Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 15, 2018

Altagas versus Vermillion. VET-T is oil with some exposure into France and a little expensive. ALA-T has been beat down on the recent acquisition in Washington. Depending on your outlook on energy, ALA-T will act more defensively. But if you believe in $100 WTI, then he would go with VET-T.

Altagas Ltd (ALA-T)
August 15, 2018

Altagas versus Vermillion. VET-T is oil with some exposure into France and a little expensive. ALA-T has been beat down on the recent acquisition in Washington. Depending on your outlook on energy, ALA-T will act more defensively. But if you believe in $100 WTI, then he would go with VET-T.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.910
Owned
_N/A
COMMENT
COMMENT
August 15, 2018

Altagas versus Vermillion. VET-T is oil with some exposure into France and a little expensive. ALA-T has been beat down on the recent acquisition in Washington. Depending on your outlook on energy, ALA-T will act more defensively. But if you believe in $100 WTI, then he would go with VET-T.

Altagas versus Vermillion. VET-T is oil with some exposure into France and a little expensive. ALA-T has been beat down on the recent acquisition in Washington. Depending on your outlook on energy, ALA-T will act more defensively. But if you believe in $100 WTI, then he would go with VET-T.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$40.250
Owned
_N/A
BUY
BUY
August 15, 2018

He likes this and has had it as a previous Top Pick. If interest rates go up, he thinks they will be able to maintain dividend growth to match any rise in rates. He would be a buyer here.

He likes this and has had it as a previous Top Pick. If interest rates go up, he thinks they will be able to maintain dividend growth to match any rise in rates. He would be a buyer here.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.370
Owned
Yes
BUY
BUY
August 15, 2018

It is split between Canada and international markets including Chile, Mexico and the Philippines. He likes that diversification. The stock price is still recovering from a recent $1.5 billion acquisition. He thinks it is a buying opportunity at a level less than $80.

It is split between Canada and international markets including Chile, Mexico and the Philippines. He likes that diversification. The stock price is still recovering from a recent $1.5 billion acquisition. He thinks it is a buying opportunity at a level less than $80.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$76.330
Owned
No
DON'T BUY
DON'T BUY
August 15, 2018

He is worried about tariffs and NAFTA issues. They recently reported earnings that caused a hit to the stock price. He suspects in the next 2-3 months the stock might recover, but he is worried about trade issues globally.

Magna Int'l. (A) (MG-T)
August 15, 2018

He is worried about tariffs and NAFTA issues. They recently reported earnings that caused a hit to the stock price. He suspects in the next 2-3 months the stock might recover, but he is worried about trade issues globally.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$69.890
Owned
No
HOLD
HOLD
August 15, 2018

He does not own any Canadian retailers. He thinks it is actually one of Canada’s better retailers. The multiple is not particularly cheap and he personally favours purchasing on Amazon instead. He would continue to hold if you own it.

He does not own any Canadian retailers. He thinks it is actually one of Canada’s better retailers. The multiple is not particularly cheap and he personally favours purchasing on Amazon instead. He would continue to hold if you own it.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$162.590
Owned
No
WATCH
WATCH
August 15, 2018

One of the big three producers of cannabis, which combined have a $9 billion market cap. Most of his clients do not understand this space. He is expecting a pullback in October once the reality of legalization hits home. The valuations are so high on projected earnings and thinks he may need to wait until 2019 to be a buyer.

Aphria Inc (APHA-T)
August 15, 2018

One of the big three producers of cannabis, which combined have a $9 billion market cap. Most of his clients do not understand this space. He is expecting a pullback in October once the reality of legalization hits home. The valuations are so high on projected earnings and thinks he may need to wait until 2019 to be a buyer.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$10.510
Owned
No