Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
Aegon N.V.(AEG-N)
November 8, 2018
Relatively small insurance company. Earnings haven`t been that great.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$6.250
Owned
No
BUY
BUY
November 8, 2018
Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.
Vodafone Group PLC(VOD-Q)
November 8, 2018
Does have an elevated dividend. It sufferers from a couple of issues. Because of its UK operations, every time there is Brexit noise the stock suffers. Some concerns about their balance sheet. At this levels it is a good opportunity from a risk adjusted perspective even if not performing at the moment.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$19.090
Owned
Yes
BUY
BUY
November 8, 2018
Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
Bought it around the 50 dollar range. The issue with the European oil is that they reduced their capex strengthening their balance sheets. Moving forward they will have strong cash flows.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$62.770
Owned
Yes
BUY
BUY
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
Novo-Nordisk(NVO-N)
November 8, 2018
Biggest growth is on diabetes. Market leader. The numbers were a little soft on the last report. Structural growth story. (Analysts’ price target is $45.85)
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$44.670
Owned
Unknown
BUY
BUY
November 8, 2018
There has been a sector rotation out of tobacco and staples into the high high-growth type stories. Good entry point.
There has been a sector rotation out of tobacco and staples into the high high-growth type stories. Good entry point.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$43.600
Owned
Unknown
TOP PICK
TOP PICK
November 8, 2018
It owns Husky, Reliance Home Heating. A global infrastructure acquirer. Own assets in Europe and Australia. Very well run company. (Analysts’ price target is $74.22)
It owns Husky, Reliance Home Heating. A global infrastructure acquirer. Own assets in Europe and Australia. Very well run company. (Analysts’ price target is $74.22)
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
November 8, 2018
The Euro play story. They have a new CEO. Dairy is traditionally a local business. It is on sale from a Canadian investor perspective. (Analysts’ price target is $75.44)
Danone(BN-FP)
November 8, 2018
The Euro play story. They have a new CEO. Dairy is traditionally a local business. It is on sale from a Canadian investor perspective. (Analysts’ price target is $75.44)
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes