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
2017-07-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Financials and energy are poised for a rebound in the 2nd half of the year. Our banks are net down for the year, which is unusual. Home Capital worry is dissipating and banks have now retreated to an average multiple, so they will now be positive. Energy has overshot a little, and is set up to get into the low $50. We may well outperform the US in the 2nd half of the year. Dividends will provide the bulk of the returns for the rest of 2017. He sees returns as mid-single digits.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2017-07-04 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Longevity of Canadian Banks? These have been around for over 100 years. They are innovative and have very good capital positions. They have such good capital and such entrenched positions in the oligopoly of Canadian banking, he doesn’t see a problem. He is completely comfortable owning these for the dividend, with some growth.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-04 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Food stocks? He would be reluctant to own something that is just Canadian. Owns nothing in the food group, but does own Alimentation Couche-Tard because it is a Canadian way to get some retail, but it is about 90% non-Canadian.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-04 WAIT Must be logged in to use chart ALA-T Altagas Ltd

Has looked at this recently. You could buy the Receipt instead of the common shares right now, because it is trading under the strike price. If the deal doesn’t go through, you get your money back. There is so much healthy scepticism, in that the 7% return might be a flag. A hybrid company, half power and half utility and trying to grow like some of the others into the US. He would wait for the day of the deal, but you have to be nimble.


Price:
$29.660
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-04 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick June 15/16. Up 21.33%.) A growth utility. You want to have one that can make acquisitions, and this is what happened here. They made a good US acquisition and integrated it well. 4% yield and 8%-10% earnings growth.


Price:
$13.420
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(A Top Pick June 15/16. Up 16.55%.) He still likes this. It is his only retail holding. They just closed their US acquisition and the stock has started to act a bit better. His one-year target is about $70.


Price:
$62.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

This is a group that he generally avoids. It can drop 10%-15%-20%. Too flighty for him. It is subject to news and there is possible disruption as well.


Price:
$22.730
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-04 COMMENT Must be logged in to use chart BCE-T BCE Inc.

This doesn’t have much growth, but has a 5%-ish dividend, so your return is going to be mostly the dividend plus a little bit of capital appreciation. If interest rates go up a lot, this is the kind of stock that will be in a bit of trouble, because the low growth can’t offset where the dividend yield would have to go.


Price:
$58.350
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-04 BUY on WEAKNESS Must be logged in to use chart CNR-T Canadian National R.R.

He likes this, but would like an entry point that started in the $90 area. Wait for this to drop under $100.


Price:
$104.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 COMMENT Must be logged in to use chart CSX-Q CSX Corp

He loves this rail, just because it has done so well this year. “Operating ratios” is the buzzword in railways and this one had the most room to move to the average. Just in one quarter, Hunter Harrison has moved it more than they have been moved for a while. Expects the stock is going to go a bit higher.


Price:
$54.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 COMMENT Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

Has a really high yield. Payout ratio is well over 100%. They either have to raise equity, which they can’t do, sell assets, or cut the dividend which they might as well do as the market is assuming they are going to.


Price:
$12.640
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-04 COMMENT Must be logged in to use chart CWB-T Canadian Western Bank

A levered way to play Canadian banks. When oil prices go down, this bank goes down more than it should. If you think oil prices are near their bottom, and he does, as they go up, this bank will catch up. This could be a really good levered play. Be careful, because if oil were to go back down to $40, this bank goes down.


Price:
$27.860
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-04 COMMENT Must be logged in to use chart DHX.B-T DHX Media

Looks cheap, but it has looked cheap for quite a while. Canadians have trouble valuing this. There is really not much else like it in Canada. They’ve made some recent good transactions. They need consistency of a few quarters bringing the numbers they say they can do, and the stock will slowly go up.


Price:
$5.700
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-04 TOP PICK Must be logged in to use chart DIS-N Walt Disney

Because it has been hit with ESPN concerns, the stock is kind of bottoming. They’ve already lost something like 10 million subscribers on ESPN. All the rest of the businesses are doing great. Trading down to about 15X next year’s earnings, and 10X EV to EBITDA, which is as cheap as it has been for a few years. Dividend yield of 1.5%. (Analysts’ price target is $124.)


Price:
$107.460
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 PAST TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

(A Top Pick June 15/16. Down 21.49%.) This was split in two. The ECN piece, if you held it which he has, has gone from $3 to $4. If you had those pieces back, it would still be down, but only half of what is shown.


Price:
$9.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 3,591 entries
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