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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
2015-12-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are in totally uncharted territory. The REITs have been kept down so long, and real rates have been negative for some time. At some point you need positive real rates before investors really go gung ho into bonds. Also, as he looks out into 2016, he sees inflation picking up, which is quite a surprise. He has noticed, i.e. ex-energy, inflation CIP in the US is running at 1.9%. (There will be a new number tomorrow.) Looking at the remainder of 92%, 8% is medical, 42% is housing, and each of those is going up 3%-3.5% a year. Soon as energy starts to flatten out, excluding any wage increases, you are looking at inflation of 1.5%-2% later on next year. The bigger risk could be European banks. Towards the end of next year there is a good chance that energy prices will be higher, such as $45-$50, or maybe even $55. Apparently shale companies were able to convince the SEC some years ago, based on the anticipated profitability of a well, that they could add the reserves to their balance sheets. A year ago it was $90, but as we get to the end of 2015, it is not anywhere near there. The SEC has now said they have to remove those reserves from their balance sheets. The wells are not profitable, so they have to leave them without doing anything with them. This may mean a cut back in supply from shale.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-12-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

With such a surplus in crude oil, who is purchasing our oil? Non-OPEC production was 57.2 million barrels a day and OPEC production was 38.8 million. Demand came in at 95.1, so there is less than 1 million barrels a day surplus. That can disappear if economies continue to grow. Among OEC countries, the annual year-over-year change as of last Friday was 1%, and for non-OEC countries it was 3.3%. That was real growth.

In millions of barrels per day consumption, the US 19.4%, China 10.8%, Latin America combined 8.6%, former Soviet Union 4.8%, Japan 4.3%, India 4.1%, other Euros 3.1%, Canada 2.4%, South Korea 2.4%, Germany 2.4%, etc. Growth is going to come from emerging markets. The US is still below where it was in 2007.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-12-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. There is ongoing demand from India and China. In the next 2-3 years, he expects gold is going to go up, but doubts we will see $1900 anytime soon. He would guess it is going to be between $1,000 and $1,300. There have been suggestions that the US$ is peaking. If that happens, it will help gold and other commodities.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-12-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Buying US stocks with Cdn$? If you like the underlying stock and believe in it he would buy it now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2015-12-14 HOLD Must be logged in to use chart ARX-T Arc Resources Ltd

One of his 2 favourite energy stocks, with Crescent Point (CPG-T) being the other. Doing great work in the Montney area, building some gas plants. This is a long-term hold. He probably wouldn’t put new money into it today.


Price:
$15.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 BUY Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

Buying silver or gold bullion with the Cdn$? Any Canadian buying US$ is going to wince. You also risk potential of a foreign exchange hit down the way. However, he would probably buy gold bullion now, through this fund.


Price:
$13.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 BUY Must be logged in to use chart CGX-T Cineplex Inc

Down about 10%, but that doesn’t matter a whole bunch. That is pretty much what a lot of stocks have done, but that doesn’t take away from the fundamentals behind it. They are doing great things about expanding their non-movie activities. The dividend is fine and will continue to grow. This is a good buy here.


Price:
$47.540
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 BUY Must be logged in to use chart CNR-T Canadian National R.R.

He likes this company, mainly because he likes the growth in North America. The growth will benefit the rails in general, but specifically this one.


Price:
$74.080
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick Dec 29/14. Down 41.46%.) A fabulous company. They just have to cut their dividend finally. They are now down to $0.10 per month. Have suspended their DRIP. One of the best managed companies in Canada. It will come back, once we get oil stabilizing. He would put new money to work in this one.


Price:
$14.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 HOLD Must be logged in to use chart CVE-T Cenovus Energy

For a 2-3 year outlook, you are possibly going to have to see oil pick up substantially. Cash flow outlook for this year and next is pretty dismal. He wouldn’t put new money in this year.


Price:
$17.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-12-14 COMMENT Must be logged in to use chart ENB-T Enbridge

Likes this and is putting new money in for new accounts. Has been a great stock longer-term. They have some major projects on the books of about $21 billion, with about all but $5 billion being internally funded without having to go to the market. They are talking about a 14% annual average growth rate out to 2018. If you are looking out 2-4 years, this is a great buy. Dividend yield of 5.16%.


Price:
$41.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 TOP PICK Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

Likes the outlook for real estate, and away from the frothy areas. Well diversified with only 20% in Western Canada. They have a growing business in the US. Doesn’t think REITs generally will be hurt by modestly rising interest rates. Dividend yield of 6.83%.


Price:
$19.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 BUY Must be logged in to use chart JNJ-N Johnson & Johnson

Likes this and would be a buyer at this point. The biggest risk in healthcare in the US is the kerfuffle over the pricing of drugs. If that comes apart, that could influence all healthcare stocks generally. This company would be hit much less than many of the others.


Price:
$102.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 TOP PICK Must be logged in to use chart MFC-T Manulife Financial

He likes Canadian companies that have growth exposure a broad. This one is very big and growing very rapidly in China. Recently struck a deal with a Chinese financial institution that they can distribute their products through their systems. Their basic business in Canada is doing well and he feels the US is picking up. Dividend yield of 3.34%.


Price:
$20.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-14 PAST TOP PICK Must be logged in to use chart PPL-T Pembina Pipeline Corp

(A Top Pick Dec 29/14. Down 29.02%.) Suffered because of the collapse of the midstream product prices, etc. They know that, so are back to “take and pay” or “cost of service” up to 82% versus the 70% it was before. Stay away from this until there is firmer pricing action in energy.


Price:
$28.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 4,397 entries
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