Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 11, 2013

The story on this is the liability surrounding the Gulf of Mexico oil spill. His understanding is that the liability has been adequately provisioned. The only upside to the liability claim would be that the US government would have to prove gross negligence, which is very difficult to prove. Likes the story long-term and he can see more upside. Attractive dividend that is safe. Definitely an out of favour occurring value story and if you are this kind of investor, this is one you want to own.

BP PLC (BP-N)
September 11, 2013

The story on this is the liability surrounding the Gulf of Mexico oil spill. His understanding is that the liability has been adequately provisioned. The only upside to the liability claim would be that the US government would have to prove gross negligence, which is very difficult to prove. Likes the story long-term and he can see more upside. Attractive dividend that is safe. Definitely an out of favour occurring value story and if you are this kind of investor, this is one you want to own.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$42.290
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 11, 2013

A lot of people are looking at the US banking sector and seeing the run they have had and are making a direct analogy that what has happened in the US will happen in the UK. This bank is owned substantially by the UK government. They don’t have a dividend. Expectation is that it will rise over time. You could probably put a little bit of money into this one. (See Top Picks.)

Lloyds TSB Group PLC (LYG-N)
September 11, 2013

A lot of people are looking at the US banking sector and seeing the run they have had and are making a direct analogy that what has happened in the US will happen in the UK. This bank is owned substantially by the UK government. They don’t have a dividend. Expectation is that it will rise over time. You could probably put a little bit of money into this one. (See Top Picks.)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$4.840
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 11, 2013

(A Top Pick September 14/12. Up 11.45%.) A support industry for the Maritime industry. Engaged in selvage business, harbour towing, harbour dredging and, just recently acquired a company to move ultra large equipment offshore. The company has effectively doubled in the last 2.5 years. Good dividend, good balance sheet and good management.

(A Top Pick September 14/12. Up 11.45%.) A support industry for the Maritime industry. Engaged in selvage business, harbour towing, harbour dredging and, just recently acquired a company to move ultra large equipment offshore. The company has effectively doubled in the last 2.5 years. Good dividend, good balance sheet and good management.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 11, 2013

(A Top Pick September 14/12. Up 35.94%) This is the biggest pure play elevator globally and is based out of Finland. They are the #1 player of elevators in China and India and have big exposure to the US market. Extremely strong balance sheet. Growing dividend. Has a very stable return business model as they also do maintenance of elevators and escalators.

Kone Oyj (KNEBV-OMX)
September 11, 2013

(A Top Pick September 14/12. Up 35.94%) This is the biggest pure play elevator globally and is based out of Finland. They are the #1 player of elevators in China and India and have big exposure to the US market. Extremely strong balance sheet. Growing dividend. Has a very stable return business model as they also do maintenance of elevators and escalators.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 11, 2013

(A Top Pick September 14/12. Up 24.2%.) Good story long-term.

Pfizer Inc (PFE-N)
September 11, 2013

(A Top Pick September 14/12. Up 24.2%.) Good story long-term.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$28.670
Owned
Yes
SELL
SELL
September 11, 2013

On most semiconductor companies, you have to be careful and wait to see how the stock plays. This one is effectively a company that is an “also-ran” relative to Intel. Intel (INTC-Q) has announced a new small chip program to the mobile and the much smaller device market so he thinks Intel is a better company. This market is struggling a little bit.

On most semiconductor companies, you have to be careful and wait to see how the stock plays. This one is effectively a company that is an “also-ran” relative to Intel. Intel (INTC-Q) has announced a new small chip program to the mobile and the much smaller device market so he thinks Intel is a better company. This market is struggling a little bit.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$3.820
Owned
Unknown
WATCH
WATCH
September 11, 2013

Brazilian company that is effectively a Hydro One with a bit of BCE. Likes the company and it is on his watch list. The big concern to him is that Latin America is continuing to move downwards. Thinks they need some stability.

Companhia Energetica (CIG-N)
September 11, 2013

Brazilian company that is effectively a Hydro One with a bit of BCE. Likes the company and it is on his watch list. The big concern to him is that Latin America is continuing to move downwards. Thinks they need some stability.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$8.420
Owned
No