Bruce Campbell (2)

It is up 260% in a year. Its business is manufacturing for different tech companies. Its numbers are very strong but its valuation is up now and there are other companies that could be coming up. Keep holding and if buying do so in tranches on pull backs.

He owned it in the past but not now. They buy a field and enhance the recovery. It is ramping up production and cash flow. Has performed quite well in the past.

It is up 15% in the last month. Has a steady underlying business. Inflation has increased costs but it is catching up now and can increase sales prices and maintain costs. There is potential in the spin-off. Although he doesn't own it, it is moving up in their ranking system.

Banks in general have performed quite well this year in spite of the pressure of 5 year mortgages coming due at higher interest rates. Banks are good for long term holds of 5 to 10 years or longer with increasing dividends and capital appreciation. Royal Bank is the biggest.

It has been weaker in recent months with some challenges with institutional profits. Fees are tied to the asset management business and there has been pressure on fees in the industry. It will have to grow its mandates and investments longer term. Pays a nice dividend.

It is involved in the next frontier which is oceans, Makes submersible drones, small to big which will allow the military to expand under the seas where they haven't been able to in the past. It is very good in sonar and battery technology which can stand the under water pressure. In its quarterly reports expectations have been met. Its valuation has increased but growth is good.

This is the second time around for management. They focus on online retailing and can produce glasses at a fraction of the cost. On track for $500 million in revenue.

It missed earnings and there is a concern with AI. It has done well for a long time and should evolve. It takes a while for the sellers to move out and when they do you could step in.

It is in the construction rental business. The opportunity is in the evolution of their power division: to generate power onsite using natural gas. They could also get into the mining business. They will ride the ups and downs with the oil and gas sector. Look for strong numbers to trade up and down. He sold but is watching it.

It manufactures dry transformers to provide power. They have a strong backlog and demand. The weakness in the stock reflects the cost over-runs on the new facility in Mexico which has been a drag on earnings. Tends to have choppy quarters.

It is starting to roll off the legacy projects which have fixed cost price contracts which lead to losing money. They are still having an impact but the company is getting into variable cost contracts so they can make money even with cost increases. There is a big backlog and good potential. He noted that construction backlogs don't always translate into profits.

It has done really well in developing the gold mine in Vancouver and increasing production.. Owned it in the past but not now. Likes it.

The CEO left suddenly which un-nerved some investors. Last week's numbers were fantastic. It is moving into the next stage and sub-prime lending. Has kept loan losses at a reasonable level. It is adding an auto lending division which is very profitable. He sees growth in the next phase. You could trade around institutions getting in and out.

He does not really take an interest in airlines. There may be an opportunity now for Air Canada with all the rhetoric around the strike. It's been around for some time. Settlement should not be a huge number for cost increases. It is looking to expand internationally. You could buy when the strike is settled and the price starts to rise.