Stock Opinions by Bruce Campbell (1) - Stockchase Experts
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Bruce Campbell (1) @

On Stockchase since : May 2001

President at Campbell and Lee InvMngmnt

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Stock Opinions by Bruce Campbell (1) - Stockchase Experts

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COMMENT
General Market Comment 

February 1, 2019

Ron Joyce, co-founder of Tim Horton's, dies at 88. Good long life, and a successful Canadian business. He remembers the Tim Horton's from the 60's. Hugely successful over time. He will be missed.
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Ron Joyce, co-founder of Tim Horton's, dies at 88. Good long life, and a successful Canadian business. He remembers the Tim Horton's from the 60's. Hugely successful over time. He will be missed.
Unknown
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
General Market Comment 

February 1, 2019

Big market gains in January. The volatility is amazing. December 2018 was the fourth worst month in 100 years, so all we've done is get December back. There was some panic. The Fed has really helped with stopping tightening and slower rate raises. We had good job numbers this morning, and earnings are co-operating. Mid-year, if the Fed raises rates, is the market going to panic? He hopes the economy is strong enough to take measured increases. It should help valuations. It doesn't look as though there's a recession on the immediate horizon, so markets can go up from here.
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Big market gains in January. The volatility is amazing. December 2018 was the fourth worst month in 100 years, so all we've done is get December back. There was some panic. The Fed has really helped with stopping tightening and slower rate raises. We had good job numbers this morning, and earnings are co-operating. Mid-year, if the Fed raises rates, is the market going to panic? He hopes the economy is strong enough to take measured increases. It should help valuations. It doesn't look as though there's a recession on the immediate horizon, so markets can go up from here.
Unknown
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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HOLD
Good place to hide and collect the dividend. Not a growth company. Well run, the demographics are with you. Won't be an $18 stock anytime soon.
property mngmnt/investment
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Good place to hide and collect the dividend. Not a growth company. Well run, the demographics are with you. Won't be an $18 stock anytime soon.
property mngmnt/investment
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$14.690
Owned Owned
Unknown

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HOLD
Magna Int'l. (A)(MG-T) 

February 1, 2019

Auto stocks are all cheap. He owns Linamar, which is cheaper and he thinks has more upside in a recovery. Auto sales are flat. The stock's recovering with the market. These stocks are incredibly cheap. If you own it, hold on to it, it has room to go higher as the market gets more comfortable with the overall economic outlook.
Automotive
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Auto stocks are all cheap. He owns Linamar, which is cheaper and he thinks has more upside in a recovery. Auto sales are flat. The stock's recovering with the market. These stocks are incredibly cheap. If you own it, hold on to it, it has room to go higher as the market gets more comfortable with the overall economic outlook.
Automotive
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$68.620
Owned Owned
No

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SELL
Has recovered pretty nicely. He'd look somewhere else for a higher dividend, such as BPY.UN, which the group is looking to put some money behind.
REAL ESTATE
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Has recovered pretty nicely. He'd look somewhere else for a higher dividend, such as BPY.UN, which the group is looking to put some money behind.
REAL ESTATE
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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HOLD
Extendicare Inc(EXE-T) 

February 1, 2019

Similar macro answer to Chartwell. EXE-T went to the US and it really didn't work. So now it's Ontario-centric. Not much earnings growth but a big yield. Relatively safe place to hide.
other services
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Similar macro answer to Chartwell. EXE-T went to the US and it really didn't work. So now it's Ontario-centric. Not much earnings growth but a big yield. Relatively safe place to hide.
other services
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$7.280
Owned Owned
Unknown

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COMMENT
General Market Comment 

February 1, 2019

Is it good that investors are not looking to hide now that the market's more buoyant? We stopped worrying about higher rates, which were pressing on all the yield plays. If rate rises are slower, the places to hide look more attractive, as they're cheaper.
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Is it good that investors are not looking to hide now that the market's more buoyant? We stopped worrying about higher rates, which were pressing on all the yield plays. If rate rises are slower, the places to hide look more attractive, as they're cheaper.
Unknown
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Tourmaline Oil Corp(TOU-T) 

February 1, 2019

Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour. It will be a long process to make money.
oil/gas
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Too big to be taken over, except by a major, and it's quite independent, so that's a very low chance. Pure gas play, well run, profitable, has growth. Chart is pretty good for an energy stock. But valuations are still extremely low. It's in upper 5% of names, but whole group is out of favour. It will be a long process to make money.
oil/gas
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$17.760
Owned Owned
Unknown

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HOLD
Fortis Inc.(FTS-T) 

February 1, 2019

There will be either 1 or 2 rate hikes, not 3 or 4. As long as there are no rate surprises, Fortis will be fine. Single digit return.
electrical utilities
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There will be either 1 or 2 rate hikes, not 3 or 4. As long as there are no rate surprises, Fortis will be fine. Single digit return.
electrical utilities
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$46.810
Owned Owned
Unknown

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DON'T BUY
Dollarama Inc.(DOL-T) 

February 1, 2019

When they missed and the stock cratered, he spent time looking at it. He concluded that, given the muted growth with higher valuations, he would buy at $28 and it hasn't reached that. Thinks it will go sideways for a while, but that doesn't make it attractive.
Consumer Products
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When they missed and the stock cratered, he spent time looking at it. He concluded that, given the muted growth with higher valuations, he would buy at $28 and it hasn't reached that. Thinks it will go sideways for a while, but that doesn't make it attractive.
Consumer Products
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$34.800
Owned Owned
No

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DON'T BUY
Two strikes against it: Canadian energy, and the name is in the penalty box because they over-promised and under-delivered. They're doing all the right things, and the assets are good, but nobody cares. It's going to lag. If you like it, buy Tourmaline, or CNQ, or Suncor, or Whitecap.
oil/gas
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0 comments
Two strikes against it: Canadian energy, and the name is in the penalty box because they over-promised and under-delivered. They're doing all the right things, and the assets are good, but nobody cares. It's going to lag. If you like it, buy Tourmaline, or CNQ, or Suncor, or Whitecap.
oil/gas
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$3.850
Owned Owned
Unknown

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HOLD
Good for an RRSP? This is solid, pretty nice dividend. The bounce is rate-related. Underperforming the REIT sector. Could see some further upside. A bit of Brookfield "tiredness" out there. Assets are good, and so is the balance sheet. Not expecting loads of growth, but your returns should be positive from here.
REAL ESTATE
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Good for an RRSP? This is solid, pretty nice dividend. The bounce is rate-related. Underperforming the REIT sector. Could see some further upside. A bit of Brookfield "tiredness" out there. Assets are good, and so is the balance sheet. Not expecting loads of growth, but your returns should be positive from here.
REAL ESTATE
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$23.810
Owned Owned
Unknown

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DON'T BUY
Canopy Growth Corp.(WEED-T) 

February 1, 2019

Likes the group. It was crazy expensive. They're like junior mines, they have a run up and then eventually it's messed up by reality. You need to justify the valuation, need about 30% earnings growth over the next 5 years. If you think they're going to be successful, then it's probably fine. So volatile, you need a cheap entry point. Too volatile and expensive for him.
agriculture
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Likes the group. It was crazy expensive. They're like junior mines, they have a run up and then eventually it's messed up by reality. You need to justify the valuation, need about 30% earnings growth over the next 5 years. If you think they're going to be successful, then it's probably fine. So volatile, you need a cheap entry point. Too volatile and expensive for him.
agriculture
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$63.900
Owned Owned
No

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COMMENT
Stantec Inc(STN-T) 

February 1, 2019

Of the E&C companies, this is the most US-centric. If you like the US economy in particular, you'd pick this one, though the stock has gone sideways since its run-up. Stantec is the most expensive, SNC is the cheapest, and Aecon is also cheap.
consulting
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Of the E&C companies, this is the most US-centric. If you like the US economy in particular, you'd pick this one, though the stock has gone sideways since its run-up. Stantec is the most expensive, SNC is the cheapest, and Aecon is also cheap.
consulting
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$31.360
Owned Owned
Unknown

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PAST TOP PICK
Newell Brands Inc(NWL-N) 

February 1, 2019

(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

misc consumer products
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(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

misc consumer products
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0 comments
Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$21.280
Owned Owned
No

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