Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 25, 2018

It's likely benefitting from the current Westjet strike so it should have a good upcoming coming. AC has had a slight pullback, so be careful.

Air Canada (AC-T)
May 25, 2018

It's likely benefitting from the current Westjet strike so it should have a good upcoming coming. AC has had a slight pullback, so be careful.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.470
Owned
Unknown
TOP PICK
TOP PICK
May 25, 2018

Their U.S. retail side is humming now as that economy picks up. Yesterday, they reported an excellent quarter. Expects a dividend increase this fall, and an overall 7-8% move in the stock price for a low-double-digit return this year, outperforming the market. TD is less exposed to Canadian mortgages than its peers. (Analysts' price target: $83.04)

Their U.S. retail side is humming now as that economy picks up. Yesterday, they reported an excellent quarter. Expects a dividend increase this fall, and an overall 7-8% move in the stock price for a low-double-digit return this year, outperforming the market. TD is less exposed to Canadian mortgages than its peers. (Analysts' price target: $83.04)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$76.400
Owned
Yes
TOP PICK
TOP PICK
May 25, 2018

They get a premium to Western Canadian Select oil for their liquids. They missed their last quarter due to weather and their facilities, which is short-term in nature. So, the stock has pulled back under $15, which is a definite buy. This is midjudged as a gas stock. An energy play. (Analysts' price target: $21.22)

They get a premium to Western Canadian Select oil for their liquids. They missed their last quarter due to weather and their facilities, which is short-term in nature. So, the stock has pulled back under $15, which is a definite buy. This is midjudged as a gas stock. An energy play. (Analysts' price target: $21.22)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$14.910
Owned
Yes
TOP PICK
TOP PICK
May 25, 2018

A play on higher interest rates. Good growth in Asian operations. The recent pullback it fell below 10x earnings. Thinks this will reach $27-28 easily. Probably a dividend increase in 9 months. (Analysts' price target: $29.86)

A play on higher interest rates. Good growth in Asian operations. The recent pullback it fell below 10x earnings. Thinks this will reach $27-28 easily. Probably a dividend increase in 9 months. (Analysts' price target: $29.86)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 25, 2018

(Past Top Pick on May 15, 2017 Up 9%) Their return for the next 12 months will be higher than 9%. They just settled with provincial governments over the 2012 bribery scandals, though still have to settle federally. Excluding their highway 407 operation, their mulitple is less than 10X earnings. This should trade in the mid-$60s ($55 today).

(Past Top Pick on May 15, 2017 Up 9%) Their return for the next 12 months will be higher than 9%. They just settled with provincial governments over the 2012 bribery scandals, though still have to settle federally. Excluding their highway 407 operation, their mulitple is less than 10X earnings. This should trade in the mid-$60s ($55 today).

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$55.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 25, 2018

(Past Top Pick on May 15, 2017, Up 10%) They've had some good quarters and he expects the next one to be too. He sees another 10% return in the next 12 months. He likes it for its low Canadian exposure, becase he's worried about the Canadian consumer.

(Past Top Pick on May 15, 2017, Up 10%) They've had some good quarters and he expects the next one to be too. He sees another 10% return in the next 12 months. He likes it for its low Canadian exposure, becase he's worried about the Canadian consumer.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$80.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 25, 2018

(Past Top Pick on May 15, 2017, Down 22%) He still holds it. All the bad news is in by now, so it can't get worse. Short-term, ENB's line 3 expansion's plan B has been approved but on June 26, ENB may get approval for it's preferred plan A route which will result in either $4 upside or $2 downside. Wait for an entry point. The current dividend yield of 6.6% is their highest ever.

Enbridge (ENB-T)
May 25, 2018

(Past Top Pick on May 15, 2017, Down 22%) He still holds it. All the bad news is in by now, so it can't get worse. Short-term, ENB's line 3 expansion's plan B has been approved but on June 26, ENB may get approval for it's preferred plan A route which will result in either $4 upside or $2 downside. Wait for an entry point. The current dividend yield of 6.6% is their highest ever.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$40.530
Owned
Yes