Premium Brands Holdings Corp (PBH.TO) Buy,…

Premium Brands Holdings Corp (PBH.TO)

73.09

-1.40 (1.88%)

as of Oct 23, 2026, 8:00:00 pm Market Closed.

264 watching

COMMENT

Quarterly results were absolutely amazing. Revenues were way up. Earnings were way up. Stock is trading near historical highs. Could be of interest to momentum players. Would not pass for him because it has not been around 10 years. Not cheap.

COMMENT

Fantastic company. Very well run. They acquire little niche brands in foods, fixes them up, apply economies of scale to them. Their costs are higher because of food price inflation but offsetting this with accretive acquisitions. Not interested in increasing dividends, preferring to retaining earnings for more acquisitions. 6.8% dividend is safe.

BUY

Sold it years ago. Looked at it recently. Sells a lot of deli meats and sliced, processed meats. Doing well, good yield and moderate payout ratio and doing good acquisitions, so more interested in it than he has been in a while. They seem well managed.

BUY ON WEAKNESS

Dividend is save even though payout ratio is high. The stock is always ahead of itself. It goes up because it keeps acquiring new businesses. IF you want safety of dividend, you can get it. Buy it on pullbacks.

DON'T BUY

Make snacks, sandwiches, etc. Have facilities across Canada and in the Pacific north west of the US. Likes this business. Debt to EBITDA is about 3.4X, which is too high for him.

BUY ON WEAKNESS

Manufacture things like pre-packaged sandwiches and pepperonis and deliver them to convenience stores and gas stations. Have done a really good job of building up their business. Has a fair amount of debt. Would prefer around $14. Yield of 7.1%.

BUY

Likes companies that are resistant to recession. Also Olympics are coming and this company is in the convenience food business in Western Canada. Just that a merger and the normal dividend will be the same as what the distribution was.

BUY

Good defensive play in this recession. A strong business that has been around for decades. 13% yield.

BUY

(Market Call Minute.) Very good defensive name. Food manufacturer.

BUY

Food and sandwiches in convenience stores. Most of their business is Western Canada so he expects the numbers to be close to flat but he would be willing to wait with the 15.7% yield. They make good acquisitions.

BUY

Operates in the lower and costs of the food distribution business. Will probably do better now that cereal, grain prices, protein, etc. have been cut by about 50% lately. Should be able to expand their cash profit margins. 16% distribution should be safe.

BUY

(Market Call Minute.) Good exposure to Western Canada. Very solid Q3 results.

TOP PICK

Selling food in Western Canada, which is doing much better than other places around the world. Gives a 20% free cash flow yield. Less competition and pricing in their quest for acquisitions.

BUY

Sells sandwiches and food in Western Canada. Earnings have been going up for a few years. Made an accretive acquisition last year. Should continue to do well. Very cheap.

BUY

Western Canada is benefiting from high oil prices. Is a safer way to invest in this bear market. Very day-to-day products. Earnings are rising, generating a lot of free cash flow. Expecting $2 per share of cash flow. Stock is cheap; they are growing. 9-1/2% yield is safe.

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Premium Brands Holdings Corp (PBH.TO)