Premium Brands Holdings Corp (PBH-T) Stock Predictions - Stockchase
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95
Premium Brands Holdings Corp (PBH-T)

ON STOCKCHASE SINCE Sep 2006

Specialty foods

food processing

Premium Brands Holdings C...

PBH-T

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Premium Brands Holdings Corp (PBH-T) SAVE Apr, 22, 2019, 3:38 pm

76.19 1.2 (1.6%)

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
Great management team. They make sandwiches. They have been great at acquisitions. Recently they have made some large acquisitions. Margins have slipped a bit. Their acquisition pipeline is still large. They haven't traded this cheap for a long time.
food processing
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Great management team. They make sandwiches. They have been great at acquisitions. Recently they have made some large acquisitions. Margins have slipped a bit. Their acquisition pipeline is still large. They haven't traded this cheap for a long time.
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Ryan Modesto

Managing P, 5i Research...

Price Price
$77.000
Owned Owned
Yes

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.
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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.
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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$76.690
Owned Owned
No

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

Portfolio , Linde Equity Report...

Price Price
$73.910
Owned Owned
Yes

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%.
food processing
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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%.
food processing
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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$78.610
Owned Owned
No

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.
food processing
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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.
food processing
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$73.630
Owned Owned
Unknown

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.
food processing
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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.
food processing
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$77.960
Owned Owned
Unknown

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.
food processing
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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.
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$68.430
Owned Owned
Unknown

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.
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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.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$68.430
Owned Owned
Unknown

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.
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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.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$70.810
Owned Owned
No

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?
food processing
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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?
food processing
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$72.830
Owned Owned
No

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.
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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.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$86.840
Owned Owned
No

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)

food processing
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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)

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James Telfser

Partner & , Aventine Management ...

Price Price
$90.030
Owned Owned
Yes

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%.  

food processing
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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%.  

food processing
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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$96.170
Owned Owned
No

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
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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
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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
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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
0 0 0 0 0
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$96.260
Owned Owned
No

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