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Bruce Campbell (1)
President at Campbell and Lee InvMngmnt
Member since: May '01 · 4068 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 2.16 | 69 12.45% | 128 23.10% | 100 18.05% | 129 23.29% | 128 23.10% | ||
| 1 Month | 2.56 | 1 0.84% | 32 26.89% | 50 42.02% | 33 27.73% | 3 2.52% | |
| 6 Months | 2.56 | 5 4.20% | 39 32.77% | 23 19.33% | 33 27.73% | 19 15.97% | |
| 12 Months | 1.55 | 16 13.45% | 20 16.81% | 17 14.29% | 32 26.89% | 34 28.57% | |
| 2 Years | 2.66 | 23 19.33% | 29 24.37% | 8 6.72% | 20 16.81% | 39 32.77% | |
| 5 Years | 1.46 | 24 30.77% | 8 10.26% | 2 2.56% | 11 14.10% | 33 42.31% |
Stock Opinions by Bruce Campbell (1)
Still pockets of value? Not in large cap technology. But in a lot of the cyclicals, financials, and energy. In the runup to the election, there's a bit of a rotation away from the super high flyers. We're coming up to Canadian bank earnings in a couple of weeks. Decent chance they'll be better than last quarter, and so we'll see optimism. Stocks are trading at 10x earnings. Capital markets should have had a great quarter.
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Unknown
Are you looking at "return to work" stocks? Yes, and the banks are in that group. For REITs, stay in retail instead of office. Not sure he wants to go out and buy Air Canada just yet.
EMA vs. FTS Emera reported pretty good numbers. Both have foreign exposure. Both have growth to them and over 4% yield. Operating risk, but not political risk per se. Both are fine holds.
FTS vs. EMA Emera reported pretty good numbers. Both have foreign exposure. Both have growth to them and over 4% yield. Operating risk, but not political risk per se. Both are fine holds.
BAM has other deals in the works too, aside from this tender offer. Tendering your shares is safer, but if your time horizon is long enough and you can take a bit of risk, you can hang onto your shares. Obviously, BAM thinks there's some value there.
