Premium Brands Holdings Corp (PBH-T) Stock Predictions - Stockchase
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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 Nov, 13, 2018, 4:47 pm

72.83 14.01 (16.13%)

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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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?
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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?
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$0.000
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)

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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%.  

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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%.  

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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.

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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.

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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.

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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.

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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.

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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.

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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.  

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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.  

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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.

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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.

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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.

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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.

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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. 

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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. 

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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.

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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.

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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.

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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.

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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. 

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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. 

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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. 

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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. 

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$104.350
Owned Owned
Yes

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