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

WATCH

Had a great run. Hard to analyze all the underlying businesses. Very expensive stock. Be on the fence to see the next few quarters. Got hammered because came in below expectations. On his watch list, but low down. Not a bargain. Better opportunities elsewhere. If you own it, hang on.

BUY

He bought in January. Their volumes are going up. The national brands are losing appeal while local and regional ones are not.

HOLD

Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.

PARTIAL BUY

Support and resistance? He's a bit concerned about the chart. The support level will be important, if the downtrend breaks and it can close above, he'd be adding exposure. Take a bit of exposure and see what happens. If it breaks above, complete the position. And if it breaks below, reduce exposure.

WATCH

The stock has taken a hit. It is a very well managed company. They have these new sales initiatives bit they have labour challenges. They are having trouble delivering the product.

BUY

It is back down to 19 times PE. They were experiencing cost inflation and toned down market spending. They got punished for thinking long term. They are a stable food business. Their guidance was not that bad. They have done nothing but create shareholder value for 5 years. They are now getting punished. It makes no sense to a long term investor.

COMMENT

Just came out with earnings: it's okay. He's not worried. It's been aggressively acquiring. Nothing wrong here with a long-term view. Dividend is okay, but beware of price swings. In fact, it could go down further before it even outs. Compared to its peers, PBH is expensive.

DON'T BUY

They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.

COMMENT

Why such a big decline? It's on her radar. High valuation, but good managers. They grow by acquisition (small processed meat-makers). Their latest pullback was a result of the stock getting ahead of itself. They just had a conference that all that investors should listen to. Margins were lower (higher transportation costs) so they revised guidance. Are these costs temporary or get resolved? Is growth slowly only temporarily?

BUY ON WEAKNESS

Support at $85 (from mid-2017). This has been oversold since July after a long uptrend. He's close to buying this. If it doesn't hold at $85, this could fall to $70.

TOP PICK

Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long. (Analysts’ price target is $127.55)

WATCH

He thinks this area has relatively low grassroots growth potential, but it continues to expand via acquisition – a potentially dangerous business strategy. He would like to see more of a dividend yield before he really got interested. Yield 1%.

BUY ON WEAKNESS

Likes it and has owned it for a long time. They do beef jerky and other specialty foods. They buy smaller companies. Strong management. It will drift from time to time, like now. High valuation name. Be patient with this. Growth by
acquisition. They buyback shares and increase dividends. Good to own. Buy on this pullback.

DON'T BUY

He sees this company as a second or third tier player and would not buy this stock despite its recent large pullback. The major players like Kraft Heinz are suffering as large retailers are concentrating more on private brands. Margins are declining, revenues are flat, and so the industry as a whole is going through a valuation reset. In addition, with the consumer preference for healthier foods, small niche companies are forming in every city and are collectively taking away significant market share.

DON'T BUY

Despite a pullback, don't enter it now. At its peak, the stock got way past its fair market value. His target is $87. Don't look at it till then.

Showing 91 to 105 of 184 entries

Most Recent Experts

Bruce Murray

The Murray Wealth Group

Dennis Mitchell, CFA

Sentry Select Capital Corp

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Premium Brands Holdings Corp (PBH.TO)