Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 19, 2019
The telcos have rebounded well and pay good yields. Nothing wrong with Telus. He owns BCE for its higher yield and defence.
Telus Corp (T-T)
March 19, 2019
The telcos have rebounded well and pay good yields. Nothing wrong with Telus. He owns BCE for its higher yield and defence.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$48.310
Owned
No
DON'T BUY
DON'T BUY
March 19, 2019
It was a darling for a while, and is now off quite a bit (it's halved to $30). They make buses, so once you sell them, you must wait for cities to order more. They need to show one or two quarters of growth for this to rise to the high-$30s.
It was a darling for a while, and is now off quite a bit (it's halved to $30). They make buses, so once you sell them, you must wait for cities to order more. They need to show one or two quarters of growth for this to rise to the high-$30s.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$30.880
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 19, 2019
Which utility to buy? Utilities have recently done well with a rotation to safety (like telcos). He likes Fortis, but it's trading at a 52-week high, so wait for a pullback, unless you have a 10-year horizon.
Fortis Inc. (FTS-T)
March 19, 2019
Which utility to buy? Utilities have recently done well with a rotation to safety (like telcos). He likes Fortis, but it's trading at a 52-week high, so wait for a pullback, unless you have a 10-year horizon.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$48.830
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 19, 2019
A company tech company. A good serial acquirer in Europe and North America. He's waiting for a pullback, say to $45.
Open Text (OTEX-T)
March 19, 2019
A company tech company. A good serial acquirer in Europe and North America. He's waiting for a pullback, say to $45.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$51.040
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 19, 2019
They're good at finding ways to grow 2-4%. Slightly better and safer than Telus. By this on a dip like $56-57. Hold it if you own it.
BCE Inc. (BCE-T)
March 19, 2019
They're good at finding ways to grow 2-4%. Slightly better and safer than Telus. By this on a dip like $56-57. Hold it if you own it.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$58.920
Owned
Yes
DON'T BUY
DON'T BUY
March 19, 2019
Gold has come back nicely, but Trump can always pressure it. The US dollar was strong, so that hurt gold. He's not a fan of gold and doesn't see gold rising to $1,400. The ETF is a little safer than owning gold itself.
Gold has come back nicely, but Trump can always pressure it. The US dollar was strong, so that hurt gold. He's not a fan of gold and doesn't see gold rising to $1,400. The ETF is a little safer than owning gold itself.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$11.940
Owned
No
PAST TOP PICK
PAST TOP PICK
March 19, 2019
(A Top Pick May 25/18, Up 2%) TD is the best of the big 5 banks. It's been a tough environment for the whole group. He likes this for the US exposure.
Toronto Dominion (TD-T)
March 19, 2019
(A Top Pick May 25/18, Up 2%) TD is the best of the big 5 banks. It's been a tough environment for the whole group. He likes this for the US exposure.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$75.820
Owned
Yes