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
2017-10-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.  We have seen the economy doing well and some of the stock markets breaking out.  He looks for relative strength in both technical and economic indicators.  The economic indicators were good all year but the market started to lose strength.  He is more or less fully invested right now.  It is stock specific in small caps.  The index is now starting to show strength compared to larger caps.  We are probably at the start of a period where small caps will outperform.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-10-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How accurate are fundamentals on a consumer trading platform?  It is not something he uses.  He suspects the data is pulled from a bigger source.  The data should be fairly accurate, but you could always do your back checks.  If you see an earning number, you could always pull it down from the company to verify.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-10-12 BUY Must be logged in to use chart AC-T Air Canada

It just continues to exceed expectations here.  It looks like the airlines globally are continuing to accelerate their revenue.  They figured out a few years ago how to charge for bags and make a tonne of money out of that.  They took some capacity out of the service and planes are fuller.  They are benefiting from the growing economy and they service global destinations.  He would not expect the same rate of increase as in the past year.  When airlines top out they will have a big pullback. 


Price:
$27.760
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-12 SPECULATIVE BUY Must be logged in to use chart ACB-T Aurora Cannabis

He is excited about the cannabis industry worldwide.  They have been bringing on patients faster than anyone else.  It will be one of the largest cannabis greenhouses in the world.  He wants to see them execute on everything they said they would, going from a small facility to a large one.  See his top picks today.


Price:
$2.950
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-10-12 WATCH Must be logged in to use chart AD-T Alaris Royalty

There have been a lot of moving parts on this one.  They have had a long track record of doing this.  They did fairly well as a private company.  They have a diversified portfolio but some partners have run into financial difficulties.  Their due diligence is being questioned.  It has been staying in a trading range.  He thinks you will see resolution of a couple of outstanding issues plus they will add a couple of new partners in the near term.  Longer term it is a business with a nice dividend.


Price:
$20.750
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-12 WATCH Must be logged in to use chart BEW-X Bewhere Holdings Inc

They started with Bluetooth asset trackers and are moving into cellular asset trackers.  It has been constrained in the past by battery power.  They came up with lower power chips for both.  It is about fleet tracking as well as tool tracking.  They are working in Japan, Canada, and seeking certification with two US networks.  The networks want this desperately so they can get a whole new customer base.


Price:
$0.390
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-12 WATCH Must be logged in to use chart BKD-X Breaking Data Corp

The base business was AI and machine learning.  They had a couple of different apps in that area.  Another app was Breaking Data, which was sports results faster than on TV because of the time delay with TV.  Now they have ‘Give Me Sport’.  It is surprising the stock has not gained more traction.  The problem may be that with stocks the company can execute but if the capital structure is flawed in any way it can cause problems.  They did a couple of deals before they signed the most recent deal.  Once the deal closed, warrants were ‘in the money’.  It has continued to drift.  They are in a great area but the stock has to clean itself up.  It may go lower before going up.


Price:
$1.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-12 PAST TOP PICK Must be logged in to use chart BUS-X Grande West Transportation Group

(A Top Pick Oct 26/16, Up 210%)  He continues to own it and over the last year they have continued to execute and do all the right things.  There is still lots of room for it to go.  They just announced a big order last week and they also have a new bus line coming.


Price:
$2.940
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

They make acquisitions, pulling costs out of the business.  They keep repeating.  They have organic growth.  The stock has been consolidating recently.  Executives have a decent amount of stock.  It looks like it is about to reaccelerate.


Price:
$63.960
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 WATCH Must be logged in to use chart CXV-X BLVD Centers Corp

It has been a bit of a disappointment in the how they have executed.  They are in the rehabilitation business, acquiring centers.  They were driving everything out of the head office and each center was not that profitable.  Now each manager is incentivized with how profitable they are.  We have to see how this works.  He has it on his radar screen.


Price:
$0.105
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-10-12 PAST TOP PICK Must be logged in to use chart GSY-T goeasy

(A Top Pick Oct 26/16, Up 20%)  They now have a financial company who provide super high rate loans to people who can’t get them anywhere else.  They know they will have a big default rate and that is worked into their business.  They just went into Quebec and are seeing hug expansion there.


Price:
$29.480
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 HOLD Must be logged in to use chart JTR-X Greenspace Brands Inc

This is one that is a really exciting, growing segment of the grocery store.  They are organically and niche focused.  They are rolling up smaller players.  This will eventually get bought out by a consumer packaging company.  You want to see them showing progress at integrating the acquisitions they make.  He thinks the stock will go higher long term but may be a trading opportunity also.


Price:
$1.230
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 WATCH Must be logged in to use chart KXS-T Kinaxis Inc

It continues to do fairly well.  Last quarter they had a hiccup in that their growth slowed down a little.  In the last quarter they talked about a large contract that went cold on them.  Everyone thought that was Samsung (SMSN-LSE).  He has not seen much visibility around that.  He would like to see that acceleration again in their numbers.  Longer term this company has tremendous growth opportunities.  They will probably be taken out by one of their competitors. 


Price:
$71.300
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-12 BUY Must be logged in to use chart PAT-X Patriot One Technologies Inc.

A lot of things happened in the last 10 days.  They have a technology that takes existing radar technology and uses algorithms to see if some kind of concealed weapon goes between their two stations.  He has been waiting for them to get FCC approval of their products.  Once approved they can sell it.  They got that approval the day of the massacre in Las Vegas.  It presents a huge opportunity.  They just need to execute.  Eventually it probably gets bought out.  It may back fill a little for a bit.


Price:
$1.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 HOLD Must be logged in to use chart PHM-X Patient Home Monitoring

It was the ‘go-go’ stock a few years ago and now the one everyone hates.  He gets a lot of calls.  A lot of people are frustrated as they go through restructuring.  They feel they are very close to getting approval to spin the company off into two.  He focuses on pure numbers.  They are fantastic.  They grew their business to make up for the healthcare benefits cuts previously.  The principles there now have a lot of stock that they bought at higher prices.  They are growing organically.  People need to be patient during the restructuring.


Price:
$0.305
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
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