Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 29, 2018

(Past Top Pick Oct. 20, 2017, Up3%) A U.S. east coast bank with a lot of retail like TD. It will benefit from higher interest rates. They reported a good quarter. Low-risk.

BB&T Corp. (BBT-N)
October 29, 2018

(Past Top Pick Oct. 20, 2017, Up3%) A U.S. east coast bank with a lot of retail like TD. It will benefit from higher interest rates. They reported a good quarter. Low-risk.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$48.280
Owned
Yes
COMMENT
COMMENT
October 29, 2018

They did an equity issue this morning of $200 million to pay for an acquisition, but the price struggled which indicates a muted upside in the short term. He prefers Enbridge and Transcanada. 69% payout ratio is okay, not super-high. The dividend is safe.

Inter Pipeline (IPL-T)
October 29, 2018

They did an equity issue this morning of $200 million to pay for an acquisition, but the price struggled which indicates a muted upside in the short term. He prefers Enbridge and Transcanada. 69% payout ratio is okay, not super-high. The dividend is safe.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$21.290
Owned
No
COMMENT
COMMENT
October 29, 2018

It still depends highly depend on nickel. They also deal in oil/gas (in Cuba). Cobalt has seen a lift, because it's used in technology. They're certainly not flourishing, though surviving. He wants to see signs of global stabilization especially in China because that will help the nickel, copper and zinc prices and lead to Sherritt rebounding.

It still depends highly depend on nickel. They also deal in oil/gas (in Cuba). Cobalt has seen a lift, because it's used in technology. They're certainly not flourishing, though surviving. He wants to see signs of global stabilization especially in China because that will help the nickel, copper and zinc prices and lead to Sherritt rebounding.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$0.620
Owned
No
TOP PICK
TOP PICK
October 29, 2018

Down to 9x earnings due to fears in emerging markets (Latin America). This is as cheap as it gets. It'll bounce back, as history shows. (4.9% dividend, Price target: $86.12)

Down to 9x earnings due to fears in emerging markets (Latin America). This is as cheap as it gets. It'll bounce back, as history shows. (4.9% dividend, Price target: $86.12)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$69.520
Owned
Yes
TOP PICK
TOP PICK
October 29, 2018

Down to 14x earnings in this correction. A safe growth stock. Easy growth with many takeover targets in Europe and a few in the U.S. They're good at acquire. You won't get much yield, but he targets the stock in the low-$70's. (0.7% dividend, $77.17 price target)

Down to 14x earnings in this correction. A safe growth stock. Easy growth with many takeover targets in Europe and a few in the U.S. They're good at acquire. You won't get much yield, but he targets the stock in the low-$70's. (0.7% dividend, $77.17 price target)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$60.510
Owned
Yes
TOP PICK
TOP PICK
October 29, 2018

He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)

Nutrien Ltd. (NTR-T)
October 29, 2018

He recently bought it. Stock has fallen 10% in this recession. Expect higher divdends and buybacks to shareholdrs in the coming year. Targets mid-$70's. (3.1% Analysts price target: $82.79)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$66.900
Owned
Yes