Premium Brands Holdings Corp | StockChase
65
Premium Brands Holdings Corp (PBH-T)

Last Price Recorded: $97.8300 on 2017-11-20

ON STOCKCHASE SINCE Sep 2006

Specialty foods

food processing

Premium Brands Holdings Corp


Signal Opinion Expert

2017-11-17

COMMENT
Premium Brands Holdings Corp (PBH-T)

This is doing well. It is going through a bit of a bath with its franchisees. The market seems to be telling us that everything is going alright.

food processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $97.230
Owned: Yes

2017-11-14

BUY on WEAKNESS
Premium Brands Holdings Corp (PBH-T)

A provider of specialty meat brands and sandwiches for service stations. They go for the niche goods, so they don’t have to compete as much on costs. He really likes this company. Not doing well today, because the earnings missed pretty significantly on the top and bottom lines. Views it as just a hiccup, and longer-term it is just fine. Expensive, but the best companies usually are expensive for a reason. He would be okay with adding on weakness.

food processing
Ryan Modesto

Managing Partner, 5i Research

Price: $95.150
Owned: Unknown

2017-11-08

PAST TOP PICK
Premium Brands Holdings Corp (PBH-T)

(A Top Pick Nov 16/16. Up 56%.) This continues to execute and their stock price has been doing extremely well. The high growth part of their business has been "ready to make" sandwiches.

food processing
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $102.840
Owned: No

2017-10-18

PARTIAL SELL
Premium Brands Holdings Corp (PBH-T)

A great company, a consolidator in the prepared food space.  It is always expensive.  It keeps expanding.  You could take some partial profits to avoid portfolio concentration.

food processing
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $103.760
Owned: Unknown

2017-08-15

COMMENT
Premium Brands Holdings Corp (PBH-T)

The sandwich kings of British Columbia. It is into the world of professionals and non-professionals who are moving fast who want to buy some nice prepacked sandwiches.

food processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $99.630
Owned: Yes

2017-08-02

PAST TOP PICK
Premium Brands Holdings Corp (PBH-T)

(A Top Pick June 24/16. Up 76.11%.) A well-run company. Management has been great capital allocators. They are able to grow through both acquisitions and organically.

food processing
Ryan Modesto

Managing Partner, 5i Research

Price: $90.390
Owned: Yes

2017-05-26

COMMENT
Premium Brands Holdings Corp (PBH-T)

One of those fabulous companies that are in the tailwinds of the market and doing brilliantly. A tremendous company, and doesn’t look like it is going to stop. It is very difficult to Buy this on a turn down, so maybe you have to buy it when it is treading water.

food processing
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $92.600
Owned: Yes

2017-05-23

COMMENT
Premium Brands Holdings Corp (PBH-T)

This has a portfolio of specialty food products. Earnings are expected to grow 40% this year and 20% next year. This company is not inexpensive. However, in Canada, some of these branded food products are doing quite well. He would have no trouble owning this stock.

food processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $93.580
Owned: Unknown

2017-04-11

BUY
Premium Brands Holdings Corp (PBH-T)

This company’s niche is that they operate in more premium type of foods, not competing on costs as much is other companies are. They are building sandwich facilities, and sandwiches have higher margins, and are just starting to ramp up these factories. Also, have a distribution facility in Toronto, they are building out. There are a few aspects where there is some organic growth potential. A lot of the valuation is probably priced in, but what is harder to price in is what the company is going to do with the cash flow that they generate going forward. He likes the company.

food processing
Ryan Modesto

Managing Partner, 5i Research

Price: $83.620
Owned: No

2017-04-04

HOLD
Premium Brands Holdings Corp (PBH-T)

This has had a great run, and people are tempted to Sell it, but he likes to ride the winners. However, an analyst downgraded this solely on valuation, and valuation is a concern. There are a lot of people waiting to buy this on a pullback. He thinks they will continue to execute, and as a result will be rewarded with a higher premium multiple relative to its peers.

food processing
Gerard Ferguson

CEO & Portfolio Manager, Jemekk Capital Management

Price: $83.050
Owned: Yes

2017-03-27

TOP PICK
Premium Brands Holdings Corp (PBH-T)

They provide food products to institutions and are expanding.  It is a pure growth story.  Last quarter revenue grew 30%.  25 times earnings, however.  They made solid acquisitions.  Two facilities are coming online over the next 18 months and margins are going to increase.  (Analysts’ target: $81.50).

food processing
Peter Hodson

CEO & Head of Research, 5i Research Inc.

Price: $82.410
Owned: No

2017-02-24

BUY on WEAKNESS
Premium Brands Holdings Corp (PBH-T)

Food processing. A great company and have done a great job over the last 2-3 years. It has taken them quite some time. It has tried to do the same in the past, but it just wasn’t working. Finally they put things together. Management has done a tremendous job to optimize the company to really squeeze out the expenses and to push further profitability through cash flow generation. Valuation is probably ahead of itself. Wait for a correction to get it at a cheaper price.

food processing
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $70.300
Owned: Unknown

2017-02-07

HOLD
Premium Brands Holdings Corp (PBH-T)

A well-run company. They trade at a discount to their peer group. Have done a great job of growing EBITDA. This is a name he would stick with.

food processing
Gerard Ferguson

CEO & Portfolio Manager, Jemekk Capital Management

Price: $69.520
Owned: Unknown

2016-12-29

BUY
Premium Brands Holdings Corp (PBH-T)

A company he really likes.  The growth is driven mostly by acquisitions.  There is lots of room in the industry.  They still have room to grow.

food processing
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Management

Price: $68.880
Owned: Yes

2016-12-01

COMMENT
Premium Brands Holdings Corp (PBH-T)

This has been a very good stock for the last number of years. Not cheap. The recent volatility has nothing to do with the company, but more to do with the sector. People have been selling what have been deemed as “safe stocks”, and this would fall into that category. These companies could come down as money rotates into other areas of the market.

food processing
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $67.650
Owned: Unknown

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