Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 11, 2013

Utility, some wind and a lot of power and a bit of growth with some co-gen power. With all of these, the perception is that there is not much growth, you are just owning for yield. If he were buying a utility, this and Innergex Renewable Energy (INE-T) would be the 2 that he would own. Not a bad entry point. 7.4% yield is safe.

Northland Power Inc (NPI-T)
September 11, 2013

Utility, some wind and a lot of power and a bit of growth with some co-gen power. With all of these, the perception is that there is not much growth, you are just owning for yield. If he were buying a utility, this and Innergex Renewable Energy (INE-T) would be the 2 that he would own. Not a bad entry point. 7.4% yield is safe.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$14.560
Owned
No
HOLD
HOLD
September 11, 2013

One of the few gold companies that has production growth and would be cash flow positive at $1200 gold. There are only about 4 or 5 of them that are producers and they are the ones you want to own.

B2Gold Corp. (BTO-T)
September 11, 2013

One of the few gold companies that has production growth and would be cash flow positive at $1200 gold. There are only about 4 or 5 of them that are producers and they are the ones you want to own.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$2.630
Owned
No
COMMENT
COMMENT
September 11, 2013

Had an announcement of a deal with Halliburton (HAL-N) lately and the stock popped a little. It is now a little bit higher risk because of that. Although he owns a little bit of this, he would prefer Essential Energy (ESN-T) that has a yield of about 4%.

Trinidad Drilling Ltd (TDG-T)
September 11, 2013

Had an announcement of a deal with Halliburton (HAL-N) lately and the stock popped a little. It is now a little bit higher risk because of that. Although he owns a little bit of this, he would prefer Essential Energy (ESN-T) that has a yield of about 4%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$10.160
Owned
Yes
HOLD
HOLD
September 11, 2013

This one has been a “long-term hold” forever. Great track record and raises its dividend. If it is ever going to be a trading stock instead, it is coming if and when you believe we have some sort of quasi housing crisis in Canada, or at least a flattening out. That is when it might take a little bit of a hit.

Home Capital Group (HCG-T)
September 11, 2013

This one has been a “long-term hold” forever. Great track record and raises its dividend. If it is ever going to be a trading stock instead, it is coming if and when you believe we have some sort of quasi housing crisis in Canada, or at least a flattening out. That is when it might take a little bit of a hit.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$68.420
Owned
Unknown
COMMENT
COMMENT
September 11, 2013

If you have a long-term view of 7 to 10 years, this should do great. Spot price of uranium is down to $34, which is crazily low, but this is a glacial market. You could almost wait to see the spot price moving to $40, which would confirm the trend.

Cameco Corporation (CCO-T)
September 11, 2013

If you have a long-term view of 7 to 10 years, this should do great. Spot price of uranium is down to $34, which is crazily low, but this is a glacial market. You could almost wait to see the spot price moving to $40, which would confirm the trend.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$20.900
Owned
No
HOLD
HOLD
September 11, 2013

(Market Call Minute.) Has done well. Not many choices in Canada.

CGI Group (A) (GIB.A-T)
September 11, 2013

(Market Call Minute.) Has done well. Not many choices in Canada.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$34.150
Owned
No
HOLD
HOLD
September 11, 2013

(Market Call Minute.) One of the juniors that has turned itself into a part yield/part growth play. Has already done well.

Whitecap Resources (WCP-T)
September 11, 2013

(Market Call Minute.) One of the juniors that has turned itself into a part yield/part growth play. Has already done well.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$11.550
Owned
No