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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
2014-03-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Has concerns you would get from continued slowdown in China.  If you saw a few more bankruptcies, some people say that would be good, rather than bailing them out.  The number of stocks in the US has reduced due to M&A and so supply has reduced.  That should be good.  Capital spending is lagging.  You could see more Cap-x spending and that would be good for markets.  He is very picky about what he buys right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-24 TOP PICK Must be logged in to use chart AGU-T Agrium

It has to do with what’s going on in the Ukraine.  They were the fourth largest exporter of corn in the world and about to jump to number 3.  You could have a major disruption in corn and wheat and it could be beneficial to producers in other parts of the world.


Price:
$104.770
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 WAIT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Is waiting to see how the order book for the ‘C’ series works out.  He might look at it very seriously.  2.5% dividend, but he is not sure on the sustainability.


Price:
$4.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 WEAK BUY Must be logged in to use chart BCE-T BCE Inc.

5.2% dividend.  He has nothing in the communications area.  Dividend is safe.  Doesn’t see increases, however due to competitive pressures. Prefers pipelines for income, but you could own this one for income also.


Price:
$47.410
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 BUY on WEAKNESS Must be logged in to use chart CAE-T CAE Inc

Likes it and follows it.  Winning lots of new contracts on the simulator.  Would like to see a pullback and then would buy.


Price:
$14.830
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 PAST TOP PICK Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

(Top Pick Mar 18/13, Down 21.77%) Came down with price of bullion.  The best you can hope for is $1420, the second breakdown last summer.  The general feeling for gold has to be a little more positive.  It’s a buy here.


Price:
$15.690
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick Mar 18/13, Up 10.21%) Still doesn’t know if Keystone will get approved.  It is fading in relative significance.


Price:
$40.250
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 HOLD Must be logged in to use chart DE-N Deere & Co.

Prior to Ukrainian mess he would have said to sell it.  Prefers Agrium for this play.  But don’t sell DE now. 


Price:
$88.510
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-24 BUY Must be logged in to use chart ENB-T Enbridge

Steady dividend should continue.  Of the $29 billion in projects, 18 come to fruition soon.  A great long term buy.


Price:
$50.180
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-24 HOLD Must be logged in to use chart GD-N General Dynamics Corp.

Thinks you will see a rethink of US policy toward Russia so he would be inclined to hold it here.  He holds BA-N.


Price:
$106.580
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 TOP PICK Must be logged in to use chart HTZ-N Hertz Global Holdings

Potential spin off its metal business.  Then it can move up to the level of Avis.  A great business.  Airport rentals, then insurance rentals and finally personal rentals are their biggest areas of business.  It is a premium brand, but they took over Thrifty.  As job growth continues, he sees the travel business improving.


Price:
$26.670
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 BUY Must be logged in to use chart L-T Loblaw Companies Ltd

Shoppers deal will close shortly.  Combining them will be a great plus.  Joe Fresh also broadens its appeal.  Costco or Wal-Mart could initiate a price war that would wipe out margins, but thinks they won’t do that. 


Price:
$47.400
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 HOLD Must be logged in to use chart MG-T Magna Int'l. (A)

He would hold and wait for some sort of correction before buying it.


Price:
$104.900
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 HOLD Must be logged in to use chart POT-T Potash Corp of Saskatchewan

He has a different top pick in the Ag space.  Ukraine situation has changed his view toward the Ag area. Potash is under the gun and stock price doing better than the commodity price. Ukraine aside, you can see potash prices starting to bottom and go back up. Keep an eye on POT if you own it.


Price:
$38.620
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-24 DON'T BUY Must be logged in to use chart RET.A-T Reitmans (Canada) Ltd. (A)

Used to be a leading retailer but competition grew significantly.  There was a suggestion they could get hooked up with someone but doesn’t look like it will happen.  Don’t hang your hat on it.  You could see a dividend cut.


Price:
$5.630
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 4,054 entries
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