Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 1, 2015

(Market Call Minute.) This is very, very expensive, however they still produced a pretty decent quarter. A Hold at best.

(Market Call Minute.) This is very, very expensive, however they still produced a pretty decent quarter. A Hold at best.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$50.340
Owned
No
HOLD
HOLD
May 1, 2015

(Market Call Minute.) Made a good acquisition lately.

(Market Call Minute.) Made a good acquisition lately.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.750
Owned
No
BUY
BUY
May 1, 2015

(Market Call Minute.) They are finally now in the mode of raising their dividend and getting better growth.

(Market Call Minute.) They are finally now in the mode of raising their dividend and getting better growth.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$37.410
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
May 1, 2015

(Market Call Minute.) A growth by acquisition story. Has doubled in the last 6 months.

(Market Call Minute.) A growth by acquisition story. Has doubled in the last 6 months.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$3.480
Owned
No
TOP PICK
TOP PICK
May 1, 2015

This is a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.

This is a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$17.930
Owned
Yes
TOP PICK
TOP PICK
May 1, 2015

Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1st time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.

Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1st time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$80.090
Owned
Yes
TOP PICK
TOP PICK
May 1, 2015

Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3rd. They have right of 1st refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.

Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3rd. They have right of 1st refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.350
Owned
Yes