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
2017-04-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. He is a little cautious right now, a little concerned about how frothy things are. Now is the time to go through your portfolio and cull anything that you are not happy with and really make sure your portfolio is high graded.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-04-26 COMMENT Must be logged in to use chart ACB-X Aurora Cannabis

The 2nd largest of all the cannabis producers. They have a plan to build an 800,000 ft.² facility in Edmonton, and it is fully funded. He understands they have some of the highest quality cannabis growing. They are also working on international expansion, which is an area that is really going to differentiate some of these companies.


Price:
$2.610
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-26 COMMENT Must be logged in to use chart APH-T Aphria Inc

Of the major producers in Canada that were originally public, this is probably the best as far as management teams go. They know greenhouse growing very well, and it is probably really high quality in Canada. However, a lot of that has already been built into the stock.


Price:
$6.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

They continue to move more and more of their business down into the US, and the stock has done really well. They are starting to see a pickup in the number of trucks they are building. If we see a ramp up in the infrastructure in the US, that would probably really help this company.


Price:
$33.430
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart BEW-X Bewhere Holdings Inc

This has Bluetooth Beacons. In the past, everyone has used RFID, is a low-power version. Just signed a deal with Brinks in the US, to get their hardware into the trucks. Now they’ll sell Brinks Beacons for everything including money bags. A recurring revenue model. Expects they will be cash flow positive somewhere around the end of the year.


Price:
$0.255
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 COMMENT Must be logged in to use chart BLX-T Boralex Inc.

Thinks the weakness on this has been the French elections. They have a lot of wind farms in France, and the talk is that, depending on who gets elected, they could be done with the wind farms or any new wind farms. Thinks it is a safe dividend, and they are continuing to grow with new projects.


Price:
$20.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart BUS-X Grande West Transportation Group

He continues to like this. They’ve had their 1st sale into the US on the transit side, as well as the non-transit side. Feels there is tons of room left in the future.


Price:
$2.880
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 COMMENT Must be logged in to use chart CHH-T Centric Health

There is a lot of room for them to grow on 2 fronts. They look after prescriptions for a long-term care facility and get paid a dispensing fee for that. From that perspective, they have lots of room to grow. They have a relationship with McKesson, which bought Rexall, and it was thought that they would get some of those contracts from McKesson which would increase their earnings and cash flow. The other side of the business is their surgical centres and are looking to increase the usage so they would be much more profitable.


Price:
$0.810
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart CMED-T CanniMed Therapeutics

This has been focused strictly on the medical market, and not the recreational market. The stock is below where it was issued last December, probably because they have not talked about a recreational strategy.


Price:
$10.840
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart CRH-T CRH Medical Corp.

Just reported and beat street expectations. Revenue was expected to be $21.3 million, and came in at $22.5 million. Total operating earnings was up 63%. They continue to make acquisitions, and have great cash flow. Last week, there was a Short report which scared a lot of people, probably because of the valuation. He likes it here.


Price:
$8.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 COMMENT Must be logged in to use chart CXV-X Convalo Health International Corp

They are changing the way they compensate each of the ground managers. Have built out 5 pods so far, which offered in-patient services as well as day services. They were making all the decisions from a top down perspective, and the individual centres were not as profitable as they should have been. They recently adjusted the compensation structure, so now the managers are compensated on the profitability of each of their individual pods. This next quarter will not be indicative of that change, it will be one quarter after that. It has a lot of potential, but they haven’t lived up to that yet.


Price:
$0.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-26 COMMENT Must be logged in to use chart ECI-T EnerCare Inc

He likes this. Basically leasing HVAC systems for homes. It has done phenomenally well. It sounds like the service expert side of their business is really starting to see some acceleration. He expects to see earnings continue to ramp up.


Price:
$21.560
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 COMMENT Must be logged in to use chart HMMJ-T Horizon's Medical Marijuana

If you need sector exposure, this is a great way to do it, but he would prefer just using an individual stock. The issue is how the actual index itself is made up. Scott’s Miracle Grow, a fertilizer company, is 10% of this. So is Canopy Growth. He would prefer an active manager approach instead.


Price:
$10.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-26 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

This will probably be another distribution hub for marijuana at some time. He suspects it would have a very small impact on the stock. Thinks there are better opportunities elsewhere.


Price:
$75.700
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-04-26 PAST TOP PICK Must be logged in to use chart LND-X Inspira Financial Inc

(A Top Pick Feb 24/16. Down 43.33%.) This was a big disappointment. They changed their focus on their business plan. He got stopped out. They were basically doing loans to doctors, but have now changed and is doing software service. The market didn’t like that.


Price:
$0.275
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 891 entries
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