Stock Opinions by Peter Brieger - Stockchase Experts
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Peter Brieger @

On Stockchase since : Nov 2001

Chairman & Chief Executive Officer at GlobeInvestment Capital Management

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Stock Opinions by Peter Brieger - Stockchase Experts

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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.

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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$0.020
Owned Owned
_N/A

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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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$107.010
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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$0.310
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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$9.970
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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$52.450
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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$16.290
Owned Owned
Yes

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HOLD

The main focus of their property is in Mexico. The initial ore body ran out, and they are now putting another one into production. There are a number of ample opportunities in that whole area, so there could be an expansion in that part of the holding. They also have a property in Idaho, which basically has a 10-year reserve life, as well as a new holding in Mexico.

precious metals
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The main focus of their property is in Mexico. The initial ore body ran out, and they are now putting another one into production. There are a number of ample opportunities in that whole area, so there could be an expansion in that part of the holding. They also have a property in Idaho, which basically has a 10-year reserve life, as well as a new holding in Mexico.

precious metals
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$3.800
Owned Owned
Unknown

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

precious metals
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$18.130
Owned Owned
Yes

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COMMENT

He would advise viewers to go to this company’s website and looking at the management discussion, which you might find interesting.

precious metals
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He would advise viewers to go to this company’s website and looking at the management discussion, which you might find interesting.

precious metals
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$0.055
Owned Owned
Yes

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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
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(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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$122.770
Owned Owned
Yes

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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
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(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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$151.420
Owned Owned
Yes

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PAST TOP PICK
Royal Bank(RY-T) 

June 26, 2017

(A Top Pick June 27/16. Up 29.82%.) One of his 3 favourites along with Bank of Montréal (BMO-T) and Toronto Dominion (TD-T). This is one that you can buy here and hold it happily. (See Top Picks.)

banks
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(A Top Pick June 27/16. Up 29.82%.) One of his 3 favourites along with Bank of Montréal (BMO-T) and Toronto Dominion (TD-T). This is one that you can buy here and hold it happily. (See Top Picks.)

banks
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$93.990
Owned Owned
Yes

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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).

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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$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).

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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$0.020
Owned Owned
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
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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
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$145.820
Owned Owned
No

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