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 

January 2, 2019

A typically volatile day today. It started ugly, but ended up. That's great, but this volatility needs to stop. He would love a couple of weeks of calm with Trump keeping his mouth shut, so we can build a bottom then go up. We'll get Q4 earnings soon. Oil prices helped today's rally, but PMI data from China was not good. Trump thinks he can--and needs to--fix trade tensions with China. There is a global growth slowdown, but there will still be growth this year. It will take a few weeks, at least, to find calm. If earnings are okay (the bar is so low), that will start to calm markets--and if Trump calms himself too. Markets no longer ignore him--they're paying attention because he effects trade.
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A typically volatile day today. It started ugly, but ended up. That's great, but this volatility needs to stop. He would love a couple of weeks of calm with Trump keeping his mouth shut, so we can build a bottom then go up. We'll get Q4 earnings soon. Oil prices helped today's rally, but PMI data from China was not good. Trump thinks he can--and needs to--fix trade tensions with China. There is a global growth slowdown, but there will still be growth this year. It will take a few weeks, at least, to find calm. If earnings are okay (the bar is so low), that will start to calm markets--and if Trump calms himself too. Markets no longer ignore him--they're paying attention because he effects trade.
Unknown
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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SPECULATIVE BUY
Baytex Energy Corp(BTE-T) 

January 2, 2019

Too much debt, making acqusitions, and need to fix the balance sheet. The current $2.50 price is too low, though. They are oil-levered, so if oil recovers, you can make a lot of money with BTE. He predicts oil going to $50-60.
oil/gas
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Too much debt, making acqusitions, and need to fix the balance sheet. The current $2.50 price is too low, though. They are oil-levered, so if oil recovers, you can make a lot of money with BTE. He predicts oil going to $50-60.
oil/gas
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$2.450
Owned Owned
Unknown

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BUY
Bank of America(BAC-N) 

January 2, 2019

He's long owned BAC. The entire growth has pulled back, because of interest rates not rising as much as expected. BAC is in good shape. If the US economy does well, this will do well. Likely dividend increases.
banks
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He's long owned BAC. The entire growth has pulled back, because of interest rates not rising as much as expected. BAC is in good shape. If the US economy does well, this will do well. Likely dividend increases.
banks
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$24.960
Owned Owned
Yes

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BUY
Toronto Dominion(TD-T) 

January 2, 2019

His favourite Canadian bank (he owns two). It's basically 50% a US bank. Good retail. Costs are under control. Under 10x earnings, the first time in a long time it's been this cheap. Pays a good dividend. The only worry is if mortgage rates rise too quickly though it's unlikely.
banks
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His favourite Canadian bank (he owns two). It's basically 50% a US bank. Good retail. Costs are under control. Under 10x earnings, the first time in a long time it's been this cheap. Pays a good dividend. The only worry is if mortgage rates rise too quickly though it's unlikely.
banks
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$68.250
Owned Owned
Yes

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PARTIAL SELL
Air Canada(AC-T) 

January 2, 2019

Has never owned an airline. Oil and labour are two major costs, and AC can't control oil. Now, the stock is statistically cheap. He doesn't like the airline business. You can probably trade this and make money, but you can lose your shirt too. With low oil prices, there are probably some good quarters coming. Perhaps take profits.
Transportation
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Has never owned an airline. Oil and labour are two major costs, and AC can't control oil. Now, the stock is statistically cheap. He doesn't like the airline business. You can probably trade this and make money, but you can lose your shirt too. With low oil prices, there are probably some good quarters coming. Perhaps take profits.
Transportation
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$25.830
Owned Owned
No

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DON'T BUY
Trevali Mining Corp(TV-T) 

January 2, 2019

Recently dropped to an all-time low Tax-loss selling probably had an effect. It's probably the bottom now and it's cheap now (like many stocks). But TV won't be the first to rise, because it's so small. Larger competitors will move up sooner and higher. Maybe within this year this will rise, but it depends on demand from China.
Mining
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Recently dropped to an all-time low Tax-loss selling probably had an effect. It's probably the bottom now and it's cheap now (like many stocks). But TV won't be the first to rise, because it's so small. Larger competitors will move up sooner and higher. Maybe within this year this will rise, but it depends on demand from China.
Mining
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.405
Owned Owned
Unknown

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BUY
Bank of Nova Scotia(BNS-T) 

January 2, 2019

The worst Canadian bank performer last year. Usually, the worst bank in one year does well the next. BNS does worse when there are international worries (like China now). BNS does a good job and its ROE is good for the first time in a while. Likely, BNS will rise with its Canadian peers.
banks
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The worst Canadian bank performer last year. Usually, the worst bank in one year does well the next. BNS does worse when there are international worries (like China now). BNS does a good job and its ROE is good for the first time in a while. Likely, BNS will rise with its Canadian peers.
banks
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$68.270
Owned Owned
Yes

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DON'T BUY
Inter Pipeline(IPL-T) 

January 2, 2019

Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
oil pipelines
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Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
oil pipelines
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$19.410
Owned Owned
No

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PAST TOP PICK
Manulife Financial(MFC-T) 

January 2, 2019

(A Top Pick Nov 02/17, Down 27%) All insurers have pulled back because interest rates won't rise as much as expected. Down to 9x earnings with a 5% yield. Valuations are now stunningly low. MFC has Asian operations, but the stock isn't down because of that. It won't stay down at this price.
insurance
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(A Top Pick Nov 02/17, Down 27%) All insurers have pulled back because interest rates won't rise as much as expected. Down to 9x earnings with a 5% yield. Valuations are now stunningly low. MFC has Asian operations, but the stock isn't down because of that. It won't stay down at this price.
insurance
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$19.420
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this.
contractors
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(A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this.
contractors
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$46.200
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%.
food stores
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(A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%.
food stores
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$66.610
Owned Owned
Yes

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COMMENT
Argonaut Gold(AR-T) 

January 2, 2019

Hasn't owned it for about 4 years. Knows management well. It's gone down over the years, a victim of Mexico being a difficult place for mining with labour strikes. Also, gold is out of favour. Buy this if their bigger peers (i.e. Barrick) go up.
Mining
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Hasn't owned it for about 4 years. Knows management well. It's gone down over the years, a victim of Mexico being a difficult place for mining with labour strikes. Also, gold is out of favour. Buy this if their bigger peers (i.e. Barrick) go up.
Mining
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$1.650
Owned Owned
No

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HOLD
Well-managed. It's likely impacted by Amazon (not cars). This is down because the entire market is. Valuation is merely okay, not cheap. Don't panic. This won't drop more. But other stocks have better upside this year than CTC.
specialty stores
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Well-managed. It's likely impacted by Amazon (not cars). This is down because the entire market is. Valuation is merely okay, not cheap. Don't panic. This won't drop more. But other stocks have better upside this year than CTC.
specialty stores
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$142.880
Owned Owned
No

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COMMENT
General Market Comment 

January 2, 2019

Number one black swan worry? A recession way earlier than we think. He's not predicting this; black swans come out of left field. As long as the US Fed slows down and US earnings are okay (and he expects). He sees a recession in late-2020. But we've priced in a recession already lately.
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Number one black swan worry? A recession way earlier than we think. He's not predicting this; black swans come out of left field. As long as the US Fed slows down and US earnings are okay (and he expects). He sees a recession in late-2020. But we've priced in a recession already lately.
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$0.000
Owned Owned
Unknown

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HOLD
BCE Inc.(BCE-T) 

January 2, 2019

Can telcos get impacted by the lack of rising interest rates? To offset this lack of rising rates, you need a company with earnings growth. AQN fulfills this, for example, but not BCE. You can hold it for the 5% yield though.
telephone utilities
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Can telcos get impacted by the lack of rising interest rates? To offset this lack of rising rates, you need a company with earnings growth. AQN fulfills this, for example, but not BCE. You can hold it for the 5% yield though.
telephone utilities
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$53.970
Owned Owned
Unknown

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