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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-10-23 HOLD Canadian Apartment Properties
CAR.UN-T
Greg Newman

Interest rates have been falling, so REITs have been going higher. He personally thinks we are in an environment of pretty soft interest rates. Feels you can own this name. They have cost control and an occupancy rate of around 98%. They are starting to shift to building from acquisitions. They want to grow on some of their vacant land in Toronto and Vancouver. Trading in line with its five-year average, so it is not a bargain here. Payout ratio of about 81%.


Price: $25.010
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 TOP PICK Canadian Natural Rsrcs
CNQ-T
Bill Harris, CFA

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.


Price: $39.550
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 COMMENT Crescent Point Energy Corp
CPG-T
Greg Newman

If WTI is at $80 and natural gas is at $3.50, he is modeling a debt to cash flow of 1.1X on 2015 estimates, which is very reasonable compared to the group at that level at 3X. A 2015 estimated payout ratio, so their dividend sustainability would be 114%, which is not bad. The valuation they would trade at would be 7.4X enterprise value to cash flow. You want to be closer to buying at these levels then to selling.


Price: $38.070
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 BUY on WEAKNESS Chartwell Seniors Housing
CSH.UN-T
Greg Newman

A good story. He is modeling 7% compounded annual growth. Sees a strong 2nd half coming from ramped up sales and marketing. Have had this really nice strategy of recycling capital from non-core properties and putting them into higher quality, which should continue to drive multiple expansion. It is a potential takeover target. Long term tailwinds of seniors’ assisted living. He would try to buy it on a bit of a pullback.


Price: $11.170
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 TOP PICK Enbridge
ENB-T
Greg Newman

The view was that falling oil would mean less Alberta production. To really impact their growth visibility you're going to have to have enormous change in Alberta production. For that you probably need $60 oil. He sees EPS growth of 12% for the next 5 years. Low payout ratio of 43%, so they have plenty of room to revisit their dividend policy, which they might. There is a lot of growth coming from drop-downs. Their earnings are exceptionally high quality. Yield of 2.67%.


Price: $52.370
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 PAST TOP PICK Enerplus Corp
ERF-T
Greg Newman

(A Top Pick Oct 2/13. Up 6.62%.) Pays a good yield. Got to $26 and he did do some selling. He would be much closer to buying this as it has a good sustainable dividend. If you own this one Hold.


Price: $17.330
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 PAST TOP PICK Franco-Nevada Corp.
FNV-T
Bill Harris, CFA

(Top Pick Nov 19/13, Up 29.87%) It is a distressed lender to the gold industry. 


Price: $59.450
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 BUY Fortis Inc.
FTS-T
Greg Newman

90% regulated, so it is a good place to seek shelter from the storm. Also, has the advantage of having $4.2 billion of rate-based expansion within their existing asset footprints within the next couple of years. He is modeling EPS growth of around 8%. It has a 53% 2015 estimated payout ratio, so you are going to get paid this nice dividend. There will be some dividend growth. Not too expensive.


Price: $34.600
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 TOP PICK Gear Energy
GXE-T
Bill Harris, CFA

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 


Price: $4.230
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 DON'T BUY Hudbay Minerals Inc.
HBM-T
Bill Harris, CFA

In the metals business you have to be very specific about what type of company and which metal.  He likes to see them all much less expensive.  Prefers NSU-T.


Price: $8.540
Subject: RESOURCE
Bias: BULL on OIL
Owned: No
2014-10-23 COMMENT Husky Energy
HSE-T
Greg Newman

A good name. Solid and integrated. Even with WTI oil at $80 and $3.50 natural gas and almost no debt, it is still cheap. 5X enterprise value to discounted adjusted cash flow versus peers at around 7.5-8 times. Dividend is safe-ish at around 100% payout ratio. At these levels, unless you think oil is going to really fall apart, you own it.


Price: $27.790
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 BUY Kelt Exploration
KEL-T
Bill Harris, CFA

Went into it from TOU-T because it was a smaller market cap.  More balanced portfolio, low cost operator and great efficiency.


Price: $10.210
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 WATCH Labrador Iron Ore Royalty
LIF-T
Bill Harris, CFA

As China slows they won’t have to construct everything.  They will still need iron and steel, but not in the same quantity.  Competitors in the industry will drive prices down.  It would be a great long term investment if Iron Ore bottoms out.


Price: $19.900
Subject: RESOURCE
Bias: BULL on OIL
Owned: Unknown
2014-10-23 SPECULATIVE BUY Long Run Exploration
LRE-T
Greg Newman

Had previously recommended this, but was basing it on $96 oil with a very reasonable debt (?) to cash flow at 1.5, and this was a very cheap stock. Now with present oil prices, you're going to have a payout ratio of about 143%, which is average, but still higher. Debt to cash flow isn't too bad of about 2.4 versus 3 for the group. For somebody who doesn't mind taking on a little bit of risk, it is probably fine here.


Price: $3.600
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 PAST TOP PICK Lundin Petroleum AB
LUP-T
Bill Harris, CFA

(Top Pick Nov 19/13, Down 25.87%)  It is in the North Sea and takes more time than you would think.  They now have to prove they can explore and make cash flow.  It is a fantastic company, however.  Wished he had bought it now instead of when he did.


Price: $15.970
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 TOP PICK Magna Int'l. (A)
MG-T
Greg Newman

He sees 23% earnings-per-share growth and 11% free cash flow growth over the next couple of years. Has modeled them buying back almost 13% of their float over the next couple of years. Q2 was a beat. Margins are improving. There is a European story, but he is somewhat constructive that Europe will make it work. Cheaper than its peers. Yield of 1.56%.


Price: $106.310
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 DON'T BUY Niko Resources
NKO-T
Bill Harris, CFA

It looks like they are starting to play with pricing in India.  He would stay clear from this kind of situation.


Price: $0.350
Subject: RESOURCE
Bias: BULL on OIL
Owned: Unknown
2014-10-23 COMMENT Pengrowth Energy
PGF-T
Greg Newman

Sold a lot of assets, and raised about $1 billion to develop properties in 2015. They are executing very well on their Lindbergh asset. Signed a deal with Husky (HSE-T), so they will get access to market when Lindbergh is up and running. The bad news is, since oil was at $80 and natural gas at $2.50, debt to cash flow does get larger to 3.1 from 2.9. Payout ratio is not horrible, but 146% estimated versus 145% for the group. Expect you will see 15% cash flow growth over the next few years. If we have $80 oil, you can keep this. Probably fine at these levels.


Price: $4.640
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 PAST TOP PICK Phoenix Energy Services
PHX-T
Bill Harris, CFA

(Top Pick Nov 19/13, Up 4.37%) It got very expensive so he sold it in the spring. Part of their growth strategy was in Russia.  If it got under $10, he would consider going back in.


Price: $12.300
Subject: RESOURCE
Bias: BULL on OIL
Owned: No
2014-10-23 HOLD Pine Cliff Energy
PNE-X
Bill Harris, CFA

They executed the plan flawlessly.  The declining gas price challenges them.  Thinks it is pretty neat.  Prefers TOU because it is a bigger company.  If you are patient with PNE-X in a low gas market it seems they have a strategy for taking advantage of the low gas price.


Price: $1.650
Subject: RESOURCE
Bias: BULL on OIL
Owned: Unknown
2014-10-23 DON'T BUY Penn West Petroleum
PWT-T
Greg Newman

Sold some assets for over $300 million. Taking some really important necessary steps. Modeling $80 oil and $3.50 natural gas, its debt to cash flow is still too high at 3.4 times. Priced pretty cheap relative to the group at about 6.4, but not cheap enough. Its payout ratio would rise for its dividend to about 161%. There are better alternatives amongst higher risk names than this.


Price: $5.500
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 DON'T BUY Questerre Energy
QEC-T
Bill Harris, CFA

These things are really stuck.  It is the Energy East Pipeline.  Quebec and New Brunswick have put a ban on drilling.  There are a lot of other things we can do now in terms of energy investing.


Price: $0.780
Subject: RESOURCE
Bias: BULL on OIL
Owned: Unknown
2014-10-23 TOP PICK Roxgold Inc
ROG-X
Bill Harris, CFA

He always likes to be in the gold space, but it has been hard recently.  This is a great way to stay invested in the space. These guys have raised their money and should have the mine in production within 18 months.


Price: $0.700
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 DON'T BUY Raging River Exploration
RRX-T
Bill Harris, CFA

Sold it.  Incredibly high margins.  Light oil has come off so the stock came off.  They did an incredible job executing.  But he wondered how much running room they had. How can they grow?  He has done very well on it.  They won’t get acquired if an acquirer can’t figure out how they will grow from here.


Price: $8.160
Subject: RESOURCE
Bias: BULL on OIL
Owned: No
2014-10-23 BUY on WEAKNESS Russel Metals
RUS-T
Greg Newman

Feels this has a sustainable dividend. Good company. The metric he uses on this is EV to EBITDA, and it trades at about 8.4. Trades at a premium to its peers, but it does have a very solid dividend. Its payout ratio is actually 63%. Solid balance sheet. Thinks they are going to have a very good 2nd half owing to the strength in their tubular good segment and stronger pricing and some demand recovery in their metals services centre. You can buy this on a pullback.


Price: $33.160
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 WATCH Surge Energy Inc
SGY-T
Bill Harris, CFA

He sees yellow flags.  As the price of oil comes off you really have to be good at what you do.  Prefers WCP-T.  This one hopes then can have good numbers.  He is waiting to see if they turn out to be a good operator.


Price: $6.580
Subject: RESOURCE
Bias: BULL on OIL
Owned: No
2014-10-23 COMMENT Student Transport of America Ltd.
STB-T
Greg Newman

A medium risk stock and suitable for income oriented investors. He models its 2014 payout ratio at 89% and 77% for 2015. Thinks they grow their 2014-2016 revenues an average of 10%. Well-positioned to grow by acquisition. This is something you can continue to own and build positions on. Dividend of nearly 8%.


Price: $7.040
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 BUY Suncor Energy Inc
SU-T
Bill Harris, CFA

He waited 3 years after the Petro Canada acquisition to see if they could digest it.  This now a fantastic investment in the energy space.  Thinks it is a stock he can own for a long time.  It is throwing off free cash flow for the first time.


Price: $38.980
Subject: RESOURCE
Bias: BULL on OIL
Owned: Yes
2014-10-23 PARTIAL BUY Transalta Corp
TA-T
Greg Newman

Just about everybody that is going to sell this, probably already has. Have recently been plagued by lower Alberta prices and uncertainties surrounding costs of environmental regulations that might be brought. Bottom fishing is very hard to do with stocks because you almost always overshoot. He sees the NAV at $15 a share. He models a 69% 2015 estimated payout ratio. 6.5% dividend is safe. Trades at a 2015 estimated free cash yield of 9.6%. If you can hold your nose, this is one that you can incrementally Buy.


Price: $10.840
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 BUY on WEAKNESS Toronto Dominion
TD-T
Greg Newman

Excellent choice. Good long-term. Doesn't know if he would add any right now. The retail bank is expected to grow in 2015 between 4% and 5%. That's not bad, but the bright spot for all these names is wholesale. Underwriting fees, marketing fees, mutual funds, etc. Those areas may take a step back if the bull market that we have seen gets a little bit challenged. It depends on their guidance and if this market stays sloppy. He is betting that we are not completely out of the woods yet and it is going to be a bit of a bumpy ride. You can add to your holdings at a little bit lower level.


Price: $54.420
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 DON'T BUY Talisman Energy
TLM-T
Greg Newman

This stock was very unattractive before the oil slide. At oil prices now, balance sheet gets weaker and the cash flow is about 3.9X. Valuation gets pricier, not horrible at 8.3X versus its peers at around 7.5. Dividend is not safe. Prefers others.


Price: $7.550
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 DON'T BUY Trans Canada Corp
TRP-T
Greg Newman

Thought this one got a little bit overdone on the news flow that they would be able to split the company. He owns it and likes it. It is a great company, but he would prefer Enbridge (ENB-T).


Price: $53.920
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 DON'T BUY Vale S.A.
VALE-N
Bill Harris, CFA

There are so many question marks with Iron Ore.  China is so over supplied.  They are not diversified.


Price: $10.830
Subject: RESOURCE
Bias: BULL on OIL
Owned: Unknown
2014-10-23 PAST TOP PICK Vangrd European E.T.F.
VGK-N
Greg Newman

(A Top Pick Oct 2/13. Up 0.59%.) Sold about half at much higher levels followed by another 25% in September. Was concerned about the Russian situation, and that it would affect Germany’s growth.


Price: $53.020
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Yes
2014-10-23 BUY Vicwest Inc
VIC-T
Greg Newman

Constructive on this name. Thinks it is going to have a strong 2nd half from Westfield backlog and continued growth in North American insulated metal panels and a recovery on margins. They have growth in international markets. Have had a continued focus on costs and efficiencies. Thinks the payout ratio is 45% for 2014. This is a higher risk stock.


Price: $10.100
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 COMMENT Whitecap Resources
WCP-T
Greg Newman

Amongst the dividend payers, this is probably the best one to own. Very low debt to cash flow at 1.3. Enterprise value of 7.2 is lower than the group. Payout ratio of 98%, one of the lowest in the group and very sustainable. Going to grow their cash flow per share at 13.9%. If you are convinced that oil can settle in at around $80, you can buy this.


Price: $15.410
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 COMMENT Wajax Corp
WJX-T
Greg Newman

Have about a 12% backlog, and it is up 12% year-over-year, which is encouraging. Cautious outlook, but he does model a 2014 payout ratio of 90%, so the 6% dividend is going to be pretty safe, at least for this year. 18% of their revenue is tied to oil and gas, so they are not too levered. This is a name that you can buy at $33-$35.


Price: $35.780
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: CAUTIOUS
Owned: Unknown
2014-10-23 HOLD WesternZagros Resources Ltd.
WZR-X
Bill Harris, CFA

They are right in the middle of the sweet spot of civil conflict (geopolitical risk).  It is completely up in the air.  If you have it and sit on it, it should work itself out.


Price: $0.660
Subject: RESOURCE
Bias: BULL on OIL
Owned: No
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
2014-10-22 COMMENT Prometic Life Sciences Inc.
PLI-T
Bruce Campbell (2)

He originally bought this for their plasma business where they take plasma out of blood and sell it. This is a huge business that could grow over time. This company is sort of a lottery ticket. They are working some of their drugs through different stages of trials right now. If they can get one of those, it would be a game changer. Their plasma business will be a significantly growing business over the years and provides cash flow for the company.


Price: $1.570
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 BUY Pine Cliff Energy
PNE-X
Bruce Campbell (2)

A natural gas play that was a spin out from Bonterra (BNE-T) which has one of the best 10 year track records in creating value on the TSX. This company is following their example. He has added more to his holdings. Probably a multiyear story where they add acquisitions and continue to grow their production.


Price: $1.580
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 WATCH The Score Inc.
SCR-X
Bruce Campbell (2)

Sold his holdings a while ago. Company has a great app. Just about everybody in Canada interested in sports has it on the phone and it sounds like more people in the US are getting it. He wants to see how they are going to monetize this.


Price: $0.420
Subject: CANADIAN
Bias: CAUTIOUS
Owned: No
2014-10-22 COMMENT Secure Energy Services
SES-T
Bruce Campbell (2)

This is the only energy services stock that he owns. This business is a little bit different in that they actually deal with the waste that oil fields produce. With all the fracing that is being done, there is a volume of water being produced. This company manages and disposes of all that water. It typically doesn’t pull back very much so trades at a very high valuation. They continue to make acquisitions and grow organically.


Price: $20.540
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT Surge Energy Inc
SGY-T
Bruce Campbell (2)

Has a great yield at just a little under 10%. Management has an excellent reputation in the energy sector. Feels the yield is steady and they will manage that. Trades at a good multiple. Doesn’t have too much debt.


Price: $6.340
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 COMMENT Sensio Technologies Inc.
SIO-X
Bruce Campbell (2)

Basically they have the Netflix version of 3-D and you have to have their app on your TV. You can then basically stream a movie through your TV. Just recently signed a deal with LG, which is just ramping this up right now and will be doing a big marketing push this fall for Christmas sales. Thinks investors are starting to look at this again.


Price: $0.200
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
2014-10-22 TOP PICK SLYCE Inc.
SLC-X
Bruce Campbell (2)

Very, very neat technology. It basically identifies certain items. For example if you see a sink that you like, you take a picture of it which immediately brings up the retailer and the price, and you can buy it immediately. They are getting paid on a number of differetnt avenues.


Price: $0.710
Subject: CANADIAN
Bias: CAUTIOUS
Owned: Yes
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