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
2014-12-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Economically, he would say we are mid-cycle because the 2008-2009 recession was so bad that people said it will take at least 8-10 years to recover, so we are only about halfway through. We have more to go on the upside, certainly in terms of the cyclical recovery. Probably have 3-4 years left to go at least.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy.  As of last Friday, this was the 6th worst decline since 1979. With the exception of the 2 market pullbacks in 2000 and 2007-2008, the stock market has pretty well ignored the fluctuations in oil prices. That gives him great comfort going forward. This is a benefit to consumers, not only in the short term, but possibly in the longer-term also.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-12-29 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

Likes this company, but prefers GoldCorp (G-T) and a couple of others that are more junior. You should be okay with this if you are taking a 1-3 year view.


Price:
$27.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-29 COMMENT Must be logged in to use chart BAC-N Bank of America

J.P. Morgan (JPM-N) or Bank of America (BAC-N)? He is more familiar with J.P. Morgan, so that would be the one he would pick.


Price:
$18.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 DON'T BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Not one of his favourites. If and when we start to get enthusiastic about emerging markets, this would be one of the ways to gain exposure to it. With the rising US$, there is some question about the capital stability of a lot of the emerging markets, and this could come back to bite this bank. (See Top Picks.)


Price:
$66.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

This will pick up in due course. There was a run up in the price of spot uranium when it was announced that Russia was going to build some more nuclear power plants. There was some suggestion that India was going to do likewise, but he is not sure if that is a repeat of plans already announced. We have to see some firm orders on the table. He would also like to see the Japanese become more involved. For the moment, he would just sit and watch. If he were going to get into this, it would be through the actual commodity via Uranium Participation (U-T).


Price:
$19.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? Although he likes Suncor, this would be his choice. Keystone is probably going to go ahead, which will help this company. When natural gas recovers, and he thinks it will, this company has enormous exposure.


Price:
$36.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

Looking out 3-4 years, this is consistent with a recovery in the US, so he would continue to own this.


Price:
$80.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-29 TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick Dec 30/13. Down 27.52%.) He wouldn’t buy at this point, but would wait until there was a further decline in oil prices, which he thinks will probably happen. Every growth oriented portfolio should have a position in this company. Feels this is the best run company in this country. Yield of 9.91%.


Price:
$27.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-29 DON'T BUY Must be logged in to use chart CTC-T Canadian Tire Corporation Ltd

(These are the voting shares and have very little volume.) The company has done a great job in developing its market profile. Its performance, until just recently, has had a pretty good run. The continuing decline in the Canadian$ makes purchases of foreign goods more expensive for any importer in the retail business. He would look elsewhere for retail exposure. If he were going to own it, he would own the A shares, because if something goes wrong, the B shares would be difficult to get out of.


Price:
$250.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-12-29 HOLD Must be logged in to use chart DIS-N Walt Disney

With the decline in oil and gasoline prices in the US, this company is a wonderful beneficiary and has done pretty well over the past year. It is expensive, but if you are looking out 3-4 years, it is a great ongoing hold.


Price:
$95.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-29 BUY Must be logged in to use chart FLR-N Fluor Corp.

This is a great story. It has come off a little because about 60% of their business is energy related. He thinks the selloff as being overdone. P/E ratio is roughly 14.4% for this year, 12.8% for next year and 11.4% for the following year. This is cheap. In a great position to benefit from long-term growth.


Price:
$61.570
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-29 BUY Must be logged in to use chart G-T Goldcorp Inc

He is still very favourable to gold. At the rate governments continue to print paper, at some point we are going to have to have a change in the overall world financial system. Gold will play a part in that. Russia is buying gold and the Chinese are continuing to buy gold. At this very point, he doesn’t see a catalyst that is going to drive it up much beyond $1250-$1300. This is one of his favourites and has many of the attributes that he looks for in a gold company. They have great expansion plans and production will probably be substantially increased over the next 3-4 years. That will permit them to throw off free cash flow and look at other prospects.


Price:
$20.670
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-29 PAST TOP PICK Must be logged in to use chart IPL-T Inter Pipeline

(A Top Pick Dec 30/13. Up 42.4%.) If we got into oil at under $60 for a couple of years, the pipeline growth would certainly slow down, but not sure that they would go into decline necessarily.


Price:
$35.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-29 COMMENT Must be logged in to use chart JPM-N JP Morgan Chase & Co

J.P. Morgan (JPM-N) or Bank of America (BAC-N)? He is more familiar with J.P. Morgan, so that would be the one he would pick. If you are looking out 2-3 years, by all means this would be the one.


Price:
$62.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 4,258 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.