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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
2016-01-04 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.  This is not energy related, for once.  It is China.  The market is recovering a little bit from the worst.  Energy is still the big thing for the TSX and the Canadian economy.  We could beat the US market for the first time in 6 years this year.  It is probably a little early for Gold or metals.  It brings you back to Tech, healthcare, consumer staples and some consumer discretionary.  If the US grows you would get financials as well.  He switched from RY-T to a US bank previously.  He was looking to get to the US and the currency didn’t hurt.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2016-01-04 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Preferreds.  You don’t want to own anything that is coming up for a reset in the next year or two.  You want new ones that have 4 years to go.  He suggests ATA-T Preferred that rolls over in 5 years at 5.5%


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITS are trying to make money on the spread between mortgage rates and the cap rate on the rent they get.  They are still holding up at good highs.  The stocks look relatively attractive.  Rate increases in Canada will probably not happen until 2017.  There is a worry about rates in the US, but you can make money in  Canada, but watch out for mortgages coming up for renewal in REITs.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 DON'T BUY Must be logged in to use chart AC-T Air Canada (B)

It just does not seem to be able to get any traction and get a decent valuation.  He has never owned it for clients.  It just does not inspire confidence to him, although he admits there may be a trade in it.


Price:
$9.950
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2016-01-04 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

It is cheap. It is Alberta oriented so took a hit.  The risk is that it is probably not down enough if oil does not recover.  Bet on something that is not energy dependant, such as ATD.B-T.


Price:
$24.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 HOLD Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

It has been a little bit expensive, but it held up well recently.  It is smart management.  He prefers this to others in the family.


Price:
$42.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-01-04 HOLD Must be logged in to use chart BMO-T Bank of Montreal

It had been a 5th favourite of the big 5 for some time.  It has some US exposure.  They bought a bank in the US.  He prefers TD-T and his Top Pick today in banks.  The Canadian housing bubble is a huge risk.  He thinks CM-T will be the best performing when energy turns.


Price:
$76.660
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

The worst performing bank in 2015.  For 13 years in a row if you picked the worse of the 5 it is the best that year.  Yield is just north of 5%.


Price:
$55.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-04 BUY Must be logged in to use chart CNR-T Canadian National R.R.

Has been hit like all the rails recently.  There will be less energy moved and the economy will be soft this year.  They can extract some earnings growth through lower costs.  He likes it here.


Price:
$76.470
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-04 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

It has a lot of growth coming in production.  If oil stays under $60 for a few more months a lot of their hedges would come off.  The dividend is in question.  It would be one of his favourites if oil did okay.


Price:
$15.710
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 PAST TOP PICK Must be logged in to use chart CRR.UN-T Crombie Real Estate Investment Trust

(Top Pick Jan 21/15, Up 3.60%) Sobeys family REIT.  There is a growth platform due to Sobeys acquiring Safeway.  Safe distribution over 6% and growth.  It is still a good hold.  It is relatively stable.


Price:
$12.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-04 TOP PICK Must be logged in to use chart DIS-N Walt Disney

It is not just about Star Wars.  ESPN is the negative.  Some new households will never get cable TV.  They lost 7 Million subscribers.  After that you probably want to hold on to it.  A partial offset will be DIS-N offering it as a standalone channel like Crave.  There is the Chinese theme park and Star Wars is about to surpass the all time record.


Price:
$102.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-04 DON'T BUY Must be logged in to use chart DOL-T Dollarama Inc.

They continue to have overall good numbers.  Earnings estimates have come down.  It is too expensive for him.  He can buy something more inexpensive.  He prefers ATD.B-T.  The higher US dollar is hurting DOL-T.


Price:
$78.870
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-04 BUY Must be logged in to use chart ENB-T Enbridge

Oil Prices and Pipelines.  He owns ENB-T.  He would go for it for the US exposure.  Best exposure going forward.  It will have dividend growth.  You need this to lean into higher rates. 


Price:
$45.880
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-04 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

He missed the upside for the last few years.  It is not for him.  It is too risky at this price.


Price:
$26.800
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 3,380 entries
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