Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 21, 2010
(A Top Pick Sept 10/09. Up 51%.) Was Sceptre Investment Council but merged with Fiera Sceptre.
Fiera Capital Corp (FSZ-T)
September 21, 2010
(A Top Pick Sept 10/09. Up 51%.) Was Sceptre Investment Council but merged with Fiera Sceptre.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$7.800
Owned
No
PAST TOP PICK
PAST TOP PICK
September 21, 2010
(A Top Pick Sept 10/09. Up 52%.) Would buy this one for his new accounts. Has future growth, particularly in the increase in capacity of pipelines from oil sands to regular markets. Limited partnership so they don't have to convert but distribution is treated as dividends for tax purposes.
Inter Pipeline (IPL-T)
September 21, 2010
(A Top Pick Sept 10/09. Up 52%.) Would buy this one for his new accounts. Has future growth, particularly in the increase in capacity of pipelines from oil sands to regular markets. Limited partnership so they don't have to convert but distribution is treated as dividends for tax purposes.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$13.030
Owned
Yes
TOP PICK
TOP PICK
September 21, 2010
Looking out 10-15 years, nuclear energy is going to be one of the solutions to getting us off the dependency of oil. Uranium spot prices are about $48 and the worst pessimists are calling for $55. NAV is about $5.60 in historically has sold at 1.3X, which would get you to $8.50.
Looking out 10-15 years, nuclear energy is going to be one of the solutions to getting us off the dependency of oil. Uranium spot prices are about $48 and the worst pessimists are calling for $55. NAV is about $5.60 in historically has sold at 1.3X, which would get you to $8.50.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$6.400
Owned
Yes
TOP PICK
TOP PICK
September 21, 2010
Water is the next oil in terms of commodity value. This one is focused globally on water treatment purification, recycling and more efficient use
Nalco Holding Company (NLC-N)
September 21, 2010
Water is the next oil in terms of commodity value. This one is focused globally on water treatment purification, recycling and more efficient use
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$25.480
Owned
Yes
TOP PICK
TOP PICK
September 21, 2010
Water is the next oil in terms of commodity value. More project oriented in terms of infrastructure. A US company that has moved up into Canada.
Tetra Tech Inc. (TTEK-Q)
September 21, 2010
Water is the next oil in terms of commodity value. More project oriented in terms of infrastructure. A US company that has moved up into Canada.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$20.160
Owned
Yes
BUY
BUY
September 21, 2010
Essentially gone from exploration company into 1st stage of production/growth. Last month was best production they have ever had. Expecting $.25 a share in cash flow next year followed by $.30-$.35 year after. His target range is $2.50-$3.50 looking out 1 to 2 years. Great acquisition of Flat River, which is next door.
Americas Silver Corp. (SPM-T)
September 21, 2010
Essentially gone from exploration company into 1st stage of production/growth. Last month was best production they have ever had. Expecting $.25 a share in cash flow next year followed by $.30-$.35 year after. His target range is $2.50-$3.50 looking out 1 to 2 years. Great acquisition of Flat River, which is next door.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$0.900
Owned
Yes
BUY
BUY
September 21, 2010
Distribution is safe and will remain at same level when it converts to a Corp. Not looking for much in capital appreciation but does like the 9% plus yield. Would buy for new clients.
Pembina Pipeline Corp (PPL-T)
September 21, 2010
Distribution is safe and will remain at same level when it converts to a Corp. Not looking for much in capital appreciation but does like the 9% plus yield. Would buy for new clients.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$19.940
Owned
Yes