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Compiling comments that experts make about stocks while on public TV.

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Bruce Campbell , President

Campbell and Lee InvMngmnt

Date Signal Symbol Company Opinion Price
2013-05-10 N/A A Commentary A Comment -- General Comments From an Expert

Markets. The bull has gone a lot further in the US than people ever thought it would.  Canada is lagging big time because of resources.  There is enough nervousness that people are sticking with what works – dividends, blue chip.  You would think you would have a pullback and you keep going further without one and there is still money on the sidelines.  In the US there are people rotating within a portfolio.  A pullback has to be catalyst-driven.  3% growth and low rates are seemingly enough to keep going.

 Price:
$0.020
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
_N/A
2013-05-10 DON'T BUY ABX-T Barrick Gold

It got too big.  They tried to fix it by buying copper.  Now we have cost overruns and big negative free cash flow.  It got oversold when it got to $18, but he would not own it.  Prefers G-T.  It will take a while for them to get it right.

 Price:
$21.110
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-10 TOP PICK ARE-T Aecon Group Inc

They are a bit lumpy.  They occasionally miss on a contract.  Stock took a hit because of a write off recently.  2.78% dividend.  Recurring revenues are growing.  You might get a multiple increase from it.

 Price:
$11.600
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 WEAK BUY ARX-T Arc Resources Ltd

Healthy dividend.  In last two or three years it was a laggard and then gas came back in favour and it went up. It is now fairly fully valued.  Decent hold for the dividend but more growth in others.  Prefers TOU-T.

 Price:
$26.930
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-10 DON'T BUY BBD.B-T Bombardier Inc (B)

Not his favourite.  A bit lumpy so you never know where it is going.  It should be a sell when it runs up on a new order, because it takes a long time to fulfill.

 Price:
$4.710
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-10 DON'T BUY BTE-T Baytex Energy Corp

Heavy oil.  Missed on quarter so you see the drop a little worse than the group.  Differentials have widened a little in the last few weeks between light and heavy.  Payout ratio of over 100%.

 Price:
$39.080
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 DON'T BUY CCO-T Cameco Corporation

Good for a 5-year investor.  The one metal that has not recovered from the Japanese disaster.  Purchasers are utilities and long term investors.  Spot price is weekly.  Sometimes there is only 1 trade.  Change takes a long time.  Does not know when Uranium will go up.

 Price:
$21.140
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 TOP PICK CPG-T Crescent Point Energy Corp

(Top Pick June 28/12, Up 10.52%) He finds it fairly compelling in value and the yield allows you to buy it and hold it.  Great production, raised guidance.  7.19%.  Would not be as excited if it were not for the yield because you have to buy it early.  Likes it.  It was a serial acquirer and that was everyone’s problem.  They have 10 years of places to drill. You get paid to wait.  They are hedged, too. 

 Price:
$38.380
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 HOLD CTC-T Canadian Tire Corporation Ltd

The REIT would be the third largest REIT in Canada.  You have a lot of the value out of it by the announcement.  They have done the right thing for the shareholders and the markets have correctly given most but not all of the value.

 Price:
$95.260
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
2013-05-10 WEAK BUY EMP.A-T Empire Company (A)

Cheap on a net asset value basis but you could always have said that.  Bumped a fair bit recently.  Owns half of Crombie REIT.  There is a margin squeeze in grocery.  This is the one he would own in the food group.

 Price:
$70.150
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 WEAK BUY FTS-T Fortis Inc.

He owns the preferred.  Prefers others in the space.  This is a good solid hold, though.

 Price:
$34.480
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 HOLD G-T Goldcorp Inc

Premier senior and is the one he kept but as a 2.5% position.  Has 3 or 4 years of good production growth and has free cash flow at these gold prices.  We may be weak in gold over the summer and just get back to where we are now during that time.

 Price:
$30.080
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 BUY HCG-T Home Capital Group

Canadian Real Estate is much different than in the US.  Doesn’t necessarily think it is a bad thing.  Bad news (US analyst that doesn’t realize Canadian Real Estate is different) has driven it down to its 10 year cheapest. 

 Price:
$50.790
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 HOLD HR.UN-T H&R Real Estate Inv Trust

A solid hold.  REITs have had another run recently.  None are cheap and trade at slight premiums to breakup value.  Prefers REI-T and Crombie after that.  Little higher growth.

 Price:
$24.550
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
No
2013-05-10 HOLD K-T Kinross Gold

Needing help from gold prices.  When it reported it showed the stays of some decent cost controls.  Thinks they will post-pone some of the CAP-X.  If gold stays in $1400s, the stock won’t go anywhere.

 Price:
$5.540
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 2,798 entries
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