Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 12, 2010
(Top Pick Nov 2/09, Up 38%) Management proved to him recently that there was substantial room for growth. Pretty good distribution and will be tax efficient after conversion.
Inter Pipeline (IPL-T)
October 12, 2010
(Top Pick Nov 2/09, Up 38%) Management proved to him recently that there was substantial room for growth. Pretty good distribution and will be tax efficient after conversion.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$13.050
Owned
Yes
TOP PICK
TOP PICK
October 12, 2010
With recent pickup in construction of nuclear reactors, the demand is going to go up. Long term, why worry about mining, exploration, and development when you can just invest in the commodity.
With recent pickup in construction of nuclear reactors, the demand is going to go up. Long term, why worry about mining, exploration, and development when you can just invest in the commodity.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$6.600
Owned
Yes
TOP PICK
TOP PICK
October 12, 2010
For income oriented accounts and being defensive, this is a pretty good total rate of return. Is impressed with decline in loan loss provisions, tightening up of cost structure and capital market activities.
Bank of Montreal (BMO-T)
October 12, 2010
For income oriented accounts and being defensive, this is a pretty good total rate of return. Is impressed with decline in loan loss provisions, tightening up of cost structure and capital market activities.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$59.840
Owned
Yes
WAIT
WAIT
October 12, 2010
Is a leader, but had all kinds of troubles with Cigar lake. You could own this, but prefers U-T.
Cameco Corporation (CCO-T)
October 12, 2010
Is a leader, but had all kinds of troubles with Cigar lake. You could own this, but prefers U-T.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$30.310
Owned
No
SELL
SELL
October 12, 2010
Favourite company within the space but not right now. He lightened up because of increasing competition coming into the space. It had a good move but is fairly fully priced.
Favourite company within the space but not right now. He lightened up because of increasing competition coming into the space. It had a good move but is fairly fully priced.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$40.460
Owned
No
BUY
BUY
October 12, 2010
He owns CN because of US exposure. He would be a buyer of CN over CP.
He owns CN because of US exposure. He would be a buyer of CN over CP.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$64.220
Owned
Yes
BUY
BUY
October 12, 2010
Has owned it forever along with BMO and RY. One of the worries he has, not for this year, is the direction of interest rates. There is a risk they will go up sometime next year. He thinks banks are selling at a discount to the market.
Toronto Dominion (TD-T)
October 12, 2010
Has owned it forever along with BMO and RY. One of the worries he has, not for this year, is the direction of interest rates. There is a risk they will go up sometime next year. He thinks banks are selling at a discount to the market.
Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$75.190
Owned
Yes