Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 25, 2018

They're under strike now and bookings are down. Now is probably a good entry point. But he doesn't like airlines. Oil is a big cost, followed by labour. It's a difficult business. There's probably a 5-10% relief rally when they settle this
strike.

They're under strike now and bookings are down. Now is probably a good entry point. But he doesn't like airlines. Oil is a big cost, followed by labour. It's a difficult business. There's probably a 5-10% relief rally when they settle this
strike.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$20.370
Owned
Unknown
BUY
BUY
May 25, 2018

The group is out of favour, like anything interest-rate related. They're down 15% YTD, so it's a decent entry point now. Rates will likely slowly rise, so buy a company with some growth. Under $40, EMA is a good long-term entry point. Be patient and collect your dividend.

Emera Inc (EMA-T)
May 25, 2018

The group is out of favour, like anything interest-rate related. They're down 15% YTD, so it's a decent entry point now. Rates will likely slowly rise, so buy a company with some growth. Under $40, EMA is a good long-term entry point. Be patient and collect your dividend.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$40.620
Owned
Unknown
SELL
SELL
May 25, 2018

It was lagging for a while, then picked up over $16. It's done really well. He sold his shares too early. But with NAFTA worries, he'd trim holdings now.

Martinrea (MRE-T)
May 25, 2018

It was lagging for a while, then picked up over $16. It's done really well. He sold his shares too early. But with NAFTA worries, he'd trim holdings now.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$16.900
Owned
No
COMMENT
COMMENT
May 25, 2018

Gas is down, and the stock has slid from $30 to $10. They have a good long-term track record, so investigate why there was such a slide (it wasn't just the gas price). Now could be an entry point.

Gas is down, and the stock has slid from $30 to $10. They have a good long-term track record, so investigate why there was such a slide (it wasn't just the gas price). Now could be an entry point.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$10.410
Owned
Unknown
STRONG BUY
STRONG BUY
May 25, 2018

A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.820
Owned
Yes
COMMENT
COMMENT
May 25, 2018

It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$50.760
Owned
Yes
COMMENT
COMMENT
May 25, 2018

They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again.

They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$44.570
Owned
No