Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
December 23, 2008
Great office and industrial holdings, mostly in southern Ontario. 21% yield is because of the Encana building in Calgary, which brought the stock price down. Looks like they may be able to slide through without cutting distributions. Not a bad entry point. Good risk/reward. Try to buy under $5.
Great office and industrial holdings, mostly in southern Ontario. 21% yield is because of the Encana building in Calgary, which brought the stock price down. Looks like they may be able to slide through without cutting distributions. Not a bad entry point. Good risk/reward. Try to buy under $5.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$6.300
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
December 23, 2008
Commodity cyclical. Low valuation at 4 X earnings. One of the first commodities to recover will be agriculture. Great balance sheet. A place you can start putting your more aggressive portfolio. (See Top Picks.)
Commodity cyclical. Low valuation at 4 X earnings. One of the first commodities to recover will be agriculture. Great balance sheet. A place you can start putting your more aggressive portfolio. (See Top Picks.)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$83.230
Owned
Yes
COMMENT
COMMENT
December 23, 2008
Like a lot of the oil trusts, with much lower oil prices, there will be further distribution cuts. Would be nervous holding this one.
Obsidian Energy (OBE-T)
December 23, 2008
Like a lot of the oil trusts, with much lower oil prices, there will be further distribution cuts. Would be nervous holding this one.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.250
Owned
No
COMMENT
COMMENT
December 23, 2008
Generally likes the uranium space. Prefers Paladin Resources (PDN-T), a higher growth/low-cost way to play. This is kind of the monster of the group and will probably move first.
Cameco Corporation (CCO-T)
December 23, 2008
Generally likes the uranium space. Prefers Paladin Resources (PDN-T), a higher growth/low-cost way to play. This is kind of the monster of the group and will probably move first.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$19.670
Owned
No
BUY
BUY
December 23, 2008
Uranium. A producer and has positive free cash flow. A higher growth/low-cost way to play. Well financed.
Uranium. A producer and has positive free cash flow. A higher growth/low-cost way to play. Well financed.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.910
Owned
Yes