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
2016-07-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The US market, being so high, gives him pause. A couple of times in the past, the Dow has traded at 22X. We are now at 17.5-18. The market is saying “forget about BREXIT, forget about second-quarter earnings. The quarter for the S&P is forecasted at -9.6, so we are going to ignore that it was a weak second-quarter and are going to just look forward.” If the market can contain that, we will probably go 3%-5% higher. Banks look like decent, not great, value here. Also, thinks you can make a case to have a difference between Canada and the US. US banks have done poorer in the past 6 months. Our banks are probably in the “okay” range, up 2%-3% in earnings, plus 4% dividend and you get a positive return.


Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-07-12 BUY Must be logged in to use chart AAV-T Advantage Oil & Gas Ltd

(Market Call Minute.) Just recently purchased this. It is gassy and very well-managed. Had a record quarter last week. His one-year target is $10.


Price:
$7.630
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 SELL Must be logged in to use chart AC-T Air Canada (B)

A tough one. He has never owned it. There are 2 costs. Fuel, which is out of their control and labour which is under their control, but only by a small amount. This should be a pretty good time for them. The market has been a bit better, people are feeling better, but the market just does not want to pay a high valuation for it. If you own it, he would go on to other things.


Price:
$9.470
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 HOLD Must be logged in to use chart ALA-T Altagas Ltd

(Market Call Minute.) He would prefer Pembina (PPL-T). You can hold this for yield and a little bit of growth.


Price:
$31.300
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 HOLD Must be logged in to use chart ARX-T Arc Resources Ltd

This has been a consistent performer over the past 20 years and is well-managed. It is a mixture of oil and gas, and they are spreading out into the gassy side in northern BC. The LNG announcement yesterday was kind of a negative for the area. However, this is so diversified he thinks you are okay.


Price:
$22.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Just reported. The consensus was 38 and they were 39, versus 25 a year ago, so are growing pretty nicely. You can buy this at about 18X earnings, where a year ago the multiple was 22X. There are more acquisitions to do. Management is great. Dividend yield of 0.54%.


Price:
$57.840
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(A Top Pick July 27/15. Down 22.51%.) A year ago he thought rates were going to go higher in the fall, but they never did. The bank passed the Fed requirements with flying colours, and are allowed to raise the dividend and buy back stock. They are earning more money and the prospects are better, but they’re getting squeezed by rates being incredibly low. He is holding onto the thought that the Fed probably will raise rates in December.


Price:
$13.540
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 PAST TOP PICK Must be logged in to use chart BLK-N Blackrock Inc.

(A Top Pick July 27/15. Up 7.11%.) Although it is American, it has exposure to emerging markets and Europe, because of where the funds are. He thought he would like to retreat to North America with the world being uncertain, so he took his profits and sold his holdings.


Price:
$357.370
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 HOLD Must be logged in to use chart BNS-T Bank of Nova Scotia

This bank is 50% international and 50% Canadian. It had lagged last year, but has been the best performer this year so far. The international in the last quarter was pretty good.


Price:
$64.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 HOLD Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

You are essentially buying the US economy, consumer and industrial. Not particularly cheap.


Price:
$144.670
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 BUY on WEAKNESS Must be logged in to use chart BTE-T Baytex Energy Corp

Doesn’t have a great balance sheet, although it has fixed a fair bit of it. Extremely levered to price, because it is heavy blends of oil. If you think oil is going to $60, this is still a buy and it will go to $10. Because of the volatility it gives you chances to buy when oil is down. This is going to move a lot.


Price:
$7.500
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute.) He has been looking at this. Uranium prices moves like it is in quicksand. Attracted by the valuation, but maybe not just yet.


Price:
$14.050
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-07-12 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Canadian Natural Resources (CNQ-T) or Crescent Point (CPG-T)? He likes both. Although he owns Crescent Point, he wouldn’t argue you out of this one. It is gassier being about 50% oil and 50% gas.


Price:
$41.410
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-07-12 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Canadian Natural Resources (CNQ-T) or Crescent Point (CPG-T)? He likes both. This one is 98% oil and 2% gas. Of the 2, he would pick this one.


Price:
$20.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 BUY on WEAKNESS Must be logged in to use chart DIS-N Walt Disney

(Market Call Minute.) This is a Buy under $100. Had a little weakness on worries about ESPN, but the rest of the business is doing well. ESPN will lose some cable guys, but he thinks it will be fine longer-term.


Price:
$100.200
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 3,500 entries
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