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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
2015-06-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  In the most recent CPI numbers 80% of components have a gain of 2.14% and this is a far cry from what people are worried about.  Next year you are going to see 2.25 to 2.5% and then a rise in interest rates.  In 2006/7, the interest rate curve went flat and this is abnormal.  You won’t get a flat yield curve any time soon because that would kill the economy and that is last thing the Fed wants.  


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-06-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Investment Advisor Fees:  He charges 1.25% on the first million and that stays constant regardless of the value changes in the account.  He charges it quarterly.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-06-22 TOP PICK Must be logged in to use chart AGU-T Agrium

Prefers over the others.  Has a great capacity to increase dividends going forward as well as a good yield now.  They can increase their dividend a lot and only be at a 50% payout ratio in a couple of years.  The new management is doing well.


Price:
$126.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 HOLD Must be logged in to use chart ARX-T Arc Resources Ltd

One of his favourites in the Natural gas area.  Energy has been beaten up.  There is a potential additional supply from Iran that has to come to market at some point.  If the G7 does a deal with Iran, which he thinks will not happen, it could lead to a million barrels of supply in a year.  He decided to stand back and watch and wait.  It’s far too late to sell.  He would continue to watch it and hold it, but don’t buy at this time.  5.5% yield.


Price:
$21.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 HOLD Must be logged in to use chart BBD.B-T Bombardier Inc (B)

We are in limbo still.  Their tests have gone quite well and they had encouragement from Swissair.  Orders are hopefully coming.  They talked about the 100 and 300 series’ and now the 500 series.  He thinks that will be a little tough.  He thinks the jet will work out and of course they are doing wonders in the rail area.  They should be in better shape a year down the road.


Price:
$2.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 DON'T BUY Must be logged in to use chart BNP-T Bonavista Energy Corp

He sold it when he thought they behaved badly with a new issue and then a dividend cut.  He prefers ARX-T and CPG-T and CNQ-T.  He also likes TOU-T for gas.  There are better opportunities than BNP-T.


Price:
$7.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 BUY Must be logged in to use chart C-N CitiGroup

He owns Wells Fargo.  If you look at the PE and long term potential of US banks, the capital gains potential is good because they are coming off the lows.  This one probably has more potential going forward.  Money center banks are those centered in New York.  The others are regional banks.


Price:
$56.950
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 DON'T BUY Must be logged in to use chart CAE-T CAE Inc

It has always been a little too highly priced for his blood, but is a technological leader.  They are taking on training programs for various airlines.  There is an estimated 60,000 shortfall for pilots in the world that need to be trained.  If it pulled back he would take a serious look at it.


Price:
$15.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 WATCH Must be logged in to use chart CCO-T Cameco Corporation

Generally he is neutral on Uranium.  There is talk of Japan restarting several reactors after the previous disaster.  There is talk of India, Russia and China planning new nuclear power plants, but that has gone on for some time.  He prefers U-T because you don’t have to worry about production rates and so on.  Hold off on this.  If you saw a reopening in Japan and then orders for new plants globally, you could step in.


Price:
$18.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 DON'T BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

An extraordinarily well run company.  When he is comfortable with the price of oil he will be back into it.  Don’t buy it here.


Price:
$35.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 BUY Must be logged in to use chart CNR-T Canadian National R.R.

It is well down from its highs.  They have discounted some of the worries that emanated from a slowdown in traffic from the first quarter.  A lot of people think the US will slow down and this will impact the rails.  He doesn’t agree.  He prefers this one to CP-T.  This is a good time to get in.


Price:
$75.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick May 20/14, Down 34.64%)  He is down because of the oil mess.  He talked to the company extensively and it is one of the best run companies in the country.  It is going to be a true mid to large cap producer.  They acquire land or companies with land.  They keep on issuing equity to pay for acquisitions.  In the latest deal they picked up 700 wells that are conducive to water flood with recover rates of 15-25%.  Despite all the issuance of new shares, you look at the production growth per share and it is positive.


Price:
$26.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 HOLD Must be logged in to use chart FLR-N Fluor Corp.

The macro argument is that with the coming of the recovery in the US and eventually Canada, there will be a lot of money spent on infrastructure.  Two others are JEC-N and SNC-T and to a lesser extent STN-T.  He wants to see more of an improvement before jumping into them.


Price:
$55.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 PAST TOP PICK Must be logged in to use chart HTZ-N Hertz Global Holdings

(Top Pick May 20/14, Down 29.98%) He sold because the board said they had messed up accounting and to restate earnings for the last 3 years.


Price:
$20.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-06-22 PAST TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(Top Pick May 20/14, Down 0.78%) It is down in sympathy.  He is a roaring bull, but would not buy this until things settled down in the sector.


Price:
$29.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 4,335 entries
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