TSE:PBH
96.55
0.69
(0.71%)
Premium Brands Holdings Corporation is a publicly traded corporation on the Toronto Stock Exchange.
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Premium Brands Holdings Corp
PBH-T
Analysis and Opinions about PBH-T
Signal
Opinion
Expert
TOP PICK
TOP PICK
February 13, 2020
It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
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It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
TOP PICK
TOP PICK
February 7, 2020
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)
Show full opinionHide full opinionA $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
HOLD
January 23, 2020
They reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.
Show full opinionHide full opinionThey reduced their debt and have a pretty good long term history. There is good growth potential there. It is definitely ownable.
BUY WEAKNESS
BUY WEAKNESS
December 17, 2019
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.
Show full opinionHide full opinionIt 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
PARTIAL BUY
December 16, 2019
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.
Show full opinionHide full opinionIt 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 WEAKNESS
BUY WEAKNESS
December 9, 2019
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.
Show full opinionHide full opinionThis 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
DON'T BUY
November 28, 2019
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.
Show full opinionHide full opinionUnder 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
PAST TOP PICK
November 14, 2019
(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.
Show full opinionHide full opinion(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.
BUY
BUY
November 14, 2019
Impressive story. Hit last quarter with commodity nature of the food business. He bought on the selloff. Buy high quality names like this with reasonable valuation, organic and inorganic growth, respected CEO. Be cautious about the volatility, and look for steady operating performance.
Show full opinionHide full opinionImpressive story. Hit last quarter with commodity nature of the food business. He bought on the selloff. Buy high quality names like this with reasonable valuation, organic and inorganic growth, respected CEO. Be cautious about the volatility, and look for steady operating performance.
DON'T BUY
DON'T BUY
November 12, 2019
She watches it. It's underperformed, because they cut guidance a few times. They have issues with input costs (flu has decimated the pork population in China and driven up pork prices), and those costs impact margins. They make a lot of sandwiches to Starbucks, but can't raise prices because of end-consumer resistance. PBH grows by M&A, but M&A may slow because of a wobbly balance sheet, which further impacts their growth.
Show full opinionHide full opinionShe watches it. It's underperformed, because they cut guidance a few times. They have issues with input costs (flu has decimated the pork population in China and driven up pork prices), and those costs impact margins. They make a lot of sandwiches to Starbucks, but can't raise prices because of end-consumer resistance. PBH grows by M&A, but M&A may slow because of a wobbly balance sheet, which further impacts their growth.
BUY
BUY
November 11, 2019
They warned on a disappointing earnings outlook for this year. The swine fever in China has disrupted the market for some of their products. It is a temporary issue. A temporary problem is a buying opportunity.
Show full opinionHide full opinionThey warned on a disappointing earnings outlook for this year. The swine fever in China has disrupted the market for some of their products. It is a temporary issue. A temporary problem is a buying opportunity.
PAST TOP PICK
PAST TOP PICK
August 28, 2019
(A Top Pick Oct 09/18, Up 10%) He sold and bought back in. Problem was they weren't integrating businesses well, but they're back on track with a capital infusion to let them do more deals. The lows are behind them.
Show full opinionHide full opinion(A Top Pick Oct 09/18, Up 10%) He sold and bought back in. Problem was they weren't integrating businesses well, but they're back on track with a capital infusion to let them do more deals. The lows are behind them.
BUY
BUY
August 13, 2019
2015-8 saw an uptrend, but it's now on a dowtrend. This year, support is at $90, the buying level, your entry point.
Show full opinionHide full opinion2015-8 saw an uptrend, but it's now on a dowtrend. This year, support is at $90, the buying level, your entry point.
TOP PICK
TOP PICK
August 8, 2019
They have done a really good job of acquiring, but bit off a little more than they could chew. Later the CPP investment board came in and purchased 7% of the shares of the company. Now they have a lot of cash again. He thinks they are now going to ramp up growth. (Analysts’ price target is $95.36)
Show full opinionHide full opinionThey have done a really good job of acquiring, but bit off a little more than they could chew. Later the CPP investment board came in and purchased 7% of the shares of the company. Now they have a lot of cash again. He thinks they are now going to ramp up growth. (Analysts’ price target is $95.36)
TOP PICK
TOP PICK
July 5, 2019
Since early spring 2018, it's fallen from $120 to current resistance around $80. It's had a 33% increase in EBITDA. EPS is down a bit from acquisitions, but estimates for 2020 are 48% higher. The CPP Investment Board just bought a big stake. (Analysts’ price target is $90.73)
Show full opinionHide full opinionSince early spring 2018, it's fallen from $120 to current resistance around $80. It's had a 33% increase in EBITDA. EPS is down a bit from acquisitions, but estimates for 2020 are 48% higher. The CPP Investment Board just bought a big stake. (Analysts’ price target is $90.73)
Premium Brands Holdings Corp(PBH-T) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 6
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 2
Total Signals / Votes : 9
Premium Brands Holdings Corp(PBH-T) Frequently Asked Questions
What is Premium Brands Holdings Corp stock symbol?
Premium Brands Holdings Corp is a Canadian stock, trading under the symbol PBH-T on the Toronto Stock Exchange (PBH-CT). It is usually referred to as TSX:PBH or PBH-T
Is Premium Brands Holdings Corp a buy or a sell?
In the last year, 9 stock analysts published opinions about PBH-T. 6 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Premium Brands Holdings Corp.
Is Premium Brands Holdings Corp a good investment or a top pick?
Premium Brands Holdings Corp was recommended as a Top Pick by Bruce Campbell (2) on 2020-02-13. Read the latest stock experts ratings for Premium Brands Holdings Corp.
Why is Premium Brands Holdings Corp stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Premium Brands Holdings Corp worth watching?
9 stock analysts on Stockchase covered Premium Brands Holdings Corp In the last year. It is a trending stock that is worth watching.
What is Premium Brands Holdings Corp stock price?
On 2020-09-18, Premium Brands Holdings Corp (PBH-T) stock closed at a price of $96.55.
