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
2016-06-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. His initial reaction on Brexit is that they have to negotiate for 2 years, and then there is probably another year on top of that because they have to get 27 remaining EU members to ratify to whatever was agreed to. It then goes back to the UK Parliament. We are looking at 3 years and it is far too early to say what is going to happen. There is a big question mark as to whether they will go ahead. First of all, the referendum was not legally binding. It has to be ratified by parliament and there is a strong Stay movement in Parliament.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-06-27 HOLD Must be logged in to use chart ABX-T Barrick Gold

Gold has gone up with fears about the BREXIT and global uncertainties. If there is some easing on the fears of BREXIT, then he could see gold pulling back $100 an ounce.


Price:
$27.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-27 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick June 22/15. Down 5.03%.) The impact of BREXIT is quite neutral on this.


Price:
$115.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Must be logged in to use chart AGU-T Agrium

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)


Price:
$115.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 DON'T BUY Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

He doesn’t like this, and doesn’t like power companies generally, because of exposure to coal driven energy, which is going to hurt them.


Price:
$11.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-27 COMMENT Must be logged in to use chart AWK-N American Water Works Co. Inc.

Trading at 22X PE for this year, and 24.7X PE for next year. That is far too high. The target price is $71.54 a year from now. This is a regulated business, and that is tough.


Price:
$81.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-27 COMMENT Must be logged in to use chart BPY.UN-T Brookfield Property Partners

If you are going to participate in the Brookfield group, you should go through Brookfield Asset Management (BAM-T), because they have minimum exposure to London as well as to Europe.


Price:
$29.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-27 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Suncor (SU-T) or Canadian Natural Resources (CNQ-T). Doesn’t own this, but it is on his potential Buy list. Thinks very highly of management. If he had to choose just one, he would probably go with this.


Price:
$37.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-27 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of his favourite energy stocks. It is one of the best companies in Canada. They have 7000 prospective wells, many of which are subject to the benefit of water flood. You are going to see continuing increases in production. Feels that eventually the dividend will start to be increased.


Price:
$19.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 COMMENT Must be logged in to use chart FLS-N Flowserve Corp.

Had owned this several years ago, and it was a Top Pick on many occasions. When the economy started to slow, more particularly the oil/gas industry, he sold his holdings. They produce valves, pumps and seals for a variety of different products for the chemical and oil industries. Trading at 17.1X this year’s earnings, and 15.1X next year’s. He is really focusing more on the companies that may use their products.


Price:
$43.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-27 COMMENT Must be logged in to use chart G-T Goldcorp Inc

Thinks their outlook is very positive. They have been having some issues with several of their mines. He likes this one very much.


Price:
$24.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

Loves the company. It closed last night up $53.85, and the target one year out is $64. Earnings growth is 11% this year over last year, and 7.4% next year and 5.6% the year after. One knock is that it has 14% exposure to UK and 42% to Europe. They have $7.4 billion in cash and credit line as a war chest. If you are a three-year holder, he would buy this.


Price:
$53.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Must be logged in to use chart HD-N Home Depot

He is very keen on the whole building business in the US. The existing home business is about 90% of the activity, so with people’s rising income and the rising equity in their homes, and an increasing number looking at renovations, this is right up this company’s alley. Looking out 2-3 years, this is going to be a huge winner. Dividend yield of 2.21%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)


Price:
$124.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 COMMENT Must be logged in to use chart K-T Kinross Gold

He likes this company, but one thing that has bothered him a little in this marvellous boom in gold and gold stocks is that most gold companies are trading at the top of the Bollinger band, which is not a great time to buy historically. However, this one is only halfway up. From a technical point of view, this is still a bit cheap so you could buy it.


Price:
$6.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-27 PAST TOP PICK Must be logged in to use chart MFC-T Manulife Financial

(A Top Pick June 22/15. Down 28.5%.) He likes companies that have great operations offshore, and the Asian growth for this one has been quite dramatic. Hadn’t thought rates would stay down for as long as they have. With the current drop, he would Buy more.


Price:
$16.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,468 entries
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