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
2017-09-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. Economic indicators have been streaming fairly strong through the last 18 months or so, and he can see them strengthening here. He likes to watch the City Economic Surprise Index. It tends to move in waves which are probably 6 to 9 months long. We are about 3 months into the up wave, so we have about another 6 months to go to see what happens on the down wave. Has moved to a defence positioning back in March, based on a lot of the market technical indicators. Lately, he started seeing some of the shorter and leading indicators starting to improve. This is probably around sector rotation as well as relative valuation between Canada and the US. He was about 40% cash 6 weeks ago, and is now about 25% cash.


Price:
$0.020
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-09-14 HOLD Must be logged in to use chart AC-T Air Canada

Has done phenomenally well over the last 1.5 years. We are starting to see real efficiencies in the business. This airline has an investor day coming up next week, and most analysts are expecting they are going to have some type of announcement about some innovative business they are going to do. The stock is reasonably valued, and technically it is very strong. He is continuing to hold this.


Price:
$23.810
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 COMMENT Must be logged in to use chart AD-T Alaris Royalty

This has been really timely and topical of late, because of a short report that came out, where they were called into question on what they were doing, which was followed by them announcing their biggest royalty deal yet. Over the last 18 months, it had a number of their royalty payments that haven’t been too successful. It has been a little slower than what the street would have liked.


Price:
$20.880
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 COMMENT Must be logged in to use chart APH-T Aphria Inc

If you went back to when the original companies first came out, this is the one that probably had the strongest management team. If you believe highly in the sector and are a buy and hold investor, you buy this and hold it, and it will be worth a lot more down the road than it is today. He has been out of this, but is back in it again.


Price:
$6.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)


Price:
$17.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 COMMENT Must be logged in to use chart BEW-X Bewhere Holdings Inc

Has interesting technology that started with Bluetooth and is with a Sim card and cell phone connection so that you can monitor different things. The company is gaining a lot of traction, both from Bluetooth and from the Internet of things mobile side. This is one to keep on your radar and watch, because they are onto something interesting and it is a big, big business.


Price:
$0.345
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 COMMENT Must be logged in to use chart BMO-T Bank of Montreal

If you are a long-term investor, you can’t go really too far wrong with Canadian banks. They tend to be these really solid, steady growers. The multiples contract and expand. Banks have some of the best dividend growth history out there. If you are buying for a long-term dividend growth, it is one you just buy and tuck away.


Price:
$91.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 DON'T BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Has been in the hurricane in Eagle Ford, have a huge debt, and with the recent increase in oil, there has been about a 10% pop in the share price. Buy, Sell, Hold or Short? At this point in time, he would not go into this. They have a fairly big debt position. They don’t manage their Eagle Ford operations, but own them with Marathon which is doing all of the operations. Any time oil ramps up, their leverage is going to help them out, but it also goes the other way as well.


Price:
$3.430
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-14 TOP PICK Must be logged in to use chart BUS-X Grande West Transportation Group

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)


Price:
$2.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 COMMENT Must be logged in to use chart CAE-T CAE Inc

Over the last 4 weeks or so, the stock has dropped in his rankings, which is based on valuation, as well as some numbers he puts in. He doesn’t have any specific reason as to why it has dropped off.


Price:
$19.810
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 COMMENT Must be logged in to use chart CBW-X Cannabis Wheaton Income

They’ve put together an amazing team, and seems to have covered all the bases. What the Street and investors don’t like is all the murkiness behind who got the really, really cheap shares, and as to how much the stock price has gone up. Expects it will remain penalized for a while.


Price:
$0.900
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 COMMENT Must be logged in to use chart CHR-T Chorus Aviation Inc

His style is to be active and trade in and out of this kind of stock. If you are a longer-term investor, you will probably be fairly happy with this company over a longer period. They have a fairly established base, because they have these billable block hours from Air Canada (AC-T), and now are starting to grow in other areas. Has a good dividend yield of 5.7%.


Price:
$8.540
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-14 COMMENT Must be logged in to use chart ET-T Evertz Technologies Ltd.

The stock has done really well. They continue to have a big backlog. Trading at a fairly high multiple, but considering their growth rate, it hasn’t been too bad. He has this on his radar screen.


Price:
$18.850
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-14 PAST TOP PICK Must be logged in to use chart GSY-T goeasy

(A Top Pick Sept 21/16. Up 27%.) Continues to be a nice business. They keep executing really well. Do loans to people who don’t have the best credit, so loan rates are really high. They’ve recently gone into Québec. Trading at a great valuation.


Price:
$29.470
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-14 COMMENT Must be logged in to use chart HTL-X Hamilton Thorne Ltd

This is in intro fertilization, and they supply a lot of the supplies. Have been growing both organically and by acquisition. Thinks it will continue to make acquisitions.


Price:
$0.740
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 967 entries
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