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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
2014-07-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Geopolitical situations could go haywire any time now around the world.  R-2000 has taken a hit.  There are comments about the poor quality of lending in the US.  But he doesn’t see anything going very wrong at this point.  It is essential that the republicans recapture the house in the US.  Then people and companies will start spending.  We had a period of tremendous cost cutting in US corporations.  If the economic recovery continues you can see some tremendous upside on corporate earnings.  There is potentially some tremendous upside.  He is finding value here and there.  Stock markets are not terribly overly valued. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Companies borrowing to buy back shares.  He disapproves of buy backs, preferring dividends.  Share buy backs have a short term effect, but it does artificially inflate earnings.  Interest rates ticking higher could really affect profits in this case.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-28 WAIT Must be logged in to use chart BA-T Bell Aliant

Wait for the takeover to complete before selling.  Being acquired allows BCE to increase their dividend.


Price:
$31.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-07-28 WATCH Must be logged in to use chart CCO-T Cameco Corporation

Probably not a buy here.  Signed a deal with China for a couple of reactors.  Uranium is still in the doldrums.  A dismal record in terms of operations.  Hold it, but don’t buy it.


Price:
$22.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-07-28 TOP PICK Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

(Top Pick Jul 22/13, Down 0.19%) You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.  Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.  He will hold it for fundamental reasons.  They are not finding as much gold any more.


Price:
$15.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 PAST TOP PICK Must be logged in to use chart CFP-T Canfor Corp

(Top Pick Jul 22/13, Up 29.60%) Sold it when things got dicey in the housing market.  Now it is on his potential buy list for re-entry.  $22 would be a good entry point, but he hopes to get it cheaper.


Price:
$23.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

When could it split?  Splits are not important.  Only helps if there is a dividend increase.  They usually split around this level.  You won’t get into trouble, but he would like to see the results of the search for an executive member.


Price:
$100.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-07-28 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

One of his favourite stocks.  He is kicking himself for not having bought in.  In the next 12-18 months with a pipeline expansion, you are talking about a million more barrels of throughput.


Price:
$48.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 BUY on WEAKNESS Must be logged in to use chart CP-T Canadian Pacific Rail

Owns CNR-T.  Both rails are priced for perfection.  Will enjoy further earnings growth as the economy continues to improve.  He would not rush in right here.


Price:
$208.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

The oil and gas companies will be facing the tax man as tax pools run out.  But CPG-T is nowhere near that point.  They are aggressive in acquiring company’s land.  They are perfecting water flood secondary recovery. 


Price:
$44.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 BUY Must be logged in to use chart DIS-N Walt Disney

Likes it.  If we are right about the rising US economy, DIS-N will continue to enjoy increasing spending by patrons. 


Price:
$87.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 PAST TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(Top Pick Jul 22/13, Up 61.22%) Valuations are stretched on all four major pipeline companies.  They spent a lot on infrastructure and now there is increased capacity.  It stays a core holding.  It is an attractive entry point for a 3-5 year holding.


Price:
$34.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-28 HOLD Must be logged in to use chart LUN-T Lundin Mining Corp.

Hold based on the turn on base metals.


Price:
$6.410
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Stock vs. Stock.  MFC-T vs PWF-T.  He likes both and holds neither.  His preference is MFC-T at this point, but insurance companies could be impacted by interest rates staying low for a long time.


Price:
$22.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-28 TOP PICK Must be logged in to use chart PD-T Precision Drilling

Likes the energy field.  Most modern and largest fleet in Western Canada.  Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.


Price:
$14.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 4,136 entries
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