Stock Opinions by Bruce Campbell (2) - Stockchase Experts
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Bruce Campbell (2) @

On Stockchase since : Oct 2013

President & Portfolio Manager at Stone Castle Investment Management Inc.

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Stock Opinions by Bruce Campbell (2) - Stockchase Experts

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COMMENT
General Market Comment 

January 30, 2019

Market Outlook He looks at the market from a top down perspective, economic data and technical data. He is seeing more of the economic indicators starting to turn up. He is still in a neutral position, but starting to dip his toe back in. The US chemical use index -- usually a good barometer of the economy -- is showing signs of slowing. He would like to see that pick up before he waves the all clear flag. Small caps have rallied in January in Canada following the tax loss selling late last year.

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Market Outlook He looks at the market from a top down perspective, economic data and technical data. He is seeing more of the economic indicators starting to turn up. He is still in a neutral position, but starting to dip his toe back in. The US chemical use index -- usually a good barometer of the economy -- is showing signs of slowing. He would like to see that pick up before he waves the all clear flag. Small caps have rallied in January in Canada following the tax loss selling late last year.

Unknown
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
_N/A

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BUY
A cannabis producer with operations in Nevada -- the first in the state. They operate a THC and CBD division. They are some of the best in extraction of concentration products. He thinks this will be a big year for them as he sees their operations growing from 10,000 square feet to about 100,000 square feet. They are selling out of everything they can produce in Nevada. There are rumours they move into California or Colorado.
agriculture
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A cannabis producer with operations in Nevada -- the first in the state. They operate a THC and CBD division. They are some of the best in extraction of concentration products. He thinks this will be a big year for them as he sees their operations growing from 10,000 square feet to about 100,000 square feet. They are selling out of everything they can produce in Nevada. There are rumours they move into California or Colorado.
agriculture
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.470
Owned Owned
Unknown

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HOLD
Chorus Aviation Inc(CHR-T) 

January 30, 2019

They operated the Air Canada connector flights, receiving a block of hours each year. Recently, they have expanded into aircraft leasing, joining forces with Fairfax. He thinks this will become the growth side of the business. The stock price has fallen and he saw that as a good buy opportunity. He likes the dividend yield.
Transportation & Environmental Services
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They operated the Air Canada connector flights, receiving a block of hours each year. Recently, they have expanded into aircraft leasing, joining forces with Fairfax. He thinks this will become the growth side of the business. The stock price has fallen and he saw that as a good buy opportunity. He likes the dividend yield.
Transportation & Environmental Services
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$7.130
Owned Owned
Yes

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HOLD
Alaris Royalty(AD-T) 

January 30, 2019

It had been expanding its portfolio, but then it had some problems with some of their partner companies. They struggled to get out of those assets and the stock price suffered. Management has done a decent job and is now switching back to deploy capital. He has just recently added it back. The dividend is safer today. (Analysts’ price target is $21.00)
Financial Services
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It had been expanding its portfolio, but then it had some problems with some of their partner companies. They struggled to get out of those assets and the stock price suffered. Management has done a decent job and is now switching back to deploy capital. He has just recently added it back. The dividend is safer today. (Analysts’ price target is $21.00)
Financial Services
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$18.820
Owned Owned
Yes

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HOLD
He holds it. It was one of the first multi-state operators in the cannabis space. They announced in December a cash injection and a merger with another company. That deal is waiting to close and he thinks the stock will go from 1 times sales up to 3-5 times going forward. They have a big war chest of capital for future acquisitions.
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He holds it. It was one of the first multi-state operators in the cannabis space. They announced in December a cash injection and a merger with another company. That deal is waiting to close and he thinks the stock will go from 1 times sales up to 3-5 times going forward. They have a big war chest of capital for future acquisitions.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
Yes

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HOLD
He does not own it today. He is always watching it. For a long term time horizon he would buy it and tuck it away. They continue to build out pipeline infrastructure in AB and BC, working with Altagas. He would like to see more activity in the oil and gas sector before stepping back in.
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He does not own it today. He is always watching it. For a long term time horizon he would buy it and tuck it away. They continue to build out pipeline infrastructure in AB and BC, working with Altagas. He would like to see more activity in the oil and gas sector before stepping back in.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.240
Owned Owned
No

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WEAK BUY
Questor Technology(QST-X) 

January 30, 2019

He is activity looking at this now. His preliminary work looks good. Environmental agencies are requiring more efficiency with emissions from natural gas production and QST-X is well positioned. It looks cheap today and the price is starting to perform well after making some deal announcements. He will likely add it soon.
oil/gas field services
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He is activity looking at this now. His preliminary work looks good. Environmental agencies are requiring more efficiency with emissions from natural gas production and QST-X is well positioned. It looks cheap today and the price is starting to perform well after making some deal announcements. He will likely add it soon.
oil/gas field services
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$3.940
Owned Owned
No

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COMMENT
Hexo Corp(HEXO-T) 

January 30, 2019

Will it listing in the US change the price? They announced they will be on the US exchange shortly. Pricing will adjust for US/CAD exchange.

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Will it listing in the US change the price? They announced they will be on the US exchange shortly. Pricing will adjust for US/CAD exchange.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$6.940
Owned Owned
Unknown

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HOLD
They are working on a US listing. It is a cannabis stock that is hoping to get better US multiples. He thinks they might be taken out going forward. They have international expansion and are growing in Canada. They trade at a discount to the larger peer group in the space. He owns it and thinks it goes higher.
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They are working on a US listing. It is a cannabis stock that is hoping to get better US multiples. He thinks they might be taken out going forward. They have international expansion and are growing in Canada. They trade at a discount to the larger peer group in the space. He owns it and thinks it goes higher.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$9.220
Owned Owned
Yes

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COMMENT
Surge Energy Inc(SGY-T) 

January 30, 2019

Why is it not rising with oil prices? He has heard rumblings the dividend may not be sustainable, but has not evaluated this for himself. From an operations perspective he has done well with them in the past.
oil/gas
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Why is it not rising with oil prices? He has heard rumblings the dividend may not be sustainable, but has not evaluated this for himself. From an operations perspective he has done well with them in the past.
oil/gas
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.370
Owned Owned
No

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PAST TOP PICK
Indiva Limited(NDVA-X) 

January 30, 2019

(A Top Pick Jan 24/18, Down 53%) As a smaller cannabis producer, they have not moved into the international expansion. They have done some interesting branding deals in the US. The stock trades at a good multiple and they have a good cash holding. He will continue to hold it.
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(A Top Pick Jan 24/18, Down 53%) As a smaller cannabis producer, they have not moved into the international expansion. They have done some interesting branding deals in the US. The stock trades at a good multiple and they have a good cash holding. He will continue to hold it.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.560
Owned Owned
Yes

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PAST TOP PICK
Kinaxis Inc(KXS-T) 

January 30, 2019

(A Top Pick Jan 24/18, Down 10%) Over the next five years he expects them to continue to grow. They have signed some deals with healthcare providers and he thinks they will probably be taken out by SAP or someone similarly.
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(A Top Pick Jan 24/18, Down 10%) Over the next five years he expects them to continue to grow. They have signed some deals with healthcare providers and he thinks they will probably be taken out by SAP or someone similarly.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$77.500
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Jan 24/18, Down 67%) They had a challenging year, but he still believes in them. It took them longer than expected to get US certification. The tariffs with China, hurt them as well. They just signed a contract in the US, which could be the tide change. Buyers lover their buses and will take some more time to prove it to the market. He got stopped out at a higher price, but is watching it.
Transportation
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(A Top Pick Jan 24/18, Down 67%) They had a challenging year, but he still believes in them. It took them longer than expected to get US certification. The tariffs with China, hurt them as well. They just signed a contract in the US, which could be the tide change. Buyers lover their buses and will take some more time to prove it to the market. He got stopped out at a higher price, but is watching it.
Transportation
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.740
Owned Owned
No

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COMMENT
General Market Comment 

January 30, 2019

Any mid-level oil producers? He has not stepped back into the energy sector yet. He needs to see oil sustain higher prices. Longer term, the valuations are very enticing. When investors return, it could move fast. He would suggest starting to pick away and add to them as they prove things are sustainable.
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Any mid-level oil producers? He has not stepped back into the energy sector yet. He needs to see oil sustain higher prices. Longer term, the valuations are very enticing. When investors return, it could move fast. He would suggest starting to pick away and add to them as they prove things are sustainable.
Unknown
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
_N/A

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WATCH
It was a past Top Pick, but he is not in it today. back in 2018 they were adding patients and there were high expectations on growing cash flow. Then they had cash flow recognition issue on the accounting side as patients were slower to sign on than expected. If they can deal with those issues it will become a cash flow machine. They have cash on hand to help grow the company.
computer parts mnfctr
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It was a past Top Pick, but he is not in it today. back in 2018 they were adding patients and there were high expectations on growing cash flow. Then they had cash flow recognition issue on the accounting side as patients were slower to sign on than expected. If they can deal with those issues it will become a cash flow machine. They have cash on hand to help grow the company.
computer parts mnfctr
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.360
Owned Owned
No

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