Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
March 10, 2011
Very levered to oil prices, both ways. Are selling assets to clean up balance sheet. As long as oil stays above $85, they are undervalued. A junior oil sands play. A little riskier than average.
Very levered to oil prices, both ways. Are selling assets to clean up balance sheet. As long as oil stays above $85, they are undervalued. A junior oil sands play. A little riskier than average.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.350
Owned
No
BUY
BUY
March 10, 2011
They had disappointed last year and pre-announced a contract loss. Now, have a better outlook and a record outlook. Under $10 is a good entry point.
Aecon Group Inc (ARE-T)
March 10, 2011
They had disappointed last year and pre-announced a contract loss. Now, have a better outlook and a record outlook. Under $10 is a good entry point.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$9.660
Owned
Unknown
WAIT
WAIT
March 10, 2011
Likes it. Almost a 10% pullback. It depends on your short term outlook. If you are trying to pick a bottom, watch wat happens in Saudi Arabia in the next 2 to 3 weeks.
Cenovus Energy (CVE-T)
March 10, 2011
Likes it. Almost a 10% pullback. It depends on your short term outlook. If you are trying to pick a bottom, watch wat happens in Saudi Arabia in the next 2 to 3 weeks.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$35.280
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Up 37.15) Prefers this over POT because you get everything. Will hold on for a long time.
Agrium (AGU-T)
March 10, 2011
(Top Pick Apr. 19/10, Up 37.15) Prefers this over POT because you get everything. Will hold on for a long time.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$86.040
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Up 24.4%) Pulled back nicely. Combination of good production growth over a decade and good exposure to oil. Well managed with a good balance sheet. A key holding.
(Top Pick Apr. 19/10, Up 24.4%) Pulled back nicely. Combination of good production growth over a decade and good exposure to oil. Well managed with a good balance sheet. A key holding.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 10, 2011
(Top Pick Apr. 19/10, Down 7.21%) Well-known story, has recovered somewhat, but pulled back very recently. Unhedged to the market and had a billion and a half of product that they had to guarantee. In 12 to 18 months you might see a dividend increase. They have covered the hedge to more than half of where it was.
(Top Pick Apr. 19/10, Down 7.21%) Well-known story, has recovered somewhat, but pulled back very recently. Unhedged to the market and had a billion and a half of product that they had to guarantee. In 12 to 18 months you might see a dividend increase. They have covered the hedge to more than half of where it was.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$17.550
Owned
Yes
BUY
BUY
March 10, 2011
Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.
Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$67.220
Owned
No