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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
2014-05-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The flat market on the Dow and the S&P 500 is disguising an ongoing correction beneath the surface. There is a rotation out of the small caps. The Russell 2000 is breaking down. You are seeing highfliers being sold to some extent and generally moving into more conservative value oriented big caps. He sees any pullback we get as being fairly modest. Possibly a 4%-5% correction in Toronto, Dow and S&P 500. However, NASDAQ had a 6% correction from 4350 down to 4000 and has since recovered. If the stock markets perceive there is a sustainable increase in economic growth, then the rise in rates will not get impacted that much.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-05-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Inflation. He sees inflation edging up. Looking at the components of the US’s CPI, housing and related rents equivalents is 41% indicating housing is going up. Some indexes in the food area are up 9%-10% since the start of the year and they run about 14% of the CPI. Looking at the breakdown of the underlying components of the CPI, there are medical expenses which are 6% and moving up fairly rapidly.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-05-20 HOLD Must be logged in to use chart AA-N Alcoa

Hasn’t looked at this for some time. Good company. The argument for owning or considering buying is if you can see a continuing US economic recovery, not to mention globally and this will certainly be a player.


Price:
$13.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

This stock is very much dependent on the C series. The latest kick in the pants came from Air Canada (AC.B-T) which indicated they would not be a player. Investors should not take this as a terminal setback as the company is progressing on the order book. In due course he expects it will get to 300. However, until he sees further confirmation of this, forget it.


Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Doesn’t own any communication stocks and doesn’t expect to for some time. There is too much pressure coming into the market from 1) bundling and 2) we are seeing slowdowns in the growth of smart phones, etc. Doesn’t see much growth in this. If you want pure income, this is fine, but if you are looking for growth you should look elsewhere.


Price:
$49.750
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 COMMENT Must be logged in to use chart CAT-N Caterpillar

Deere (DE-N) or Caterpillar (CAT-N) for at least a 5 year hold? His instincts are saying Deere because it is in the food area. This one depends more on a worldwide pickup in construction, so it might be a slightly better pick at this point, but long-term he would stick with Deere.


Price:
$101.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-20 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

There is no bottom in sight for the stock because of the continuing weakness in both spot and contract prices for uranium. There is some question as to how quickly Japan is going to restart some of the nuclear power plants. They also may have put new plans on hold. That’s not the case for China and India. Europe has gone out of the nuclear power business.


Price:
$20.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of his preferred ways to play the Canadian energy sector. This is a company that knows its business and increases its cash flow and dividends. Thinks they are on the way to annual production of 200,000-300,000 barrels a day which puts them fairly close to Imperial Oil (IMO-T), Husky Energy (HSE-T), etc. Yield of 6.29%.


Price:
$44.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-20 DON'T BUY Must be logged in to use chart CVE-T Cenovus Energy

Had operational difficulties and their costs went up and has badly lagged. Prefers Crescent Point (CPG-T). If he was looking at any other names, Canadian Natural Resources (CNQ-T) would supersede this one. He sees a bigger capital gain in it.


Price:
$31.340
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 DON'T BUY Must be logged in to use chart DE-N Deere & Co.

Deere (DE-N) or Caterpillar (CAT-N) for at least a 5 year hold? His instincts are saying this company because it is in the food area. Certainly with the growth of agriculture, in terms of acres planted, that will be helpful to this company. At the current time, he wouldn’t touch this because farmers’ incomes are scheduled to drop next year and possibly the year after.


Price:
$89.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-20 SELL Must be logged in to use chart EMA-T Emera Inc

A major East Coast utility with a reasonable yield. On the other hand, he doesn’t see that much growth. If you own, you should Sell and look at other opportunities. Thinks utilities are fully priced.


Price:
$33.790
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-05-20 COMMENT Must be logged in to use chart GE-N General Electric

Thinks there is more growth left in this stock. It depends on your approach to the US market. If you only wanted one player in the US market, this would be a great quasi “mutual fund”. It is in so much stuff, it does reflect the activity in the economy, which he thinks will get better.


Price:
$26.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-20 BUY Must be logged in to use chart HD-N Home Depot

A great way to play any further recovery in US housing, both new construction and home renovation.


Price:
$77.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-20 TOP PICK Must be logged in to use chart HTZ-N Hertz Global Holdings

Big in the airport business. A great way to play the pickup in business travel, not only in terms of the number of rentals, but as times get better, people upgrade to higher-quality cars with more bells and whistles. The same thing is true for consumers at the airport. Away from the airport, there is tremendous growth opportunity in providing cars to insurance companies and their clients. They are also using some interesting technology to build up retail business. Also, rent a fleet management business along with being in the equipment rental business which will probably be a fast spinoff next year. Looking for rapid growth in their China venture.


Price:
$28.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-20 TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(A Top Pick May 29/13. Up 32.97%.) When we are talking about any interest sensitive stock, you have to take a very hard look at what interest increases will be. Stumbled recently. Had a storage business in Denmark and the UK and of the 4 storage terminals in Denmark, one sits empty. Have plans to capitalize on $3 billion of opportunities on the oil sands pipeline expansion. Looking at potential cash flows per share, he could see an additional $2.50 and they will distribute a very generous part of that to shareholders. His target price is $33 in 12 months. Yield of 4.26%.


Price:
$30.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 4,109 entries
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