Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
March 10, 2011
Not well liked for the last year where they were buying Redback. In the last quarterly report last week they showed 3 million extra oz at the mine. He would hang in and buy on weakness. The cheapest senior gold you can buy now. They have scheduled an analyst trip to the mine in Africa and they wouldn’t do that if there weren’t good news.
Kinross Gold (K-T)
March 10, 2011
Not well liked for the last year where they were buying Redback. In the last quarterly report last week they showed 3 million extra oz at the mine. He would hang in and buy on weakness. The cheapest senior gold you can buy now. They have scheduled an analyst trip to the mine in Africa and they wouldn’t do that if there weren’t good news.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$14.610
Owned
Yes
BUY
BUY
March 10, 2011
Has pulled back quite sharply in the last couple of days because of down grades in the US and because the US department of agriculture was weak. Prefers AGU, but you could buy Potash here.
Has pulled back quite sharply in the last couple of days because of down grades in the US and because the US department of agriculture was weak. Prefers AGU, but you could buy Potash here.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$52.470
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
March 10, 2011
Timing of IPO was not great. He would prefer SU. ATH is an oil price play. If you think it is going up then it is a buy, otherwise he prefers the producers.
Timing of IPO was not great. He would prefer SU. ATH is an oil price play. If you think it is going up then it is a buy, otherwise he prefers the producers.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$16.460
Owned
No
DON'T BUY
DON'T BUY
March 10, 2011
Hasn’t owned it for 15 years. It always looks cheap. It’s kind of an odd collection of assets. It has a higher dividend but he can get that in something with growth.
Husky Energy (HSE-T)
March 10, 2011
Hasn’t owned it for 15 years. It always looks cheap. It’s kind of an odd collection of assets. It has a higher dividend but he can get that in something with growth.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$28.680
Owned
No
DON'T BUY
DON'T BUY
March 10, 2011
Nice mixture of copper and nickel. They had some operations problems two quarters ago and the stock really got hit. The nickel side is lagging a bit. There is purer copper and purer nickel.
Nice mixture of copper and nickel. They had some operations problems two quarters ago and the stock really got hit. The nickel side is lagging a bit. There is purer copper and purer nickel.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.750
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 10, 2011
$65 was overvalued. If you lop off the peak, high $50s is more of a reasonable peak. It was a bit frothy at the top. The pullback is justified. Under $50 it is probably a buy. It would be interesting to look at again.
$65 was overvalued. If you lop off the peak, high $50s is more of a reasonable peak. It was a bit frothy at the top. The pullback is justified. Under $50 it is probably a buy. It would be interesting to look at again.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$49.680
Owned
No
BUY
BUY
March 10, 2011
20%+ ROE. Doesn’t have the upside like MFC if markets go crazy. Probably going to raise dividend late this year or early next. A nice safe place to be in to tuck away for a few years.
20%+ ROE. Doesn’t have the upside like MFC if markets go crazy. Probably going to raise dividend late this year or early next. A nice safe place to be in to tuck away for a few years.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$25.980
Owned
Yes