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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Signal	Opinion	Expert
BUY	Premium Brands Holdings Corp(PBH-T) March 29, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $77.000 Owned Yes

WATCH	Premium Brands Holdings Corp(PBH-T) March 27, 2019 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Stephen Takacsy Chief Inve, Lester Asset Managem... Price $76.690 Owned No
BUY	Premium Brands Holdings Corp(PBH-T) March 11, 2019 He bought in January. Their volumes are going up. The national brands are losing appeal while local and regional ones are not. food processing 0 0 0 0 0 0 comments	He bought in January. Their volumes are going up. The national brands are losing appeal while local and regional ones are not. food processing 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $73.910 Owned Yes
HOLD	Premium Brands Holdings Corp(PBH-T) February 5, 2019 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Gerard Ferguson CEO & Port, Jemekk Capital Manag... Price $78.610 Owned No
PARTIAL BUY	Premium Brands Holdings Corp(PBH-T) December 28, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Javed Mirza Technical , Canaccord Genuity ... Price $73.630 Owned Unknown
WATCH	Premium Brands Holdings Corp(PBH-T) December 10, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $77.960 Owned Unknown
BUY	Premium Brands Holdings Corp(PBH-T) November 15, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Peter Hodson CEO & Head, 5i Research Inc.... Price $68.430 Owned Unknown
COMMENT	Premium Brands Holdings Corp(PBH-T) November 15, 2018 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Andrew Pyle Senior wea, The Pyle Group, Scot... Price $68.430 Owned Unknown
DON'T BUY	Premium Brands Holdings Corp(PBH-T) November 14, 2018 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $70.810 Owned No
COMMENT	Premium Brands Holdings Corp(PBH-T) November 13, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $72.830 Owned No
BUY on WEAKNESS	Premium Brands Holdings Corp(PBH-T) November 12, 2018 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. food processing 0 0 0 0 0 0 comments	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. food processing 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $86.840 Owned No
TOP PICK	Premium Brands Holdings Corp(PBH-T) October 9, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments James Telfser Partner & , Aventine Management ... Price $90.030 Owned Yes
WATCH	Premium Brands Holdings Corp(PBH-T) September 26, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $96.170 Owned No
BUY on WEAKNESS	Premium Brands Holdings Corp(PBH-T) September 13, 2018 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 0 0 0 0 0 0 comments	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 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $99.860 Owned Yes
DON'T BUY	Premium Brands Holdings Corp(PBH-T) September 4, 2018 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 0 comments	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 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $96.260 Owned No

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