Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 21, 2010
BHP Billiton (BHP-N) has an offer on the table but doesn't think the deal will work as it is not a good deal for Saskatchewan. If you are trading, he would be inclined to let it go and buy at a lower price.
BHP Billiton (BHP-N) has an offer on the table but doesn't think the deal will work as it is not a good deal for Saskatchewan. If you are trading, he would be inclined to let it go and buy at a lower price.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$150.550
Owned
Unknown
SELL
SELL
September 21, 2010
If he were going to be involved in the oil sands area he would go with Canadian Natural Resources (CNQ-T) and if he owned this he would consider switching.
Cenovus Energy (CVE-T)
September 21, 2010
If he were going to be involved in the oil sands area he would go with Canadian Natural Resources (CNQ-T) and if he owned this he would consider switching.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$27.860
Owned
No
COMMENT
COMMENT
September 21, 2010
Deal to buy CTV Globe Media is interesting and highly beneficial. Have to look at the whole content question in 2 aspects. 1) How does it relate to telecoms and 2) applications and hardware in the smart phone area. If you own for income, Hold.
BCE Inc. (BCE-T)
September 21, 2010
Deal to buy CTV Globe Media is interesting and highly beneficial. Have to look at the whole content question in 2 aspects. 1) How does it relate to telecoms and 2) applications and hardware in the smart phone area. If you own for income, Hold.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$33.500
Owned
No
HOLD
HOLD
September 21, 2010
Fundamentally a great company. Got into trouble on guaranteed products. Should recover when the markets go up, which he thinks it will. You need 12-15 months of patience. Decent yield of 3.9%.
Manulife Financial (MFC-T)
September 21, 2010
Fundamentally a great company. Got into trouble on guaranteed products. Should recover when the markets go up, which he thinks it will. You need 12-15 months of patience. Decent yield of 3.9%.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$13.400
Owned
Yes
COMMENT
COMMENT
September 21, 2010
Government has indicated no interest rate increases for the better part of a year and, if so, some of the REITs are going to be great holds because of the yield. This one would be the top of his list. If you buy at now, be nimble as you may have to get out in a hurry as it is interest rate sensitive.
Government has indicated no interest rate increases for the better part of a year and, if so, some of the REITs are going to be great holds because of the yield. This one would be the top of his list. If you buy at now, be nimble as you may have to get out in a hurry as it is interest rate sensitive.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$19.600
Owned
No
COMMENT
COMMENT
September 21, 2010
Had originally thought it made eminent sense from the fundamentals, which has turned out to be the case but the stock does nothing. Operating platforms are quite good so it will be acquired at some point.
Zed.i Solutions Inc (ZED-X)
September 21, 2010
Had originally thought it made eminent sense from the fundamentals, which has turned out to be the case but the stock does nothing. Operating platforms are quite good so it will be acquired at some point.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$0.500
Owned
No
DON'T BUY
DON'T BUY
September 21, 2010
First-class company but he wouldn't touch the stock here. Just announced they are going into financial services and he is not sure it's a good thing. Also announce they're going to sell some electronic equipment in some stores which would destroy their unique style.
First-class company but he wouldn't touch the stock here. Just announced they are going into financial services and he is not sure it's a good thing. Also announce they're going to sell some electronic equipment in some stores which would destroy their unique style.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$38.430
Owned
No