Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 2, 2019
REITs will do well even in a slow rising-rate environment. Pays a 6.7% yield. Asset value is nearly $25 vs. a stock price of $20.63. A mix of office and retail real estate. The total return was actually up in 2018--rare in 2018. But it's tarred by being in Alberta, but that's only one Calgary property which is 100% leased. You won't see a ton of growth here, but you'll get nearly a 7% yield plus 5% growth.
REITs will do well even in a slow rising-rate environment. Pays a 6.7% yield. Asset value is nearly $25 vs. a stock price of $20.63. A mix of office and retail real estate. The total return was actually up in 2018--rare in 2018. But it's tarred by being in Alberta, but that's only one Calgary property which is 100% leased. You won't see a ton of growth here, but you'll get nearly a 7% yield plus 5% growth.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$20.630
Owned
Yes
TOP PICK
TOP PICK
January 2, 2019
It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)
Nutrien Ltd. (NTR-T)
January 2, 2019
It's a way to get growth that isn't directly tied to the business cycle. They have their own fertilizer cycle. They just sold pieces of other businesses to raise $5 billion cash used to pay down debt. They've raised their dividend and are buying back stock. Pays a 3.5 % dividend. Good entry point now. (Analysts’ price target is $84.29)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$62.780
Owned
Yes
TOP PICK
TOP PICK
January 2, 2019
Pays a 6.7% yield. It's international and integrated, not in Alberta where the oil is trapped without pipelines. They're bullish in LNG. They're buying back stock. There may be a small dividend increase this year. Balance sheet is much better. This is a play on oil prices that he expects will rise. They've paid down debt to their lowest level. (Analysts’ price target is $78.75)
Pays a 6.7% yield. It's international and integrated, not in Alberta where the oil is trapped without pipelines. They're bullish in LNG. They're buying back stock. There may be a small dividend increase this year. Balance sheet is much better. This is a play on oil prices that he expects will rise. They've paid down debt to their lowest level. (Analysts’ price target is $78.75)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$59.340
Owned
Yes