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Bruce Campbell (2)
President & Portfolio Manager at Stone Castle Investment Management Inc.
Member since: Oct '13 · 1775 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 2.99 | 206 28.22% | 108 14.79% | 54 7.40% | 120 16.44% | 242 33.15% | ||
| 1 Month | 4.29 | 27 14.59% | 53 28.65% | 26 14.05% | 55 29.73% | 24 12.97% | |
| 6 Months | 3.12 | 55 31.43% | 23 13.14% | 15 8.57% | 24 13.71% | 58 33.14% | |
| 12 Months | 2.03 | 57 34.34% | 13 7.83% | 6 3.61% | 19 11.45% | 71 42.77% | |
| 2 Years | 1.75 | 38 28.57% | 13 9.77% | 5 3.76% | 15 11.28% | 62 46.62% | |
| 5 Years | 3.75 | 29 40.85% | 6 8.45% | 2 2.82% | 7 9.86% | 27 38.03% |
Stock Opinions by Bruce Campbell (2)
COMMENT
This is traditionally the strongest period for the markets. The gains in energy and finance could create disparity with volatility in other areas that have done poorly this year. The prices of some small and mid caps have fallen a lot but the businesses they run have done well. Some investors will just take their losses and move on and maybe buy back later. Many investors are exhausted from this past year and may just capitulate and go to GIC's.
Unknown
$0.000
Unknown
Unspecified
The underlying business is doing well but the stock is way down. It has a fortified balance sheet, is growing organically`and by acquisition. They have set up a recent bank arrangement for this. It should move in line with its peers.
Healthcare
PARTIAL BUY
There is concern with a recession coming but it has had fantastic quarters, has executed well and is expanding. He has seen lots of foot traffic in stores. If buying, start with a small amount.
specialty stores
Unspecified
It has AI technology which helps drug companies through the trial process. Its technology targets and enrolls new patients with the right type of background and makeup.
Healthcare
Unspecified
It is a past pick and he is surprised at the pullback but it is smaller so institutional investors are avoiding it. It has a good dividend which should grow. Also has good growth prospects.
0
COMMENT
It has been hard for anyone in the cannabis sector to be patient. Even companies in this sector that have executed well haven't done well. Indiva is doing a great job rolling out new products and is in the top five for cannabis edibles. There has been talk about Canopy taking out their partners in the U.S. and this hasn't helped.
0
Unspecified
This is a natural gas company in the Mississippi area of the U.S. It gets a premium to Nymex because of its location. It uses a new technology for the exploration of existing drill areas. Could double production next year
Energy
COMMENT
It needs a 3 to 5 year time horizon. The management team and underlying corporation profile have done well with acquisitions. It is a smaller cap company and institutions are buying larger caps in this market.
other services
Unspecified
The management team has done an excellent job. Mike Rose is still buying stock. It is mostly natural gas so is holding its own with oil downturns such as the one today.
oil / gas
PAST TOP PICK
(A Top Pick Dec 30/21, Down 69%) The news is slow to come out and it is still drilling helium wells to prove out their resources. It had some challenges with market financing but he still likes it and participated in the latest financing. A second well they drilled had amazing results. If it goes into production they will bring in a mobile device to process the gas. Helium is still going up because of factors on both the supply and demand sides.
Energy
PAST TOP PICK
(A Top Pick Dec 30/21, Down 54%) It is in the cannabis sector and so is down with the whole sector. He still likes it for the U.S. component. Legislation is the wild card.
0
PAST TOP PICK
(A Top Pick Dec 30/21, Down 37%) It owns 35 000 single family homes in the U.S. and rents them out. He stopped out but is watching it especially if lower rates come in.
REAL ESTATE
WATCH
It is the biggest in the Canadian market and is moving into the U.S. market as well. He focuses on the U.S. market. An inventory of cannabis products is building in New York with some of it being the illegal variety.
agriculture
Unspecified
It covers the plant-based nutritional market. The CEO built up a previous company and successfully sold it. It has partnered with GNC which should support its rollout of products. Had challenges during Covid but is doing better now. Has possibilities with Amazon, Costco and Walmart.
Consumer Products
Unspecified
He respects the company - it is a trail blazer in new sectors and financing so there is more opportunity. There is good economic pickup and retail business development in the West especially the Prairie provinces, Alberta and Saskatchewan. It is more volatile than the big banks.
banks
