Here are the details for those who haven't seen it. He contemplated making it a top pick again but decided to add a bit of variety by selecting some others. GLTA
https://www.bnn.ca/video/bruce-campbell-discusses-pacific-insight-electronics~956137
PIH-T 2016-09-21 STRONG BUY Bruce Campbell (2)
A company that he really likes. It is under the radar, and not too many people know about it. Recently had quite a price drop. There had been quite a bit of excitement when they had grown earnings by about 30% last year and the stock was trading at less than 10X earnings. On the most recent quarter, the numbers were down sequentially, quarter to quarter, but they were still great numbers which he liked, but the market didn’t. They supply LED lighting, to auto manufacturers, and the orders tend to be fairly lumpy. Trading at a super valuation.
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Price:
$10.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes