Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 26, 2018

They have a lot of debt, because of future projects. On June 29, Minnesota will decide on BTE's line 3. So, there's risk between now and then, if the approval isn't granted.

Enbridge(ENB-T)
June 26, 2018

They have a lot of debt, because of future projects. On June 29, Minnesota will decide on BTE's line 3. So, there's risk between now and then, if the approval isn't granted.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$42.690
Owned
Unknown
COMMENT
COMMENT
June 26, 2018

He prefers SNC. Stantec is recovering. It's very US (California)-oriented. As the US recovers, this stock is starting to move, but SNC is cheaper.

Stantec Inc(STN-T)
June 26, 2018

He prefers SNC. Stantec is recovering. It's very US (California)-oriented. As the US recovers, this stock is starting to move, but SNC is cheaper.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$34.070
Owned
Unknown
COMMENT
COMMENT
June 26, 2018

Pays about a 5% yield. Offers 2-3% yearly growth. It's the quintessential yield stock. You buy and hold this for the dividend.

BCE Inc.(BCE-T)
June 26, 2018

Pays about a 5% yield. Offers 2-3% yearly growth. It's the quintessential yield stock. You buy and hold this for the dividend.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$53.920
Owned
Unknown
TOP PICK
TOP PICK
June 26, 2018

He likes it beacuse it's only 50% Canadian. His rule is to buy the weakest-performing Canadian bank in a given year, that bank becomes the best bank 12-14 years in a row. That's BNS now, which has had a pullback due to a large purchase and an equity issue. So, BNS trails the other banks. But he sees a reversion to the mean--and his rule. Their international business is going great and BNS has avoided the worst turbulence in Latin America. Its earnings are growing double-digits in the past few quarters.. (Analysts' price target: $86.40)

He likes it beacuse it's only 50% Canadian. His rule is to buy the weakest-performing Canadian bank in a given year, that bank becomes the best bank 12-14 years in a row. That's BNS now, which has had a pullback due to a large purchase and an equity issue. So, BNS trails the other banks. But he sees a reversion to the mean--and his rule. Their international business is going great and BNS has avoided the worst turbulence in Latin America. Its earnings are growing double-digits in the past few quarters.. (Analysts' price target: $86.40)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$75.720
Owned
Yes
TOP PICK
TOP PICK
June 26, 2018

A late-cycle play. A copper and zinc producer. Low cost and good balance sheet. They have new projects in Arizona, Peru and Manitoba. It's recovered over the past few years, then has gone sideways. It's a good trading vehicle if you buy below $8 and sell it at $11 within that channel. (Analysts' price target: $12.83)

A late-cycle play. A copper and zinc producer. Low cost and good balance sheet. They have new projects in Arizona, Peru and Manitoba. It's recovered over the past few years, then has gone sideways. It's a good trading vehicle if you buy below $8 and sell it at $11 within that channel. (Analysts' price target: $12.83)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$7.550
Owned
Yes
TOP PICK
TOP PICK
June 26, 2018

It's a growth utiilty. It offers decent yield, but also 8-10% yearly growth. He thinks AQN will be serial raisers of their dividend. It's pulled back like all utilities, so under the current $13 is a good entry point. He expects a price rise to $14 plus the dividend. (Analysts' price target: $15.05)

It's a growth utiilty. It offers decent yield, but also 8-10% yearly growth. He thinks AQN will be serial raisers of their dividend. It's pulled back like all utilities, so under the current $13 is a good entry point. He expects a price rise to $14 plus the dividend. (Analysts' price target: $15.05)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$12.850
Owned
Yes
BUY
BUY
June 26, 2018

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$15.250
Owned
Unknown