Viewing Expert Bruce Campbell (1) | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Bruce Campbell (1) , President

Campbell and Lee InvMngmnt


Date Signal Chart Symbol Company Opinion Price
2017-05-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The US market is in record territory and oil is up sharply as well. They are moving together. There is a rebound in all the risk-on trades today, and a marginal increase to new highs, in New York. The dollar related commodities have been laggards in the last couple of months. Pres. Trump’s tax stuff has got to the back burner. We had always heard it was going to be August or September, etc., so maybe it is not too surprising. Earnings were good in the quarter in the S&P, which has also helped. We are going to run out of steam unless Pres. Trump comes up with something, sometime soon. If you are a good fundamental stock picker, you can do well from here.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2017-05-15 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Auto parts suppliers? Hasn’t owned anything in this group for a while. The sector is the statistically cheap, but there is nervousness that new car sales have peaked. Magna (MG-T) and Martinrea (MRE-T) would be 2 possibilities where they are 40% Europe and you could get decent growth, offsetting slowness in North America. Still not quite attractive enough for him.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-05-15 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Cannabis stocks such as Aurora (ACB-X) or Aphria (APH-T)? We know that there is growth coming. There is a medical side and a personal side, and still over a year until we get there. The stocks ran to the moon, but then that gets messed up with fundamentals. They have now all had a pullback. Wait for a little more certainty. Also, bigger is better, so Canopy (WEED-T) or Aurora (ACB-X) would be the 2 to look at, because they have revenue and a little bit of profit.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

Prefers growthier pipelines. This one is a mixture of some pipe, some power generation, and is a little more BC oriented. With the big acquisition, the receipts still out there, and that has been pressing on the stock for a while. The entry point is probably okay at around $30-$31, and the 6.8% dividend yield is relatively safe.


Price:
$31.080
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY on WEAKNESS Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

These kinds of stocks have come to trade on Enterprise Value to EBITDA, which takes in the pre-tax earnings, but is really a measure of cash flow and debt, which is a better measure. He likes this company, but this is not the best entry point. The high $12 would be an OK entry point.


Price:
$13.310
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

Felt valuation was pretty high for a low-tech business. At the current price, in the mid-$20, if there is nothing wrong and if their earnings follow-through, then the stock has potential. However, the elevated risks would still bother him. We’ll find out more in the next few weeks, and if you are comfortable, the entry point might be decent.


Price:
$23.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-05-15 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

Canadian banks have all been affected by Home Capital (HCG-T), and this is now back to an average valuation. It is 50% international and 50% Canadian, so you don’t have to worry about the US president doing anything crazy. They are really starting to get their act together in the last few quarters in a couple of the South American countries. The stock has had a 10% pullback, Dividend yield of 4%. (Analysts’ price target is $85.)


Price:
$75.730
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 COMMENT Must be logged in to use chart BOX.UN-T Brookfield Office Properties Ltd

They have a cash offer from Brookfield Property Office (BPO.UN-T) at $32.50. He would say that this is the current valuation, and they will probably be successful. He would take the offer as they are not going to be any more liquid.


Price:
$32.510
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

A good balance sheet, pretty conservative management that doesn’t drill above their cash flow. Believes the dividend is safe. Very, very cheap. When everything calms down, this should be a $9-$10 stock. Dividend yield of 6.4%.


Price:
$6.580
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

This is down more than the other banks because (1) they are issuing stock in the People’s Bank acquisition and (2) they have twice the exposure of any other Canadian bank to Canadian mortgages. He doesn’t own it because of their mortgages, which would make them the most exposed if there were any problems. (See Top Picks.)


Price:
$107.850
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-05-15 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

A bit of a tough entry point, because it is doing so well. He would want to pay something like $95-$97. If you own, it is still OK to Hold.


Price:
$103.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 PAST TOP PICK Must be logged in to use chart ECI-T EnerCare Inc

(A Top Pick March 15/16. Up 27%.) Reported last week and numbers were a little weak so the stock dropped, but thinks the market is misunderstanding. This is a buying opportunity. He still likes this. A utility type business, but are making US acquisitions. Dividend yield of 5.3%.


Price:
$18.670
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 PAST TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

(A Top Pick March 15/16. Down 3%.) This was split into 2 companies, with ECN Capital being the other side. ECN is up 16%. These are growth stories that are still proving themselves out. They have another year or 2 or 5 of the growth.


Price:
$11.090
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Must be logged in to use chart ENB-T Enbridge

They have a lot of financing for their huge pipeline in years to come, which sometimes provides an opportunity. They reported last week and had a very small miss on the quarter. They have said they are going to grow the dividend 8%-10% in each of the next 5 years. Dividend yield of 4%. (Analysts’ price target is $63.)


Price:
$54.540
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 WATCH Must be logged in to use chart EQB-T Equitable Group

When he asks about buying Home Capital (HCG-T), he gets “Buy Equitable”, which is way safer and has financial backing. It doesn’t do alternative lending, but does kind of niche lending. Home Capital’s problems are going to blow over, but even if it doesn’t, that is not going to come to this company. Wait for the next Home Capital headline, and then when this drops to $45, then you have more of a ramp to do something.


Price:
$51.080
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 3,565 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.