Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 11, 2013

The long story here is that an interest-rate recovery will obviously cause all banks to move higher. Moving into the trade finance (import/export finance) in Asia a little more aggressively, which is a big growth engine. The gradual recovery in Europe will move the stock higher. 4.2% dividend yield. Strong balance sheet.

HSBC Holdings P L C (HSBC-N)
September 11, 2013

The long story here is that an interest-rate recovery will obviously cause all banks to move higher. Moving into the trade finance (import/export finance) in Asia a little more aggressively, which is a big growth engine. The gradual recovery in Europe will move the stock higher. 4.2% dividend yield. Strong balance sheet.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$55.490
Owned
Yes
TOP PICK
TOP PICK
September 11, 2013

Insurance company based in the UK. Have old legacy business, which is slow growing, as well as a business in the US plus a high growth business in Asia, which is insurance and wealth management. The Asian business is effectively the story. Strong balance sheet. 2.7% yield. There is a rumour that they may spin off the US asset which would create some big upside.

Prudential PLC (PUK-N)
September 11, 2013

Insurance company based in the UK. Have old legacy business, which is slow growing, as well as a business in the US plus a high growth business in Asia, which is insurance and wealth management. The Asian business is effectively the story. Strong balance sheet. 2.7% yield. There is a rumour that they may spin off the US asset which would create some big upside.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$36.950
Owned
Yes
TOP PICK
TOP PICK
September 11, 2013

Trying to transition themselves from a large cap into a mega-cap through aggressive expansion in both onshore and offshore oil exploration. Have been very successful in finding new oil reserves offshore in deep water. Good long-term story and a very good balance sheet. 5.1% dividend yield.

Statoil ASA (STO-N)
September 11, 2013

Trying to transition themselves from a large cap into a mega-cap through aggressive expansion in both onshore and offshore oil exploration. Have been very successful in finding new oil reserves offshore in deep water. Good long-term story and a very good balance sheet. 5.1% dividend yield.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$22.670
Owned
Yes