Viewing Expert Bruce Campbell (1) | StockChase
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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
2017-08-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  WTI and Brent are separating because Texas is about 15% of North American refining.  Every day that they are down (could be weeks), the demand is going to be temporarily low for WTI to refine.  If you have a favourite oil stock you should take a look because many stocks are getting hit today.  This is artificially low for a while.  Stocks are off 1 or 2 percent and that is not enough to get out unless you are a short term trader.  Financial services are his favourite in Canada.  Earnings growth is 4 to 5% plus 4% dividend.  It is a nice place to be.  Above $0.80, the CAD$ is a bit ahead of itself – it could correct.  If US rates don’t go up it could hurt the US$. 


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-08-28 DON'T BUY Must be logged in to use chart ABX-T Barrick Gold

It struggles with growth because of their size.  It is roughly 50% of the XGD-T ETF.  He would go to the ETF for the safety from the diversification.  He would like to see ABX-T sell a mine to make themselves smaller so perhaps they can grow again.


Price:
$22.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-28 DON'T BUY Must be logged in to use chart AGU-T Agrium

POT-T and AGU-T amalgamation.  Mid-October is the expected merger date.  He thinks it is a positive to have them together.  These are such big companies that the market has discounted synergies.  You will get a lower yield on POT-T after the merger which some may not like.  He sees it net sideways from here.  He does not like the fertilizer outlook from here.  He would rather miss the first 5-10% to see if it trends up.


Price:
$120.360
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(Top Pick Oct 28/16, Up 18.83%)  It will not do 18% in the next year.  It is planning an acquisition.  He predicts above average returns, however.  It will be important to them to continue making acquisitions for growth.


Price:
$13.320
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 HOLD Must be logged in to use chart ARE-T Aecon Group Inc

The breakup value of the company is around $21-$22.  He would hold on for sure right now because they are entertaining offers.  The stock is not up that much yet.  Watch it like a hawk and if you see it at $18-$19, then that is when you consider selling.  He holds SNC-T.  ARE-T is primarily Canada and is cyclical.  It has the most energy exposure.


Price:
$16.840
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 HOLD Must be logged in to use chart BMO-T Bank of Montreal

Not his favourite.  He has trouble dissecting their strategy.  It is more US oriented than it used to be.  See top picks today.  It is a hold because he likes the industry.


Price:
$92.430
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

It is 50% Canadian retail and 50% international which he likes.  It means it has a higher growth rate.  It is in the middle of the range for earnings.  There is a dividend increase coming this quarter probably.  (Analysts’ target: $85.00).


Price:
$77.200
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 HOLD Must be logged in to use chart CCL.B-T CCL Industries (B)

They are a bit of a victim of their own success.  It is priced for perfection so if it ever misses you get a pullback, which it has had.  It is a growth by acquisition and it has less impact as you get bigger.  It is a decent hold, but not exciting any more like it used to be.


Price:
$57.100
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-28 DON'T BUY Must be logged in to use chart CGX-T Cineplex Inc

Last time he said he would be interested at $38 and it is now at $35.  If you are patient and just collect the yield it will grow again.  This week was the lowest attendance since September of 2001.  He would not be in any rush until the fall and you see better movies coming out.  He would like to see it building a base.


Price:
$35.270
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-28 DON'T BUY Must be logged in to use chart CIX-T CI Financial Corp

Not his favourite space.  There is tons of competition from everywhere.  They made a recent acquisition and that is a positive.  You have to get bigger in the business and then take costs out.  Mutual funds have to disclose fees now.  It is a tough grind for them.  They are doing all the right things, but he does not see a ton of growth. 


Price:
$27.180
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 PAST TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

(Top Pick Oct 28/16, Up 18.51%)  The rails that have done well and are no longer cheap.  The trend line is not broken, but it sure needs to hold in.  If planned pipelines are not built we may get a lot of crude by rail.


Price:
$99.100
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

It has a low valuation compared to its peers.  It is oily and has lots of Saskatchewan and Utah, which is good.  The discount has gotten so big because it got out of favour so that if it traded with peers it would be a big boost. 


Price:
$8.220
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-28 DON'T BUY Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

They had an 11% yield, which they cut to 8.5%.  The stock does not have a good trend line.  Rate increases are not positive for them.  You have to have pretty strong growth.  It is shopping centers in Quebec. The balance sheet is better, but still not great.


Price:
$13.420
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 HOLD Must be logged in to use chart IPL-T Inter Pipeline

He prefers other pipelines.  This one is oilier than he would like.  He prefers ENB-T because you get oil and gas and US exposure.  It’s a fine enough hold and is not going to cut the dividend.


Price:
$22.350
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-08-28 PAST TOP PICK Must be logged in to use chart MFC-T Manulife Financial

(Top Pick Oct 28/16, Up 31.52%)  He still likes it.  It is beneficiary of higher rates as well as really good growth in Asia of about 35%.  It pulled back from above $25.  We will not repeat $31.  There may be a dividend increase in 2018.  It will be good enough to hold going forward (10% return).


Price:
$24.600
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 3,649 entries
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