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
2016-04-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We have had a nice recovery led by energy and materials, which are alive for the 1st time in a few years. Canada is outperforming the US and the Cdn$ is up. Thinks there is a bit of a pullback coming on oil, and if it pulled back $5 that wouldn’t be unusual. Investors should be patient and pick their spots. When oil goes to $50, sometime in the next year, and the Cdn$ dips to $.81-$.82, he could see the bank of Canada acting to try to soften the dollar a bit, which obviously would help the economy. Expects the market to be pretty choppy from here because we have had that nice V shape recovery. We are overdue for a pullback.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2016-04-28 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

A US Bank ETF? Doesn’t know ETF’s, because he buys stocks individually. The only banks he owns is Toronto Dominion (TD-T) and Bank of Nova Scotia (BNS-T), the ones that are half non-Canadian. You get paid to wait in the Canadian banks because of the roughly 4% yield. A big regional US bank might be of interest, and if rates go up you will do fine.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-04-28 COMMENT Must be logged in to use chart AR-T Argonaut Gold

Like a lot of golds, this has recovered somewhat. Likes the company and management, but exited all of his golds about 3 years ago. They have 3 different Mexican mines as well as a project in Northern Ontario. If you like gold exposure, it is a decent play. They won’t hurt you or surprise you very much. Relatively cheap with an asset value of $4. It will pull back if the price of gold pulls back.


Price:
$2.640
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-04-28 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.


Price:
$53.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 COMMENT Must be logged in to use chart BAC-N Bank of America

US banks was the worst performing sector in the US market since Christmas. As the interest rate outlook changed, there is a huge positive benefit to rates going up. This bank has a 10% market share. As soon as the spreads widen and they get approval to raise their dividend, the stock is going to $20. Probably a year away. BB&T (BBT-N) is an Eastern regional bank and a better one to hide in for this year, and then maybe swap them.


Price:
$14.790
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

They had a very positive announcement. Had heard that they needed 300 planes on the C series to be taken seriously, so this plus another order gets into 295. This means they are survivable, but the business is way too lumpy. Now they have an order, but they have to show that they can do it profitably.


Price:
$2.040
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2016-04-28 TOP PICK Must be logged in to use chart CJ-T Cardinal Energy Ltd

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.


Price:
$9.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 PAST TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

(A Top Pick May 1/15. Down 0.02%.) Just had a big drop on Tuesday. Has started to rebound, and from now on they will be there. Thinks it will go back into the low $80s.


Price:
$78.680
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

He really likes this. There was a CAP conference in Toronto 2 weeks ago, where management gave an excellent presentation. They are doing all the right things. They are in Utah and Saskatchewan, not Alberta too much. Good growth. Cut the dividend down to where, even at strip pricing in the $30s, they would be profitable and generate some free cash flow. Thinks it goes to $24-$25 if oil goes sideways, and higher than that if oil goes higher.


Price:
$21.420
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-28 PAST TOP PICK Must be logged in to use chart CRR.UN-T Crombie Real Estate Investment Trust

(A Top Pick May 1/15. Up 12.18%.) This is the REIT that owns the Sobey’s family real estate. You get about a 6% yield. Under $14 would be a better entry point.


Price:
$13.990
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 COMMENT Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

(Owns the convertible debentures.) Not a lot of growth, but a good dividend. They have done a really good job. They went into the US at the right time, rode it up, sold it, and used the funds to buy Canadian, so it has had a really nice run for the last 5-7 years. Thinks growth will slow from here. Demographically it is in a good space. He would guess you would get total returns in the 6%-8% range, compound.


Price:
$13.900
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 WAIT Must be logged in to use chart CWB-T Canadian Western Bank

(Market Call Minute.) Hold off on this for another couple of quarters until you see if the Alberta Renaissance gets a little better. Would prefer Toronto Dominion (TD-T) right now.


Price:
$27.840
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-28 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

DHX Media (DHX.B-T) or Concordia (CXR-T)? With rumours of a possible takeover of this company, it has moved about $10. You have downside risks of back to $7-$8 if nothing happens, even though it is a very cheap stock at $38. The takeover value was $55-$60, but he can’t assess the risks of whether it goes up or not.


Price:
$38.410
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-28 HOLD Must be logged in to use chart DH-T DH Corporation

Got hammered because they missed on earnings, a pretty big miss of 20%. Good long-term company and well-managed, but the miss kind of resets the thoughts on what the expectations for earnings are going to be for the next year. This is probably a permanent drop, and from here it will probably rebound in a quarter or 2. It would have to go down another $2 to be in a Buy range.


Price:
$31.010
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-28 COMMENT Must be logged in to use chart DHX.B-T DHX Media

DHX Media (DHX.B-T) or Concordia (CXR-T)? DHX has raised money trying to grow. They lost the Disney channel, but are making it up in China. A fairly cheap stock, but not very well known, and doesn’t get a premium valuation. You are going to have to be patient with it.


Price:
$7.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 3,437 entries
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