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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-10-22 $0.020

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.

Bruce Campbell (2) CANADIAN CAUTIOUS _N/A View
COMMENT ABM-X Athabasca Minerals Market Call Tonight (BNN TV) 2014-10-22 $1.600

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-10-22 $7.970

(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.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-10-22 $55.540

(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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-10-22 $35.840

(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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT AYA-T Amaya Gaming Group Inc. Market Call Tonight (BNN TV) 2014-10-22 $31.280

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-10-22 $37.110

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.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
TOP PICK CXR-T Concordia Healthcare Market Call Tonight (BNN TV) 2014-10-22 $39.480

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT DHX.B-T DHX Media Market Call Tonight (BNN TV) 2014-10-22 $8.800

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.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT EH-T easyhome Market Call Tonight (BNN TV) 2014-10-22 $23.390

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
BUY ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2014-10-22 $0.380

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
COMMENT EMA-T Emera Inc Market Call Tonight (BNN TV) 2014-10-22 $35.850

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.

Bruce Campbell (2) CANADIAN CAUTIOUS No View
COMMENT IKM-X Ikkuma Resources Market Call Tonight (BNN TV) 2014-10-22 $1.680

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Unknown View
COMMENT MRE-T Martinrea Market Call Tonight (BNN TV) 2014-10-22 $11.720

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

Bruce Campbell (2) CANADIAN CAUTIOUS No View
TOP PICK PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-10-22 $0.430

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.

Bruce Campbell (2) CANADIAN CAUTIOUS Yes View
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