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

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


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General Market Comment 

June 26, 2017

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.

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.

Unknown
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

June 26, 2017

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).

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).

Unknown
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

June 26, 2017

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).

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).

Unknown
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

June 26, 2017

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.

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.

Unknown
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$0.020
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Unknown

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COMMENT
Apple(AAPL-Q) 

June 26, 2017

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

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 Capi...

PricePrice
$145.820
Owned Owned
No

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PAST TOP PICK
Agrium(AGU-T) 

June 26, 2017

(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

(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 Capi...

PricePrice
$122.770
Owned Owned
Yes

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COMMENT

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

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 Capi...

PricePrice
$16.290
Owned Owned
Yes

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WATCH

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

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 Capi...

PricePrice
$107.010
Owned Owned
Yes

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COMMENT

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

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 Capi...

PricePrice
$9.970
Owned Owned
Yes

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COMMENT

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

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 Capi...

PricePrice
$0.310
Owned Owned
Yes

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BUY
Enbridge(ENB-T) 

June 26, 2017

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

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 Capi...

PricePrice
$52.450
Owned Owned
Yes

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HOLD
Goldcorp Inc(G-T) 

June 26, 2017

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

precious metals

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

precious metals
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$18.130
Owned Owned
Yes

Must be logged in to use chart
PAST TOP PICK
Home Depot(HD-N) 

June 26, 2017

(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

(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 Capi...

PricePrice
$151.420
Owned Owned
Yes

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TOP PICK
Inter Pipeline(IPL-T) 

June 26, 2017

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

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 Capi...

PricePrice
$24.940
Owned Owned
Yes

Must be logged in to use chart
BUY

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

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 Capi...

PricePrice
$33.320
Owned Owned
No

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