-
Premium Brands Holdings Corporation (PBH $97.92)
- $97.92 P/E (TTM): 47.08X Cap: $4.37B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
Review of Premium Brands Holdings Corporation
APR 03, 2025
- Its investment cycles have negatively impacted its earnings, but sales growth rates have been robust overall, and management is guiding for a strong FY2025. Valuation has compressed as its profit margins have slid lower and it is facing uncertain times with the threat of US tariffs. Management feels that it can navigate US tariffs well with its manufacturing plants that are positioned in the jurisdictions that it sells to. We believe that this could mark an inflection point for the company’s fundamentals, particularly as it has paused its dividend increases and plans to focus on business
acquisitions. Its price momentum over the past few years has been weak, but it offers an attractive dividend yield at these prices, and it has the potential to see multiple expansion if it can execute on its growth strategy for the coming years. We feel that management is taking the appropriate steps to turn the business in the right direction, and therefore we are maintaining our rating of ‘B’.
{tplLang.details | toLang tLang}
{tplLang.industryclassifications | toLang tLang}
{tplLang.toolname| toLang tLang}
-
IGM Financial Inc. (IGM $52.96)
- $52.96 P/E (TTM): 12.92X Cap: $12.48B
- View IGM Profile
- View Questions on IGM
-
Brookfield Renewable Partners L.P. (BEP.UN $39.99)
- $39.99 Cap: $26.31B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
-
Tourmaline Oil Corp. (TOU $59.09)
- $59.09 P/E (TTM): 14.77X Cap: $22.13B
- View TOU Profile
- View Questions on TOU
-
North West Company Inc. (The) (NWC $46.55)
- $46.55 P/E (TTM): 16.45X Cap: $2.21B
- View NWC Profile
- View Questions on NWC
- View Reports on NWC
-
Premium Brands Holdings Corporation (PBH $97.92)
- $97.92 P/E (TTM): 47.08X Cap: $4.37B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
-
A & W Food Services of Canada Inc. (AW $38.60)
- $38.60 P/E (TTM): 22.31X Cap: $926M
- View AW Profile
- View Questions on AW
- View Reports on AW
Thanks
-
Loews Corporation (L $98.83)
- $98.83 P/E (TTM): 15.69X Cap: $20.49B
- View L Profile
- View Questions on L
-
Dollarama Inc. (DOL $182.97)
- $182.97 P/E (TTM): 40.48X Cap: $50.56B
- View DOL Profile
- View Questions on DOL
-
Intact Financial Corporation (IFC $258.62)
- $258.62 P/E (TTM): 20.91X Cap: $46.12B
- View IFC Profile
- View Questions on IFC
-
Metro Inc. (MRU $96.62)
- $96.62 P/E (TTM): 20.91X Cap: $21.01B
- View MRU Profile
- View Questions on MRU
-
CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $77.31)
- $77.31 P/E (TTM): 17.26X Cap: $13.42B
- View CCL.B Profile
- View Questions on CCL.B
- View Reports on CCL.B
-
Toromont Industries Ltd. (TIH $156.97)
- $156.97 P/E (TTM): 26.52X Cap: $12.75B
- View TIH Profile
- View Questions on TIH
- View Reports on TIH
-
Alimentation Couche-Tard Inc. (ATD $74.95)
- $74.95 P/E (TTM): 19.73X Cap: $70.49B
- View ATD Profile
- View Questions on ATD
-
Premium Brands Holdings Corporation (PBH $97.92)
- $97.92 P/E (TTM): 47.08X Cap: $4.37B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
-
goeasy Ltd. (GSY $159.40)
- $159.40 P/E (TTM): 9.58X Cap: $2.56B
- View GSY Profile
- View Questions on GSY
- View Reports on GSY
-
Vanguard U.S. Dividend Appreciation Index ETF (VGG $102.94)
- $102.94 Cap: $2.25B
- View VGG Profile
- View Questions on VGG
-
EQB Inc. (EQB $89.52)
- $89.52 P/E (TTM): 10.15X Cap: $3.42B
- View EQB Profile
- View Questions on EQB
- View Reports on EQB
-
FirstService Corporation (FSV $183.26)
- $183.26 P/E (TTM): 58.7X Cap: $8.32B
- View FSV Profile
- View Questions on FSV
-
Thomson Reuters Corp (TRI $158.53)
- $158.53 P/E (TTM): 43.91X Cap: $71.29B
- View TRI Profile
- View Questions on TRI
-
Core Natural Resources Inc Com (CNR $89.82)
- $89.82 Cap: $4.70B
- View CNR Profile
- View Questions on CNR
-
GFL Environmental Inc. Subordinate no par value (GFL $45.16)
- $45.16 Cap: $16.36B
- View GFL Profile
- View Questions on GFL
-
TFI International Inc - Ordinary Shares (TFII $94.55)
- $94.55 P/E (TTM): 21.84X Cap: $7.83B
- View TFII Profile
- View Questions on TFII
-
Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
- $62.25 P/E (TTM): 103.29X Cap: $139.65B
- View BN Profile
- View Questions on BN
Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
-
Loblaw Companies Limited (L $59.18)
- $59.18 P/E (TTM): 7.32X Cap: $70.35B
- View L Profile
- View Questions on L
-
Dollarama Inc. (DOL $182.97)
- $182.97 P/E (TTM): 40.48X Cap: $50.56B
- View DOL Profile
- View Questions on DOL
-
Metro Inc. (MRU $96.62)
- $96.62 P/E (TTM): 20.91X Cap: $21.01B
- View MRU Profile
- View Questions on MRU
-
Premium Brands Holdings Corporation (PBH $97.92)
- $97.92 P/E (TTM): 47.08X Cap: $4.37B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
-
Medical Facilities Corporation (DR $13.95)
- $13.95 P/E (TTM): 2.88X Cap: $263M
- View DR Profile
- View Questions on DR
-
Vitalhub Corp. (VHI $10.24)
- $10.24 P/E (TTM): 120.47X Cap: $574M
- View VHI Profile
- View Questions on VHI
- View Reports on VHI
-
WELL Health Technologies Corp. (WELL $4.88)
- $4.88 Cap: $1.23B
- View WELL Profile
- View Questions on WELL
- View Reports on WELL
-
A & W Food Services of Canada Inc. (AW $38.60)
- $38.60 P/E (TTM): 22.31X Cap: $926M
- View AW Profile
- View Questions on AW
- View Reports on AW
Healthcare
Consumer goods and services?
Much appreciated. ram