Opinions by Bruce Campbell (1) | StockChase
3703
Bruce Campbell (1)

President

ON STOCKCHASE SINCE May 2001

Campbell and Lee InvMngmnt


Opinions by Bruce Campbell (1)



ABOUT CHARTS : These are thumbnail sketches of the stock prices, from the time of the opinions. The charts are not detailed, and are meant only to give an oveview (note the number of datapoints). The charts show one month of information or up to six months if you are a subscriber. Recent opinions will obviously have fewer datapoints then older opinions.


You are not seeing charts because you haven't logged in or haven't opted in

Signal Opinion Expert Chart

2017-11-02

N/A
A Comment -- General Comments From an Expert 

Market.  The US announced final duties on softwood duties.  Stocks are already discounted for this.  He wonders if now that we have certainty, is it a positive for further NAFTA negotiations.  Maybe he can be optimistic.  The increase in lumber prices this year has more than offset the duties.  WFT-T is up nicely because of a lot of business south of the boarder and not subject to the duty.  It will now be $3 per sq. ft. more or $2000 to $3000 per house more expensive for housing in the US. 

Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $0.020
Owned: _N/A

Must be logged in to use chart

2017-11-02

WAIT
A Comment -- General Comments From an Expert 

Energy industry recommendation.  PD-T is struggling.  Rig counts are pretty flat so they are not benefiting as normal.  Service guys are where you want to play but he does not own any.  He would wait until the new year at least.

Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $0.020
Owned: No

Must be logged in to use chart

2017-11-02

PAST TOP PICK
Algonquin Power & Utilities Corp (AQN-T)

(A Past Top Pick Oct 28/16, Up 18%)  The equity issue was sold.  He still owns it and still likes it.  He did not buy the issue because he already owned it.  He bought it for new clients this morning below the price, however.  It is a buying opportunity because it is an artificially created dip and it should go back up shortly.

electrical utilities
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $13.300
Owned: Yes

Must be logged in to use chart

2017-11-02

PARTIAL SELL
Aecon Group Inc (ARE-T)

It is trading at a bit of discount to the price being offered by the Chinese.  There is some doubt that maybe they will not be allowed to be sold to the Chinese.  He does not own it and has another pick in the group.  You have probably made money on it and could sell half to lock in profits in case it does not happen.  It is 80-90% and not 100%.

contractors
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $19.350
Owned: No

Must be logged in to use chart

2017-11-02

TOP PICK
Alimentation Couche-Tard (B) (ATD.B-T)

It has been going sideways.  There is a worry about electric cars damaging the business but they will have charging stations at their sites for sure.  It will take a long time before it is materially impacted. He feels there are catalysts to come.  (Analysts’ target: $72.00).

food stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $62.320
Owned: Yes

Must be logged in to use chart

2017-11-02

DON'T BUY
Bombardier Inc (B) (BBD.B-T)

Airbus bought the C-series program.  Does that mean all profits from it don’t go to BBD.B-T?  There will be some profits accrue to BBD but not what we thought they would be.  They got diluted down for nothing.  They made a 61 plane announcement and that was constructive to the stock.  He has been away since 9/11 because the stock has been too volatile. 

transportation equip & components
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $2.950
Owned: No

Must be logged in to use chart

2017-11-02

WATCH
BCE Inc. (BCE-T)

They had the best subscriber growth last quarter for 5 years.  It is finally up a bit.  It has been in danger of there not being much growth.  They showed maybe that is wrong and we might see a little bit higher earnings.

telephone utilities
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $60.470
Owned: Unknown

Must be logged in to use chart

2017-11-02

HOLD
Brookfield Infrastucture Partners (BIP.UN-T)

A good broad way to play infrastructure.  He owns some of the preferreds (K) but it is different that holding the coming.  He prefers one of his Top Picks today.  Hold if you own it.

INDUSTRIAL PRODUCTS
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $54.070
Owned: No

Must be logged in to use chart

2017-11-02

SELL
Corus Entertainment (B) (CJR.B-T)

Hold it only for the big yield.  Radio is declining and is not a great business to be in.  It has held up but he would be nervous if he held it.  He would prefer to go elsewhere.

entertainment services
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $11.820
Owned: Unknown

Must be logged in to use chart

2017-11-02

PAST TOP PICK
Canadian National R.R. (CNR-T)

(A Past Top Pick Oct 28/16, Up 23%)  It is a nice, easy way to get exposure to the North American economy.  He prefers this to CP-T.

Transportation
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $102.890
Owned: Yes

Must be logged in to use chart

2017-11-02

HOLD
Crombie Real Estate Investment Trust (CRR.UN-T)

It did not get caught up in the troubles at Sobeys.  They bought some real estate from Safeway after accusation by EMP-T.  He was nervous about being Amazoned (AMZN-Q).  REITs historically have difficulty in rising interest rate environments.  He sold although there is nothing wrong with it.

property mngmnt/investment
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $13.460
Owned: No

Must be logged in to use chart

2017-11-02

HOLD
Corby Spirit and Wine (A) (CSW.A-T)

It has been a story where he looked at it a year or so ago.  It is a bit expensive on a multiple basis but someone will probably come along and take it out in the future.  He would hold it if you own it.  They try to make acquisitions of smaller brands from time to time.  It is pretty sleepy.

breweries/beverages
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $22.100
Owned: No

Must be logged in to use chart

2017-11-02

DON'T BUY
Emera Inc (EMA-T)

EMA-T vs. FTS-T.  He has a small preference or FTS-T.  You have to be careful if you know higher rates are coming.  In the US it is December and March and in Canada with maybe only one rise in 2018.  You could see a 10-15% decline if they report flat earnings.

mngmnt/diversified
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $48.050
Owned: No

Must be logged in to use chart

2017-11-02

BUY
Enbridge (ENB-T)

The Dividend went to 5.1%, which is the highest yield in 10 years, given today’s sell off.  They missed by about 3 cents.  They confirmed the business for the year.  It is really just a postponement until the next quarter so he is not worried about the results.  He quite likes it.  He is surprised at the reaction.  If you miss right now, you get punished.

oil/gas pipelines
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $47.030
Owned: Unknown

Must be logged in to use chart

2017-11-02

HOLD
Freehold Royalties (FRU-T)

They pay for the royalty on the land for which they did a deal with the producer.  He sold a couple of years ago when he sold most of his energy.  It does not have the torque of a producer.  It is a good way to play if you are not sure where the price is going.  You could hold it for the dividend.

oil/gas
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $15.730
Owned: Unknown

Must be logged in to use chart
Showing 1 to 15 of 3,703 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company