Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 1, 2015

He likes this company. It has LNG exposure, which was looking a little soft lately. Had thought it was overvalued, but now it is a little fairer value and with a dividend increase, it probably hangs in here. Would like to see some LNG specifics. The pipeline infrastructure side is fine.

He likes this company. It has LNG exposure, which was looking a little soft lately. Had thought it was overvalued, but now it is a little fairer value and with a dividend increase, it probably hangs in here. Would like to see some LNG specifics. The pipeline infrastructure side is fine.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.000
Owned
No
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick May 2/14. Up 27.37%.) A financial leasing company. Have made some more acquisitions. They are the logical buyers of General Electric’s (GE-N) fleet business which GE is putting up for sale. If they were to do that, he expects there would be another 5%-10% bump. He is looking for $19-$20 a year from now.

(A Top Pick May 2/14. Up 27.37%.) A financial leasing company. Have made some more acquisitions. They are the logical buyers of General Electric’s (GE-N) fleet business which GE is putting up for sale. If they were to do that, he expects there would be another 5%-10% bump. He is looking for $19-$20 a year from now.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$17.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick May 2/14. Up 5.22%.) Moved up over $28 on the news on their financial side, which is what he thought would happen. They have basically said they are giving back $90 billion back to shareholders over the next 3 years. He is going to hold it because he thinks it is worth $32-$33.

(A Top Pick May 2/14. Up 5.22%.) Moved up over $28 on the news on their financial side, which is what he thought would happen. They have basically said they are giving back $90 billion back to shareholders over the next 3 years. He is going to hold it because he thinks it is worth $32-$33.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$27.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 1, 2015

(A Top Pick May 2/14. Up 28.4%.) It has run a lot in the last couple of weeks. This is zinc and copper. They have the big Constancia project in Peru, which is up and running now and will be in production in a few months. This is just about the time when copper will start to run, so they will have a lot of free cash flow to put their Arizona project into production.

(A Top Pick May 2/14. Up 28.4%.) It has run a lot in the last couple of weeks. This is zinc and copper. They have the big Constancia project in Peru, which is up and running now and will be in production in a few months. This is just about the time when copper will start to run, so they will have a lot of free cash flow to put their Arizona project into production.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.510
Owned
Yes
COMMENT
COMMENT
May 1, 2015

The group has been sideways for a little bit. Looking at the earnings, he thought Rogers (RCI.B-T) was the worst of the 3, and BCE (BCE-T) was the best. This is a better entry point for the stock than it has been for a while. As long as you are getting mostly dividend and a little bit of growth and looking for mid to high single digit returns, then it is fine.

Telus Corp (T-T)
May 1, 2015

The group has been sideways for a little bit. Looking at the earnings, he thought Rogers (RCI.B-T) was the worst of the 3, and BCE (BCE-T) was the best. This is a better entry point for the stock than it has been for a while. As long as you are getting mostly dividend and a little bit of growth and looking for mid to high single digit returns, then it is fine.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.970
Owned
No
COMMENT
COMMENT
May 1, 2015

Likes this company. They reported earlier this week. Had a little bit of a problem and their production was down a little bit for the quarter. It is now back up to where it was. They are growing quickly. As long as they are growing production (20%-25%) as fast as they are, they will not pay a dividend. Thinks it goes to the high $40's in a year, but will take 3-4 years to get back to its old highs.

Likes this company. They reported earlier this week. Had a little bit of a problem and their production was down a little bit for the quarter. It is now back up to where it was. They are growing quickly. As long as they are growing production (20%-25%) as fast as they are, they will not pay a dividend. Thinks it goes to the high $40's in a year, but will take 3-4 years to get back to its old highs.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$42.690
Owned
Yes
COMMENT
COMMENT
May 1, 2015

Had good solid numbers in the quarter. You are not buying this for growth; you are buying it for yield plus a little bit of growth. 4.5%-5% yield plus 3%-4% growth and the multiple is now down to probably a base, which gives you an 8%-9% return.

BCE Inc. (BCE-T)
May 1, 2015

Had good solid numbers in the quarter. You are not buying this for growth; you are buying it for yield plus a little bit of growth. 4.5%-5% yield plus 3%-4% growth and the multiple is now down to probably a base, which gives you an 8%-9% return.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$53.880
Owned
Yes