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

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Bruce Campbell (1) , President

Campbell and Lee InvMngmnt


Date Signal Chart Symbol Company Opinion Price
2014-07-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The first few times the federal reserve ended quantitative easing, the markets didn’t like it at all. Now they are slowly unwinding it, and it is supposed to end in October. You would think that there wouldn’t be a problem, but the market always comes up with some kind of a reaction, so it really depends on whether we have had some kind of a meaningful correction before then. If so, then he thinks we’ll be okay. If we haven’t had anything, it might be an excuse for it to pull back. A little too early to tell. Even with bad news, the market doesn’t seem to want to go down. There is still a lot of cash on the sidelines, so that any meaningful pullback looks like it is going to be bought. Good companies and dividends will still provide positive returns.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2014-07-21 TOP PICK Must be logged in to use chart AR-T Argonaut Gold

Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.


Price:
$4.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

Likes this. Sold it and moved to SNC Lavalin (SNC-T) where he sees 10%-15% upside. He still holds this company’s convertible debentures. A good company, but it just got a little ahead of itself for him.


Price:
$16.500
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 BUY Must be logged in to use chart AVO-T Avigilon Corp

Has been a recent buyer of this. He understands that the next quarter is the same or even better. Doesn’t think there is going to be disappointing earnings, and they may surprise on the upside. You’re probably going to see it go back to $30.


Price:
$23.400
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 COMMENT Must be logged in to use chart BB-T BlackBerry

He finds this one too difficult to value. When you buy, you can get some kind of announcement out of left field. He sees the NAV as anywhere from $12-$15. You could get one of those numbers if you broke up the company, but if you don’t, an ongoing trading range is lower than the present price.


Price:
$10.730
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-21 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick July 23/13. Up 29.72%.) Had a theory that all you had to do was buy the worst-performing bank in the big 5, and the next year it will either be the best or the 2nd-best. That works 18 out of 20 times.


Price:
$72.810
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 WATCH Must be logged in to use chart CCT-T Catamaran Corp

This was expected not to do so well and have a flattish year, but had a surprisingly very good first quarter. They are reporting in the next couple of weeks, and if they have another one the stock has room to move. Looks interesting, but a little bit risky if you buy before the earnings.


Price:
$47.420
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

This is the 1st time in a while that there has been a decent pullback (10%) because of the lack of blockbusters. Third and 4th quarters are going to be better. Thinks you will get about a 10% return plus the dividend, giving you a 14%-15% return, with a ton of safety. One of the best management teams out there.


Price:
$39.150
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Just reported in line with what was expected. The cheaper rails tend to be US because the 2 Canadian rails have done so well. He is currently in CSX Corp (CSX-N), which is at about a 5 multiple discount. This one has the best operation in North America.


Price:
$72.950
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-21 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

The 6% plus dividend yield is not a concern to him. Lots of growth in production. This is a good entry point. He sees this going back to $50-$52 a year from now.


Price:
$44.160
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 HOLD Must be logged in to use chart CQE-T Cequence Energy Ltd.

Things were doing well and had a little bit of a selloff because of the gas side. Long-term it is fine, and the balance sheet looks fine. (See Top Picks.)


Price:
$2.320
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-21 COMMENT Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

What extent does the duel class share structure impact the quality of its corporate governance, and its value as an investment? It does impact it, and this one doesn’t have the best corporate governance of any company out there. The duel share structure in Canada is disappearing company by company, and he thinks this will disappear in the next generation. Even though the stock has done well, you get a bit of the discount, and it probably should trade $5-$10 higher. It will get fixed when it gets taken over or the family dies. If you have a long-term view, you’re probably going to get some extra payment at some point.


Price:
$102.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2014-07-21 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

A gassy stock. After PrairieSky Royalty (PSK-T) established its level and trading in a pretty tight range now, you got Encana pulling back now with the other gas stocks. He prefers something smaller and more nimble with better growth. (See Top Picks.)


Price:
$23.110
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-21 BUY Must be logged in to use chart EFN-T Element Financial

Had this as a Top Pick previously. Still likes it. Have made a number of large acquisitions in the last year. Now have the balance sheet leveraged enough, he thinks, that there is US interest. You are looking at an earnings progression something like $0.60, $1 and $1.40. Big, big growth coming in the next two years. He thinks it will be at $17-$18.


Price:
$14.080
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-07-21 BUY Must be logged in to use chart GE-N General Electric

Likes this. Going back to its industrial roots means that you’ve got growth. You probably get a higher multiple because the market would then like it.


Price:
$25.980
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 3,087 entries
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