Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
June 15, 2016

You buy this for the dividend of about 5%. There’s not a lot of growth. Valuation is relatively full. $60-$61 is all he can see a year out.

BCE Inc. (BCE-T)
June 15, 2016

You buy this for the dividend of about 5%. There’s not a lot of growth. Valuation is relatively full. $60-$61 is all he can see a year out.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$59.040
Owned
Unknown
BUY
BUY
June 15, 2016

A little bit cheaper compared to where it could go. Has pulled back in the last week or so, which provides an OK entry point. Dividend yield just over 4%.

Emera Inc (EMA-T)
June 15, 2016

A little bit cheaper compared to where it could go. Has pulled back in the last week or so, which provides an OK entry point. Dividend yield just over 4%.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$47.040
Owned
No
STRONG BUY
STRONG BUY
June 15, 2016

The whole group has pulled back on worries that we are peaking on the auto cycle. This is down to 6X earnings and generates really good cash flow. Has some plants in Europe.

Martinrea (MRE-T)
June 15, 2016

The whole group has pulled back on worries that we are peaking on the auto cycle. This is down to 6X earnings and generates really good cash flow. Has some plants in Europe.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$8.360
Owned
Yes
WAIT
WAIT
June 15, 2016

Apartments, a lot of them in Western Canada including Fort McMurray. Dipped, but has recovered with the whole group. He would wait a quarter to see if they’ve overcome Fort McMurray and the Alberta exposure.

Apartments, a lot of them in Western Canada including Fort McMurray. Dipped, but has recovered with the whole group. He would wait a quarter to see if they’ve overcome Fort McMurray and the Alberta exposure.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$53.440
Owned
Unknown
COMMENT
COMMENT
June 15, 2016

Very volatile. In the very short term it has been a positive, in that the large acquisition they made was in Europe. Now with the BREXIT vote coming, that is a bit of a factor. There are comments that this may be taken over, but it may not be until after BREXIT. Right now it is a trading vehicle and it seems to be on the cheap end. There is a lot of Shorting on it.

Very volatile. In the very short term it has been a positive, in that the large acquisition they made was in Europe. Now with the BREXIT vote coming, that is a bit of a factor. There are comments that this may be taken over, but it may not be until after BREXIT. Right now it is a trading vehicle and it seems to be on the cheap end. There is a lot of Shorting on it.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$29.680
Owned
Unknown
HOLD
HOLD
June 15, 2016

He used to own this, but went to Martinrea (MRE-T), which is smaller, giving higher growth and a cheaper valuation. Thinks this could go to $60 in a good market environment a year out. It probably at least breaks even by year end.

He used to own this, but went to Martinrea (MRE-T), which is smaller, giving higher growth and a cheaper valuation. Thinks this could go to $60 in a good market environment a year out. It probably at least breaks even by year end.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$50.480
Owned
No
COMMENT
COMMENT
June 15, 2016

If you owned Canadian Natural Resources (CNQ-T), then you now own some of this stock’s shares. A royalty company and very, very expensive.

If you owned Canadian Natural Resources (CNQ-T), then you now own some of this stock’s shares. A royalty company and very, very expensive.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$23.520
Owned
No