Latest Expert Opinions

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
October 29, 2018

More of a macro call about zinc. All metals have been weak as we worry about China and U.S. tariffs. Trevali is doing all the right things. There'll be a recovery in metals. A low, speculative buy is probably a good entry point here.

Trevali Mining Corp (TV-T)
October 29, 2018

More of a macro call about zinc. All metals have been weak as we worry about China and U.S. tariffs. Trevali is doing all the right things. There'll be a recovery in metals. A low, speculative buy is probably a good entry point here.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$0.510
Owned
Unknown
WAIT
WAIT
October 29, 2018

The integrateds have held up better than the producers, though they have struggled lately. Canada has a huge problem with WCS with its heavy price discount. SU is very low- cost, but you still have to wait well into next year before the lack of capacity (Canadian pipelines) is fixed). This stock is flat, so you're essentially earning only the dividend.

Suncor Energy Inc (SU-T)
October 29, 2018

The integrateds have held up better than the producers, though they have struggled lately. Canada has a huge problem with WCS with its heavy price discount. SU is very low- cost, but you still have to wait well into next year before the lack of capacity (Canadian pipelines) is fixed). This stock is flat, so you're essentially earning only the dividend.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$43.490
Owned
Unknown
HOLD
HOLD
October 29, 2018

Mostly Air Canada's primary client. It's pulled back with the market. Pays a nice yield. They've re-signed with Air Canada, so previous risk is now gone. He's not a fan of airlines. Hold it. The dividend is safe.

Mostly Air Canada's primary client. It's pulled back with the market. Pays a nice yield. They've re-signed with Air Canada, so previous risk is now gone. He's not a fan of airlines. Hold it. The dividend is safe.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$6.970
Owned
No
DON'T BUY
DON'T BUY
October 29, 2018

He sold it along with all his oil Canadian stocks last year. Dividend is safe. Good operators. They're dependent on Alberta oil and WCS, which will suffer a low price for a while.

Cardinal Energy Ltd (CJ-T)
October 29, 2018

He sold it along with all his oil Canadian stocks last year. Dividend is safe. Good operators. They're dependent on Alberta oil and WCS, which will suffer a low price for a while.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$3.880
Owned
No
COMMENT
COMMENT
October 29, 2018

Gold in Mexico. Well-run with fine assets. He doesn't follow this closely nowadays. It's fallen off. He owns no gold.

Argonaut Gold (AR-T)
October 29, 2018

Gold in Mexico. Well-run with fine assets. He doesn't follow this closely nowadays. It's fallen off. He owns no gold.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.400
Owned
No
HOLD
HOLD
October 29, 2018

Unlikely a bigger bank will take it over. One reason is that no big bank will take over a bank that has a union, like LB-T. They have had mortgage problems that are now fixed. Their valuation has come off while all banks are down. Hold. Dividend is safe.

Laurentian Bank (LB-T)
October 29, 2018

Unlikely a bigger bank will take it over. One reason is that no big bank will take over a bank that has a union, like LB-T. They have had mortgage problems that are now fixed. Their valuation has come off while all banks are down. Hold. Dividend is safe.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.070
Owned
Unknown
BUY
BUY
October 29, 2018

CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

CN-T or CP-T? He owns CN and CSX in the U.S. He likes CN for its north-south traffic to the States--it's safer. CP is east-west (more Canadian). CN will benefit from shipping out Alberta oil to California. It costs $12 per barrel to ship it, but the low WCS cost makes it still worth it.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$107.670
Owned
Yes