Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
March 10, 2011
It has come off substantially. Shows a high yield. Business model for paper side will continue to decline. Increasingly with apps on phones you can bypass the on-line side. You can buy for the yield but he doesn’t see much growth.
Yellow Media Inc (Y-T)
March 10, 2011
It has come off substantially. Shows a high yield. Business model for paper side will continue to decline. Increasingly with apps on phones you can bypass the on-line side. You can buy for the yield but he doesn’t see much growth.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$5.200
Owned
No
TOP PICK
TOP PICK
March 10, 2011
It reported its first quarter under new management and with Frank gone. They cleaned out a bunch of stuff and blamed it on the old management. The market peeled it back nicely on guidance. If oil goes to $120 he might sell it. 2% dividend and good growth. Have been spending money on the eCar initiative and either it is going to work or they are going to abandon it and either way we get higher earnings and they end up over delivering.
Magna Int'l. (A) (MG-T)
March 10, 2011
It reported its first quarter under new management and with Frank gone. They cleaned out a bunch of stuff and blamed it on the old management. The market peeled it back nicely on guidance. If oil goes to $120 he might sell it. 2% dividend and good growth. Have been spending money on the eCar initiative and either it is going to work or they are going to abandon it and either way we get higher earnings and they end up over delivering.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$48.870
Owned
Yes
TOP PICK
TOP PICK
March 10, 2011
Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly.
Smaller (junior) oily name that has fantastic growth. Mostly oil. Different plays. A whole bunch of production coming on stream. They will have doubled production over the year. They had done an issue and the stock was lagging because of the issue. It’s obvious that the management can double production quickly.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$4.050
Owned
Yes
TOP PICK
TOP PICK
March 10, 2011
This is reminiscent of around Christmas time when he picked RY as the laggard, and it made up ground. Descent numbers with a lower tax rate. Descent dividend, but the stock is down $2.
This is reminiscent of around Christmas time when he picked RY as the laggard, and it made up ground. Descent numbers with a lower tax rate. Descent dividend, but the stock is down $2.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$57.800
Owned
Yes