Opinions by Peter Brieger | StockChase
4563
Peter Brieger

Chairman & Chief Executive Officer

ON STOCKCHASE SINCE Nov 2001

GlobeInvestment Capital Management
20 Queen Street WestSuite 3308Toronto, ONM5H 3R3
T: 416-591-7100 F: 416-591-7133 info@globe-invest.com
www.globe-invest.com


Opinions by Peter Brieger


Signal Opinion Expert Chart

2017-06-26

N/A
A Comment -- General Comments From an Expert 

Market. A number of consumer sentiment indicators along with other broad indicators, peaked about a month ago and have pulled back slightly. Someone suggested that they have in fact peaked and are now in for a decline, a forerunner of a major economic slowdown, followed by a recession. If this is the case, you could look for a 5%-10% market correction. Given the severity of the recession in 2007-2008 and given debt levels, the recovery is going to take quite a bit longer than normal. He thinks we have another couple of years of 2% growth plus/minus, which is disappointing. However, he expects these pullbacks will be nothing more than short-term blips.

Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $0.020
Owned: _N/A

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2017-06-26

COMMENT
A Comment -- General Comments From an Expert 

Royalty companies, large cap golds or intermediate golds over the next 3 years? If he had to own a gold security, it would be Central Fund (CAF.A-T) or a Gold bullion fund. Over the next 3-10 years, a number of things will happen. First of all, it is insurance against a major disaster. Secondly, inflation is not a factor right now, but should it reignite, this gives you some insurance. Finally, there is going to be a day of reckoning because a lot of companies will not be able to meet their pension fund liabilities, and there could be quite an upset in International circles and gold is a protection against that. If he had to pick 2 companies, the 1st would be Goldcorp (G-T) and the 2nd would be Agnico-Eagle (AEM-T).

Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $0.020
Owned: Unknown

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2017-06-26

COMMENT
A Comment -- General Comments From an Expert 

Sectors you would avoid? Very early he learned to avoid commodity stocks. Doesn’t think the world needs another hamburger stand or fast food outlet. He has never liked airlines, because they are always subject to uncertainties and price wars. On the other hand, US defence stocks are a natural, and he has looked at General Dynamics (GD-N), Huntington Ingalls (HII-N) for space weapons and defence and Raytheon (RTN-N).

Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $0.020
Owned: Unknown

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2017-06-26

COMMENT
A Comment -- General Comments From an Expert 

A robotics stock for growth? He doesn’t own any at this time. One that he does favour is an ETF Robo-Global and Automation (ROBO-Q). He likes that it has 35 or 40 different robotic companies, but most of them are Japanese or foreign. He likes Rockwell Automation (ROK-N), but it is just a tad too high. If this had a 5% pullback, he would be buying it big time.

Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $0.020
Owned: Unknown

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2017-06-26

COMMENT
Apple (AAPL-Q)

A stock that, subject to your view of the market and your price parameters, you could own. You know for certain that this company is going to continue to be an innovator in a number of different areas.

electrical/electronic
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $145.820
Owned: No

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2017-06-26

PAST TOP PICK
Agrium (AGU-T)

(A Top Pick June 27/16. Up 9.95%.) The long-term case is that the world needs more food, and to maximize production, you need fertilizer. They have a great retail business which continues to grow. He wouldn’t be inclined to own it here because they are going to merge with Potash (POT-T), which will make them a major player in potash which, in the short term, creates quite a few questions. He would avoid this here.

chemicals
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $122.770
Owned: Yes

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2017-06-26

COMMENT
Central Fund of Canada Ltd (A) (CEF.A-T)

He likes gold, and this is a very easy way to play bullion, both silver and gold. Unlike some of the US ETF’s, where there was a question mark about security of delivery, this company’s funds are stored at King and Bay, and is not lent out. A very conservative way to play bullion.

investment companies/funds
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $16.290
Owned: Yes

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2017-06-26

WATCH
Canadian National R.R. (CNR-T)

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.

Transportation
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $107.010
Owned: Yes

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2017-06-26

COMMENT
Crescent Point Energy Corp (CPG-T)

He can’t see this or any other major oil companies turning around, until there is a better resolution on oil prices. However, it is so cheap at this point that he would think it is a take-out candidate at some time. It has just become too cheap.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $9.970
Owned: Yes

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2017-06-26

COMMENT
Defiance Silver Corporation (DEF-X)

A silver play in Mexico, one of the last great potential silver discoveries, i.e., an extension of the vein in terms of the length, width and depth. A great play and a good speculation.

precious metals
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $0.310
Owned: Yes

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2017-06-26

BUY
Enbridge (ENB-T)

One of the major players in the North American energy field, and will become more so with the closing of the Spectra deal. Incredibly cheap. The company feels their dividends can be grown at 10% per year.

oil/gas pipelines
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $52.450
Owned: Yes

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2017-06-26

HOLD
Goldcorp Inc (G-T)

This would be a good choice. A 2nd one would be Agnico Eagle (AEM-T).

precious metals
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $18.130
Owned: Yes

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2017-06-26

PAST TOP PICK
Home Depot (HD-N)

(A Top Pick June 27/16. Up 24.19%.) He still likes this and it is still a Buy for a long-term buyer.

specialty stores
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $151.420
Owned: Yes

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2017-06-26

TOP PICK
Inter Pipeline (IPL-T)

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)

oil pipelines
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $24.940
Owned: Yes

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2017-06-26

BUY
Power Financial Corp (PWF-T)

Had owned this in the past and likes it. It holds Great West Life (GWO-T) and Investors Group, so it has some European participation. A great way to play these 2 stocks plus Europe at a discount. Expects there will be continuing dividend growth.

finance/leasing
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $33.320
Owned: No

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