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Signal	Opinion	Expert
COMMENT	General Market Comment May 25, 2018 Defensive sectors offering big yieds and some growth have underperformed of late, but they're starting to look okay, especally if you have a long-term view. However, consumer staples are the worst sector, stocks like P&G and Colgate. But he likes Couche-Tard. He owns only two Canadian banks, TD and Scotia, because they are the least "Canadian" banks given their foreign operations. The banks have been discounted given rate hikes and the cloudy real estate market in Canada. 0 0 0	Defensive sectors offering big yieds and some growth have underperformed of late, but they're starting to look okay, especally if you have a long-term view. However, consumer staples are the worst sector, stocks like P&G and Colgate. But he likes Couche-Tard. He owns only two Canadian banks, TD and Scotia, because they are the least "Canadian" banks given their foreign operations. The banks have been discounted given rate hikes and the cloudy real estate market in Canada. Unknown 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $0.020 Owned Unknown

COMMENT	General Market Comment May 25, 2018 Market Outlook. Looking ahead for a positive return for the TSX for the year. 6-7% and half of that dividends so no enthusiastic. The economic background is positive. We haven’t even seen the economic impact of the tax cuts in the US. With the new depreciation rules – writing off everything – would be surprised to see growth below 4%. On NAFT he changes his mind from day to day on what is going to happen. But in North America things are OK. Europe is another story. More concerned about what is going on there. He wouldn’t be surprise if the whole Brexit s turned and the UK decides to stay. 0 0 0	Market Outlook. Looking ahead for a positive return for the TSX for the year. 6-7% and half of that dividends so no enthusiastic. The economic background is positive. We haven’t even seen the economic impact of the tax cuts in the US. With the new depreciation rules – writing off everything – would be surprised to see growth below 4%. On NAFT he changes his mind from day to day on what is going to happen. But in North America things are OK. Europe is another story. More concerned about what is going on there. He wouldn’t be surprise if the whole Brexit s turned and the UK decides to stay. Unknown 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $0.020 Owned _N/A
COMMENT	General Market Comment May 25, 2018 Holding ETFs vs individual stocks. The ETF advantage is that you are getting diversification. The problem is that they have multiplied like rabbits. So many now that you have to be careful. Stay with the ones that give you representation to the larger space. 0 0 0	Holding ETFs vs individual stocks. The ETF advantage is that you are getting diversification. The problem is that they have multiplied like rabbits. So many now that you have to be careful. Stay with the ones that give you representation to the larger space. Unknown 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $0.020 Owned _N/A
COMMENT	Air Canada(AC-T) May 25, 2018 It's likely benefitting from the current Westjet strike so it should have a good upcoming coming. AC has had a slight pullback, so be careful. Transportation 0 0 0	It's likely benefitting from the current Westjet strike so it should have a good upcoming coming. AC has had a slight pullback, so be careful. Transportation 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $24.470 Owned Unknown
DON'T BUY	Air Canada(AC-T) May 25, 2018 Stay away of the industry. Too cyclical. The amazing thing is that it is trading at an unbelievable low multiple. It had a good run. Looks cheap but could be one of those traps. Transportation 0 0 0	Stay away of the industry. Too cyclical. The amazing thing is that it is trading at an unbelievable low multiple. It had a good run. Looks cheap but could be one of those traps. Transportation 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $24.470 Owned No
STRONG BUY	Algonquin Power & Utilities Corp(AQN-T) May 25, 2018 A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently. electrical utilities 0 0 0	A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently. electrical utilities 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $12.820 Owned Yes
COMMENT	Alimentation Couche-Tard (B)(ATD.B-T) May 25, 2018 The stock has been sideways. They're rebranding to Circle K, the U.S. branding, here in Canada and eventually in Europe. The stock hasn't done anything wrong, but it's a consumer stock lumped into the consumer sector, which is struggling. He's worried about their next report--they may be squeezed on margins due to rising oil, but overall he likes this stock for the long term. food stores 0 0 0	The stock has been sideways. They're rebranding to Circle K, the U.S. branding, here in Canada and eventually in Europe. The stock hasn't done anything wrong, but it's a consumer stock lumped into the consumer sector, which is struggling. He's worried about their next report--they may be squeezed on margins due to rising oil, but overall he likes this stock for the long term. food stores 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $54.590 Owned Unknown
HOLD	Bombardier Inc (B)(BBD.B-T) May 25, 2018 Complicated background. But things are working out for the company. He would wait to buy. Will it survive without government assistance? has been the question for years. transportation equip & components 0 0 0	Complicated background. But things are working out for the company. He would wait to buy. Will it survive without government assistance? has been the question for years. transportation equip & components 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $4.370 Owned No
PAST TOP PICK	BCE Inc.(BCE-T) May 25, 2018 (A Top Pick May 18/17 - Down 9%.) They bought it for the dividend. The dividend is safe and waiting for dividend increases. It is good for people that need cash flow. telephone utilities 0 0 0	(A Top Pick May 18/17 - Down 9%.) They bought it for the dividend. The dividend is safe and waiting for dividend increases. It is good for people that need cash flow. telephone utilities 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $54.600 Owned No
BUY	Brookfield Infrastucture Partners(BIP.UN-T) May 25, 2018 He likes the company and what they do. The concept is good and Management team quite capable. He believes the infrastructure side is going to do well. INDUSTRIAL PRODUCTS 0 0 0	He likes the company and what they do. The concept is good and Management team quite capable. He believes the infrastructure side is going to do well. INDUSTRIAL PRODUCTS 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $49.460 Owned No
PAST TOP PICK	Bank of Nova Scotia(BNS-T) May 25, 2018 (Past Top Pick on May 15, 2017, Up 10%) They've had some good quarters and he expects the next one to be too. He sees another 10% return in the next 12 months. He likes it for its low Canadian exposure, becase he's worried about the Canadian consumer. banks 0 0 0	(Past Top Pick on May 15, 2017, Up 10%) They've had some good quarters and he expects the next one to be too. He sees another 10% return in the next 12 months. He likes it for its low Canadian exposure, becase he's worried about the Canadian consumer. banks 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $80.030 Owned Yes
COMMENT	Baytex Energy Corp(BTE-T) May 25, 2018 One of the heavy oil producers. They made an acqusition of Aurora at the wrong time, so they got stuck with bad oil prices and wound up with a rocky balance sheet. The oil differentials have recently narrowed in their favour, but analysts expect them to expand back over the summer. The balance sheet has improved. oil/gas 0 0 0	One of the heavy oil producers. They made an acqusition of Aurora at the wrong time, so they got stuck with bad oil prices and wound up with a rocky balance sheet. The oil differentials have recently narrowed in their favour, but analysts expect them to expand back over the summer. The balance sheet has improved. oil/gas 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $5.370 Owned Unknown
COMMENT	CAE Inc(CAE-T) May 25, 2018 Name that he follows even if he doesn’t own it. A junior. Shows good upward movement. They are at the right place at the right time. transportation equip & components 0 0 0	Name that he follows even if he doesn’t own it. A junior. Shows good upward movement. They are at the right place at the right time. transportation equip & components 0 0 0 David Cockfield Managing Director, Northland Wealth Man... Price $26.570 Owned No
DON'T BUY	Cineplex Inc(CGX-T) May 25, 2018 He held it for years and sold it at $53, because it was getting expensive. Also, there was nothing left to do in the Canadian cinema industry after acquiring Famous Players, etc. They have a smart CEO. The Recroom and their new golfing game are good moves. But these new operations need time to raise the share price. By 2020, they want cinemas to occupy only 60% of their operations. It's still trades at a higher multiple than American counterparts. other services 0 0 0	He held it for years and sold it at $53, because it was getting expensive. Also, there was nothing left to do in the Canadian cinema industry after acquiring Famous Players, etc. They have a smart CEO. The Recroom and their new golfing game are good moves. But these new operations need time to raise the share price. By 2020, they want cinemas to occupy only 60% of their operations. It's still trades at a higher multiple than American counterparts. other services 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $29.680 Owned No
COMMENT	Canadian Natural Rsrcs(CNQ-T) May 25, 2018 They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again. oil/gas 0 0 0	They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again. oil/gas 0 0 0 Bruce Campbell (1) President, Campbell and Lee Inv... Price $44.570 Owned No

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