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
2017-03-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. From an economic standpoint everything is looking quite strong. He looks at a number of different indicators, such as short, intermediate and long-term. The intermediate and long-term look fantastic. Short term looks like it could be a little extended. Sentiment is seen as pushed to an extreme, certainly on the retail side and on the fund manager side. As well, valuation is up there, so he wouldn’t be surprised if we saw a little bit of chop and volatility. That would represent a pretty good opportunity to get into the market or add to your favourite positions of the selloff.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-03-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Cannabis. There was a big shut down yesterday of some of the cannabis culture shops across the country. This may be laying the groundwork for legislation, which most people are anticipating will be proposed and tabled around April. He has always felt legislation would be tabled in 2017, and probably early on, and will probably take the better part of a year to get approved, and will take about a year after approval before being implemented.


Price:
$0.020
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
_N/A
2017-03-10 COMMENT Must be logged in to use chart ACB-X Aurora Cannabis

A cannabis company that has come roaring on to the scene. They were probably a little slower coming out of the gate than what you saw from a few of the others. This one is proposing a greenhouse project at the Edmonton International Airport, which is being billed as the world’s largest indoor cannabis grow when finished. They have about $150 million on their balance sheet now, that will be used to fund projects. Looking at valuation versus their licensed sales capacity, they are certainly ahead of the others from a valuation standpoint. As long as they continue to execute, it is probably going to be good, however the CEO tends to be a little on the promotional side. If you are a trader, take advantage by Selling when everybody loves it.


Price:
$2.390
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-10 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick Jan 13/16. Up 19%.) He still likes this and has been looking at possibly adding to his holdings. Good dividend grower.


Price:
$12.400
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 PAST TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(A Top Pick Jan 13/16. Up 4%.) A little surprising that this hasn’t been stronger. A fantastic company considering its compounding growth rate. Every time they’ve done an acquisition, management gets put under the microscope, but they manage to pull lots of synergies out.


Price:
$61.850
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-10 COMMENT Must be logged in to use chart BUS-X Grande West Transportation Group

This has done phenomenally well. They are still in the early stages of great things. So far, they’ve rolled out across Canada, they’ve got initials orders from a number of different transit systems in Canada, and now those transit systems are coming back ordering big multiples of what they initially ordered. They are also a little into the US. There are really 2 big markets in the US, 1) transit market and 2) private transportation such as airport shuttles, rental car shuttles, etc. They needed their “Buy and Build America” certification before getting started in the transit market. They now have that. They have a partner that has just started to ramp up with the sales team. During this year, you are probably going to see a number of announcements where they are getting initial orders. He is excited where this company could be 3-5 years from now.


Price:
$2.710
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

Great company. They continue to grow by acquisition as well as organically. 1998 was the last time they issued stock. They are going to do a 5 for 1 split, which is being voted on in May. The splits have nothing to do with math, but everything to do with psychology. Dividend yield of 0.79%. (Analysts’ price target is $325.00.)


Price:
$294.050
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 COMMENT Must be logged in to use chart CHH-T Centric Health

Just reported earnings and the stock had a pretty dramatic selloff, especially based on the numbers. This has transitioned in that they’ve had higher revenue and earnings numbers, as well as higher margins. Feels the market got a little disappointed in the growth rate, but the company has actually said that it is going to be November before the transition from Riviera beds to Chartwell beds ends. The big catalyst to watch is the debt refinancing. They’ve stated they are 80% along with a major Canadian bank. That will be a huge savings for them. He added to his holdings on the last selloff.


Price:
$0.720
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Feels the volatility has to do with the trading and lack of liquidity. This name flies under the radar of a lot of institutions. It doesn’t trade a ton of stocks, and if an institution wants to get in or out, the stock tends to get moved around. The latest numbers were probably a little weaker than what the Street expected, but the sentiment was so negative before that. Longer-term, it is an interesting business. Seafood and protein demand, specifically for Asia, continue to increase. It is close to a monopoly in as far as the fishing licenses are concerned. This is one that you Buy when everyone hates it, and Sell when everyone loves it.


Price:
$10.210
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
No
2017-03-10 BUY on WEAKNESS Must be logged in to use chart CRH-T CRH Medical Corp.

Doesn’t think they will need to do an equity raise unless they do a big acquisition. They roughly have the cash flow they need to make an acquisition each quarter, of about the same size that they have been doing. His one caution is that the valuation is very high. Be prepared that an analyst could come out and say it is fully valued, resulting in the stock pulling back. If it did, it would probably be a great buying opportunity. Also, if they did an equity offering, that would be another great time to add to your holdings.


Price:
$10.380
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-10 HOLD Must be logged in to use chart CXI-T Currency Exchange Intl.

Just got their banking license which allows them to expand and deal more with the chartered banks on currency exchange. That is where their big business is. It has taken a little longer for it to get integrated into the growth mode, so you are seeing a little fatigue by investors, who waited for a long time for the license to come through. Their retail business is not their main focus or the driver. You just need to be patient.


Price:
$24.500
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-10 COMMENT Must be logged in to use chart EAT-CN Nutritional High International

Not one of the Canadian cannabis producers, but works out of the US. Rules are a bit different. This is going to be a huge business internationally over the next 10 years. He likes to equate this to 1933 when Prohibition ended in the US, but in this case it is really going to be a global market and roll out at different times. He is watching to see what they do. He would prefer something like iAnthus Capital Holdings (ITHUF-US), which is more on the financial side versus the straight operation side.


Price:
$0.000
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
No
2017-03-10 COMMENT Must be logged in to use chart EMH-X Emerald Health Therapeutics Inc

One of the 39 marijuana licensed producers. Has a small operation on Vancouver Island. Also, has property on the mainland and the goal is to build a new facility there and get it licensed. A new licensed facility, gets them into the Health Canada queue a lot faster. This company flies under the radar right now. Valuation is still fairly reasonable. There is probably a lot of opportunity for this longer-term.


Price:
$1.260
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-10 PAST TOP PICK Must be logged in to use chart FFH-T Fairfax Financial

(A Top Pick Jan 13/16. Down 4%.) This has had a tougher time with the markets and their positioning. They made a big change in what they are doing. He had this as a sort of hedge when the markets were going topsy-turvy.


Price:
$625.010
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
No
2017-03-10 COMMENT Must be logged in to use chart NYX-X NYX Gaming Group Ltd

A difficult one to figure out. There are a couple of reasons why this is not moving. With the exception of recent news, the sector really hasn’t had a lot of interest and most investors have backed away from it. Also, being a smaller company, also hurts it. It looks like some of the acquisitions were a little bigger than they expected, as far as the amount of work needed to turn it around. He suspects they will end up with a quarter that will exceed expectations, and the stock will take an immediate jump, and if it gets a 2nd quarter where numbers are trending in the right direction, the numbers will be back to where analysts/portfolio managers think they should be.


Price:
$1.010
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
No
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