Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 24, 2012

Doing a wonderful job. At some point inflation is going to pick up and real estate generally is going to be one of the beneficiaries.

Doing a wonderful job. At some point inflation is going to pick up and real estate generally is going to be one of the beneficiaries.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$15.960
Owned
No
BUY
BUY
September 24, 2012

This is his 2nd favourite stock in this sector. The fact that it is oil sands it was hit earlier this year. Has recovered somewhat. Good price.

Suncor Energy Inc (SU-T)
September 24, 2012

This is his 2nd favourite stock in this sector. The fact that it is oil sands it was hit earlier this year. Has recovered somewhat. Good price.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$32.770
Owned
No
HOLD
HOLD
September 24, 2012

Have got problems. Running the risk of losing due to PCs being dead. However, looking at their patent package and their technological expertise 1) it is not going to go broke, 2) is incredibly cheap and 3) if someone wanted to pick them off they are a logical candidate.

Hewlett-Packard Co (HPQ-N)
September 24, 2012

Have got problems. Running the risk of losing due to PCs being dead. However, looking at their patent package and their technological expertise 1) it is not going to go broke, 2) is incredibly cheap and 3) if someone wanted to pick them off they are a logical candidate.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$17.210
Owned
Yes
TOP PICK
TOP PICK
September 24, 2012

80% invested in gold bullion and 20% in silver bullion and doesn’t fool around with futures, which is a great relief. In the long-term, 3 things are happening. 1) people are getting very skeptical about the way governments are botching their currencies 2) getting very skeptical about quality of the paper that the government is issuing and 3) it is a hard asset and thinks you will see it be part of a monetary system sooner than later. One analyst stated that if gold breaks $1800 it could hit $2150 pretty quickly. Another stated that there is a 98% correlation between US$ global liquidity and the price of gold, which would put gold at $1733.

80% invested in gold bullion and 20% in silver bullion and doesn’t fool around with futures, which is a great relief. In the long-term, 3 things are happening. 1) people are getting very skeptical about the way governments are botching their currencies 2) getting very skeptical about quality of the paper that the government is issuing and 3) it is a hard asset and thinks you will see it be part of a monetary system sooner than later. One analyst stated that if gold breaks $1800 it could hit $2150 pretty quickly. Another stated that there is a 98% correlation between US$ global liquidity and the price of gold, which would put gold at $1733.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$22.960
Owned
Yes
TOP PICK
TOP PICK
September 24, 2012

Expects natural gas to be north of $3 in the next 12 months. Recently added to their deep gas acreage in Alberta through an acquisition, which will add about 67 BOE’s per day of gas production. 8.2% dividend yield should be safe.

Bonavista Energy Corp (BNP-T)
September 24, 2012

Expects natural gas to be north of $3 in the next 12 months. Recently added to their deep gas acreage in Alberta through an acquisition, which will add about 67 BOE’s per day of gas production. 8.2% dividend yield should be safe.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$17.500
Owned
Yes
TOP PICK
TOP PICK
September 24, 2012

For any company involved in the critical flow of fluids or materials such as petrochemical plants, plain chemical plants, oil refineries, etc. they will be using some of this company’s products. 10,000 customers globally and have a pretty good growth rate ahead of them. Looking at $150 within 12 months and $175-$200 in 24 months.

Flowserve Corp. (FLS-N)
September 24, 2012

For any company involved in the critical flow of fluids or materials such as petrochemical plants, plain chemical plants, oil refineries, etc. they will be using some of this company’s products. 10,000 customers globally and have a pretty good growth rate ahead of them. Looking at $150 within 12 months and $175-$200 in 24 months.

Peter Brieger
Chairman & Chief Executive Officer, GlobeInvestment Capital Management
Price
$130.910
Owned
Yes