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

Premium Brands Holdings Corp (PBH.TO)

69.89

-0.81 (1.15%)

as of Oct 2, 2026, 8:00:00 pm Market Open.

264 watching

PAST TOP PICK

(A Top Pick Feb 13/20, Up 9%) They had a difficult year. They continue to make acquisitions, then sell those new products and sell them to their retail clients. He expects more acquisitions after they digest a recent major one. Synergistic.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has potential but comes with more risk and the valuation is somewhat high. The recent deals that they have announced is solid and is positive for their future. Unlock Premium - Try 5i Free

TOP PICK

The Clearwater acquisition offers good synergy. The partnership makes the deal less capital intensive. Part of the recovery trade with restaurant and hotel sales coming back. 22% EPS growth trading at 18x. Have made very good acquisitions and is good at integrating them. (Analysts’ price target is $116.82)

BUY

Long-term, they've done a great job in acquisitions. The recent one with Clearwater was the biggest though PBH was already in the seafood business. They'll continue to grow by acquisition and organically.

BUY

Brands include Calvin Klein and Tommy Hilfiger. Just reported a blow-out including a beat in sales, driven by strong recoveries in Europe and China. Also, their digital sales are up 36% YOY. They're thriving during the so-called collapse of retail.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. - A balanced risk return ratio. It could see some good benefit when schools and universities are back to normal. Offers a nice risk based growth rate. Unlock Premium - Try 5i Free

TOP PICK

They just announced joint acquisition of Clearwater SeaFoods. It brings harvesting into the organization. 90% of Clearwater's product is sold internationally while PBH-T sells only within Canada and the US. It turns them into a global player. (Analysts’ price target is $109.75)

TOP PICK

It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)

TOP PICK

A $3.7 billion market cap company involved in specialty foods manufacturing and distribution. Cash flow was up 34% on last reporting. Earnings are expected to grow 25% in 2020. He does not own it, but it is a high ranking candidate for inclusion in their fund. Yield 2.12% (Analysts’ price target is $96.78)

HOLD

They reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.

BUY ON WEAKNESS

It has dropped lately, but a good opportunity now for long-term investors. Top managers. There's concern over the input prices of some products but will be addressed over time. Long term looks good, so PBH should be accumulated on weakness. PBH is good with identifying on consumer trends. They grow at 6% annually and organically.

PARTIAL BUY

It really started moving in 2015 as a number of investments they had made started to pay off. In the last couple of years they have made large investment that they expect to pay off from here and going forward. He would consider it to take an initial position or buy on a pull back.

BUY ON WEAKNESS

This will do great things, if you have a 3-5 year horizon. Well-run, but they're dogged by some input costs, but that's nothing new in the food business. He's added to his position on a recent dip and was surprised by their rebound. PBH has the backing of CPPIB with some of them on their board now, so their cash position is great now. He expects more deals and diversification.

DON'T BUY

Under pressure from a lot of stuff. They are not doing anything that is not duplicable by other people. They have scale and brands. Retailers want to build their own brands.

PAST TOP PICK

(A Top Pick Jun 07/19, Down 4%) You don't want to be in this right now because the trend is not there. You were getting a good deal on this one. The recent downtrend was based on China trade wars so it was temporary.

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Premium Brands Holdings Corp (PBH.TO)