RE:RE:sectorCambells picks are getting to be crowded trades --why do you think American companies come to canada to list?? partly because they know Canda has few non-resource companies (and which all have been depressed in a big way) and knowing Canadians like to invest in Canadian listed companies... both the stocks you mention are listed in Canda but all operations are in the states... Cambell is smart but he is chasing crowded trades now.... Lastly, I also worry about the risk of nefarious activities --- and listing out of ones own country imo raises this risk... As company stories I like both the ones you mentioned, but that does not mean they will be good buys at this level, long term...