Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 20, 2012

Almost every other REIT has gone quite a bit higher. This is only been in existence a couple of months. Montréal and Toronto apartments. 6.5% yield. He can see $5.

Almost every other REIT has gone quite a bit higher. This is only been in existence a couple of months. Montréal and Toronto apartments. 6.5% yield. He can see $5.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$4.370
Owned
Yes
TOP PICK
TOP PICK
August 20, 2012

Lowest cost oil producer with a low payout ratio. Has a little bit of gas, but it is low-cost, wet gas. Good growth profile of 7%-8% production growth for probably 7-8 years.

Cenovus Energy (CVE-T)
August 20, 2012

Lowest cost oil producer with a low payout ratio. Has a little bit of gas, but it is low-cost, wet gas. Good growth profile of 7%-8% production growth for probably 7-8 years.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$32.870
Owned
Yes
TOP PICK
TOP PICK
August 20, 2012

Trading at 15X versus 20X for Tim Hortons (THI-T). 3.3% yield. Disappointing same-store sales was primarily because of currency. Still selling hamburgers in Europe but were getting Euros for them which were worthless when they got them back to North America. Looking for it to reach mid-$90’s.

McDonalds (MCD-N)
August 20, 2012

Trading at 15X versus 20X for Tim Hortons (THI-T). 3.3% yield. Disappointing same-store sales was primarily because of currency. Still selling hamburgers in Europe but were getting Euros for them which were worthless when they got them back to North America. Looking for it to reach mid-$90’s.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$88.170
Owned
Yes