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
2017-08-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  It is pretty quiet and he has been down to 3/4ths staff some days.  Trading volumes in the markets are down these days.  The repatriation of cash may now not happen and that is pressuring the S&P.  Year to date the US is up but in CAD$ really it is not.  Canadian markets are flat also.  Banks look attractive.  Energy is cheap, but you have to believe in the price.  The rest of the Canadian market is actually up.  Canada is not as cheap as it appears and you have to be a stock picker.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
_N/A
2017-08-17 BUY Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

It’s an acquirer, mostly in the US, for growth.  There is a rumour they are about to make another acquisition.  If so, then the stock goes higher eventually.  It is a 3-5 year hold.


Price:
$13.380
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Top Pick Jul 12/16, Up 6.45%)  We are going to see Circle K everywhere in Europe. 


Price:
$61.140
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 SELL Must be logged in to use chart BTE-T Baytex Energy Corp

(Market Call Minute)  A challenged balance sheet.  Get something with a better balance sheet because you might have to hold it for some time.


Price:
$3.170
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 WEAK BUY Must be logged in to use chart CAR.UN-T Canadian Apartment Properties

Mr. Swartz passed away in the last couple of days after being ill.  That is why you saw dislocation.  Along with other REITs it took a hit from higher rates.  It is okay to hold.  He would not want to hold retail REITs.


Price:
$33.790
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 BUY on WEAKNESS Must be logged in to use chart CGX-T Cineplex Inc

He sold it.  They can only do so much.  They are trying to diversify.  By 2020 they want to be only one third exhibition business.  They had an earnings miss.  They spent captial, but have not realized the benefits yet.  If they miss next quarter that is the buying opportunity.  Buy it in thirds over the next 3-5 years.


Price:
$41.840
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 TOP PICK Must be logged in to use chart CJ-T Cardinal Energy Ltd

It is an oversold E&P.  They did a financing that got messed up and then repriced.  The circumstances really floored the stock price.  It has almost a 10% yield, but it is not a red flag.  The issue was at $5.75.  Fundamentals will drive it higher.  (Analysts’ target: $6.75).


Price:
$4.080
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 WEAK BUY Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

The high beta Canadian bank.  They have most of their expsosure to Canada.  They put on the most new Canadian mortgages over the last two years.  If you are confident that everything is okay then it is fine.  He as a different pick in the Top Picks today.


Price:
$106.670
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 BUY Must be logged in to use chart CNR-T Canadian National R.R.

(Market Call Minute)  Get it under $100 if you can buy.  It is a nice offset if you own pipelines.


Price:
$101.210
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Market Call Minute)  It will rebound nicely eventually.


Price:
$8.680
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 HOLD Must be logged in to use chart ECI-T EnerCare Inc

They are doing very well with acquisitions in the US.  It is starting to get expensive here.  If you like it for the yield then it is perfectly fine to hold it.


Price:
$20.790
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 DON'T BUY Must be logged in to use chart ELD-T Eldorado Gold

ELD-T is all international: Greece, China and Turkey.  They have had political problems in Greece, and Turkey is not exactly stable.  He sold 5 years ago because of the volatility.  You are getting way away from gold and it is not portfolio insurance, but execution risk.


Price:
$2.370
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 TOP PICK Must be logged in to use chart ENB-T Enbridge

It traded at a 5 year high yesterday.  They are raising the dividend 12% through 2020.  Yield and growth.  It has pulled back to a nice entry point.  (Analysts’ target: $62.00).


Price:
$49.610
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 HOLD Must be logged in to use chart FTS-T Fortis Inc.

He likes it and it is well managed.  You need a company that is going to grow its dividend.  It is a growth/yield play. 


Price:
$45.530
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-17 DON'T BUY Must be logged in to use chart G-T Goldcorp Inc

It had always been his favourite senior, but they had operational difficulties.  It has not come back.


Price:
$16.700
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 3,623 entries
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