Bruce Campbell (2)
Member since: Oct '13
President & Portfolio Manager at
Stone Castle Investment Management Inc.
Stone Castle Investment Management Inc.
1359 Opinions
Latest Top Picks
(A Top Pick Jan 30/19, Down 4%) He would have expected it to do more. He is quite confident going forward. He thinks they will get taken out within 18 months. Almost made it a top pick again.
(A Top Pick Jan 30/19, Up 85%) They have the market's attention. Later this year there is the decision whether they start up an older mine that has been mothballed for a while.
(A Top Pick Jan 30/19, Down 53%) It has been frustrating. This one is actually profitable. They bought a dispensary and the owner is still owned some money. He does not think this stock will be around a year from now.
Biogas is a hot topic. Jurisdictions around the world are moving towards a more carbon neutral footprint. They use three different technologies. 0.3% of gas is renewable and he thinks it will go to 5 or 10 over the next decade. These guys are right in the sweet spot. This is at a significantly less PE than peers. They should see some multiple expansion coming. (Analysts’ price target is $1.15)
It pulled back. Now we are seeing a re-acceleration in their earnings, and multiple growth. (Analysts’ price target is $100.29)
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Expert
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N/A
N/A
February 13, 2020
Market. Coronavirus is putting a bit of a wrench into the previous economic growth. We probably won't know that data for a few months into the future, but usually we see a fall off on commodity prices for about 6 months during an epidemic. We have to watch it closely. Prior to this outbreak in mid-January, we saw some economic indicators accelerating. Technical indicators he tracks in the markets showed more breadth and widening out in market participation since November.
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Market. Coronavirus is putting a bit of a wrench into the previous economic growth. We probably won't know that data for a few months into the future, but usually we see a fall off on commodity prices for about 6 months during an epidemic. We have to watch it closely. Prior to this outbreak in mid-January, we saw some economic indicators accelerating. Technical indicators he tracks in the markets showed more breadth and widening out in market participation since November.
WEAK BUY
WEAK BUY
February 13, 2020
He owns it in some of his portfolios. They were vegetable growers in the past. Their costs are down fairly low. He is waiting to see what they will do in the next quarter. Their sales price should increase as they sell more directly than in the past. Their low cost production will become more important going forward. Their joint venture with Emerald Health is not going well and is in dispute. It has to et worked out over the next few months.
He owns it in some of his portfolios. They were vegetable growers in the past. Their costs are down fairly low. He is waiting to see what they will do in the next quarter. Their sales price should increase as they sell more directly than in the past. Their low cost production will become more important going forward. Their joint venture with Emerald Health is not going well and is in dispute. It has to et worked out over the next few months.
agriculture
WATCH
WATCH
February 13, 2020
He has not owned it based on the liquidity. The stock has not done much. If we see a re-acceleration in industrial components then this would be the place to watch.
Show full opinionHide full opinionHe has not owned it based on the liquidity. The stock has not done much. If we see a re-acceleration in industrial components then this would be the place to watch.
INDUSTRIAL PRODUCTS
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020
They are probably one of the best in making acquisitions in Canada and in the US. This stock has been consolidating and he thinks there could be a re-acceleration up. You would have a chance to buy it now before it moves up.
Show full opinionHide full opinionThey are probably one of the best in making acquisitions in Canada and in the US. This stock has been consolidating and he thinks there could be a re-acceleration up. You would have a chance to buy it now before it moves up.
computer software/processing
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020
It was a Top Pick in December. It is a sector he really likes. They continue to gain more market share and get bigger and bigger projects. He would wait for a pullback if he didn't own it. If you own it, hold on to it. They harvest Methane from Garbage dumps.
It was a Top Pick in December. It is a sector he really likes. They continue to gain more market share and get bigger and bigger projects. He would wait for a pullback if he didn't own it. If you own it, hold on to it. They harvest Methane from Garbage dumps.
BUY
BUY
February 13, 2020
They just build a new facility in Nevada and Las Vegas. It has taken a couple of quarters. They have cash on the balance sheet. The market is concerned about debt. The last couple of quarters were heavy on the spending side. Now we should see their numbers ramp up. They have some real specialty products. They are moving into the California market. Their infused business takes a different approach where they focus on being in the dispensary. (Analysts’ price target is $0.60)
Show full opinionHide full opinionThey just build a new facility in Nevada and Las Vegas. It has taken a couple of quarters. They have cash on the balance sheet. The market is concerned about debt. The last couple of quarters were heavy on the spending side. Now we should see their numbers ramp up. They have some real specialty products. They are moving into the California market. Their infused business takes a different approach where they focus on being in the dispensary. (Analysts’ price target is $0.60)
BUY
BUY
February 13, 2020
It is a greener form of cement. They use a lighter form of concrete to be a base, instead of Styrofoam. The product is fairly new but well received so far. They will probably look at making acquisitions.
Show full opinionHide full opinionIt is a greener form of cement. They use a lighter form of concrete to be a base, instead of Styrofoam. The product is fairly new but well received so far. They will probably look at making acquisitions.
Business Services
BUY
BUY
February 13, 2020
It is in the retail sector. The issue has been that there has not been enough retail locations in Ontario. They have been in the cannabis supply area for some time. They are now the second largest. He thinks it will expand as Ontario builds out its retail locations
Show full opinionHide full opinionIt is in the retail sector. The issue has been that there has not been enough retail locations in Ontario. They have been in the cannabis supply area for some time. They are now the second largest. He thinks it will expand as Ontario builds out its retail locations
BUY
BUY
February 13, 2020
The management team has done a fantastic job over time. People were concerned how long they could pay out their dividend and people worried about how diversified their royalty streams were. Now they invested in Oxford Learning for diversification. Their dividend payout is now below 100%. (Analysts’ price target is $4.29)
Show full opinionHide full opinionThe management team has done a fantastic job over time. People were concerned how long they could pay out their dividend and people worried about how diversified their royalty streams were. Now they invested in Oxford Learning for diversification. Their dividend payout is now below 100%. (Analysts’ price target is $4.29)
other services
PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Jan 30/19, Down 4%) He would have expected it to do more. He is quite confident going forward. He thinks they will get taken out within 18 months. Almost made it a top pick again.
(A Top Pick Jan 30/19, Down 4%) He would have expected it to do more. He is quite confident going forward. He thinks they will get taken out within 18 months. Almost made it a top pick again.
biotechnology/pharmaceutical
PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Jan 30/19, Up 85%) They have the market's attention. Later this year there is the decision whether they start up an older mine that has been mothballed for a while.
Show full opinionHide full opinion(A Top Pick Jan 30/19, Up 85%) They have the market's attention. Later this year there is the decision whether they start up an older mine that has been mothballed for a while.
precious metals
PAST TOP PICK
PAST TOP PICK
February 13, 2020
(A Top Pick Jan 30/19, Down 53%) It has been frustrating. This one is actually profitable. They bought a dispensary and the owner is still owned some money. He does not think this stock will be around a year from now.
Show full opinionHide full opinion(A Top Pick Jan 30/19, Down 53%) It has been frustrating. This one is actually profitable. They bought a dispensary and the owner is still owned some money. He does not think this stock will be around a year from now.
BUY
BUY
February 13, 2020
He is quite excited about it. If you look at the 2.0 products, the infused products, there are a line of companies that entered the market but NXVA did so with partnerships. Sales have been strong so far. Over the next two quarters you should see a big ramp up.
Show full opinionHide full opinionHe is quite excited about it. If you look at the 2.0 products, the infused products, there are a line of companies that entered the market but NXVA did so with partnerships. Sales have been strong so far. Over the next two quarters you should see a big ramp up.
BUY
BUY
February 13, 2020
They have been very good at executing. They have a great production facility. Now they are moving into 2.0 products. Over the next two quarters we should see what the sales are like.
Show full opinionHide full opinionThey have been very good at executing. They have a great production facility. Now they are moving into 2.0 products. Over the next two quarters we should see what the sales are like.
BUY WEAKNESS
BUY WEAKNESS
February 13, 2020
Over the last year you have seen a significant growth. It is on his radar screen. The securities side and the banking side are both doing well. He would be interested if it pulled back.
Show full opinionHide full opinionOver the last year you have seen a significant growth. It is on his radar screen. The securities side and the banking side are both doing well. He would be interested if it pulled back.
insurance
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