Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
August 17, 2017

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation. If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall. He would be interested in it after a missed quarter.

He likes a nice ice cap and it is okay to eat there, but the stock not so much because of the high valuation. If they absolutely miss a quarter on same store sales there is a lot of room for the stock to fall. He would be interested in it after a missed quarter.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$75.860
Owned
Unknown
COMMENT
COMMENT
August 17, 2017

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$38.640
Owned
Unknown
COMMENT
COMMENT
August 17, 2017

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

Suncor Energy Inc (SU-T)
August 17, 2017

Oil. SU-T vs. VET-T. They are getting a well developed trading range. Oil could have $55 on the upside. If oil goes back to the $50s then the sector is quite oversold. SU-T protects you and has held up rather well. But it does not have the same upside as VET-T.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$39.580
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 17, 2017

He sold it. They can only do so much. They are trying to diversify. By 2020 they want to be only one third exhibition business. They had an earnings miss. They spent captial, but have not realized the benefits yet. If they miss next quarter that is the buying opportunity. Buy it in thirds over the next 3-5 years.

Cineplex Inc (CGX-T)
August 17, 2017

He sold it. They can only do so much. They are trying to diversify. By 2020 they want to be only one third exhibition business. They had an earnings miss. They spent captial, but have not realized the benefits yet. If they miss next quarter that is the buying opportunity. Buy it in thirds over the next 3-5 years.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.840
Owned
Unknown
WEAK BUY
WEAK BUY
August 17, 2017

Mr. Swartz passed away in the last couple of days after being ill. That is why you saw dislocation. Along with other REITs it took a hit from higher rates. It is okay to hold. He would not want to hold retail REITs.

Mr. Swartz passed away in the last couple of days after being ill. That is why you saw dislocation. Along with other REITs it took a hit from higher rates. It is okay to hold. He would not want to hold retail REITs.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$33.790
Owned
No
DON'T BUY
DON'T BUY
August 17, 2017

Average Down? He owns others. It is oily and Canadian and that is why it is down. He prefers something more US and more geographically diverse, he would not average down.

Inter Pipeline (IPL-T)
August 17, 2017

Average Down? He owns others. It is oily and Canadian and that is why it is down. He prefers something more US and more geographically diverse, he would not average down.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$22.850
Owned
No
DON'T BUY
DON'T BUY
August 17, 2017

They are debt ridden and out of favour. They overpromised and underdelivered. The sellers leave after it goes down. The volatility decreases. He would prefer other golds such as a past pick today.

Yamana Gold Inc. (YRI-T)
August 17, 2017

They are debt ridden and out of favour. They overpromised and underdelivered. The sellers leave after it goes down. The volatility decreases. He would prefer other golds such as a past pick today.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$3.470
Owned
Unknown