Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 2, 2008
Looking at this one because it has become incredibly cheap at 14.5X next year's earnings based on 1st call estimates. Provides a potential opportunity.
Looking at this one because it has become incredibly cheap at 14.5X next year's earnings based on 1st call estimates. Provides a potential opportunity.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$35.990
Owned
No
COMMENT
COMMENT
April 2, 2008
Coca-Cola (KO-N) and Pepsi (PEP-N) are both trading at around 18X and 19X next year's earnings while this one is at around 23X/24X. Wait until you see their fortunes turning.
Cott Corp (BCB-T)
April 2, 2008
Coca-Cola (KO-N) and Pepsi (PEP-N) are both trading at around 18X and 19X next year's earnings while this one is at around 23X/24X. Wait until you see their fortunes turning.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$3.600
Owned
No
COMMENT
COMMENT
April 2, 2008
Some of his new accounts brought shares in which he hasn't sold, but he does not own. In general, you are not going to see the same growth rate in bank earnings as you have in the past 5 years. (You will probably see earnings growth of 3% to 5% but you will get a very good yield.) This bank is the exception, which is giving some first call earnings growth that is pretty good. If you are going to own any bank, this would be the one.
Some of his new accounts brought shares in which he hasn't sold, but he does not own. In general, you are not going to see the same growth rate in bank earnings as you have in the past 5 years. (You will probably see earnings growth of 3% to 5% but you will get a very good yield.) This bank is the exception, which is giving some first call earnings growth that is pretty good. If you are going to own any bank, this would be the one.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$46.820
Owned
No
COMMENT
COMMENT
April 2, 2008
Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices.
Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$31.580
Owned
No
COMMENT
COMMENT
April 2, 2008
Has never been a huge fan of this one although he is buying a little for income-oriented accounts. If you're looking for income, this is fine, but don't expect very much on the capital gains side. The target on the street is around $13.
Has never been a huge fan of this one although he is buying a little for income-oriented accounts. If you're looking for income, this is fine, but don't expect very much on the capital gains side. The target on the street is around $13.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$11.410
Owned
Yes
DON'T BUY
DON'T BUY
April 2, 2008
Has a complex with this one. Projected cash flow out to 2010 is essentially pretty flat. However, looking at the Canadian senior mining scene it is the best of the best and has 1st class management and a wonderful portfolio of assets. Be prepared for a 2, 3-year period of inactivity.
Has a complex with this one. Projected cash flow out to 2010 is essentially pretty flat. However, looking at the Canadian senior mining scene it is the best of the best and has 1st class management and a wonderful portfolio of assets. Be prepared for a 2, 3-year period of inactivity.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$42.030
Owned
No
COMMENT
COMMENT
April 2, 2008
Sold his holdings recently, but will probably repurchase. It is the pick of the crop in this sector. Good yield and probably rising cash flow. Expect their Calgary Encana property will probably be sold to a pension fund, et cetera. A Buy if you are going to hold it for 3 years and are prepared for any market risks.
Sold his holdings recently, but will probably repurchase. It is the pick of the crop in this sector. Good yield and probably rising cash flow. Expect their Calgary Encana property will probably be sold to a pension fund, et cetera. A Buy if you are going to hold it for 3 years and are prepared for any market risks.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$19.900
Owned
No