Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
October 24, 2007
Does not own CP right now but has owned in the past. Prefers CN railway because it is a little less cyclical. Both companies have had a weak flattish quarter because of the high Canadian dollar. Long term these companies are good to own as they give a nice broad exposure to the N.A. economy. Expects the stock to go sideways for a while. Best to wait another quarter before buying.
Does not own CP right now but has owned in the past. Prefers CN railway because it is a little less cyclical. Both companies have had a weak flattish quarter because of the high Canadian dollar. Long term these companies are good to own as they give a nice broad exposure to the N.A. economy. Expects the stock to go sideways for a while. Best to wait another quarter before buying.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$67.450
Owned
No
DON'T BUY
DON'T BUY
October 24, 2007
The stock is fully valued. He wouldn't buy because it is fully valued and there is no production upside.
The stock is fully valued. He wouldn't buy because it is fully valued and there is no production upside.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$17.860
Owned
No
DON'T BUY
DON'T BUY
October 24, 2007
Sold the stock at $66 in July or August. He was worried about the outlook of Canadian natural gas going into the winter. Storage was high and the weather experts predict another mild winter. Management is good. He may buy it back at $60. Need a colder than average winter for it to go.
Encana Corp (ECA-T)
October 24, 2007
Sold the stock at $66 in July or August. He was worried about the outlook of Canadian natural gas going into the winter. Storage was high and the weather experts predict another mild winter. Management is good. He may buy it back at $60. Need a colder than average winter for it to go.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$63.390
Owned
No
BUY
BUY
October 24, 2007
It was almost a top pick. (The recent run-up changed his mind) It is moving because the uranium price is going back up. He expects the stock to go higher.
It was almost a top pick. (The recent run-up changed his mind) It is moving because the uranium price is going back up. He expects the stock to go higher.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$6.840
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 24, 2007
(Up 112% since Oct. 06) He is still holding it but not expecting it to have the same return over the next year. KinRoss benefited from making up a low evaluation, production growth and a higher gold price.
Kinross Gold (K-T)
October 24, 2007
(Up 112% since Oct. 06) He is still holding it but not expecting it to have the same return over the next year. KinRoss benefited from making up a low evaluation, production growth and a higher gold price.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$16.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 24, 2007
(Down 52.6% since Oct. 06)The model was based on the acquisition of small service companies , when the model changed he sold it. He sold about a year ago. All service companies tied to gas are weak.
Petrowest Corp (PRW-T)
October 24, 2007
(Down 52.6% since Oct. 06)The model was based on the acquisition of small service companies , when the model changed he sold it. He sold about a year ago. All service companies tied to gas are weak.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$2.840
Owned
No
PAST TOP PICK
PAST TOP PICK
October 24, 2007
(Up 23.4% since Oct. 06) He still holds it and likes the outlook. It has a healthy dividend yield. Recommends buying it on weakness under $50.
(Up 23.4% since Oct. 06) He still holds it and likes the outlook. It has a healthy dividend yield. Recommends buying it on weakness under $50.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$51.950
Owned
Yes