Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 12, 2019
He's not a gold bug and prefers royalty companies. So, FNV is his favourite gold stock. The current price is too high as an entry point, so buy below $100 like $95. Otherwise, hold onto it. He prefers this to junior gold producers.
He's not a gold bug and prefers royalty companies. So, FNV is his favourite gold stock. The current price is too high as an entry point, so buy below $100 like $95. Otherwise, hold onto it. He prefers this to junior gold producers.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$111.790
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jun 26/18, Down 2%) It's a little cheap vs. its peers and will catch up to the others over time. It needs to digest recent acquisitions, as their international operations come along. He's a little worried about Canadian mortgages, but a 5-7% return is respectible.
(A Top Pick Jun 26/18, Down 2%) It's a little cheap vs. its peers and will catch up to the others over time. It needs to digest recent acquisitions, as their international operations come along. He's a little worried about Canadian mortgages, but a 5-7% return is respectible.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$69.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jun 26/18, Down 13%) He sold this at over $10, because it had run up so much for him and he didn't expect the China tariffs to get resolved anytime soon. Now, HBM is worth considering again as they transition to a new CEO.
(A Top Pick Jun 26/18, Down 13%) He sold this at over $10, because it had run up so much for him and he didn't expect the China tariffs to get resolved anytime soon. Now, HBM is worth considering again as they transition to a new CEO.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$6.390
Owned
No
PAST TOP PICK
PAST TOP PICK
July 12, 2019
(A Top Pick Jun 26/18, Up 34%) A growth utility. Their U.S. acquisitions are turning out really well. He still likes it. They have a plan of growth and dividend increases nearly 10% for the next five years. Sure, it'll pull back a little in a recession, but the dividend will remain solid.
(A Top Pick Jun 26/18, Up 34%) A growth utility. Their U.S. acquisitions are turning out really well. He still likes it. They have a plan of growth and dividend increases nearly 10% for the next five years. Sure, it'll pull back a little in a recession, but the dividend will remain solid.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$16.230
Owned
Yes
DON'T BUY
DON'T BUY
July 12, 2019

They're sstill struggling because it's niche-based. They make some profits, but they're riding a big massive trend (like Shopify, though the comparison may be unfair). BB is interesting below $10, and it has room to grow to $12, but not $20.

BlackBerry (BB-T)
July 12, 2019

They're sstill struggling because it's niche-based. They make some profits, but they're riding a big massive trend (like Shopify, though the comparison may be unfair). BB is interesting below $10, and it has room to grow to $12, but not $20.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$9.380
Owned
No
PARTIAL SELL
PARTIAL SELL
July 12, 2019
He missed buying this a few times, and now it's had a nice rebound this year. It stayed flat while all other stocks plunged in December. This is quite defensive and has had a nice run until recently. The street doesn't follow this name much. Now, it's very expensive. Take some profits and hold a core position.
He missed buying this a few times, and now it's had a nice rebound this year. It stayed flat while all other stocks plunged in December. This is quite defensive and has had a nice run until recently. The street doesn't follow this name much. Now, it's very expensive. Take some profits and hold a core position.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$126.260
Owned
No
COMMENT
COMMENT
July 12, 2019
A pullback? Would only pullback if the whole market does, and only to $350.
Shopify Inc. (SHOP-T)
July 12, 2019
A pullback? Would only pullback if the whole market does, and only to $350.
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$404.060
Owned
Unknown