Price:
$9.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick April 27/15. Up 4.73%.) The problem in the short term is that they are being taken to the cleaners in the Potash (POT-T) merger. Feels shareholders have to go ahead with this deal holding their nose. It’s a bad deal in the short term. Looking at the whole seed and insecticide area, there are all kinds of mergers going on, and you have to stay big to compete with the big boys. He still likes this.


Price:
$124.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-24 COMMENT Must be logged in to use chart BAC-N Bank of America

His main bank exposure is Wells Fargo (WFC-N). If you look at the forward PE ratio on US banks, relative to Canadian banks, there was a time when they were very much cheaper. Looking at last Friday’s close on the PE going forward, he feels they are both roughly the same. That would be a disincentive for him to look any further at US banks. (See Top Picks.)


Price:
$16.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

The Canadian aerospace business has been hit. The Avro from years and years ago didn’t work. We are all cheering for the C series. He understands that Swiss Air likes them very much. However, we have to see other orders from Air Canada and Delta. Until we see that pick up, he wouldn’t buy this.


Price:
$1.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

If you want to play Canada plus emerging markets long-term, this is probably the name to go to. His preference is to stay within North America, and he likes the banks that have a good position in the US. (See Top Picks.)


Price:
$71.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

For a 5+ year hold? 5 years is tough, because there are 2 issues. 1) When is new demand for reactors going to pick up, and 2) it has an argument with the CRA, which has yet to be resolved. If he were going to own uranium, it would be through Uranium Participation Corp (U-T).


Price:
$10.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 TOP PICK Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

A gold and silver bullion fund located in Canada. The gold and silver is in the vault. There is no hedging or paper sold against it, so you don’t have the risk. One of the potential benefits to the gold price is the short squeeze in bullion. On top of that you have the producers having great discipline because of what they went through during the gold price collapse. You have Central Bank buying and people who want to preserve wealth management. There is a forthcoming supply/demand imbalance coming because of the declining supply from mines. Dividend yield of 0.07%.


Price:
$17.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-24 DON'T BUY Must be logged in to use chart CFP-T Canfor Corp

He likes this as a company, but as long as we are in this interminable fight over softwood lumber duties, he wouldn’t go anywhere near any of these stocks. Once this dispute is resolved, and it will be eventually, this could very well be a Buy.


Price:
$13.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 WAIT Must be logged in to use chart CGX-T Cineplex Inc

Restaurant Brands (QSR-T) or Cineplex (CGX-T)? Has owned this for some time. A great story and continues to think it will do well. However, it is fully priced, and doesn’t think he would chase it here. Hold off until there is some bad news or the market gets hit.


Price:
$51.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-24 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Made a major acquisition in the US, in the wealth management area, which he thinks is positive. They are breaking out of the domestic mode, so he likes it. (See Top Picks.)


Price:
$100.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-10-24 BUY on WEAKNESS Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

A great company. With their projected cash flow, because of the increase in production from Horizon, they are going to be in a free cash flow position in a year or 2. The CEO has done wonders with this company. This is one of the 2 best managed energy companies in Canada. He would like to see it pull back a bit.


Price:
$44.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-10-24 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of the best managed companies in the oil patch. If you see $50 oil prices next year, this is going to do quite well. At $55 oil, it will produce about $125 million in free cash flow, after dividend and after CapX. At $60, which he doesn’t think will happen, you will see as much as $250 million free cash flow. This is really a high-tech company in the sense that they’ve taken the wells they have discovered and have applied a technical approach, water flood #1, which has virtually doubled the output per well, and they are doing some other stuff with liners which also enhances. They have 7000 potential locations, many of which could be applied with water flood. As long as the oil price hangs in, you’ll see a gradual upward trend.


Price:
$17.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 4,501 entries
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