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
2016-06-15 COMMENT Must be logged in to use chart ABX-T Barrick Gold

(Market Call Minute.) Not his favourite gold. Has had a nice rebound, but it is very large and harder to grow. Of the seniors, he prefers Goldcorp (G-T).


Price:
$26.520
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-15 HOLD Must be logged in to use chart ALA-T Altagas Ltd

(Market Call Minute.) You hold this for the yield. This has a little power and a little gas.


Price:
$30.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-15 TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

A renewable energy generator. Made a fairly large US acquisition. To him, it looks like you have the best growth of the power and utility group in Canada, for the next year or 2. You could make 10% plus the dividend of 4.61%, which makes it well above average in the group.


Price:
$11.730
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This stock hasn’t done anything wrong, and yet it has pulled back 15% from its peak. There is a fuel margin aspect as to how well they do at their convenience stores. They are still going to make acquisitions, although they are going to be in Europe. For the 1st time in a while, it is trading at under 20X. A growth story that you can buy on sale. Dividend yield of 0.51%.


Price:
$53.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

(Market Call Minute.) Has had a nice recovery from a horrible bottom. Too volatile and too government dependent.


Price:
$1.940
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-15 HOLD Must be logged in to use chart BCE-T BCE Inc.

You buy this for the dividend of about 5%. There’s not a lot of growth. Valuation is relatively full. $60-$61 is all he can see a year out.


Price:
$59.040
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-15 WAIT Must be logged in to use chart BEI.UN-T Boardwalk REIT

Apartments, a lot of them in Western Canada including Fort McMurray. Dipped, but has recovered with the whole group. He would wait a quarter to see if they’ve overcome Fort McMurray and the Alberta exposure.


Price:
$53.440
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-15 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

There are some economic concerns with some specifics. As long as you think the US economy is going to hang in, and show the 2%-3% growth that he thinks it is going to, it would be a Hold. The next time it gets to $81, he will be thinking of it as a possible Sell.


Price:
$75.030
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(A Top Pick June 1/15. Down 19.84%.) His favourite senior oil. It has the most growth. For the first time, they are going the other way by being a seller of properties. Lowered the dividend to the point where the balance sheet is good. Still has a lot of hedges in place. Their breakeven point is down into the high $30s.


Price:
$20.750
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

Very volatile. In the very short term it has been a positive, in that the large acquisition they made was in Europe. Now with the BREXIT vote coming, that is a bit of a factor. There are comments that this may be taken over, but it may not be until after BREXIT. Right now it is a trading vehicle and it seems to be on the cheap end. There is a lot of Shorting on it.


Price:
$29.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-06-15 HOLD Must be logged in to use chart DH-T DH Corporation

Cheques, but also a mixture of things, and more US than Canada. Feels it has OK growth plus a dividend. As it has pulled back from its peak, you might see 10% on it, but not enough for him to get excited. Has a decent yield.


Price:
$33.050
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-06-15 COMMENT Must be logged in to use chart DHX.B-T DHX Media

They lost Disney (DIS-N), but have more than replaced it with other properties. You would think it would be higher. Kind of an orphan in Canada as there is nothing else like it. It is not well followed by Bay Street and the comparables are more US. All they can do is just keep grinding out the numbers, and eventually it will work and should go higher than $6.29. He owns the bonds.


Price:
$6.340
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 PAST TOP PICK Must be logged in to use chart EFN-T Element Financial

(A Top Pick June 1/15. Down 22.08%.) There is a restructuring coming. The stock was $19 a year ago, and now they are doing a restructuring to get value out, and the uncertainty has created a bit of angst. When it comes, you could see mid-$20 valuation on a break up.


Price:
$14.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Must be logged in to use chart EFN-T Element Financial

His one-year target would be $19-$20, back where it was a year ago. When they announce the end of the deal, and earnings continue to come through, he thinks it will be fine and a good stock run up into the fall. Dividend yield of 0.68%.


Price:
$14.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 COMMENT Must be logged in to use chart ELD-T Eldorado Gold

(Market Call Minute.) Shored up their balance sheet with the sale of China recently, but the remaining countries are Greece and Turkey, so he would prefer something else where you don’t have to worry about jurisdiction.


Price:
$5.580
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 3,466 entries
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