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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
2014-10-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The jobs report out of the US was not perfect, but somewhat encouraging.  Last month was revised up about 40k.  Thinks there was some short covering in the US.  The week after next is the US third quarter earnings and that will determine the short term direction of the market and we may stop the slide, get through October, and get part of the decline back by the end of the year.  Thinks we are seeing an average 8% increase in US corporate earnings.  The TSX has roughly 10% and better than the US for the year.  The energy side seems oversold. 


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-10-03 BUY Must be logged in to use chart ACO.X-T Atco Ltd

Still has a lot of growth in the industry.  Last quarter they spent a lot to finance that growth so we need to see their next quarter.  This is a good entry point.


Price:
$45.080
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

Last couple of sessions’ activities is Warren Buffet related.  It got a bit ridiculous at 30 times earnings recently.  Margins are about 60% on repair and 5% on sales.  The underlying business is not that attractive.


Price:
$61.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 WATCH Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Has done relatively well lately.  A nice diversified holding.  Bit of real estate, timber, all kinds of things.  Nice long term track record.  He would want to buy it at $47


Price:
$50.490
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 WAIT Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

Very cheap.  Had third party facility problems.  Their own won`t be ready until spring.  They can`t get their product to market.  It is absolutely excellent value here.  It may take into next year to rebound.


Price:
$6.620
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-03 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

He would like to own it at some point.  You would want to wait and see Japanese reactors up and running.  You could see two years of flat still.


Price:
$19.540
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 COMMENT Must be logged in to use chart CIX-T CI Financial Corp

BNS-T sold most of its stake in them.   It is not particularly cheap or interesting.


Price:
$33.300
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

Better operating numbers than CP-T and always will do.  Prefers CSX-T as it is one third cheaper than either of the Canadian ones.


Price:
$79.160
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 HOLD Must be logged in to use chart CP-T Canadian Pacific Rail

Management has a great track record.  Prefers CSX-T.


Price:
$241.670
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Dividend is very safe.  Based on cash flow it is well covered.  You will not see an increase for a while.  He would buy with new money here today.


Price:
$39.620
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

The split makes it more affordable for retail investors.  Research shows they tend to increase 2.2% after announcement, but before split and then 6 months afterwards there is no impact of the split.


Price:
$96.890
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-03 TOP PICK Must be logged in to use chart ENB-T Enbridge

In the future (about 2018), earnings growth will go up to 25% according to their investor day recently.  It could double by 2020-21.  They will probably raise the dividend by December.  It will be a safe place to be.


Price:
$52.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 DON'T BUY Must be logged in to use chart FRU-T Freehold Royalties

Took a hit like the group.  It is quite expensive.  Thinks they will get hurt when others spin out royalty lands.  Prefers Prairie Sky


Price:
$22.760
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 PAST TOP PICK Must be logged in to use chart IFP-T Interfor Corp

(Top Pick Sep 11/13, Up 32.21%) He made a swap to Western Forest Products (WEF-T) recently.  It is cyclical so you can’t just buy and hold on to it. 


Price:
$16.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-03 DON'T BUY Must be logged in to use chart KEY-T Keyera Corp

The value got quite high (30 times earnings) so you have to be a bit careful.  He prefers ALA-T.


Price:
$91.860
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 3,143 entries
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