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WAIT
August 16, 2019
A sub/near-prime lender of short-term loans. He owns the debenture. It's performed amazingly well. Done a great job of identifying risk among borrowers. Likes managers, but this is the wrong time to buy it.
A sub/near-prime lender of short-term loans. He owns the debenture. It's performed amazingly well. Done a great job of identifying risk among borrowers. Likes managers, but this is the wrong time to buy it.
merchandising/lodging
COMMENT
COMMENT
June 28, 2019
A past pick. They've executed very well in the past five years from furniture leasing to consumer financing. They are increasing their loan book. They've done very well in a tough environment, keeping loan losses down. But don't own this in a recession. They're hitting new highs now and could double.
A past pick. They've executed very well in the past five years from furniture leasing to consumer financing. They are increasing their loan book. They've done very well in a tough environment, keeping loan losses down. But don't own this in a recession. They're hitting new highs now and could double.
merchandising/lodging
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
$53.000
No
BUY
BUY
June 13, 2019
It is a very strong earnings growth company at a very low growth multiple. It is a lender of almost last resort and have done a good job of making loan losses not too high. It is not that liquid. But he has not problem with the story.
It is a very strong earnings growth company at a very low growth multiple. It is a lender of almost last resort and have done a good job of making loan losses not too high. It is not that liquid. But he has not problem with the story.
merchandising/lodging
PAST TOP PICK
PAST TOP PICK
June 10, 2019
(A Top Pick May 08/18, Up 33%) He has been in and out of this one for years. It is volatile because investors think it is economically sensitive. It is a well funded, well managed growth machine. It is a kind of trader's dream. He likes the way they conduct business. They did not lose money in the worst parts of the recession.
(A Top Pick May 08/18, Up 33%) He has been in and out of this one for years. It is volatile because investors think it is economically sensitive. It is a well funded, well managed growth machine. It is a kind of trader's dream. He likes the way they conduct business. They did not lose money in the worst parts of the recession.
merchandising/lodging
TOP PICK
TOP PICK
June 10, 2019
They are well funded and have lots of room to grow. It is a terrific franchise to own for the long time. (Analysts’ price target is $64.00)
They are well funded and have lots of room to grow. It is a terrific franchise to own for the long time. (Analysts’ price target is $64.00)
merchandising/lodging
COMMENT
COMMENT
May 7, 2019
A great story that's becoming well-known. Lots of growth potential and have grown it very well in Quebec. It's an alternative lender, and there's a big need for that. A lot of the easy growth has already happened, though. It has grown into its valuation.
A great story that's becoming well-known. Lots of growth potential and have grown it very well in Quebec. It's an alternative lender, and there's a big need for that. A lot of the easy growth has already happened, though. It has grown into its valuation.
merchandising/lodging
COMMENT
COMMENT
May 2, 2019
They screen very well and he argues that they are undervalued. They announced a share buyback plan. He is concerned about how they would behave in a recession.
They screen very well and he argues that they are undervalued. They announced a share buyback plan. He is concerned about how they would behave in a recession.
merchandising/lodging
BUY
BUY
April 30, 2019
It was on an uptrend, then consolidated. It's now holding its neckline around $48-49. Looks good.
It was on an uptrend, then consolidated. It's now holding its neckline around $48-49. Looks good.
merchandising/lodging
TOP PICK
TOP PICK
April 29, 2019
Pays a 2.7% dividend, but at only a 7% payout. Sales were up 22% in the last report with earnings up 34%. Has a huge 25% free cash flow yield so they can buyback shares or raise the dividend. Earnings are expected to grow 24% in 2020 and a 7x PE. (Analysts’ price target is $61.38)
Pays a 2.7% dividend, but at only a 7% payout. Sales were up 22% in the last report with earnings up 34%. Has a huge 25% free cash flow yield so they can buyback shares or raise the dividend. Earnings are expected to grow 24% in 2020 and a 7x PE. (Analysts’ price target is $61.38)
merchandising/lodging
COMMENT
COMMENT
January 23, 2019
He owned it quite a while ago. It collapsed late last year following a recent financing. Earnings have been good, but as a lender they may have been faced with growing default rates. He feels the margins are still expanding. It is a good story, but he has not bought into it due to the negativity around high interest rates being charged to customers.
He owned it quite a while ago. It collapsed late last year following a recent financing. Earnings have been good, but as a lender they may have been faced with growing default rates. He feels the margins are still expanding. It is a good story, but he has not bought into it due to the negativity around high interest rates being charged to customers.
merchandising/lodging
PAST TOP PICK
PAST TOP PICK
January 11, 2019
(A Top Pick Nov 16/17, Up 33%) It would have been even higher six months ago. They do sub-prime lending and have done a good job lowering their cost of capital. There is a lot of runway for growth. They pay a dividend, but have been smart with their cash management.
(A Top Pick Nov 16/17, Up 33%) It would have been even higher six months ago. They do sub-prime lending and have done a good job lowering their cost of capital. There is a lot of runway for growth. They pay a dividend, but have been smart with their cash management.
merchandising/lodging
HOLD
HOLD
December 12, 2018
He has owned in the past, but is not in it today. Their business has been accelerating. Their loan book is close to $1 billion. There is a short report against them right now -- some legislation that may limit the rate of interest they can charge. He thinks you have to watch the economic cycle as these are high risk loans. In the last week the company bought back shares and there is a lot of insider buying right now.
He has owned in the past, but is not in it today. Their business has been accelerating. Their loan book is close to $1 billion. There is a short report against them right now -- some legislation that may limit the rate of interest they can charge. He thinks you have to watch the economic cycle as these are high risk loans. In the last week the company bought back shares and there is a lot of insider buying right now.
merchandising/lodging
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
$33.460
No
BUY
BUY
November 15, 2018
They beat their numbers and came out with 2019-20 forecasts. Their consecutive growth rate should slow down. He thinks their share price is cheap. They are well financed. They have 5 solid years of history. At nine times earnings and 20% growth with a dividend that has been raised over time, he would be a contrarian and would step in now.
They beat their numbers and came out with 2019-20 forecasts. Their consecutive growth rate should slow down. He thinks their share price is cheap. They are well financed. They have 5 solid years of history. At nine times earnings and 20% growth with a dividend that has been raised over time, he would be a contrarian and would step in now.
merchandising/lodging
DON'T BUY
DON'T BUY
September 26, 2018
There continues to be concern over consumer debt levels and eventually this sector will come under substantial pressure. He wonders how much further the cycle has to go up. He would stay away.
There continues to be concern over consumer debt levels and eventually this sector will come under substantial pressure. He wonders how much further the cycle has to go up. He would stay away.
merchandising/lodging
HOLD
HOLD
August 10, 2018
It has done very well, going into the consumer lending space. They put up another good quarter of earnings and margins continue to grow. This stock could continue towards $60 this year.
It has done very well, going into the consumer lending space. They put up another good quarter of earnings and margins continue to grow. This stock could continue towards $60 this year.
merchandising/lodging
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