Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 12, 2012
(A Top Pick Jan 30/12. Down 7.74%.) (Euronext Exchange) Europe is basically unwinding but the business is doing fine and is growing. Very inexpensive. Still a Buy.
(A Top Pick Jan 30/12. Down 7.74%.) (Euronext Exchange) Europe is basically unwinding but the business is doing fine and is growing. Very inexpensive. Still a Buy.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 12, 2012
(A Top Pick Jan 30/12. Up 5.85%.) Carlsberg Beer. (Trades on the OMX Exchange). Still likes.
(A Top Pick Jan 30/12. Up 5.85%.) Carlsberg Beer. (Trades on the OMX Exchange). Still likes.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 12, 2012
(London Stock Exchange) The best performing supermarket chain in all of Europe last year and had positive growth. Buying back shares. Good dividend. Vertically integrated.
(London Stock Exchange) The best performing supermarket chain in all of Europe last year and had positive growth. Buying back shares. Good dividend. Vertically integrated.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 12, 2012
LCD’s, which is everything from cell phones through to TVs through to screens. That business is currently having a pretty tough time but market is starting to rationalize supply, which will be good for the story. Into a joint venture with Samsung and ultimately any earnings will be 100% credited to earnings. Also make fibre-optic cable and the telecom business will do really well. Fortress balance sheet. Very cheap.
Corning Inc (GLW-N)
April 12, 2012
LCD’s, which is everything from cell phones through to TVs through to screens. That business is currently having a pretty tough time but market is starting to rationalize supply, which will be good for the story. Into a joint venture with Samsung and ultimately any earnings will be 100% credited to earnings. Also make fibre-optic cable and the telecom business will do really well. Fortress balance sheet. Very cheap.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$13.730
Owned
Yes
TOP PICK
TOP PICK
April 12, 2012
29 years of consecutive dividend increases. Good balance sheet. Buying back shares. Should benefit from the low natural gas prices. 2.8% dividend.
29 years of consecutive dividend increases. Good balance sheet. Buying back shares. Should benefit from the low natural gas prices. 2.8% dividend.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$89.490
Owned
Yes
BUY
BUY
April 12, 2012
Energy infrastructure company. They have plants that process natural gas and in some cases strip out the higher one of the liquids such as propane and butane. Also involved in storage. Their results were hurt by the warm winter which created weaker propane prices. Expect they will realize a loss in Q1.
Keyera Corp (KEY-T)
April 12, 2012
Energy infrastructure company. They have plants that process natural gas and in some cases strip out the higher one of the liquids such as propane and butane. Also involved in storage. Their results were hurt by the warm winter which created weaker propane prices. Expect they will realize a loss in Q1.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$39.440
Owned
Yes
HOLD
HOLD
April 12, 2012
In rentals that are used in construction, forestry and industrial. They have mobile equipment and do servicing work. They are aiming to pay out about 75% of their earnings. Thinks they can increase their dividend in 2012. About 50% exposure to Western Canada.
Wajax Corp (WJX-T)
April 12, 2012
In rentals that are used in construction, forestry and industrial. They have mobile equipment and do servicing work. They are aiming to pay out about 75% of their earnings. Thinks they can increase their dividend in 2012. About 50% exposure to Western Canada.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$48.000
Owned
Yes