Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 11, 2013

(A Top Pick Oct 15/12. Down 22.64%.) A smaller healthcare real estate Corp. Sold his holdings when he got frustrated that they didn’t grow through acquisitions like he expected. Doesn’t think 9.7% yield is in danger of being cut. You’ll see dips to $23.75, which would be good entry point.

(A Top Pick Oct 15/12. Down 22.64%.) A smaller healthcare real estate Corp. Sold his holdings when he got frustrated that they didn’t grow through acquisitions like he expected. Doesn’t think 9.7% yield is in danger of being cut. You’ll see dips to $23.75, which would be good entry point.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$7.120
Owned
No
BUY WEAKNESS
BUY WEAKNESS
September 11, 2013

Copper, coal, zinc. Copper is $3.27. Chinese numbers are a bit better, and if you believe that the global economy is growing, then copper hangs in okay. He would prefer an entry point of $1-$2 lower than here.

Copper, coal, zinc. Copper is $3.27. Chinese numbers are a bit better, and if you believe that the global economy is growing, then copper hangs in okay. He would prefer an entry point of $1-$2 lower than here.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$29.470
Owned
No
HOLD
HOLD
September 11, 2013

Thinks this definitely gets to $90. This is cyclical, so you don’t get a really high multiple. It is around 11X earnings. He expects that he will be out of this. 2 years from now. Sometime between then and now, it will get peaky and get ahead of itself. Great holding because you are not tied to any one carmaker.

Magna Int'l. (A) (MG-T)
September 11, 2013

Thinks this definitely gets to $90. This is cyclical, so you don’t get a really high multiple. It is around 11X earnings. He expects that he will be out of this. 2 years from now. Sometime between then and now, it will get peaky and get ahead of itself. Great holding because you are not tied to any one carmaker.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$83.880
Owned
Yes
BUY
BUY
September 11, 2013

Has lagged other seniors a little bit this year because of some operational problems but the long-term outlook is very good. 8%-10% production growth per year. Chances of a dividend increase later in 2014 are fairly likely. Expect the stock will be in the mid-$30 in the next 1 to 2 quarters. 3.1% dividend yield.

Cenovus Energy (CVE-T)
September 11, 2013

Has lagged other seniors a little bit this year because of some operational problems but the long-term outlook is very good. 8%-10% production growth per year. Chances of a dividend increase later in 2014 are fairly likely. Expect the stock will be in the mid-$30 in the next 1 to 2 quarters. 3.1% dividend yield.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$30.940
Owned
Unknown
HOLD
HOLD
September 11, 2013

Originally an income trust so it had a high dividend, which is why people owned it. Not a large growth rate stock and given that it has fallen you could hold it for the yield.

Alcanna (CLIQ-T)
September 11, 2013

Originally an income trust so it had a high dividend, which is why people owned it. Not a large growth rate stock and given that it has fallen you could hold it for the yield.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$15.660
Owned
No
COMMENT
COMMENT
September 11, 2013

Being really cheap and with a little bit of production, it has been waiting a long time for the Chinese deal to come through. The impact of that it has had a small recovery. Statistically, it looks very cheap. If you buy it here, you are taking a chance on everything coming together. He would prefer companies that he knows would grow production now.

Being really cheap and with a little bit of production, it has been waiting a long time for the Chinese deal to come through. The impact of that it has had a small recovery. Statistically, it looks very cheap. If you buy it here, you are taking a chance on everything coming together. He would prefer companies that he knows would grow production now.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$7.590
Owned
No
DON'T BUY
DON'T BUY
September 11, 2013

Most of the utilities fit into his thought that they are yield only and not much growth. Bottom feeding mentality really fits in here because it has been in a downtrend 4 years. Would prefer something like Innergex Renewable Energy (INE-T), which has some growth.

Transalta Corp (TA-T)
September 11, 2013

Most of the utilities fit into his thought that they are yield only and not much growth. Bottom feeding mentality really fits in here because it has been in a downtrend 4 years. Would prefer something like Innergex Renewable Energy (INE-T), which has some growth.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.560
Owned
No