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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
2015-01-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The Bank of Canada cutting its key interest rate to 0.75% was a surprise. They are trying to prevent a shock, and will be fine in the back half of 2015. The 1st half will be highly dependent on where oil goes. Areas to consider for investing in would be Canadian companies with US exposure, including lumber as well as any companies that do things primarily in the US.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-01-21 COMMENT Must be logged in to use chart AC-T Air Canada (B)

Trailing stop? There are a lot of targets for this between $16 and $21 because most of the analysts are still using much higher oil prices in their forecasts. He thinks you are still going to see some upgrades in earnings estimates, and it could go higher. Stop Loss is perfect when you have a big gain on a company and want to protect it. He would consider a 15% or 20% Stop Loss.


Price:
$11.770
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-21 DON'T BUY Must be logged in to use chart AGF.B-T AGF Management (B)

People hold this for the dividend. The company seems to have a long-term difficulty in gathering assets, keeping them and growing the business. There are better places to put your money.


Price:
$7.130
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-01-21 COMMENT Must be logged in to use chart AR-T Argonaut Gold

Had been buying before Christmas when it dipped on tax loss selling. Just reported a record 4th quarter production. Still cheap at under $3. Given that the outlook in gold has changed so much, you should see NAV’s in the $5.50-$6 range. He thinks the stock is worth $4 in the current environment. They are quite profitable at the current gold price level.


Price:
$2.880
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 COMMENT Must be logged in to use chart BCE-T BCE Inc.

This is a non-resource/nonfinancial place for yield. It is quite expensive now. This is a 2%-3% earnings grower with a yield of about 5%. The safe yield is highly attractive, so he would think the stock is ahead of itself, and could see it flat a year from now. You are basically just holding this for the dividend.


Price:
$57.530
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-01-21 TOP PICK Must be logged in to use chart CRR.UN-T Crombie Real Estate Investment Trust

Has lagged RioCan (REI.UN-T), he thinks because of liquidity. It has the Safeway acquisition, through its parent Empire Sobeys, which it has to refurbish, and will have above-average growth from them. The shipping contracts in Nova Scotia are finally being signed, and he thinks this company will be a beneficiary there as well. You get a 6.72 % yield in a lower rate environment.


Price:
$13.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 COMMENT Must be logged in to use chart CVE-T Cenovus Energy

They have been a little delayed in putting out what they are going to do in 2015. Like a lot of them, he expects to see a CapX pullback and a hold on the dividend for now. Will probably have flattish production, and the payout ratio will probably drift a little high. The dividend is safe as long as oil prices don’t go down.


Price:
$24.070
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-21 COMMENT Must be logged in to use chart EFN-T Element Financial

Likes this one. It is about 90% US, so they are going to be a beneficiary of the lower Cdn$. Have got a lot of acquisitions where they are finally going to see earnings coming this year. He sees a $17-$18 stock a year from now.


Price:
$13.340
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 PAST TOP PICK Must be logged in to use chart GE-N General Electric

(A Top Pick Jan 7/14. Down 8.93%.) This disappointed on the financial side as  US financials got squeezed. As an industrial, it has all kinds of great things that they have not as yet been able to translate into earnings growth. His clients in Cdn$’s are up 6% in the past year because of the exchange rate.


Price:
$24.040
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 COMMENT Must be logged in to use chart IFP-T Interfor Corp

Sold his holdings to take some profits. The group is one of the larger direct beneficiaries of the weaker Cdn$. Not just the dollar, but all of the stocks have a decent background on the US housing side going forward. Thinks they are going to do well.


Price:
$20.100
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-01-21 COMMENT Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

He did a lot of trimming of oil in Oct/Nov, including this one. It has a levered balance sheet, but has really good assets. Probably a trading vehicle now. If you think oil is going to $65-$70 by the end of the year, the stock will be up, but if oil goes to $40 and stays there, they would be in financial difficulty. If you Buy, don’t stay in it for very long.


Price:
$1.560
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-21 STRONG BUY Must be logged in to use chart MFC-T Manulife Financial

This will be negatively impacted on the spreads by the lower interest rates, but probably offsetting it is 275 points upwards on markets, and maybe markets continuing net higher over the year. He likes this company. Has really good Asian growth. Has pulled back lately with the softness in Canadian financials. Has a $25 target.


Price:
$20.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 PAST TOP PICK Must be logged in to use chart MRE-T Martinrea

(A Top Pick Jan 7/14. Up 16.04%.) Stock had gotten hit for non-fundamental reasons, so he bought this at around $8. Has pulled back recently with Magna (MG-T), but also had a miss on one of the quarters. They now have a new, impressive CEO, and thinks there is a good chance of it going back to $13-$14 again.


Price:
$9.320
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 COMMENT Must be logged in to use chart POT-T Potash Corp of Saskatchewan

The group is higher here. Mosaic (MOS-N) guided upwards for the coming quarter. He prefers Agrium (AGU-T) because of their retail side. The weaker Cdn$ will help this company for the next little while.


Price:
$44.450
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-01-21 COMMENT Must be logged in to use chart POW-T Power Corp

Thinks there is a Possibility for them to Increase the dividend in 2015. Great West Life (GWO-T) is overdue and expects it would come in the 4th quarter. They are now starting to see growth. This is one that people would be in for safety and dividends, with the hope that there is some growth.


Price:
$30.060
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 3,189 entries
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