Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 29, 2018

He's longed owned it and happy with it. They just closed a purchased and have grown a lot by acquisition over the years. Equity deal brought their stock down a bit, but their balance is much better, they have assimilated those purchases, and are in the position to do more. Nice dividend, but haven't raised it in a while, because they're spending their cash on purchases. Steady as she goes here. Growth will pick up in 2019.

He's longed owned it and happy with it. They just closed a purchased and have grown a lot by acquisition over the years. Equity deal brought their stock down a bit, but their balance is much better, they have assimilated those purchases, and are in the position to do more. Nice dividend, but haven't raised it in a while, because they're spending their cash on purchases. Steady as she goes here. Growth will pick up in 2019.

Don Lato
President, Padlock Investment Management
Price
$57.420
Owned
Yes
COMMENT
COMMENT
October 29, 2018

Nat gas prices have barely risen in Canada. This is one of his few Canadian energy stocks. They signed long-term contracts priced when natural gas was higher, and sell in various markets so benfit from those currencies. Their cash flow growth has slowed, but it's 3.7x this year and 3.2x in 2019. Well-managed company. Bide your time here. One of the best stocks in this sector.

Tourmaline Oil Corp(TOU-T)
October 29, 2018

Nat gas prices have barely risen in Canada. This is one of his few Canadian energy stocks. They signed long-term contracts priced when natural gas was higher, and sell in various markets so benfit from those currencies. Their cash flow growth has slowed, but it's 3.7x this year and 3.2x in 2019. Well-managed company. Bide your time here. One of the best stocks in this sector.

Don Lato
President, Padlock Investment Management
Price
$19.140
Owned
Yes
BUY
BUY
October 29, 2018

He likes it at this level. The line 3 expansion is coming. All interest-sensitives have pulled back. They've tried to fix their balance sheet, which they've succeeded, but that hasn't stopped the stock from decreasing. Now is a good time to buy. They are raising their dividend.

Enbridge(ENB-T)
October 29, 2018

He likes it at this level. The line 3 expansion is coming. All interest-sensitives have pulled back. They've tried to fix their balance sheet, which they've succeeded, but that hasn't stopped the stock from decreasing. Now is a good time to buy. They are raising their dividend.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$40.050
Owned
Yes
COMMENT
COMMENT
October 29, 2018

How to play Mastercard and Visa  in  ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

Mastercard Inc.(MA-N)
October 29, 2018

How to play Mastercard and Visa  in  ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$191.040
Owned
Unknown
COMMENT
COMMENT
October 29, 2018

How to play Mastercard  and Visa in ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

Visa Inc.(V-N)
October 29, 2018

How to play Mastercard  and Visa in ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$134.330
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 29, 2018

He's avoiding utilities because of rising rates, but Fortis can grow its dividend and he likes it, performing well. Buy at closer to $40.

Fortis Inc.(FTS-T)
October 29, 2018

He's avoiding utilities because of rising rates, but Fortis can grow its dividend and he likes it, performing well. Buy at closer to $40.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$42.990
Owned
No
SELL STRENGTH
SELL STRENGTH
October 29, 2018

The balance sheet is stretched and still needs fixing. They recently spun-off. A dividend cut is likely. It's getting hit today. You could see a dead-cat balance. This sector is out of favour. Has good assets. Sell it on any blip back up. Investors today are assuming a dividend cut.

Altagas Ltd(ALA-T)
October 29, 2018

The balance sheet is stretched and still needs fixing. They recently spun-off. A dividend cut is likely. It's getting hit today. You could see a dead-cat balance. This sector is out of favour. Has good assets. Sell it on any blip back up. Investors today are assuming a dividend cut.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$19.870
Owned
No