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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-10-22 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (2)

Markets. Had expected there would be some weakness going into September/October. However, it was a lot more severe than what he was expecting. As a result there has been some technical damage done to the markets, and he wants to see that the support is held in a number of different areas. If not, then he will probably become more defensive in his portfolios. Technically he is watching both the 50 week moving average and the MACD indicator crossing the zero line for the TSX. When the MACD crosses down below the zero line, this is normally followed by more significant down side. If he doesn’t see that breakdown, he’ll probably be in a position where he wants to add back exposure to his portfolios. If he did see that breakdown, he would probably take more defensive action and Sell down. Typically when heading into recession, oil and interest-rate indicators give signs of an economic rollover. Instead of oil spiking up over 80% in a 12 month period, it has gone the other way and is actually a big stimulus to the consumer. At the same time, the spread on interest rates between Short and Long is still very wide. This is a little surprising, and that is why he is concerned about what might be ahead for the markets.


Price: $0.020
Subject: CANADIAN
Bias: CAUTIOUS
Owned: _N/A
2014-10-22 COMMENT Athabasca Minerals
ABM-X
Bruce Campbell (2)

He has a very small position in this. The big business for them is the frac sand market. Most frac sand is being railed in from Wisconsin. Athabasca has a big sand quarry in Alberta where they are doing their preliminary assessment. Strategically located. Has no revenue from this right now. Stock had a big run up as there were expectations of them getting approval for this quarry. Pulled back because everyone is now concerned about the longevity of the energy business and what that will mean for this company. If you have a longer-term time horizon this would be a good entry point. Probably 18 months away, plus they are going to have to do an equity raise for a rail.


Price: $1.600
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 PAST TOP PICK Air Canada (B)
AC.B-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 59.72%.) Sold his holdings. It had broken down from his process. Provided the economies stay strong, airlines should continue to do well, especially now that they have added in the baggage fees.


Price: $7.970
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 PAST TOP PICK AutoCanada Inc.
ACQ-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 46%.) He held this all the way to the top of its run. Technically it broke down so he sold his holdings in the mid-$70’s. He acquired some more in the $62 range plus more in the last week. The growth is still there. Just made another acquisition in Toronto. Trading at around 15-16 times earnings.


Price: $55.540
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 PAST TOP PICK Alimentation Couche-Tard (B)
ATD.B-T
Bruce Campbell (2)

(A Top Pick Oct 16/13. Up 55.79%.) Wouldn’t be surprised if they made another acquisition. They are pretty disciplined in what they do. He continues to hold it and is comfortable with it.


Price: $35.840
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT Amaya Gaming Group Inc.
AYA-T
Bruce Campbell (2)

Thinks there is a lot of room for this company to continue to grow. Acquired Poker Stars last summer and are now starting to expand out into other casino games. They are still not in the US or Canada, but thinks that is probably coming fairly soon. Looking to get approval in New Jersey beginning in November. That should hopefully open up the way to other US markets. Trading at pretty steep valuations right now and have a lot of debt.


Price: $31.280
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT Crescent Point Energy Corp
CPG-T
Bruce Campbell (2)

Feels the dividend, even at current oil prices, is fairly sustainable. Their all-in production costs and payout ratio is probably just slightly over 100% at this level. Hasn’t owned this for a while because he prefers other dividend stocks such as Surge (SGY-T) and Cardinal Energy (CJ-T). Crescent Point seems to be continually issuing stock as they buy more companies.


Price: $37.110
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 TOP PICK Concordia Healthcare
CXR-T
Bruce Campbell (2)

Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.


Price: $39.480
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT DHX Media
DHX.B-T
Bruce Campbell (2)

Had sold his holdings way too soon. Obviously valuation is very rich. If you are a long-term holder, 5 years plus, it is probably a good holding and the valuation won’t matter as much. They’ll probably end up selling this, but in the meantime they just continue to accumulate more library content.


Price: $8.800
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 COMMENT easyhome
EH-T
Bruce Campbell (2)

Management has done an excellent job of executing the way they said they would, and if anything, have exceeded his expectations. They continue to grow out the financial side of the business. The leasing side really isn’t doing a whole lot, but is just continuing to do what it has done. They recently secured some more financing, which allows them to build their loan book out, which would take them out to 2016. If everything continues to grow economically, it is one that he really likes. This is unsecured lending, so if the economy turned down, it would probably be hurt more than other lenders.


Price: $23.390
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 BUY Elkwater Resources Ltd
ELW-X
Bruce Campbell (2)

Had recommended this a couple of months ago, and at that time they didn’t have much except for a management team. Have now made the acquisition that he had been looking for so now have production. With the technical and management team they have in place, he really likes this. They have oil coming out of the ground now as well as an inventory of drilling locations.


Price: $0.380
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT Emera Inc
EMA-T
Bruce Campbell (2)

Has a fairly steady dividend. If we continue to see some of the volatility that we have had, and if it were to get worse, this is a position that he would look to. If you are looking for income with a little bit of growth, this company fits the bill. Fairly low volatility.


Price: $35.850
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 COMMENT Ikkuma Resources
IKM-X
Bruce Campbell (2)

Have a strong technical team and are very specialized in Foothills drilling. Thinks this is going to be a great growth story over the next 5 years. If you have a longer time frame this is a fairly attractive price.


Price: $1.680
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Unknown
2014-10-22 COMMENT Martinrea
MRE-T
Bruce Campbell (2)

He is not in the auto sector at this time. However, this one screens very well and he has been watching it.


Price: $11.720
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 TOP PICK Patient Home Monitoring
PHM-X
Bruce Campbell (2)

This is a great business. They have been growing by acquisition, but even better they have been growing even stronger organically. Have great growth and great bottom line. A stock that he thinks will continue to grow. They don’t have much competition from an acquisition standpoint. They buy small operators, and merge them into their business, allowing them to cross sell and generate a lot of organic growth.


Price: $0.430
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
Showing 1 to 15 of 133,158 entries
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