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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
2015-07-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.The market has been down 7 days in a row, which is the 1st time since 2011 that that has happened, the time of the original Greece blow-up. 8.5% overnight in China got it started, so it was bad right from the get-go. You get a bit of momentum and a bit of negative sentiment, and it’s not very much fun. Thinks things will be better in the 2nd half of the year, but it may be longer than that for resource. Also, oil looks kind of sloppy. If we get stabilization in oil, that is part of it, but on the non-resource side, there is starting to be value in lots of areas. It has been a very narrow market. There is starting to be decent value, but if you take energy out in both US and Canada, the multiples on the non-energies are lower than they were January 1. If we get the little rate increase of 25 basis points out of the way, we will get some of this back. For his clients, he has a decent percentage of US and has been adding US lately, and is trying to get Canadian companies that have exposure to the US.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-07-27 COMMENT Must be logged in to use chart ACQ-T AutoCanada Inc.

Car dealerships, mostly in Alberta. The stock was a darling with a very high multiple that was priced for perfection. Doesn’t like the business. It is an acquisition story and in the end it is car dealerships. If you have a long-term view, you could probably hold it as he doesn’t think it goes down much more. Based on the valuation, there is no reason it couldn’t go down another $5.


Price:
$30.590
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 PAST TOP PICK Must be logged in to use chart AR-T Argonaut Gold

(A Top Pick July 21/14. Down 71.05%.) Missed one quarter about a year ago because of heavy rains in the rainy season in Mexico. Made it up the next quarter and has reported good results ever since with a bunch of new drilling, but nobody cares. It was a mistake to pick a gold a year ago.


Price:
$1.210
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

(Market Call Minute.) Engineering/construction companies are interesting and are a relatively good place to get some exposure. Prefers SNC Lavalin (SNC-T) which is cheaper and a little more international in the US.


Price:
$10.290
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 TOP PICK Must be logged in to use chart BAC-N Bank of America

Under Book Value, exposure to US housing and has 10% of US retail banking. Yield of 1.13% and will probably have a dividend increase coming in the next few months. It will also be a beneficiary of the higher rates that are coming in September or December. Probably goes into the $20s a year from now.


Price:
$17.670
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 BUY on WEAKNESS Must be logged in to use chart BCE-T BCE Inc.

(Market Call Minute.) This has pulled back on the CRTC Internet thing. This is a Hold, but a buy at $50.


Price:
$52.940
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 TOP PICK Must be logged in to use chart BLK-N Blackrock Inc.

An asset manager that has iShares. A cheap, efficient and chicken way to get some International, non-North American exposure. There are about 40% Europe, Japan and emerging market. A pretty good growth last quarter. Probably rising dividends over time. Dividend yield of 2.59%. He can see this at $400 a year from now.


Price:
$336.240
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Canadian Banks got hit hard today. This one is 50% non-Canadian. In times like this, it is just like the oil story, where we have a little bit of irrational selling at the moment. Even if it’s Americans shorting them, they are indiscriminately shorting. This is cheap. Its diversification is Caribbean, Peru, Colombia, Mexico, Philippines and Thailand, and none of these are overly exposed to oil. This is a good entry point. (See Top Picks.)


Price:
$61.070
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute.) Still doesn’t like this company. You don’t need to own it. Wait for uranium to go up some year or decade, and then look at it.


Price:
$16.890
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 PAST TOP PICK Must be logged in to use chart CGX-T Cineplex Inc

(A Top Pick July 21/14. Up 26.5%.) Valuation is high because it is well-managed. There isn’t too much choice in Canada. Yield of about 3.2%. He thinks that for the rest of this year there continues to be a very good slate of movies coming. Really well managed. Getting close to where they can’t grow near as much because there are not going to be as many things left to do. A nice defensive place, so far, to hide in.


Price:
$47.880
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Likes this company and recently bought some. For the first time in years, you can buy this at a discount to the market multiple. A good, safe way to have some North American industrial. More of a north-south railway and Canadian Pacific (CP-T), so you get more exposure. Really good operating ratio.


Price:
$78.530
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 DON'T BUY Must be logged in to use chart COS-T Canadian Oil Sands

Has never liked this. You can buy this through buying Suncor (SU-T). This is a one trick pony, Syncrude. They don’t control it. They’ve had to lower the dividend a few times.


Price:
$7.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2015-07-27 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Market Call Minute.) Dividend yield is now 14.7%. A Hold and maybe even a Buy at this level. They have hedges on through next year, so would only have to cut the dividend if oil stays at $45 for 18 months.


Price:
$18.750
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 COMMENT Must be logged in to use chart ECA-T Encana Corp

Gas has not mattered in this energy decline. In selling and buying assets, they are somewhat back into oil now, even though they are still more gassy than they are oily. The forward curve is not going to be very good for this company in the next few years.


Price:
$9.670
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-27 BUY Must be logged in to use chart EFN-T Element Financial

Likes this company. This is going to benefit from the currency. They have announced the GE acquisition. If they keep that multiple, he sees $23-$24 a year out. Rumoured on a couple of more acquisitions. They pre-financed the last one. He would like them to slow down a little. The fall would be fine. This is growthy in the non-bank financials, which is pretty unique.


Price:
$18.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 3,299 entries
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