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
2017-07-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The economy in Canada and the US is fine, but some shorter-term technical indicators have deteriorated, and are giving him some doubts. He tracks 2 different sets of data on his top-down indicators to indicate whether he is in offense or defence. Economic indicators have been strong and have stayed fairly strong across the board. A few months ago, some technical indicators in the overall market started showing a little bit of weakness, so he moved his portfolios to neutral and raised the cash level. Lately he has started to see a few things improving, but it is probably a little too early to move his cash back into the market.


Price:
$0.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
_N/A
2017-07-26 TOP PICK Must be logged in to use chart AGF.B-T AGF Management (B)

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)


Price:
$7.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-26 COMMENT Must be logged in to use chart APH-T Aphria Inc

Thinks this is ultimately going to be a huge growth business, and Canada is probably going to be the trendsetter as far as growth goes. Expects this will become one of those global companies that ends up taking massive market share as the years go by. He is waiting to see how provinces deal with this on regulations. If you are a longer-term investor, you just ride this out, but if you are a shorter-term investor, you should be tactical and when things are crazy and getting out of hand, you trade in and out.


Price:
$6.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart BEW-X Bewhere Holdings Inc

Given that their market cap is sub-$20 million, it is quite surprising that they’ve signed some of these deals such as Bell Canada (BCE-T) and Huawei out of China. They have technology that allows devices to talk to one another and can track assets. However, they’ve done it with low power. It is going to be a huge market for cell phone companies, as it allows them to go out and sell a whole new reoccurring revenue stream to customers that don’t have product with them right now. Expects that in the next few years this is going to show up on everyone’s radar, and will eventually get taken out by a larger company.


Price:
$0.365
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-26 COMMENT Must be logged in to use chart BKD-X Breaking Data Corp

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.


Price:
$2.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart BUS-X Grande West Transportation Group

This makes 27.5, 30 and 32-foot buses, which are more efficient than running 40-foot buses on the same route. Traction has really started to gain in Canada. They’ve delivered 44 buses this year and said they are going to deliver 200, so production is going to have to be cranked up. He thinks they will get there. They just had an update and said earnings are going to be positive. They have a deal with a company out of the US that does manufacturing, so they have their “Buy America” certification now, which will help them get into the transit authorities. This could be a takeout candidate.


Price:
$2.930
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

Continues to execute very well. Every time they made acquisitions they announce synergies, and the synergies happen faster and usually happen bigger than what they initially told the market. Recently did a fairly large secondary offering that came out of the principals of the company, where they took some money out. That was a fairly big issue that had to get digested by the market. The stock price has languished a little, strictly on money flow, not because of the business. Management feels there are tons of consolidation left globally.


Price:
$60.250
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart CRH-T CRH Medical Corp.

This has been hit extremely hard. It trades to a pretty significant multiple and probably got ahead of itself. On the news and speculation that some kind of reimbursement was going to come, the stock sold down. The code changes are not being reimbursed to the same degree. In the past, they’ve been able to use their currency to a certain degree to make acquisitions. They have just secured a bigger line, so it looks like they’ve shored up their business fairly well. Fairly good cash flow. The reimbursement is going to hurt them, and then the private pay insurance, the majority of their business, will end up coming down over time as well. They are going to have to replace the lost revenue with increased business, either organically or by acquisition.


Price:
$4.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart CXV-X BLVD Centers Corp

This has been disappointing. They’ve changed their compensation program for managers, where they used to operate everything out of head office with no individual profit centres for their individual locations. Now, the individual manager is responsible for their profit and loss. He is hoping to see an uptick in profitability when this starts to come through, probably another quarter or two. Long-term this should be a very strong business, because they deal with addiction treatment in a number of different forms.


Price:
$0.125
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-26 HOLD Must be logged in to use chart DOL-T Dollarama Inc.

This continues to fire on all cylinders. Numbers in the last few quarters exceeded analysts’ targets, and expects that will continue for some time yet. They’ve done a good job of increasing same-store sales as well as the number of stores. They’ve gone from a $1 format to higher price points, and are also accepting credit cards.


Price:
$124.140
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-26 WATCH Must be logged in to use chart IOM-X Assure Holdings Corp

A fairly new company and has only had one conference call with management. Any time you have spine surgery in the US, there has to be 2 other people monitoring. Having 3 people is not very efficient, being set up by 3 different groups and billed 3 different ways. This company has formed a partnership with the spine surgeon in order to integrate the 3 parties into a unified billing, and they split the revenue with the surgeon. There hasn’t been a lot of history on this, but there has been phenomenal growth. They’ve been focusing in Colorado and have hired some sales people in order to expand out into other states around Colorado. It is fairly early, but it is one to watch.


Price:
$3.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 PAST TOP PICK Must be logged in to use chart JE-T Just Energy Group

(A Top Pick July 27/16. Down 9.57%.) Was hoping to see a continued turnaround in their business, but they had a softer quarter and he sold his holdings at a loss. Likes the business longer-term, but wants to make sure it is going in the right direction from a quarterly standpoint.


Price:
$6.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-26 WAIT Must be logged in to use chart JET-X Jet Metal Corp

These people are going to start up an ultra low-cost carrier in Canada. They haven’t got into flying yet, and haven’t got the business off the ground. They plan to go into some of the markets that are under serviced, where other carriers are not into them right now. They are working with some of the economic groups in those areas in order to get some deals. They’d like to get revenue from seat sales as well as parking and concessions. This is one where you have to wait and see how they execute.


Price:
$0.200
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart MBA-T CIBT Education Group INC

This is going into student housing for foreign students. They are going to bring these things online and their cash flow is going to be ramping up. The company continues to execute very well.


Price:
$0.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-26 COMMENT Must be logged in to use chart NFI-T New Flyer Industries Inc.

This business is very strong and they continue to execute very well, both from the bus business as well as their coach business. Over time, they’ll probably pull some synergies out of the coach business as well as a stronger business for aftermarket parts. Trading at a reasonable multiple, and is not super expensive.


Price:
$50.370
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
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