Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 1, 2019

(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

Newell Brands Inc(NWL-N)
February 1, 2019

(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$21.280
Owned
No
PAST TOP PICK
PAST TOP PICK
February 1, 2019
(A Top Pick Jan 22/18, Up 4%) Nice recovery. Line 3 is coming, so it has some pipeline growth. Earnings growth of 7-10% for each of next 5 years, and dividend increases of 7-10% for each of those years. And that's exactly what you want, so higher rates are not eating into the yield. Cheap valuation.
Enbridge(ENB-T)
February 1, 2019
(A Top Pick Jan 22/18, Up 4%) Nice recovery. Line 3 is coming, so it has some pipeline growth. Earnings growth of 7-10% for each of next 5 years, and dividend increases of 7-10% for each of those years. And that's exactly what you want, so higher rates are not eating into the yield. Cheap valuation.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$48.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 1, 2019
(A Top Pick Jan 22/18, Down 21%) Taken a hit because of the UK. Still likes the banks. Get high single digit returns, and with the volatility these days, you should take that.
HSBC Holdings P L C(HSBC-N)
February 1, 2019
(A Top Pick Jan 22/18, Down 21%) Taken a hit because of the UK. Still likes the banks. Get high single digit returns, and with the volatility these days, you should take that.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$41.710
Owned
Yes
DON'T BUY
DON'T BUY
February 1, 2019
Owns a disparate group of mostly US industrial companies. Long-term plan that's difficult to put a valuation on. It trades at a discount to the whole thing being broken up. But don't hold your breath. They have a good long-term track record. They buy and sell, the stock gets a bump, and then goes quiet. Tough to own long term, even though it has value.
Onex Corp(ONEX-T)
February 1, 2019
Owns a disparate group of mostly US industrial companies. Long-term plan that's difficult to put a valuation on. It trades at a discount to the whole thing being broken up. But don't hold your breath. They have a good long-term track record. They buy and sell, the stock gets a bump, and then goes quiet. Tough to own long term, even though it has value.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$73.220
Owned
No
HOLD
HOLD
February 1, 2019
Negative impact from Huawei, but BCE is so big, the impact would be marginal. Own it for the yield, with 1-2% growth. Needs the wireless to be driven higher, which will only come with population growth. As long as its growth matches the industry, BCE will be fine.
BCE Inc.(BCE-T)
February 1, 2019
Negative impact from Huawei, but BCE is so big, the impact would be marginal. Own it for the yield, with 1-2% growth. Needs the wireless to be driven higher, which will only come with population growth. As long as its growth matches the industry, BCE will be fine.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$57.060
Owned
Unknown
COMMENT
COMMENT
February 1, 2019
Had a nice run. Getting a bit ahead of itself in valuation, and will probably go sideways until there's another deal. If you hold it, and you're a long-term investor, you'll be fine if you continue to hold. If you're a short-term trader, consider selling and buying back down the road.
CGI Group (A)(GIB.A-T)
February 1, 2019
Had a nice run. Getting a bit ahead of itself in valuation, and will probably go sideways until there's another deal. If you hold it, and you're a long-term investor, you'll be fine if you continue to hold. If you're a short-term trader, consider selling and buying back down the road.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$86.920
Owned
No
HOLD
HOLD
February 1, 2019
Good time to get in? Extremely cheap asset-wise. It's in the penalty box for a little bit. Still thinks there's value there, you just need to have a longer-term horizon. Thinks they'll sell part of the 407, which will create $16-18 a share in cash, and bump up the stock price. (Analysts’ price target is $47.25)
Good time to get in? Extremely cheap asset-wise. It's in the penalty box for a little bit. Still thinks there's value there, you just need to have a longer-term horizon. Thinks they'll sell part of the 407, which will create $16-18 a share in cash, and bump up the stock price. (Analysts’ price target is $47.25)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$36.360
Owned
Unknown