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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 (BNN TV) 2014-07-30 $0.020

Markets.  He is looking at the earnings of each company, but as long as the earnings are coming through he is willing to keep holding them.  You have to be stock selective.  Cap-X has been going up.  Companies don’t feel the need to keep the money on the balance sheet so much now.  He sees attractive companies in all sectors.  There is no overweight in any one sector.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Markets. The GDP out of the US today was fantastic. This should lead to stronger earnings growth going forward. As long as we see the economy growing, which it has been over the last few quarters, we should continue to see earnings numbers from individual companies continue to be positive. Thinks there could also be some concern that the strong data means higher interest rates and less taper. A few things  he is watching fairly closely are margin debts, which have continued to rise over the last several months. However, what is more concerning is that when credit gets pulled away, the margin debt numbers start to drop. He is seeing sentiment very much bullish for the newsletter writers, but the individual investors for the last 3 weeks in a row, have actually become more bearish. Two factors that he thinks are important for predicting a recession is 1) the price of oil, and whether or not it has seen an 80% increase in the past 12 months. We need oil to be trading in the $140’s for that to happen. 2) An inverted yield curve and we’re certainly not at that point in time right now.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Banks versus Lifeco’s? In his ranking system, lifeco’s rank a little bit higher. He looks for earnings growth and accelerated earnings growth. At this point in the cycle, insurance companies are going to see higher rates from higher interest rates. Also, bigger gains on their loan books based on capital markets.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2014-07-30 $0.020

Precious Metals. Six months to a year ago, he had no precious metals in his portfolios. The companies he looked at were probably in the bottom 2 deciles of his universe. In the last 6 months, these have come up in rankings. He is looking at more of these precious metal companies.

Bruce Campbell (2) CANADIAN BULLISH _N/A View
COMMENT ABM-X Athabasca Minerals Market Call Tonight (BNN TV) 2014-07-30 $2.620

A really interesting company. Their primary business right now is gravel crushing. They operate a mine for the Alberta government. Numbers came out today and were probably a little disappointing. The real upside with this one is that they have an opportunity to participate in a frac sand market. The majority of the frac sand that is used in Western Canada gets railed in from Wisconsin. They have an opportunity to set up a depot, which will require some capital, so wouldn’t be surprised to see them raising money in the short term. This is where the huge upside is as they will be able to compete on price. The sand won’t be the same quality, but will be satisfactory for most of the frac jobs. He is looking at this one.

Bruce Campbell (2) CANADIAN BULLISH No View
PAST TOP PICK AC.B-T Air Canada (B) Market Call Tonight (BNN TV) 2014-07-30 $9.770

(A Top Pick Oct 16/13. Up 94.89%.) Feels there continues to be growth here. The business cycle has been expanding, and there are more overseas flights which is where they make some money. Also, they are working on cost controls.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK ACQ-T AutoCanada Inc. Market Call Tonight (BNN TV) 2014-07-30 $73.600

(A Top Pick Oct 16/13. Up 92.49%.) Continues to like this one. Has pulled back a little because of 1) articles indicating competition coming in from the US, and 2) they did a secondary offering. He still really likes it and there is still a lot of room for it to go. Own roughly 45 dealerships in Canada, and there are probably 250-300 dealerships available. If they went to smaller dealerships, there are 3,300 dealerships available.

Bruce Campbell (2) CANADIAN BULLISH Yes View
PAST TOP PICK ATD.B-T Alimentation Couche-Tard (B) Market Call Tonight (BNN TV) 2014-07-30 $30.010

(A Top Pick Oct 16/13. Up 30.59%.) This had a 3 for 1 stock split. Started to drop down in rankings, and he was looking for a higher growth opportunities, so he sold his holdings.

Bruce Campbell (2) CANADIAN BULLISH No View
SELL ATH-T Athabaska Oil Sands Corp Market Call (BNN TV) 2014-07-30 $6.210

There are so many better places to play in the oil and gas area.  Don`t hang your hat on them getting the money from Petro China.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY AVO-T Avigilon Corp Market Call (BNN TV) 2014-07-30 $25.590

The numbers seem to be very good and they took a lot of market share from others. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT AVO-T Avigilon Corp Market Call Tonight (BNN TV) 2014-07-30 $25.590

Had owned this under $7 and sold it at around $29. Had broken down from a technical analysis. Also, had broken down in his rankings a little. It is now showing up on his radar screen again, and he is watching it.

Bruce Campbell (2) CANADIAN BULLISH No View
WATCH BAD-T Badger Daylighting Market Call Tonight (BNN TV) 2014-07-30 $32.410

From a company and fundamental standpoint, there is lots of room for them to grow, over the next few years. Probably won’t have the performance that it had in the last 2 years. Before buying, he would want to see it recover, and start to see some positive indicators from the MACD and stochastic indicators. When you see those crossover from a weekly basis that would be the time to buy.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
BUY BEV.H-X Benev Capital Market Call (BNN TV) 2014-07-30 $1.930

Thought it would do well a year ago.  What happens now is there was a fight with Difference Capital and the management team bought a royalty on a restaurant chain out west.  They placed 11 million shares and he thinks they will do very well.  There was a lot of demand for the shares.  They have a 10% yield, the stock is halted right now but when it is released it should do well.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
DON'T BUY BXE-T Bellatrix Exploration Ltd. Market Call (BNN TV) 2014-07-30 $8.200

He has been disappointed.  It is fairly cheap and they have some good growth longer term.  Don’t sell; new people have to move into the story.  He would like to see it trade sideways for a while.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT CJ-T Cardinal Energy Ltd Market Call Tonight (BNN TV) 2014-07-30 $19.670

The lowest declines of any of the dividend paying energy companies. The acquisition they just made was a 14% decline rate, really low for energy companies. Yield of 4.3%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD CLS-T Celestica Inc Market Call (BNN TV) 2014-07-30 $11.930

Just reported earlier this week.  Numbers were good, but softer than people expected.  He exited at $10 at his previous employer.  He owns just a little bit.  You won`t be hurt by this story.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
PAST TOP PICK CNE-T Canacol Energy Ltd. Market Call (BNN TV) 2014-07-30 $7.190

(Top Pick July 11/13, Up 116.26%) Started buying when he moved to AGF.  They did a big financing and people participated.  He really likes the story,  A lot of news coming out over the next 4-5 weeks.  A lot of catalysts in the next 6 months.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT CPG-T Crescent Point Energy Corp Market Call Tonight (BNN TV) 2014-07-30 $44.830

After they made the acquisition in Utah and came out with the numbers there, the stock moved up, but of late it has pulled back along with the rest of the sector. Very well run company.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY CS-T Capstone Mining Corp. Market Call (BNN TV) 2014-07-30 $3.000

Not too many ways to play the base metals companies.  Likes management.  Mid-cap copper producer.  A lower cost producer.  He likes the story.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
DON'T BUY DHX-T DHX Media Market Call (BNN TV) 2014-07-30 $7.030

They have been in the right place at the right time.  They acquired the family channel.  They have to renew with Disney over the next few years.  They could get bought out over time.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT DHX-T DHX Media Market Call Tonight (BNN TV) 2014-07-30 $7.030

Management team has done a great job. These content libraries are just becoming more and more valuable, especially as we migrate from just watching TVs over to iPads, computers and other devices. They are picking up children’s programs, which really don’t go out of favour. Thinks this can probably go higher.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY EFN-T Element Financial Market Call Tonight (BNN TV) 2014-07-30 $14.530

Has owned this in the past. Great management team. Continues to make a lot of acquisitions and continues to grow. This is one that you could tuck away for a five-year time horizon. They may not be around at that point. Had been approached by some Canadian and Japanese banks about buying out their business.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK EH-T Easyhome Market Call Tonight (BNN TV) 2014-07-30 $24.360

The finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.

Bruce Campbell (2) CANADIAN BULLISH Yes View
HOLD EIF-T Exchange Income Market Call Tonight (BNN TV) 2014-07-30 $17.750

(Market Call Minute.) He would like to see how things shape up with AT&T. Their West Tower division has been having some troubles.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
TOP PICK ELW-X Elkwater Resources Ltd Market Call Tonight (BNN TV) 2014-07-30 $0.700

Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).

Bruce Campbell (2) CANADIAN BULLISH Yes View
DON'T BUY EQI-T Equity Financial Holdings Market Call (BNN TV) 2014-07-30 $9.180

There was an executive proxy battle.  He does not see how the earnings will now accelerate.  It will take a while to ramp up again.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
TOP PICK ESP-T Espial Group Market Call (BNN TV) 2014-07-30 $3.220

Just signed with a tier one communications company.  Cable companies are losing a lot of business to Netflix.  Are going to try to enhance the cable experience to subscribers.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT GUD-T Knight Therapeutics Market Call Tonight (BNN TV) 2014-07-30 $5.150

Moved out of this to increase his position in another holding. This company has great leadership and great management. He is just waiting for them to execute on a deal. They are all cashed up and waiting for something to happen.

Bruce Campbell (2) CANADIAN BULLISH No View
DON'T BUY GXI-T Guestlogix Market Call (BNN TV) 2014-07-30 $1.230

History of over promising and under delivering.  Does not like the earnings profile and cash flows.  Never hit on where they say they will.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
BUY GXI-T Guestlogix Market Call Tonight (BNN TV) 2014-07-30 $1.230

Owns this in his growth funds. Has technologies that allow the airlines to process extra payments. Have signed a couple of big contracts with 2 big airline seat manufacturers. He has been waiting for them to actually get them into the airplanes, and at that point in time there will be some revenue. Looking for a big blowout quarter, either this quarter or the next. If they miss their numbers this quarter, there will be a lot of critical eyes, but he thinks this is just a delay.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT HCG-T Home Capital Group Market Call Tonight (BNN TV) 2014-07-30 $51.450

(Market Call Minute.) Fantastic management and thinks it goes higher.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
DON'T BUY HNL-T Horizon North Logistics Market Call Tonight (BNN TV) 2014-07-30 $6.240

(Market Call Minute.) 3rd quarter in a row that they’ve had a miss. Had trouble putting numbers to the bottom line.

Bruce Campbell (2) CANADIAN BULLISH Unknown View
HOLD ITP-T Intertape Polymer Group Market Call (BNN TV) 2014-07-30 $14.040

Would continue to hold it.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
PAST TOP PICK LOY-X Loyalist Group Limited Market Call (BNN TV) 2014-07-30 $0.445

(Top Pick July 11/13, Down 24.17%) They still have an opportunity to come through. They missed on a couple of quarters.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
BUY LUN-T Lundin Mining Corp. Market Call (BNN TV) 2014-07-30 $6.300

Likes it in terms of production numbers.  People are moving out of some of the other base metal names and into this one.  Likes the management team.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
DON'T BUY MCR-X Macro Enterprises Market Call (BNN TV) 2014-07-30 $4.390

They took a bit of a loss on a contract to engage some small guys.  Does not think the next quarter will be any better.  Prefers PRW-T.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT MMT-T Mart Resources Inc Market Call (BNN TV) 2014-07-30 $1.360

Nigerian oil and gas play.  This is a tough one.  It is not for the faint of heart.  Looking at acquisitions that may grow their production quite a bit.  Does not know if he would enter the stock right now.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
BUY MND-T Mandalay Resources Corp. Market Call (BNN TV) 2014-07-30 $1.180

Was a favorite name at his previous employer.  They continue to come through with higher production and lower production costs.  It is rather illiquid for him with the fund he is running.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2014-07-30 $12.970

(Top Pick July 11/13, Up 14.98%) He bought Magna instead of this.  Likes both names.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE No View
DON'T BUY MSL-T Merus Labs International Market Call (BNN TV) 2014-07-30 $2.560

Looking to make acquisitions.  They are all competing on acquisitions.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT NA-T National Bank of Canada Market Call Tonight (BNN TV) 2014-07-30 $49.150

This is the one bank that would rank the highest in his process. Has performed well and continues to do so. Made some acquisitions on the capital market side recently, which continues to drive earnings for them. Also, they don’t have much of a penetration in the west, which is something they could potentially do down the road. A good holding.

Bruce Campbell (2) CANADIAN BULLISH No View
TOP PICK PHM-X Patient Home Monitoring Market Call Tonight (BNN TV) 2014-07-30 $0.330

Have an acquisition strategy where they are going out and buying monitoring companies. Have bought 3 in the last 12 months. Most acquisition companies are growing through acquisition, but this one is also growing organically. They are buying different companies, and then cross-selling between them. Thinks they can probably earn $.04-$.05 a share over the next 12 months. If you put a 10 or 15 times multiple on a company that is growing 20% plus per year, you can see the stock significantly higher.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY on WEAKNESS PNE-X Pine Cliff Energy Market Call Tonight (BNN TV) 2014-07-30 $1.850

Has had a great run. Announced 2 acquisitions in the last few weeks alone. He would want to see it pull back a little because you are basically paying all-time highs for it now. Phenomenal management team that keeps making acquisitions, and he expects to see more.

Bruce Campbell (2) CANADIAN BULLISH No View
BUY PRC-X Panterra Resource Market Call (BNN TV) 2014-07-30 $0.560

Did a very good at making the acquisition at a very low multiple on the deal.  They should do well as they come out with a couple of quarters after the deal. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
SELL PWT-T Penn West Petroleum Market Call (BNN TV) 2014-07-30 $8.570

Down 15% or so today.  This will not go to zero. If you made money on a short like this, then take the money and run. 

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
HOLD RC-T RDM Corporation Market Call (BNN TV) 2014-07-30 $2.600

It has been weak so he has been adding to the position.  A bit of a micro cap. Great balance sheet.  Trades at a low multiple with a low market cap.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
TOP PICK RE-T Rock Energy Inc. Market Call (BNN TV) 2014-07-30 $6.690

Divested some of their higher cost assets.  Cash flow growth goes from $0.76 to $1.85.  $2.75 next year.  Cheaper than the others.  Would be a good acquisition.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT RRX-T Raging River Exploration Market Call Tonight (BNN TV) 2014-07-30 $9.790

Wouldn’t be surprised to see Crescent Point (CPG-T) taking a look at this as an acquisition. They are in the same area.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SCR-X The Score Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.335

(Market Call Minute.) Had a fairly big position in this, and has recently reduced his holdings. Management has been very good at creating value for shareholders.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SGY-T Surge Energy Inc Market Call Tonight (BNN TV) 2014-07-30 $8.560

Owns this in his income portfolios. Very well-managed. Thinks this will continue to grow via the drill bit like it has been. Could see it eventually as a takeout target. A lot of insider buying.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY SIO-X Sensio Technologies Inc. Market Call Tonight (BNN TV) 2014-07-30 $0.250

Loves this. Since he was last on the show, they’ve signed another major TV manufacturer, giving them 2, Samsung and LG. They have a technology that allows you to rent 3-D movies for your TV. This is going to be rolled out with LG going into the fall just prior to Christmas. This means that the number of users is going to ramp way up. At the same time they have a deal with Wi-Lan (WIN-T), so he expects there will be some patent revenue as well. Wouldn’t be surprised to see the number of 3-D users go stagnant going into the next quarter.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT SPE-T Spartan Energy Corp Market Call Tonight (BNN TV) 2014-07-30 $4.000

Owns this in his growth funds. This is one of the smaller, growthier names. These are ones that have great access to capital. The management team that has done this all before. Thinks this will continue to do very well.

Bruce Campbell (2) CANADIAN BULLISH Yes View
TOP PICK SVC-T Sandvine Corp. Market Call (BNN TV) 2014-07-30 $3.650

Turnaround story.  The management team has learned from their mistakes and now have things right.  Done well in terms of earnings over the last few quarters.  Low multiple.  $1 a share in cash.  12 times earnings.  50% earnings growth next year.  Margins continue to increase.  Multiple will continue to increase.  There is a scarcity of technology companies in Canada and this one is a good take out candidate.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
HOLD TCN-T Tricon Capital Group Market Call (BNN TV) 2014-07-30 $7.640

It has been range bound.  Met with management team and he likes the story.  There are catalysts coming up as they sell an asset.  There are better ways to play the housing market.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Yes View
COMMENT TDG-T Trinidad Drilling Ltd Market Call Tonight (BNN TV) 2014-07-30 $10.840

This one ranks in the middle of the pack in his processing. Expects there will be continued growth in the industry. A good-quality name. Currently, we are seeing a little bit of wind come one of the sails of the service stocks.

Bruce Campbell (2) CANADIAN BULLISH No View
HOLD TOU-T Tourmaline Oil Corp Market Call Tonight (BNN TV) 2014-07-30 $51.700

Rock solid management team. The long term on this is that it will be built up and then sold to a large major. Continuing to grow via the drill bit. He would be comfortable holding it, if he owned.

Bruce Campbell (2) CANADIAN BULLISH No View
COMMENT TRI-T Thomson Reuters Corp Market Call Tonight (BNN TV) 2014-07-30 $41.420

Owns this in his income portfolio. Earnings were in line, but not anything super spectacular. Expects to continue to see this business grow. As capital markets and the economy pick up, there is a migration from one of their services to a newer one that has higher revenues and higher margins.

Bruce Campbell (2) CANADIAN BULLISH Yes View
COMMENT TVE-X Tamarack Valley Energy Market Call Tonight (BNN TV) 2014-07-30 $6.420

(Market Call Minute.) Likes this one. Management continues to do a great job.

Bruce Campbell (2) CANADIAN BULLISH Yes View
BUY WAN-X Wanted Technologies Market Call (BNN TV) 2014-07-30 $1.190

Was a Top Pick a year and a half ago.  He still likes the story.  No analyst coverage and at some point there will be. Not afraid to buy it at these prices.  HR Management.

Peter Imhof NORTH AMERICAN - SMALL SELECTIVE Unknown View
COMMENT WCP-T Whitecap Resources Market Call Tonight (BNN TV) 2014-07-30 $16.140

Good-quality company. As an alternative to this, he owns Surge (SGY-T) and Cardinal (CJ-T). This is a great company. Has a lower payout ratio for their grouping, somewhere around 18%-19% in decline rates. Their all-in pay out ratio is less than 100%.

Bruce Campbell (2) CANADIAN BULLISH No View
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