Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
CGI Group (A)(GIB.A-T)
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$83.070
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
Open Text(OTEX-T)
January 2, 2019
CGI vs. OTEX He's been watching Open Text and will buy it under $40. They're good at making purchases. He prefers it to CGI which is too high right now.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$44.050
Owned
No
BUY
BUY
January 2, 2019
All car stocks are now very cheap. Investors are nervous over Europe; Magna is 40% European. This is well-managed. He'd rather own the car parts makers than the auto-makers. Good entry points for the entire group. He's owned Magna in the past, but finds Linamar cheaper. Parts-makers are trading at super-low 4x earnings.
Magna Int'l. (A)(MG-T)
January 2, 2019
All car stocks are now very cheap. Investors are nervous over Europe; Magna is 40% European. This is well-managed. He'd rather own the car parts makers than the auto-makers. Good entry points for the entire group. He's owned Magna in the past, but finds Linamar cheaper. Parts-makers are trading at super-low 4x earnings.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$61.870
Owned
No
DON'T BUY
DON'T BUY
January 2, 2019
He didn't understand their U.S. strategy though he does now. Even still, BMO doesn't stand out to him. It's his least-favourite Canadian bank and hasn't owned it for years. Look at BNS or TD instead (he owns them).
Bank of Montreal(BMO-T)
January 2, 2019
He didn't understand their U.S. strategy though he does now. Even still, BMO doesn't stand out to him. It's his least-favourite Canadian bank and hasn't owned it for years. Look at BNS or TD instead (he owns them).
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$89.560
Owned
No
COMMENT
COMMENT
January 2, 2019
He owns SNC instead (better value). If you like the US economy, then you can own STN. Decent growth, well-managed and nothing wrong with it. Just that SNC is cheaper.
Stantec Inc(STN-T)
January 2, 2019
He owns SNC instead (better value). If you like the US economy, then you can own STN. Decent growth, well-managed and nothing wrong with it. Just that SNC is cheaper.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$30.120
Owned
No
HOLD
HOLD
January 2, 2019
He prefers Open Text, but CGI shows some growth. It's held up well these days, but it's not cheap now. You can hold it at this level and be fine going forward.
CGI Group (A)(GIB.A-T)
January 2, 2019
He prefers Open Text, but CGI shows some growth. It's held up well these days, but it's not cheap now. You can hold it at this level and be fine going forward.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$83.070
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 2, 2019
He regrets not owning this. This is a safe way to invest in gold, since they finance gold companies and don't run them. (He's not a gold bug.) Well-diversified and -managed. Good balance sheet.
He regrets not owning this. This is a safe way to invest in gold, since they finance gold companies and don't run them. (He's not a gold bug.) Well-diversified and -managed. Good balance sheet.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$95.270
Owned
No