Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 1, 2015

Did a very, very large issue in the last week. Stock was near an all-time high at around $70 and they did it at $68.25. The stock has been underwater since, which surprises him. If it were to go down a little lower, he would be taking a look. Good company.

Did a very, very large issue in the last week. Stock was near an all-time high at around $70 and they did it at $68.25. The stock has been underwater since, which surprises him. If it were to go down a little lower, he would be taking a look. Good company.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$65.820
Owned
Unknown
DON'T BUY
DON'T BUY
May 1, 2015

Thinks this is a value trap. Doesn’t like the radio business. It seems to be in perpetual decline. Have some decent TV properties, but now with “pick and pay” into the question, who knows? Has a decent yield at about 6.5%.

Thinks this is a value trap. Doesn’t like the radio business. It seems to be in perpetual decline. Have some decent TV properties, but now with “pick and pay” into the question, who knows? Has a decent yield at about 6.5%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$18.280
Owned
No
HOLD
HOLD
May 1, 2015

They continue to drill, find and enlarge a fairly large uranium deposit in Western Canada. This is one of those things where you usually need a senior to come along and buy you in order to spend all the capital required to bring it to production. Cheap at $1.16 and probably should be trading over $2. Thinks uranium will be in a better environment. You may have to be a little patient, but at some point you will be rewarded.

They continue to drill, find and enlarge a fairly large uranium deposit in Western Canada. This is one of those things where you usually need a senior to come along and buy you in order to spend all the capital required to bring it to production. Cheap at $1.16 and probably should be trading over $2. Thinks uranium will be in a better environment. You may have to be a little patient, but at some point you will be rewarded.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.160
Owned
Unknown
WAIT
WAIT
May 1, 2015

This is one where you can wait and be patient. It is not going to move on you very much. He has decided to wait and watch it. If you are slightly late, that is probably okay.

This is one where you can wait and be patient. It is not going to move on you very much. He has decided to wait and watch it. If you are slightly late, that is probably okay.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$20.870
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 1, 2015

This is back to about its issue price of $85. Trading at about 13 or 14 times EBITDA. Before its acquisition, it was trading at 18 times because of a lot of anticipation. This is a growth by acquisition story. If they make another acquisition, he thinks you could see $110-$115 a year out. He would be a buyer in the low $80s.

This is back to about its issue price of $85. Trading at about 13 or 14 times EBITDA. Before its acquisition, it was trading at 18 times because of a lot of anticipation. This is a growth by acquisition story. If they make another acquisition, he thinks you could see $110-$115 a year out. He would be a buyer in the low $80s.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$87.290
Owned
No
HOLD
HOLD
May 1, 2015

Got hit like all of the lumber stocks. Reported and had a very tiny miss. Prices were recovering for a bit and now have flattened out. There is probably one more “not so great” quarter and then lumber should move. If you are patient, he would continue to hold.

Got hit like all of the lumber stocks. Reported and had a very tiny miss. Prices were recovering for a bit and now have flattened out. There is probably one more “not so great” quarter and then lumber should move. If you are patient, he would continue to hold.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.890
Owned
Yes
COMMENT
COMMENT
May 1, 2015

It is almost like it is an asset value play at this stage and probably worth $14-$17. CEO has done a great job and got it from $6-$12, but he doesn’t think there is an amazing amount left. It is hard to value and it is hard to look at the earnings to find value.

BlackBerry (BB-T)
May 1, 2015

It is almost like it is an asset value play at this stage and probably worth $14-$17. CEO has done a great job and got it from $6-$12, but he doesn’t think there is an amazing amount left. It is hard to value and it is hard to look at the earnings to find value.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.500
Owned
No