Bruce Campbell (2)
Member since: Oct '13
President & Portfolio Manager at
Stone Castle Investment Management Inc.
Stone Castle Investment Management Inc.
1462 Opinions
Latest Top Picks
(A Top Pick Dec 09/19, Up 30%) Still likes this long-term, but he's now focused on U.S. weed names. He prefers other names.
(A Top Pick Dec 09/19, Up 191%) They make renewable natural gas: They take methane gas from garbage dumps, feed lots and other sources and turn that into natural gas that's shipped through a pipeline. They do this worldwide, building and designing these facilities. He sees strong tailwinds here for the next decade as governments demand more natural gas to be renewable. Example: California wants 10% of nat gas by 2030 to be green vs. 0.5% now. XBC's technology leads the world. He continues to buy this.
(A Top Pick Dec 09/19, Up 129%) Hasn't been a smooth ride, especially last spring, but they continue to make restaurants more effecient, and they take over geographic areas methodically. They are also expanding beyond restos.
We're seeing a big sector rotation into energy. TVE has a strong ESG focus as well as cash flow. (ESG is a growing movement.) They use a methof of flooding a field to enhance the sustainability quotient in drilling at oil wells. (Analysts’ price target is $1.54)
Not the faster-grower or sexiest business, but they raised money this year to buy companies. Last week, they made an acquisition in Australia, which unleashed a huge rally. They'll continue to make acquisitions, particularly in Commonwealth countries for their better tax situations. These buys will produce synergy by cross-selling to new and existing customers alike. (Analysts’ price target is $37.13)
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COMMENT
COMMENT
December 8, 2020
We're seeing a ever-broader market rally due to stimulus and vaccines driving optimism. The outlook for 2021 looks positive, given vaccines and pent-up demand driving economic expansion. Cannabis: the US market will be 10 times larger than Canada's, but in the U.S. several states have limited licenses, which has created mini-monopolies within those states. Now, we're seeing a huge ramp up in EBITDA. In the U.S. there's a huge opportunity in cannabis for years to come. Growth rates look attractive. Telemedicine: this and e-health will extend beyond Covid. Perhaps people will do their first appointment online with a doctor before seeing him in person. Also, people are more focused on their health given the virus.
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We're seeing a ever-broader market rally due to stimulus and vaccines driving optimism. The outlook for 2021 looks positive, given vaccines and pent-up demand driving economic expansion. Cannabis: the US market will be 10 times larger than Canada's, but in the U.S. several states have limited licenses, which has created mini-monopolies within those states. Now, we're seeing a huge ramp up in EBITDA. In the U.S. there's a huge opportunity in cannabis for years to come. Growth rates look attractive. Telemedicine: this and e-health will extend beyond Covid. Perhaps people will do their first appointment online with a doctor before seeing him in person. Also, people are more focused on their health given the virus.
BUY
BUY
December 8, 2020
Long-term, they've done a great job in acquisitions. The recent one with Clearwater was the biggest though PBH was already in the seafood business. They'll continue to grow by acquisition and organically.
Long-term, they've done a great job in acquisitions. The recent one with Clearwater was the biggest though PBH was already in the seafood business. They'll continue to grow by acquisition and organically.
food processing
WATCH
WATCH
December 8, 2020
They just announced a deal with Amazon Web Services. Meanwhile, BB has been working in self-driving cars, which is approaching fruition. Things are interesting. They report earnings next week.
electrical/electronic
WATCH
WATCH
December 8, 2020
Doesn't know this well. They're in the cannabis sector, more in the extraction market, an area that will continue to expand. He's watching their progress in earnings.
Show full opinionHide full opinionDoesn't know this well. They're in the cannabis sector, more in the extraction market, an area that will continue to expand. He's watching their progress in earnings.
BUY
BUY
December 8, 2020
He did very well this in the past. They make smaller buses, used in less-busy routes, yet are more efficient than comparable vehicles. It took longer to set up and find a partner in the U.S.--and the stock slumped--but they have by now set things up. They're rolling out an e-vehicle--and this is really interesting, as more cities more towards carbon-neutral buses. He recently bought back into this name. Few companies are making e-buses.
Show full opinionHide full opinionHe did very well this in the past. They make smaller buses, used in less-busy routes, yet are more efficient than comparable vehicles. It took longer to set up and find a partner in the U.S.--and the stock slumped--but they have by now set things up. They're rolling out an e-vehicle--and this is really interesting, as more cities more towards carbon-neutral buses. He recently bought back into this name. Few companies are making e-buses.
Transportation
BUY
BUY
December 8, 2020
It's in the hot telemedicine sector. This was a former top pick. Has done very well this year. They've built their platform this year. They've done a deal with pharmacies in the west, and have bought companies in tech and physical clinics. This will give their customers a choice between e-contacting a doctor and meeting one in person, or doing both. Vaccine needs is pressuring e-health stocks, but he expects this to continue growing.
Show full opinionHide full opinionIt's in the hot telemedicine sector. This was a former top pick. Has done very well this year. They've built their platform this year. They've done a deal with pharmacies in the west, and have bought companies in tech and physical clinics. This will give their customers a choice between e-contacting a doctor and meeting one in person, or doing both. Vaccine needs is pressuring e-health stocks, but he expects this to continue growing.
Healthcare
WATCH
WATCH
December 8, 2020
The valuation is super cheap compared to, say, Beyond Meat. This just entered a joint venture (https://www.bctechnology.com/news/2020/9/2/Burcon-NutraScience-Joint-Venture-Company-Merit-Functional-Foods-Announces-Close-of-30-million-Investment-from-new-Equity-Partner-Bunge.cfm). This will attract investors when revenues and cash flow become strong. The stock has been doing well as people buy more plant-based protein, a huge business now. Definitely one to watch.
The valuation is super cheap compared to, say, Beyond Meat. This just entered a joint venture (https://www.bctechnology.com/news/2020/9/2/Burcon-NutraScience-Joint-Venture-Company-Merit-Functional-Foods-Announces-Close-of-30-million-Investment-from-new-Equity-Partner-Bunge.cfm). This will attract investors when revenues and cash flow become strong. The stock has been doing well as people buy more plant-based protein, a huge business now. Definitely one to watch.
food processing
PAST TOP PICK
PAST TOP PICK
December 8, 2020
(A Top Pick Dec 09/19, Up 30%) Still likes this long-term, but he's now focused on U.S. weed names. He prefers other names.
Show full opinionHide full opinion(A Top Pick Dec 09/19, Up 30%) Still likes this long-term, but he's now focused on U.S. weed names. He prefers other names.
agriculture
PAST TOP PICK
PAST TOP PICK
December 8, 2020
(A Top Pick Dec 09/19, Up 191%) They make renewable natural gas: They take methane gas from garbage dumps, feed lots and other sources and turn that into natural gas that's shipped through a pipeline. They do this worldwide, building and designing these facilities. He sees strong tailwinds here for the next decade as governments demand more natural gas to be renewable. Example: California wants 10% of nat gas by 2030 to be green vs. 0.5% now. XBC's technology leads the world. He continues to buy this.
Show full opinionHide full opinion(A Top Pick Dec 09/19, Up 191%) They make renewable natural gas: They take methane gas from garbage dumps, feed lots and other sources and turn that into natural gas that's shipped through a pipeline. They do this worldwide, building and designing these facilities. He sees strong tailwinds here for the next decade as governments demand more natural gas to be renewable. Example: California wants 10% of nat gas by 2030 to be green vs. 0.5% now. XBC's technology leads the world. He continues to buy this.
PAST TOP PICK
PAST TOP PICK
December 8, 2020
(A Top Pick Dec 09/19, Up 129%) Hasn't been a smooth ride, especially last spring, but they continue to make restaurants more effecient, and they take over geographic areas methodically. They are also expanding beyond restos.
Show full opinionHide full opinion(A Top Pick Dec 09/19, Up 129%) Hasn't been a smooth ride, especially last spring, but they continue to make restaurants more effecient, and they take over geographic areas methodically. They are also expanding beyond restos.
BUY
BUY
December 8, 2020
It's the largest US MSO (multi-state operator) in several U.S. states. They've built up a small private company over two years, then went public. MSOs are capturing more attention and capital flows.
Show full opinionHide full opinionIt's the largest US MSO (multi-state operator) in several U.S. states. They've built up a small private company over two years, then went public. MSOs are capturing more attention and capital flows.
WATCH
WATCH
December 8, 2020
He got stopped out on this recently as it started to fall. He's watching it. It should have a tailwind going further from the refinancing of mortgages given very low interest rates. Their technology allows this to be done efficiently. He expects the US housing market to remain strong which benefit REAL. He will re-buy when this bottoms.
Show full opinionHide full opinionHe got stopped out on this recently as it started to fall. He's watching it. It should have a tailwind going further from the refinancing of mortgages given very low interest rates. Their technology allows this to be done efficiently. He expects the US housing market to remain strong which benefit REAL. He will re-buy when this bottoms.
Financial Services
BUY
BUY
December 8, 2020
It's underrated. Still likes it. They had bought a large mining company; they've gone back to reported on that company's old drill holes. He suspects they will build out this mine or sell it. They continue to issue great results. Inflation is starting rise, and gold is a good hedge. So, expect gold and silver to move up. It's one of only two precious metals he still owns.
Show full opinionHide full opinionIt's underrated. Still likes it. They had bought a large mining company; they've gone back to reported on that company's old drill holes. He suspects they will build out this mine or sell it. They continue to issue great results. Inflation is starting rise, and gold is a good hedge. So, expect gold and silver to move up. It's one of only two precious metals he still owns.
Mining
BUY
BUY
December 8, 2020
A past pick. See his Xebec comments. Two advantages over Xebec: Greenlane has more diverse technology, more applications; and even with the stock's huge run up in the past two months, the valuation is still lower than Xebec's and other peers. Will enjoy tailwinds for years.
BUY
BUY
December 8, 2020
WCP vs. CPG Both are good given strong sector rotation coming back to energy. Owns WCP for the dividend and growth potential.
WCP vs. CPG Both are good given strong sector rotation coming back to energy. Owns WCP for the dividend and growth potential.
Oil and Gas (Integrated Oils)
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