Opinions by Bruce Campbell (2) | StockChase
1014
Bruce Campbell (2)

President & Portfolio Manager

ON STOCKCHASE SINCE Oct 2013

Stone Castle Investment Management Inc.
205-1708 Dolphin AvenueKelowna, BCV1Y 9S4
T: 1-250-448-6475
http://www.stonecastlefunds.ca


Opinions by Bruce Campbell (2)


Signal Opinion Expert Chart

2014-08-27

HOLD
Tourmaline Oil Corp (TOU-T)

You cannot argue at all with what Mike Rose has done. They continue to do fantastic things. He is a serial entrepreneur in this space and will probably continue to do it. Thinks it goes higher and eventually gets taken out.

oil/gas
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $54.490
Owned: No

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2014-04-23

HOLD
Canadian Imperial Bank of Commerce (CM-T)

You can’t go too wrong with banks over the long term.  This is a solid business, although they don’t have the capital markets that others have.  A good hold with nice dividend yield and some growth.  He holds no banks.

banks
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $95.650
Owned: No

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2016-06-30

COMMENT
Dollarama Inc. (DOL-T)

You can’t argue with how they have executed.  A top pick today is similar to this one.  They continue to build more stores and they continue to get more of each consumers spending.  It has just dropped below where he would like to own it from a ranking point of view, but it is because it is expensive.  If you put it away then maybe it gets acquired by a US dollar store at some point in the future. 

Consumer Products
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $90.200
Owned: No

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2014-03-06

WAIT
Canyon Services Group (FRC-T (Dead))

Would not expect a big report out of the numbers tonight. But as it more actively picks up in the western Canadian basin, their numbers will trend higher.  Wait and see what earnings are as well as guidance.

oil/gas field services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $12.300
Owned: Unknown

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2013-10-16

BUY
Toronto Dominion (TD-T)

Will likely split.  Ranks at the bottom of his top ranking.  Have done very well and he thinks they will continue to do so.  Our housing market did not blow up.  Earnings from banking and from capital market sides are rising. 

banks
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $92.550
Owned: Unknown

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2014-03-06

COMMENT
Smart Technologies (SMT-Q (Dead))

Whiteboards and smart boards.  Now we are starting to see numbers coming back.  He does not cover the stock closely.

Consumer Products
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $3.730
Owned: Unknown

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2016-08-26

COMMENT
Northland Power Inc (NPI-T)

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. This now has a strategic review, so there is the potential that this could get taken out at a higher level. 

Utilities
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $24.110
Owned: Unknown

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2016-08-26

COMMENT
Algonquin Power & Utilities Corp (AQN-T)

When interest rates start going up, there will be a selloff in all of these utility names. You could also see a potential selloff when there is a rotation in money moving from sector to sector. Some of the utilities, REITs and telcos had been bought for yield/safety and are starting to get a little bit stretched now. If you are a trader, you can take advantage of this by selling some now, wait for a lower price or rotate into a different area. He has been doing this with some of his holdings.

electrical utilities
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $11.930
Owned: Unknown

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2013-10-16

BUY
Saputo Inc. (SAP-T)

What an excellent management team.  Just did acquisition in Australia to tap into Asia.  Does not rank well in his process but he thinks it will soon and then will be a great core holding.  His portfolio requires an exact set of parameters.

food processing
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $51.510
Owned: Unknown

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2013-10-16

BUY
DH Corporation (DH-T (Dead))

Were in a business that was old and now are in a business that is growing.  There is a lot of growth left in it.  You have to pay up for it and it has a nice dividend of 4.9% quarterly.

other services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $26.350
Owned: Yes

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2013-10-16

TOP PICK
Air Canada (AC-T)

Was left for dead a couple of years ago.  They have worked on their costs.  Their revenue per passenger is increasing and they are growing in Europe and Asia.  West Jet does not have the large international base of Air Canada and that is where the growth will be.  Air Canada also brought on some new planes that are more fuel efficient.

Transportation
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $4.850
Owned: Yes

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2015-05-20

COMMENT
CGI Group (A) (GIB.A-T)

Was down today because of rumours circulating that the company would be interested in Computer Sciences  (CSC-N). He understands that management had never been interested in those assets, so this is probably an opportunity. He is watching this closely and may get into this again.

consulting
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $52.950
Owned: No

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2016-01-13

COMMENT
Brookfield Asset Management (A) (BAM.A-T)

Very diversified operationally, and with the way the stock has been beaten up it would certainly be one for a longer-term hold and at an attractive entry point.

management/diversified
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $40.920
Owned: No

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2016-05-17

COMMENT
NexGen Energy (NXE-T)

Uranium grades are kind of through the roof. Every time they come out with new drill results, the numbers just keep getting better and better. There is lots of speculation that it will get taken out at some time. It seems a little expensive to him. Without them actually being in production, and without a lot of outlook on the future of any earnings or cash flow, he has stayed away from this. As a speculative play, this is one you probably want to trade around. As they come out with great numbers you would probably Sell some stock, and on a pullback you would probably Buy some. Always hold a core position, because if they do get taken out, you can take advantage of that.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $2.440
Owned: No

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2014-04-23

BUY on WEAKNESS
Crescent Point Energy Corp (CPG-T)

Thought there would be some upside when he was on in October.  The numbers they are producing are better and he thinks they will produce higher and that the stock will also go a little higher.

oil/gas
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $44.420
Owned: Unknown

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