Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 2, 2019
Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
Inter Pipeline (IPL-T)
January 2, 2019
Pipelines take on a lot of debt. IPL's problem is that they're raising equity as their stock is down 25%. He's prefer Enbridge or Transcanada.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$19.410
Owned
No
PAST TOP PICK
PAST TOP PICK
January 2, 2019
(A Top Pick Nov 02/17, Down 27%) All insurers have pulled back because interest rates won't rise as much as expected. Down to 9x earnings with a 5% yield. Valuations are now stunningly low. MFC has Asian operations, but the stock isn't down because of that. It won't stay down at this price.
(A Top Pick Nov 02/17, Down 27%) All insurers have pulled back because interest rates won't rise as much as expected. Down to 9x earnings with a 5% yield. Valuations are now stunningly low. MFC has Asian operations, but the stock isn't down because of that. It won't stay down at this price.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$19.420
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 2, 2019
(A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this.
(A Top Pick Nov 02/17, Down 19%) Asset value of over $70/share and the 407 highway is $32 of that. If they can resolve their latest corruption problem, it will boost the stock $6-7. Be patient and you will do fine with this.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$46.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 2, 2019
(A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%.
(A Top Pick Nov 02/17, Up 8%) A rare company that had a positive return in 2018. They continue to acquire and do it well. They've done well in Europe. Speedway is a likely purchase. If so, this will raise earnings 10-15%.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$66.610
Owned
Yes
COMMENT
COMMENT
January 2, 2019
Hasn't owned it for about 4 years. Knows management well. It's gone down over the years, a victim of Mexico being a difficult place for mining with labour strikes. Also, gold is out of favour. Buy this if their bigger peers (i.e. Barrick) go up.
Argonaut Gold (AR-T)
January 2, 2019
Hasn't owned it for about 4 years. Knows management well. It's gone down over the years, a victim of Mexico being a difficult place for mining with labour strikes. Also, gold is out of favour. Buy this if their bigger peers (i.e. Barrick) go up.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.650
Owned
No
HOLD
HOLD
January 2, 2019
Well-managed. It's likely impacted by Amazon (not cars). This is down because the entire market is. Valuation is merely okay, not cheap. Don't panic. This won't drop more. But other stocks have better upside this year than CTC.
Well-managed. It's likely impacted by Amazon (not cars). This is down because the entire market is. Valuation is merely okay, not cheap. Don't panic. This won't drop more. But other stocks have better upside this year than CTC.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$142.880
Owned
No
HOLD
HOLD
January 2, 2019
Can telcos get impacted by the lack of rising interest rates? To offset this lack of rising rates, you need a company with earnings growth. AQN fulfills this, for example, but not BCE. You can hold it for the 5% yield though.
BCE Inc. (BCE-T)
January 2, 2019
Can telcos get impacted by the lack of rising interest rates? To offset this lack of rising rates, you need a company with earnings growth. AQN fulfills this, for example, but not BCE. You can hold it for the 5% yield though.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$53.970
Owned
Unknown