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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
2014-03-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Canadian market is outperforming the US and other markets. Not only are prices higher, but volume is up, financing is something like 4X what they were last year. This is partly due to last year’s underperformance but also the makeup of our market. Late cycle energy, gold has had a bit of a rebound and, as well, he is hearing that US investors are buying Canadian banks and Canadian energy stocks. Thinks the market can keep going.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
_N/A
2014-03-12 COMMENT Must be logged in to use chart ANV-T Allied Nevada Gold

Sold his holdings more than a year ago. Had some production problems in bringing the sulphide part of their deposit into production and the market was concerned. With higher prices, new management and a new plan, it would be nice for them to have $50 million more cash just to make sure everything is okay. In the trading range and is a Buy at $5 and $7-$8 is probably a Sell.


Price:
$6.450
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-12 HOLD Must be logged in to use chart AP.UN-T Allied Properties REIT

A little bit more growth than some of the others. Have done some joint ventures with Riocan (REI.UN-T) where they are redeveloping pieces of property.


Price:
$33.840
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-12 COMMENT Must be logged in to use chart AR-T Argonaut Gold

His only gold holding. Has lagged ever so slightly. Still one of the few ones that is going to have free cash flow down to $1000. It may never get that low. You want production growth and free cash flow at lower prices and this company has that. Had a tiny stumble at one of the mines in Mexico, which caused the 4th quarter to be under by $.02-$.03. It is getting fixed and he thinks the next quarter coming out will be good. Still buying.


Price:
$5.750
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-12 HOLD Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

Easy money has been made. Stock probably goes sideways for a while. NAV is high. Trading at a nice discount but the catalysts won’t come for a year to 18 months.


Price:
$8.500
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-12 COMMENT Must be logged in to use chart BA-T Bell Aliant

Just announced they were planning on investing $4.8 million to expand fibre optics capability in Newfoundland. Thinks investors do not like them spending any money as they view them as a quasi-utility. Probably just going to go sideways. Yield is reasonably high. Not much growth. He finds this uninteresting, although for yield he prefers it to a utility.


Price:
$26.510
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-12 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick March 26/13. Up 13.68%.) This has actually underperformed the group a little because of its exposure to emerging markets. He still likes it.


Price:
$65.120
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-12 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

(Market Call Minute.) Large dividend payout by percentage. Heavy oil trying to buy Aurora (AEF-T) in order to diversify a little bit.


Price:
$42.070
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-12 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

(Market Call Minute.) Because of valuation, he rates this as a Hold. PE multiple is pretty high here.


Price:
$63.530
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-12 PAST TOP PICK Must be logged in to use chart CSX-N CSX Corp

(A Top Pick March 26/13. Up 22.12%.) Have announced that weather will impact their 1st quarter, but this affects all the rails. The stock didn’t go down so he takes this is a good sign. Has decent growth.


Price:
$28.890
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-12 HOLD Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

You are not going to see much growth. This is a smaller Québec oriented Riocan (REI.UN-T). In fact he were going to go below Riocan, he would prefer Crombie (CRR.UN-T) which has a little more growth than this one.


Price:
$18.080
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2014-03-12 COMMENT Must be logged in to use chart CUM-T Copper Mountain Mining

(Market Call Minute.) This has gotten hit in the last couple of days. Moved from $1.50 at the bottom and up to $2.20. As copper has pulled back, this has pulled back with it. If you like copper and you think China is going to solve itself and copper prices are going to settle in over $3, it is probably a trade and goes back to $2.20.


Price:
$1.990
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-12 TOP PICK Must be logged in to use chart CVE-T Cenovus Energy

Had problems at Foster Creek with their SAGD operations and this is finally getting fixed. The back half of this year, each quarter now, should get better. Margins are widening. His one-year target is $33-$35.


Price:
$29.290
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-12 BUY Must be logged in to use chart EFN-T Element Financial

Leasing. Did a helicopter acquisition from General Electric (GE-N) and railcars from Trinity (TRN-N). Both of these things add to their earnings forecasts. He likes this. Has a one-year target of $18.


Price:
$14.790
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-12 COMMENT Must be logged in to use chart G-T Goldcorp Inc

Made a lowball offer of $5.95 a share for Osisko (OSK-T). What has worked against them is that Osisko is very levered to higher gold prices which means that it is worth more. They are probably going to have to pay a little more. There doesn’t seem to be anybody else showing up so they are still going to get it at a relatively lowball valuation.


Price:
$30.950
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 3,001 entries
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