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TSE:PBH

Premium Brands Holdings Corp (PBH.TO)

85.71
-0.94 (1.08%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
192 watching
0
TOP PICK

Acquires food brands and are very good at this. There are a lot of brands that are not owned by the majors. They buy a brand, squeeze synergies out and pay a nice 6.83% dividend.

DON'T BUY

Just doesn’t have enough growth for what he is looking for. There are better consumer brands in Canada. Decent company but not a great one. He would prefer MTY Food Group (MTY-T).

WATCH

A fantastic little company. Restaurant service business, consumer discretionary. Broke out early ’12 and now we are coming back to test it. Question is whether the support here is going to hold. It is a name he is really interested in but has never pulled the trigger. It needs to hold these levels.

WATCH

Very good business and very well run. Sold his holdings because he was worried about inflation in the food sector. Likes the management team. He would like to own this one again.

BUY

(Market Call Minute.) Very good quality, steady Eddie kind of performer. On his radar screen. Very safe stock with a good dividend.

COMMENT

Quarterly results were absolutely amazing. Revenues were way up. Earnings were way up. Stock is trading near historical highs. Could be of interest to momentum players. Would not pass for him because it has not been around 10 years. Not cheap.

COMMENT
Fantastic company. Very well run. They acquire little niche brands in foods, fixes them up, apply economies of scale to them. Their costs are higher because of food price inflation but offsetting this with accretive acquisitions. Not interested in increasing dividends, preferring to retaining earnings for more acquisitions. 6.8% dividend is safe.
BUY
Sold it years ago. Looked at it recently. Sells a lot of deli meats and sliced, processed meats. Doing well, good yield and moderate payout ratio and doing good acquisitions, so more interested in it than he has been in a while. They seem well managed.
BUY ON WEAKNESS
Dividend is save even though payout ratio is high. The stock is always ahead of itself. It goes up because it keeps acquiring new businesses. IF you want safety of dividend, you can get it. Buy it on pullbacks.
DON'T BUY
Make snacks, sandwiches, etc. Have facilities across Canada and in the Pacific north west of the US. Likes this business. Debt to EBITDA is about 3.4X, which is too high for him.
BUY ON WEAKNESS
Manufacture things like pre-packaged sandwiches and pepperonis and deliver them to convenience stores and gas stations. Have done a really good job of building up their business. Has a fair amount of debt. Would prefer around $14. Yield of 7.1%.
BUY
Likes companies that are resistant to recession. Also Olympics are coming and this company is in the convenience food business in Western Canada. Just that a merger and the normal dividend will be the same as what the distribution was.
BUY
Good defensive play in this recession. A strong business that has been around for decades. 13% yield.
BUY
(Market Call Minute.) Very good defensive name. Food manufacturer.
BUY
Food and sandwiches in convenience stores. Most of their business is Western Canada so he expects the numbers to be close to flat but he would be willing to wait with the 15.7% yield. They make good acquisitions.
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