stockchase picture

Compiling comments that experts make about stocks while on public TV.

Expert Index

List by First Name

List by Last Name

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
2015-04-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is somewhat bullish for the next couple of years. The 2008-2009 session and its correction was so severe it could take up to a decade for the economy to get back to normal levels. This gives you 3 years to go in this bull market. There can be short term disruptions, either geopolitical or weak economic data, but looking out 3 years on how well the US will do and how Europeans might recover, this gives a pretty potent mix for higher markets.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-04-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. With the fracing and the additional non-OPEC supplies growing at quite a rate, oil is going to be in plentiful supply for over the next decade anyways, if not longer. That will be a tremendous plus for the economy. He expects the outlook for oil will be a little higher by the end of this year, but it is far too early to know how the impact of a number of influences will be on the price. Feels that $50-$75 is not a bad price range.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-04-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US$. A 10 year US government bond is at about 196. If you are in Europe and looking at some alternatives there, you can buy a 10 year German government bond for 17 basis points. He doesn’t know who in the right mind lends any money to anybody at 17 basis points for 10 years. Clearly the US bond market is still attractive to foreigners. As that capital inflow is maintained, that is going to put upwards pressure on the dollar.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2015-04-27 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Had thought that inflation would be higher and that international finance would be rockier, and that gold would reflect those 2 things. If something happened to the price of oil, gold would go up.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-27 BUY on WEAKNESS Must be logged in to use chart ABT-N Abbott Labs

He would wait for some sort of correction. Likes this. It is a leader in its field.


Price:
$47.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Must be logged in to use chart AGU-T Agrium

(A Top Pick April 28/14. Up 24.05%.) (In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) The long-term case is that populations in developing markets are going to increase demand for protein and other food stuffs. This company’s major product is nitrogen, which is something that cannot be put off year after year. He is hoping for 18%-19% total return, including the dividend. Because of making great strides in finishing their CapX, he is expecting a free cash flow of $11 per share by 2017. Dividend yield of 3.12%.


Price:
$125.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 SPECULATIVE BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Just bought this recently, and feels that what triggered the purchase was a management change. It has been a family business for years and years, and sometimes it is better for a family to get out of the way, and leave it for professional management. It now could be quite interesting. A good speculation.


Price:
$2.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

The price of uranium, whether it spot or contract, was really in the tank. Then the courts allowed nuclear reactors in Japan to start up again. There are 20 more that have applications in. Doesn’t feel power plants are going to make much difference to the price of uranium. If you are going to be in the uranium space, it should be Uranium Participation (U-T), not this one.


Price:
$20.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-27 DON'T BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Prefers Toronto Dominion (TD-T), Royal (RY-T) and Bank of Montréal (BMO-T). Yields are lower, but CIBC put its foot in it rather badly when they tried to give 2 retiring executives pay stubs of $25 million between them. (The board stopped that.) They keep on stumbling. (See Top Picks.)


Price:
$97.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2015-04-27 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Very high on his Buy List of potential names he would add. (The other being possibly Tourmaline (TOU-T). He is not touching energy stocks right now, because he doesn’t know what the price of oil is going to be. There is another potential down leg. This one is extremely well-managed.


Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-27 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Given his positive outlook on the US and Canadian economy’s, rails are a great place to be looking 03-5 years. He has been buying this when it pulled back to $80. This is the cheaper of the 2.


Price:
$79.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Given his positive outlook on the US and Canadian economy’s, rails are a great place to be looking 03-5 years. Canadian National is the cheaper of the 2, but this one has done a grand job.


Price:
$236.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-27 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick April 28/14. Up down 22.03%.) He plans on buying when it goes below $30. They have an inventory of about 7500 wells, which will keep them going for quite a while. Most of the wells are eligible for a secondary water flood, which can give the production rate quite a boost. He thinks they will continue to do well and will maintain their dividend.


Price:
$32.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 COMMENT Must be logged in to use chart DGC-T Detour Gold

He likes the stock, but right now he is focusing on Goldcorp (G-T). Thinks this will do well because of increasing production.


Price:
$11.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-27 HOLD Must be logged in to use chart FLR-N Fluor Corp.

Has been hit by the energy downturn. He does like it. In that particular space, he feels it is far and above anybody else. You have the cream of the crop in this, and if you have it, Hold it.


Price:
$60.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 4,309 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.