Premium Brands Holdings Corp (PBH-T) Stock Predictions - Stockchase
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82
Premium Brands Holdings Corp (PBH-T)

ON STOCKCHASE SINCE Sep 2006

Specialty foods

food processing

Premium Brands Holdings C... Premium Brands Holdings Corp
PBH-T

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food processing

Premium Brands Holdings Corp (PBH-T) SAVE

101.09

0.92 (0.92%)

Sep, 21, 2018, 12:00 am

OPINIONS

About Premium Brands Holdings Corp (PBH-T)

Premium Brands Holdings Corporation is a publicly traded corporation on the Toronto Stock Exchange. More at Wikipedia

What the experts are saying about PBH-T



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Signal Opinion Expert
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.

food processing

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.

food processing
Ryan Modesto

Managing P, 5i Research...

Price Price
$99.860
Owned Owned
Yes

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.

food processing

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.

food processing
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$96.260
Owned Owned
No

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.

food processing

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.

food processing
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$98.940
Owned Owned
Unknown

HOLD

They started by consolidating the lunch meat business and expanded into the US.  They have done well to rebalance the leverage.  They have developed new channels like providing sandwiches to Starbucks.  He would like to see the debt levels further reduced before jumping in.  

food processing

They started by consolidating the lunch meat business and expanded into the US.  They have done well to rebalance the leverage.  They have developed new channels like providing sandwiches to Starbucks.  He would like to see the debt levels further reduced before jumping in.  

food processing
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$106.200
Owned Owned
No

WAIT

Trim? Outlook for a year? Very well managed. The high valuation has been keeping her away. Have to wait for a stumble or correction. If anything gets above 5-6 %, it’s prudent to sell down to manage risk. The small brands they own have room to grow. As with any stock with a high valuation, could get hit if there’s a stumble.

food processing

Trim? Outlook for a year? Very well managed. The high valuation has been keeping her away. Have to wait for a stumble or correction. If anything gets above 5-6 %, it’s prudent to sell down to manage risk. The small brands they own have room to grow. As with any stock with a high valuation, could get hit if there’s a stumble.

food processing
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$114.920
Owned Owned
No

DON'T BUY

When to sell? This stock is getting now occupies 20% of a viewer's portfolio. Sell at 10%. He doesn't like PBH'sir sandwiches, but yes, there's demand for them and their food. Management is fabulous. Valuation is too rich at 28x forward earnings for him to buy.

food processing

When to sell? This stock is getting now occupies 20% of a viewer's portfolio. Sell at 10%. He doesn't like PBH'sir sandwiches, but yes, there's demand for them and their food. Management is fabulous. Valuation is too rich at 28x forward earnings for him to buy.

food processing
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$119.670
Owned Owned
No

BUY on WEAKNESS

This chart has been a rocket.  He does not own it as it always seems too expensive.  If you own it, continue to hold, but don’t add at these price levels.  He respects the management team. 

food processing

This chart has been a rocket.  He does not own it as it always seems too expensive.  If you own it, continue to hold, but don’t add at these price levels.  He respects the management team. 

food processing
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$115.460
Owned Owned
No

BUY on WEAKNESS

High-quality company with fine management, but also a high multiple. Has benefitted from Starbucks relationship via food offering. 27x forward earning makes him uncomfortable. He'd buy it on a pullback.

food processing

High-quality company with fine management, but also a high multiple. Has benefitted from Starbucks relationship via food offering. 27x forward earning makes him uncomfortable. He'd buy it on a pullback.

food processing
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$117.080
Owned Owned
Unknown

COMMENT

Technically, the stock is going nowhere. It has outperformed the market this year, it is now close to its all-time high and is in a consolidation phase. It is going sideways.

food processing

Technically, the stock is going nowhere. It has outperformed the market this year, it is now close to its all-time high and is in a consolidation phase. It is going sideways.

food processing
Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$105.100
Owned Owned
_N/A

BUY

It is one of his favourite companies.  It has always looked expensive and always will.  It is about 20 times earnings.  It is a premium operator.  7% annual dividend growth.  They make small but astute acquisitions. 

food processing

It is one of his favourite companies.  It has always looked expensive and always will.  It is about 20 times earnings.  It is a premium operator.  7% annual dividend growth.  They make small but astute acquisitions. 

food processing
Ryan Modesto

Managing P, 5i Research...

Price Price
$105.110
Owned Owned
Unknown

HOLD

Sandwich giant. Had a great move and it is a trend that is going to continue. One of Canada’s leaders in the prepared foods space. Some hiccups along the way but they fixed their problems very quickly. Valuation is not cheap, but their execution has been great. 

food processing

Sandwich giant. Had a great move and it is a trend that is going to continue. One of Canada’s leaders in the prepared foods space. Some hiccups along the way but they fixed their problems very quickly. Valuation is not cheap, but their execution has been great. 

food processing
Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$104.350
Owned Owned
Yes

HOLD

Has been a market darling for a number of years on the back of pre-made sandwiches they are selling. That business continues to ramp up like crazy, and thinks it is going to continue. On the other side they continue to make acquisitions in the specialty meat and deli business. This is always on his radar screen because of the growth profile. If you don't own, take a close look at it, because the potential for it to continue to grow over the years is pretty strong.

food processing

Has been a market darling for a number of years on the back of pre-made sandwiches they are selling. That business continues to ramp up like crazy, and thinks it is going to continue. On the other side they continue to make acquisitions in the specialty meat and deli business. This is always on his radar screen because of the growth profile. If you don't own, take a close look at it, because the potential for it to continue to grow over the years is pretty strong.

food processing
Bruce Campbell

President , Stone Castle Investm...

Price Price
$106.580
Owned Owned
No

BUY on WEAKNESS

Very well-run company and involved in food, specifically premium type food. They've grown their BV tremendously. He first screened them at $30. If you want to initiate a position, wait for a pullback as the valuation is a little stretched.

food processing

Very well-run company and involved in food, specifically premium type food. They've grown their BV tremendously. He first screened them at $30. If you want to initiate a position, wait for a pullback as the valuation is a little stretched.

food processing
Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$106.650
Owned Owned
No

COMMENT

Has definitely been a growth stalwart, a real leader over last 4-5 years. It’s been an organic growth, and more so a growth by acquisition story. Doesn't think the latest pullback is unduly concerning. Nothing has changed fundamentally. The multiple, over the last 4-5 years, has expanded close to 30X earnings now, which is very, very high for a consumers’ staples company, especially given that most growth is not really organic.

food processing

Has definitely been a growth stalwart, a real leader over last 4-5 years. It’s been an organic growth, and more so a growth by acquisition story. Doesn't think the latest pullback is unduly concerning. Nothing has changed fundamentally. The multiple, over the last 4-5 years, has expanded close to 30X earnings now, which is very, very high for a consumers’ staples company, especially given that most growth is not really organic.

food processing
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$102.990
Owned Owned
No

PAST TOP PICK

(A Top Pick March 27/17. Up 30%.) They've done some very good acquisitions, but missed their 3rd quarter, and the stock took a big hit. A couple of days later, they made a nice acquisition, and it got back everything it lost and then hit a new high. A nice solid company. Have good contracts and have made great acquisitions and have kept their balance sheet in line. This is a keeper.

food processing

(A Top Pick March 27/17. Up 30%.) They've done some very good acquisitions, but missed their 3rd quarter, and the stock took a big hit. A couple of days later, they made a nice acquisition, and it got back everything it lost and then hit a new high. A nice solid company. Have good contracts and have made great acquisitions and have kept their balance sheet in line. This is a keeper.

food processing
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$105.530
Owned Owned
No

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