Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 12, 2019
He owns the bonds and convertible debentures which pay an attractive 6%. Doesn't own the stocks. SPB will report a good Q2 after fixing its problems. It's returning to its 2015 levels and approaching full value. He has a $14 stock target.
He owns the bonds and convertible debentures which pay an attractive 6%. Doesn't own the stocks. SPB will report a good Q2 after fixing its problems. It's returning to its 2015 levels and approaching full value. He has a $14 stock target.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$13.270
Owned
No
DON'T BUY
DON'T BUY
July 12, 2019

For a long-term investor The stock has been sideways for a decade, though it pays a decent, safe dividend. The same goes with POW-T. It's a defensive stock during a recession. Otherwise, don't expect growth going forward.

For a long-term investor The stock has been sideways for a decade, though it pays a decent, safe dividend. The same goes with POW-T. It's a defensive stock during a recession. Otherwise, don't expect growth going forward.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$29.710
Owned
Unknown
COMMENT
COMMENT
July 12, 2019
It's very cheap and profitable. The balance sheet has gotten better. This should trade at $4, though he can't see it happening. The current price is a good entry, but the oil sector needs a catalyst (i.e. pipelines) for this--and other energy stocks--to really move.
It's very cheap and profitable. The balance sheet has gotten better. This should trade at $4, though he can't see it happening. The current price is a good entry, but the oil sector needs a catalyst (i.e. pipelines) for this--and other energy stocks--to really move.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$1.900
Owned
Unknown
TOP PICK
TOP PICK
July 12, 2019

It's up 11% YTD, and has lagged TC Energy because of line 3 problems in the States. This will resolve itself eventually. Meanwhile, ENB has fixed its balanced sheet in the past year. It pays a 6.14% yield vs. 4% historic yield. (Analysts’ price target is $55.03)

Enbridge (ENB-T)
July 12, 2019

It's up 11% YTD, and has lagged TC Energy because of line 3 problems in the States. This will resolve itself eventually. Meanwhile, ENB has fixed its balanced sheet in the past year. It pays a 6.14% yield vs. 4% historic yield. (Analysts’ price target is $55.03)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$47.610
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
It trades at a good 10x earnings with fine growth ahead. They're particularly growing in Asia. They're serial dividend inceasers, currently paying 4.1%. (Analysts’ price target is $28.74)
It trades at a good 10x earnings with fine growth ahead. They're particularly growing in Asia. They're serial dividend inceasers, currently paying 4.1%. (Analysts’ price target is $28.74)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.020
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019

A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings and pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)

Visa Inc. (V-N)
July 12, 2019

A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings and pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$180.330
Owned
Yes
COMMENT
COMMENT
July 12, 2019

(opening comment) They raised an amount of cash at their initial offering, so look at the amount of cash per share. Maybe step in near its cash value. You'd be paying nothing for the business. But he doesn't know the specific values and he is only marginally invested in cannabis. There's a risk CTST will lose all its medical customers, so maybe stick closely to the cash value. He owns MediPharm Labs Corp. in this space.

(opening comment) They raised an amount of cash at their initial offering, so look at the amount of cash per share. Maybe step in near its cash value. You'd be paying nothing for the business. But he doesn't know the specific values and he is only marginally invested in cannabis. There's a risk CTST will lose all its medical customers, so maybe stick closely to the cash value. He owns MediPharm Labs Corp. in this space.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$0.000
Owned
No