Viewing Expert Bruce Campbell (2) | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Bruce Campbell (2) , President & Portfolio Manager

Stone Castle Investment Management Inc.

Address
205-1708 Dolphin Avenue
Kelowna, BC
V1Y 9S4

Contact Info
Telephone: 1-250-448-6475
Toll Free: 1-866-780-6475
Website: http://www.stonecastlefunds.ca

Bio:

Founder and Portfolio Manager of StoneCastle Investment Management Inc. and a former portfolio manager for some of the largest investment dealers in Canada and the U.S., Bruce brings over 21 years of experience to fund management.

A graduate of the University of Alberta with a Bachelor of Commerce degree specializing in finance, Bruce has earned multiple designations in investment management.

 

These include the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designation, one of the most prestigious designations in the financial industry.

Married with two children, Bruce enjoys golf, skiing, hockey, kart racing, working out at the gym and travel. He elects to live in Kelowna for the lifestyle opportunities it provides for his wife and family.


Date Signal Chart Symbol Company Opinion Price
2017-06-22 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He sees a fairly strong economic backdrop.  There are checks in every box he is looking for.  There are technicals shorter-term that have deteriorated.  He is primarily Canadian.  Banks and oil have pulled back.  There are a lot of other sectors that have picked up and the TSX has done well.  He would like to see the technicals improve before going full into the market.  The HCG-T financing adds more stability to the Canadian financials.  Investors have taken some money off the table in energy and banks.  HMMJ-T (Cannabis) was launched during a very feverous pitch in the Marijuana sector and about the time legislation was tabled.  There has now not been a lot of news.  We will not expect any news through the summer and then get some news in the area of regulation.


Price:
$0.020
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
_N/A
2017-06-22 DON'T BUY Must be logged in to use chart ACB-T Aurora Cannabis

(Market Call Minute) Certainly not his top pick here.  They are building a massive operation in Alberta, however. 


Price:
$2.190
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 WATCH Must be logged in to use chart ACQ-T AutoCanada Inc.

The issue that continues is that so many of their dealerships are in Western Canada and tied to the oil business.  As long as that is the case it will trade up and down with oil.  There are a lot of dealers that are looking to retire and in some cases they don’t have anyone to sell their business to.  There is a lot of room there and we have not seen any US companies come into Canada.


Price:
$18.000
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 WAIT Must be logged in to use chart AD-T Alaris Royalty

It broke down on a technical basis and he sold it.  They had a couple of royalty companies that went sideways.  Investors are in it for the yield.  They are constantly looking for new acquisitions, but they have been dealing with all these ones that went sideways.  Wait until they have things cleared up before buying.


Price:
$20.130
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
No
2017-06-22 BUY Must be logged in to use chart AFCC-X Automotive Finco Corp.

They are providing almost a royalty payment to those wanting to financial auto dealership loans.  They go out and borrow money and make royalty investment in those investing in a dealership.  He is watching for them to make a third party investment outside of their dealer group.  They pay a great dividend and have fantastic cash flow.


Price:
$2.500
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 BUY Must be logged in to use chart BEW-X Bewhere Holdings Inc

They have an interesting technology.  It is Bluetooth.  It is low power.  They signed a deal with Bell to resell their devices which link to a cell tower and keep track of almost anything.  They are about to announce a contract with a company that is rumored to be Brinks, to track everything they handle.  He thinks it will be cash flow positive this year.


Price:
$0.330
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 WATCH Must be logged in to use chart BKD-X Breaking Data Corp

(Market Call Minute) It looks very interesting with the deal they have just done.  He would like to see how this deal comes through.  If it is the way they thought, it would certainly be a buy.


Price:
$2.050
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 TOP PICK Must be logged in to use chart BUS-X Grande West Transportation Group

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).


Price:
$2.660
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 BUY Must be logged in to use chart CHH-T Centric Health

It is a big turnaround story over the last three years.  They managed to sell off a division for more than expected.  They are dispensing drugs through nursing homes.  They have automation to make sure all these multiple pill packs have all the right medications in them.  They get long term contracts to service these facilities.  The thought is that CHH-T will end up getting all the McKesson contracts after the acquisition of Rexall, CHH-T’s supplier.


Price:
$0.700
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 PAST TOP PICK Must be logged in to use chart CRH-T CRH Medical Corp.

(Top Pick Jun 30/16, Up 52%) It was almost $12 at one point and was really stretched, then a short report came out, all before he bought it.  He likes the business and feels they will continue to do well.  They have great cash flow for acquisitions. 


Price:
$7.820
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 WATCH Must be logged in to use chart CVX-X Convelo Health

It has been a top pick.  He has a small position right now.  Rehab facilities in California.  They changed the way they compensate employees.  It should drive profitability up.  Hopefully it will make a turn as the numbers start to come out.  He is cautiously optimistic on this one at the present time.


Price:
$0.190
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 BUY on WEAKNESS Must be logged in to use chart DOL-T Dollarama Inc.

(Market Call Minute) A real solid company and he would continue to hold it or wait for a pull back if you want to own it.


Price:
$123.360
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
No
2017-06-22 WATCH Must be logged in to use chart GPS-T BSM Technologies

Telemetric business.  They have an activist shareholder involved.  They have been meeting expectations and working on converting some clients that fell off because of the loss of a certain cellular signal.  He thinks at some point they will be taken out. 


Price:
$1.560
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 DON'T BUY Must be logged in to use chart GSY-T goeasy

A very interesting business.  They used to just lease furniture and then grew their finance side.  They recently announced they are in Quebec. It takes about 9 months for branches to get up to a million in loan value.  It seems one of their branches got there in a couple of months.  They had such rapid growth that the market worries where will they get financing.  If the economy turns down their bad debt expense will go through the roof. 


Price:
$29.960
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
2017-06-22 WATCH Must be logged in to use chart GUD-T Knight Therapeutics

Everyone keeps watching for the big deal to happen.  A lot of the smaller deals make money in a year or two.  Management is waiting for a really big deal to come along.


Price:
$10.180
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Unknown
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