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
Today, the markets sold off after Powell's remarks this afternoon. He's not sure why, but he expects the markets to continue to rise. The Fed must be cautious with rates going forward, and they need to see strong data to support a rise. He's starting to see some exhaustion in his market indicators, though he sees good recovery from his technical indicators. Loblaws reported same-store sales declines today.
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Today, the markets sold off after Powell's remarks this afternoon. He's not sure why, but he expects the markets to continue to rise. The Fed must be cautious with rates going forward, and they need to see strong data to support a rise. He's starting to see some exhaustion in his market indicators, though he sees good recovery from his technical indicators. Loblaws reported same-store sales declines today.
Unknown
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
Unknown

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WATCH
He has owned it in the past. He's waiting for some orders for them to ramp up their revenue and show mass adaptation of their technology.
Technology
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He has owned it in the past. He's waiting for some orders for them to ramp up their revenue and show mass adaptation of their technology.
Technology
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
No

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BUY
Have enjoyed 25% margins. They faced speculation of increasing competition, which pressured the stock, so VMD replied that that competition lies years ahead and won't affect them. This trades at a decent 12x next year's earnings. Once VMD lists in the US, their stock price will jump up.
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Have enjoyed 25% margins. They faced speculation of increasing competition, which pressured the stock, so VMD replied that that competition lies years ahead and won't affect them. This trades at a decent 12x next year's earnings. Once VMD lists in the US, their stock price will jump up.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$7.800
Owned Owned
Yes

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COMMENT
Centric Health(CHH-T) 

May 1, 2019

A disappointment. The stock has fallen a lot. They are selling off their western surgical division which should pay off a lot of their debt. They recently added a home-delivery system of pills to seniors, which may be revolutionary. CHH has signed up to be an exclusive provider of cannabis to seniors care facilities--and this could be profitable.
other services
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A disappointment. The stock has fallen a lot. They are selling off their western surgical division which should pay off a lot of their debt. They recently added a home-delivery system of pills to seniors, which may be revolutionary. CHH has signed up to be an exclusive provider of cannabis to seniors care facilities--and this could be profitable.
other services
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.235
Owned Owned
Unknown

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SPECULATIVE BUY
Sierra Wireless(SW-T) 

May 1, 2019

Very volatile. A trading stock. Interesting technology that they've rolled out to various applications, so their business can grow, but a lumpy growth. The price bounces up and down.
electrical/electronic
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Very volatile. A trading stock. Interesting technology that they've rolled out to various applications, so their business can grow, but a lumpy growth. The price bounces up and down.
electrical/electronic
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$17.960
Owned Owned
Unknown

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BUY
Two of their three divisions are big: CBD and THC in Las Vegas. They have human and pet CBD's delivered through dispensaries, but the Farm Bill will open up their expansion. THC division has products in strong demand in Vegas. Their problem is in getting enough supply. 1933 is moving into a new facility and show see new crops in August to ramp up their production in Q4. They plan to expand into other states. An under-the-radar stock.
agriculture
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Two of their three divisions are big: CBD and THC in Las Vegas. They have human and pet CBD's delivered through dispensaries, but the Farm Bill will open up their expansion. THC division has products in strong demand in Vegas. Their problem is in getting enough supply. 1933 is moving into a new facility and show see new crops in August to ramp up their production in Q4. They plan to expand into other states. An under-the-radar stock.
agriculture
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.460
Owned Owned
Unknown

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COMMENT
Is it smart to sell cannabis producers and buy cannabis retailers who enjoy wider margins? The big issue with retail is weak supply. Once supply ramps up, then retailers will enjoy ramped-up earnings. True, retail margins are strong, but in five years probably, retailers will be as common as liquor stores. Meta Cannabis Supply is a good retailer to buy with more outlets than all, positive revenues as well as earnings.
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Is it smart to sell cannabis producers and buy cannabis retailers who enjoy wider margins? The big issue with retail is weak supply. Once supply ramps up, then retailers will enjoy ramped-up earnings. True, retail margins are strong, but in five years probably, retailers will be as common as liquor stores. Meta Cannabis Supply is a good retailer to buy with more outlets than all, positive revenues as well as earnings.
Unknown
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
A new sector to invest in? Energy. The oil price has moved up, but stock prices have lagged, and early reports note that cash flows are rising. Foreign investors will raise Canadian oil stock prices and catch up to the commodity price.
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A new sector to invest in? Energy. The oil price has moved up, but stock prices have lagged, and early reports note that cash flows are rising. Foreign investors will raise Canadian oil stock prices and catch up to the commodity price.
Unknown
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick May 10/18, Down 61%) He got stopped out, but he is watching it now. They still have a bright future.
Transportation
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(A Top Pick May 10/18, Down 61%) He got stopped out, but he is watching it now. They still have a bright future.
Transportation
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.560
Owned Owned
No

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PAST TOP PICK
(A Top Pick May 10/18, Up 60%) They are merging with an operator to expand to the eastern U.S. that will lead to a fine synergy in the best technology and best product.
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(A Top Pick May 10/18, Up 60%) They are merging with an operator to expand to the eastern U.S. that will lead to a fine synergy in the best technology and best product.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$0.000
Owned Owned
Yes

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PAST TOP PICK
Hexo Corp(HEXO-T) 

May 1, 2019

(A Top Pick May 10/18, Up 112%) It was flying under the radar last year, but then they struck a supply deal with Quebec. They continue to execute well. They're looking for a new CFO as they enter a major production phase.
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(A Top Pick May 10/18, Up 112%) It was flying under the radar last year, but then they struck a supply deal with Quebec. They continue to execute well. They're looking for a new CFO as they enter a major production phase.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$10.520
Owned Owned
Yes

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BUY
In the U.S. healthcare business. They have transformed in the past year, raising profit margins and accounts receivable. They are highly profitable around 20%. Trades at less than 10x 2020's EBITDA. Management continues to execute, doing small acqusitions.
biotechnology/pharmaceutical
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In the U.S. healthcare business. They have transformed in the past year, raising profit margins and accounts receivable. They are highly profitable around 20%. Trades at less than 10x 2020's EBITDA. Management continues to execute, doing small acqusitions.
biotechnology/pharmaceutical
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.010
Owned Owned
Yes

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COMMENT
Capital Power(CPX-T) 

May 1, 2019

They consistently grow their dividend. They grow organically and by acquisition. Their recent weakness has been due to an attempted acquisition and would pay for that with a stock issue. Once this is cleared-up, then the cash flow will lead to a dividend increase. Pays a 6% yield.
electrical utilities
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They consistently grow their dividend. They grow organically and by acquisition. Their recent weakness has been due to an attempted acquisition and would pay for that with a stock issue. Once this is cleared-up, then the cash flow will lead to a dividend increase. Pays a 6% yield.
electrical utilities
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$30.120
Owned Owned
Unknown

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BUY
Enwave(ENW-X) 

May 1, 2019

A 10-year overnight success. They have a dehydration process for food (cheese sold in Starbucks). They make some money selling those dehydration machines, but also receive a royalty. Now, they're getting into cannabs, signing deals with Tilray, Aurora and Green Organic Dutchmen to quickly dry cannabis in a process that avoids spoiled crops (i.e. bacteria). He wishes he had bought it. They've enjoyed a great year.
Consumer Products
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A 10-year overnight success. They have a dehydration process for food (cheese sold in Starbucks). They make some money selling those dehydration machines, but also receive a royalty. Now, they're getting into cannabs, signing deals with Tilray, Aurora and Green Organic Dutchmen to quickly dry cannabis in a process that avoids spoiled crops (i.e. bacteria). He wishes he had bought it. They've enjoyed a great year.
Consumer Products
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$2.300
Owned Owned
No

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BUY
A smaller Shopify? Exactly. Management will have to prove they can make money. Phenomenal revenue growth. If you hold onto this for four years, this will pay off. They are revving up their revenues, but there will be ups and downs like Shopify.
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A smaller Shopify? Exactly. Management will have to prove they can make money. Phenomenal revenue growth. If you hold onto this for four years, this will pay off. They are revving up their revenues, but there will be ups and downs like Shopify.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$24.980
Owned Owned
Unknown

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