Viewing Expert Peter Brieger | StockChase
stockchase picture

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
2016-05-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Some indicators are becoming very positive, especially as they relate to the consumer. The recovery of housing prices, hours worked, total income available and the increase in the workforce. There is money available for housing and autos, the 2 main drivers of the US economy. There are some negatives, but even though you drill down into the industrial production, which was down, you suddenly realize that the manufacturing production was up and the mining and utility index was way down, which had put it down. We are not going to get any clarity on oil for 2 reasons. 1) we don’t know how long the impact of the wildfire in the oil sands area is going to last and 2) there has been a major change in Saudi Arabia and the indication is that they will not want to put a lid on production.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2016-05-09 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs or utilities? He would lean towards REITs, which have lower price to cash flow ratios. The wild search for yield on utilities has gotten way out of line. The focus is going to be on yields, which will keep the price to cash flow ratios higher on utilities than what they should be. From a risk point of view, REITs are in better shape.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2016-05-09 TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick April 27/15. Down 9.41%.) The long-term thesis is that the growth in the world’s population is going to be in emerging markets. Both growth and demographics are very much in their favour. You have a younger population becoming wealthier which will probably want to improve their diet and eat more protein. Also, there is a drought in Brazil. China and India could double their fertilizer applications. The retail business is their crown jewel. You are looking at free cash flow, even after dividends, of $4 to $7 for the next couple of years.


Price:
$109.620
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 COMMENT Must be logged in to use chart AX.UN-T Artis Real Estate Investment Trust

He has a couple of accounts that do own this. It is a good long-term bet. Dividend yield of 8%.


Price:
$13.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

It has moved too far and too fast. There are still lots of questions, particularly on the transportation side, where they are trying to put together a cohesive transportation/production platform. The Delta orders were a great plus and can be used as positive leverage. 3 questions. What price are planes going to be sold at, when will the cash flow come through, and who is going to finance the working capital until the planes are finally sold and cash starts coming in?


Price:
$1.990
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-05-09 HOLD Must be logged in to use chart CGX-T Cineplex Inc

Continues to like this. It’s a great long-term story. Likes what they are doing over and above the straight cinema exhibition. Ticket prices will probably continue to go up along with everything else. They are dependent on the quality of movies coming down the pike, but there are other aspects of their offerings to the public, and he likes all of them.


Price:
$49.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

If you believe in the North American economy, which he does, rails are a great way to play it. Prefers this over Canadian Pacific (CP-T) although there is nothing wrong with CP. This has been the cream of the crop in terms of performance, which will continue going forward.


Price:
$75.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Looking at the consensus projections, this is probably more attractive, but thinks they have more work to do in getting their house in order. (See Top Picks.)


Price:
$177.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2016-05-09 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Encana (ECA-T) or Crescent Point Energy (CPG-T)? Wants to sell one to buy the other. He would sell Encana. Thinks this company’s management’s head and shoulders above anyone else in the oil patch.


Price:
$19.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 COMMENT Must be logged in to use chart DIS-N Walt Disney

Their most recent problem is the great floods in Shanghai, which closed the Disney park there. That will have an impact, but by and large if you are have a 3-5 year view, this is one of the top ways to play the consumer area. Regarding cord cutting, there is a risk from a TV side because of the fracturing of the control of the viewers. This is one of the reasons he does not like telecommunication stocks. Thinks the concern is overdone.


Price:
$105.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 COMMENT Must be logged in to use chart ECA-T Encana Corp

Encana (ECA-T) or Crescent Point Energy (CPG-T)? Wants to sell one to buy the other. He would sell this one. If you didn’t have to sell, he would continue holding this as well.


Price:
$7.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-05-09 COMMENT Must be logged in to use chart ECA-T Encana Corp

There are lots of senior oil companies’ debt still considered to be investment grade, so he is personally looking at some of the senior bonds, because they are well off the price close to par. If you can pick it up somewhere around 80 or 90, you are getting a pretty good yield, plus a potential capital gain. He hasn’t pulled the trigger yet.


Price:
$7.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-05-09 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

A good, solid utility. Has a 9%-10% potential growth going forward this year and next. Price to cash flow ratio is on the high side. They are doing some interesting stuff in BC and out west. A creative management which is diversifying. Has a reasonable yield.


Price:
$40.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

The obvious thing is what is going on in Alberta, where they are being hit. On the other hand, they have diversified into the US in apartment buildings and away from Alberta. If you have a 2 or 3 year view, you should find this is just fine. Dividend yield of 6.7%.


Price:
$22.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 DON'T BUY Must be logged in to use chart IFP-T Interfor Corp

Doesn’t own any lumber stocks at this point. The 3 he would look at would be this one, Canfor (CFX-T) and West Fraser Timber (WFT-T). If he were buying, it would be this company, which is the cheapest. It also has the largest exposure to US manufacturing. However, he wouldn’t touch any of them because there is the US lumber dispute that is going to heat up again. It looks like the US does not want to extend the current arrangement.


Price:
$11.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 4,445 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.