Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 27, 2016

Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.

Rio Tinto (RIO-N)
July 27, 2016

Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$32.820
Owned
Yes
TOP PICK
TOP PICK
July 27, 2016

This is a really good company. It is in Canada, Europe and Australia, and it has oil/gas in different places. The one knock against it is that in January it had too much debt. However, if commodities are recovering, that is not a problem.

This is a really good company. It is in Canada, Europe and Australia, and it has oil/gas in different places. The one knock against it is that in January it had too much debt. However, if commodities are recovering, that is not a problem.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$42.900
Owned
Yes
TOP PICK
TOP PICK
July 27, 2016

This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.

Altagas Ltd (ALA-T)
July 27, 2016

This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$32.610
Owned
Yes
COMMENT
COMMENT
July 27, 2016

Because of its limited history, it doesn’t really rank well in his process from a fundamental standpoint. Technically it ranks very well and has nice, strong price momentum. He would like to see some earnings and solid cash flow before getting involved. At this time, price momentum and technical aspects look very strong and are going in the right direction.

Shopify Inc. (SHOP-T)
July 27, 2016

Because of its limited history, it doesn’t really rank well in his process from a fundamental standpoint. Technically it ranks very well and has nice, strong price momentum. He would like to see some earnings and solid cash flow before getting involved. At this time, price momentum and technical aspects look very strong and are going in the right direction.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$43.800
Owned
No
COMMENT
COMMENT
July 27, 2016

Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.

Canexus Corp (CUS-T)
July 27, 2016

Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.260
Owned
Yes
COMMENT
COMMENT
July 27, 2016

Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.

Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$10.400
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

Ranks very well in his process, both from a fundamental and from a technical standpoint. As to whether there is more room left to go, a large part depends on gold and where the price goes. Thinks we are probably entering a new bull market for gold, but it is hard to stay with because the rallies in the declines can be so sharp. In a case like this, you really have to trade around it. Have a core position, and then add or remove as the stock runs up.

Ranks very well in his process, both from a fundamental and from a technical standpoint. As to whether there is more room left to go, a large part depends on gold and where the price goes. Thinks we are probably entering a new bull market for gold, but it is hard to stay with because the rallies in the declines can be so sharp. In a case like this, you really have to trade around it. Have a core position, and then add or remove as the stock runs up.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$7.770
Owned
No