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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
2015-05-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are witnessing a bit of a rotation in the Canadian market, with energy plus strength in the Cdn$. Even if you think it is a Sell in May and Go Away kind of scenario, within the market you can certainly make money on individual names. Consumer names have done very well since November when everybody was exiting energy and had to go somewhere. All of those stocks are now looking pretty pricey, so there is some swapping back into cyclicals. He has started to nibble away at energy in the last few weeks, and reducing his holdings on some of the consumer names. Stocks are fairly fully valued, but stock by stock and group by group there is still a little bit of value there. You don’t have to sell now and go away. When 10 year US treasuries go up, there is a nice historical correlation between that and cyclical stocks, and we are starting to see that in the last 2-4 weeks.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-05-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Cdn$? The oil prices back to $58-$59 help. It has been higher lately and most currencies are higher against the US$. He doesn’t think oil prices go immediately to $70, so this is kind of petering out. As soon as you get stronger US economic numbers, probably over the next 6 months, he expects the US dollar to reassert itself. The trading range is something like $78-$84, and we are near the top of the range.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-05-01 HOLD Must be logged in to use chart ALA-T Altagas Ltd

He likes this company. It has LNG exposure, which was looking a little soft lately. Had thought it was overvalued, but now it is a little fairer value and with a dividend increase, it probably hangs in here. Would like to see some LNG specifics. The pipeline infrastructure side is fine.


Price:
$41.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

This is the digital camera business, a growth business and not paying a dividend. He found that he couldn’t forecast what they were doing, so sold his holdings 3-4 months ago. Have been a long time without a permanent CFO which bothers him a little. On the expensive side.


Price:
$21.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Did a very, very large issue in the last week. Stock was near an all-time high at around $70 and they did it at $68.25. The stock has been underwater since, which surprises him. If it were to go down a little lower, he would be taking a look. Good company.


Price:
$65.820
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-05-01 COMMENT Must be logged in to use chart BB-T BlackBerry

It is almost like it is an asset value play at this stage and probably worth $14-$17. CEO has done a great job and got it from $6-$12, but he doesn’t think there is an amazing amount left. It is hard to value and it is hard to look at the earnings to find value.


Price:
$12.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Had good solid numbers in the quarter. You are not buying this for growth; you are buying it for yield plus a little bit of growth. 4.5%-5% yield plus 3%-4% growth and the multiple is now down to probably a base, which gives you an 8%-9% return.


Price:
$53.880
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 WAIT Must be logged in to use chart CCO-T Cameco Corporation

This is one where you can wait and be patient. It is not going to move on you very much. He has decided to wait and watch it. If you are slightly late, that is probably okay.


Price:
$20.870
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 DON'T BUY Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Thinks this is a value trap. Doesn’t like the radio business. It seems to be in perpetual decline. Have some decent TV properties, but now with “pick and pay” into the question, who knows? Has a decent yield at about 6.5%.


Price:
$18.280
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1st time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.


Price:
$80.090
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 BUY on WEAKNESS Must be logged in to use chart CRH-T CRH Medical Corp.

(Market Call Minute.) A growth by acquisition story. Has doubled in the last 6 months.


Price:
$3.480
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 TOP PICK Must be logged in to use chart CRR.UN-T Crombie Real Estate Investment Trust

Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3rd. They have right of 1st refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.


Price:
$13.350
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 BUY on WEAKNESS Must be logged in to use chart CXR-T Concordia Healthcare

This is back to about its issue price of $85. Trading at about 13 or 14 times EBITDA. Before its acquisition, it was trading at 18 times because of a lot of anticipation. This is a growth by acquisition story. If they make another acquisition, he thinks you could see $110-$115 a year out. He would be a buyer in the low $80s.


Price:
$87.290
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 HOLD Must be logged in to use chart DH-T DH Corporation

(Market Call Minute.) Made a good acquisition lately.


Price:
$41.750
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-05-01 PAST TOP PICK Must be logged in to use chart EFN-T Element Financial

(A Top Pick May 2/14. Up 27.37%.) A financial leasing company. Have made some more acquisitions. They are the logical buyers of General Electric’s (GE-N) fleet business which GE is putting up for sale. If they were to do that, he expects there would be another 5%-10% bump. He is looking for $19-$20 a year from now.


Price:
$17.400
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 3,242 entries
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