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
2017-01-03 TOP PICK Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

One of the very low cost gas producers. Gas is very swingy, and is down a fair bit today, and the stock is down which is a really good opportunity. Trading at 8X Cash Flow and has a really good balance sheet with less than 1X debt to cash flow. Under $9 is a great entry point. (Analysts’ price target is $11.86.)


Price:
$8.740
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 HOLD Must be logged in to use chart AGU-T Agrium

Agrium (AGU-T) & Potash (POT-T)? If you hold these already, they are probably good holds. Sold this one about 18 months ago, so doesn’t own either. Had thought the outlook for the fertilizer side was going to be a little bit weak, so going into a weak cycle for a couple of years they’ll have a tough time. He had always liked the retail side on Agrium, but that is now going to be diluted down. He would consider this a Hold from here.


Price:
$134.820
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 COMMENT Must be logged in to use chart ALA-T Altagas Ltd

He is lukewarm on this as he has others that have better growth, however there is nothing wrong with this one. You own it for the dividend and you get a little bit of growth. It has a utility side to it as well as a power side. He is lukewarm because of a lack of strong growth. His favourite in the group right now, would be TransCanada (TRP-T). Dividend yield of 6.2%.


Price:
$34.130
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-03 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Just closed their US acquisition, which had been expected. There are instalments receipts that are going to get exercised, which is probably going to create some churn in the stock for the next month or so. This has a good dividend with a lot of growth from the US side. It has been hurt because it has been perceived as a utility play, which are now out of favour. If you are going to buy something in this group, you have to buy growth, and this has the best 12-month growth in the group.


Price:
$11.230
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This is off its highs. The group is a bit out of favour. It is growth by acquisition, and they are really, really good at it. If you calendarize their earnings, you get a 15.5 multiple, which is the cheapest it has been in almost a decade. It still has good growth coming from its European and US acquisitions. You don’t buy this for yield, it is a growth story. Thinks it will get into the low $70s, which will still give you 15%-20%. Dividend yield of 0.59%. (Analysts’ price target is $78.36.)


Price:
$60.750
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(A Top Pick Jan 4/16. Up 41.69%.) In 2015, this was the worst performer, the dog. Often, the ones that have outperformed, if they fix whatever the reason might be, which they usually do in Canadian banks, you can do well. It really had been lagging because the International side had been lagging.


Price:
$75.760
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

This is his largest energy holding. An oily play in Western Canada. Conservative management and excellent balance sheet. All the things you want if you think it is an uncertain world in oil. Yield of almost 5%. A nice place to have some yield as well as some oily exposure. A good safety play with some oil aspects to it.


Price:
$10.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 COMMENT Must be logged in to use chart COST-Q Costco Wholesale

This has done well since the election, but it is expensive. It is trading up in the 30s on a multiple basis, and it is hard to justify that. You might get 10% from here, but it will be a riskier 10%. He would be tempted if this dipped substantially. Dividend yield of about 1%.


Price:
$159.730
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Jan 4/16. Up 4.72%.) The market has concerns about ESPN. This is now down to a valuation which is not bad. There is a lot of thought that they may spin ESPN out as a solo entity. Thinks this is still worth holding onto.


Price:
$106.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 HOLD Must be logged in to use chart HBC-T Hudson Bay Co.

This looks statistically cheap, but it looks like a value trap. The real estate alone is $25 a share, and yet this trades at $13. The market is essentially saying that the retail side will never make any money and is in fact a negative, and it is unwilling to detach the real estate from the retail. At $13, management will probably not let it linger here, but will probably do something, possibly splitting out some of the real estate.


Price:
$13.190
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 COMMENT Must be logged in to use chart NWC-T North West Company

This has the double whammy that it is consumer, which is out of favour a little, but this came down too much, and it is also basically a yield play. Over time, it has done relatively well, but there has been some profit taking. It has a near monopoly up north where its stores are. Not a big growth company, but you can get the yield plus a little over.


Price:
$27.560
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 PAST TOP PICK Must be logged in to use chart NWL-N Newell Rubbermaid Inc.

(A Top Pick Jan 4/16. Up 5.93%.) Since the election, this has underperformed because it is consumer products, but he still likes it. Because of acquisitions it has made, this is a cheap multiple with a fair bit of growth. He would call this a US small-cap almost. Thinks this goes back to the mid-$50 so he is holding. As they show growth each quarter, he thinks it will be fine.


Price:
$44.920
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-03 HOLD Must be logged in to use chart POT-T Potash Corp of Saskatchewan

Agrium (AGU-T) & Potash (POT-T)? If you hold these already, they are probably good holds. He doesn’t own either. Had thought the outlook for fertilizer was going to be a little weak, so going into a weak cycle for a couple of years they’ll have a tough time. Had always liked the retail side on Agrium, but that is now going to be diluted. He would consider this a Hold from here.


Price:
$24.370
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 COMMENT Must be logged in to use chart S-T Sherritt International Corp.

He prefers Hudbay Minerals (HBM-T). Sherritt is nickel, which is finally perking up for the 1st time in quite a while. Their Madagascar mine has a cost of about $4.40. Nickel got over $5 recently, and this spent a lot of time below its breakeven point for quite a while. They have extended their bonds out 5 years, and have done a deal where they no longer fund their 40% of Ambitovy mine, they are only funding 12%, so the balance sheet looks okay. If you believe in the whole economy growing because the US is fiscal stimulating and these prices go higher, he still finds Hudbay safer with a better balance sheet with better zinc prices and a better copper price, and it could go to $10.


Price:
$1.340
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2017-01-03 COMMENT Must be logged in to use chart SLW-T Silver Wheaton

Both gold and silver have been under performers since the election. Higher interest rates would be perceived as a negative, because there is a bigger cost to holding on to precious metals as an alternative currency. In theory, the market is sending you a big signal that there is no short-term disaster in the economy. Those things are the negatives. There could be a further bounce if there was a 2%-3% pullback in stocks. This is one of the streamers in silver, and would be one of the ones to own. It does have a tax overhang still, which is getting close to being resolved, probably this year. If they win, he would argue that the stock will bump.


Price:
$26.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 3,539 entries
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