Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
November 18, 2015

(Market Call Minute) He is watching it. It is a good business and will benefit from a weaker or stronger economy.

(Market Call Minute) He is watching it. It is a good business and will benefit from a weaker or stronger economy.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$36.130
Owned
Unknown
HOLD
HOLD
November 18, 2015

(Market Call Minute) It depends on the risk. The pieces are between 70 and 90 cents but they have a lot they have to do in the mean time.

GuestLogix (GXI-T)
November 18, 2015

(Market Call Minute) It depends on the risk. The pieces are between 70 and 90 cents but they have a lot they have to do in the mean time.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.235
Owned
Unknown
TOP PICK
TOP PICK
November 18, 2015

It has been stagnant for the last year. From the last earnings report, stores they took over and the build-out is really starting to shape up. They show huge earnings growth. They came up with guidance for next year. The big risk is that it is sub-prime.

goeasy (GSY-T)
November 18, 2015

It has been stagnant for the last year. From the last earnings report, stores they took over and the build-out is really starting to shape up. They show huge earnings growth. They came up with guidance for next year. The big risk is that it is sub-prime.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$21.300
Owned
Yes
TOP PICK
TOP PICK
November 18, 2015

It is up 150% over the last 12 months. They have been ramping up their earnings at a huge rate. There is lots of room to go here. If you can get it on a pullback it is more comfortable. They are starting to penetrate a lot of new areas. Below $40 would be a nice entry point.

Kinaxis Inc (KXS-T)
November 18, 2015

It is up 150% over the last 12 months. They have been ramping up their earnings at a huge rate. There is lots of room to go here. If you can get it on a pullback it is more comfortable. They are starting to penetrate a lot of new areas. Below $40 would be a nice entry point.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$44.000
Owned
Yes
TOP PICK
TOP PICK
November 18, 2015

He has bought it back. It is at a ridiculously low multiple. It is at a 5 times multiple when it should be at least 15 when they are growing this much.

He has bought it back. It is at a ridiculously low multiple. It is at a 5 times multiple when it should be at least 15 when they are growing this much.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.520
Owned
Yes
BUY
BUY
November 18, 2015

All of these big US banks are back from the dead. This one has recapitalized, making money hand over fist, and he sees probably rising dividends. Thinks this is a reasonable buy. Not his favourite among American banks. This would be his 4th pick behind J.P. Morgan (JPM-N), Goldman Sachs (GS-N) and Wells Fargo (WFC-N).

Bank of America (BAC-N)
November 18, 2015

All of these big US banks are back from the dead. This one has recapitalized, making money hand over fist, and he sees probably rising dividends. Thinks this is a reasonable buy. Not his favourite among American banks. This would be his 4th pick behind J.P. Morgan (JPM-N), Goldman Sachs (GS-N) and Wells Fargo (WFC-N).

David Baskin
President, Baskin Wealth Management
Price
$17.840
Owned
No
DON'T BUY
DON'T BUY
November 18, 2015

Sold his holdings. Had thought that they had a pretty good idea going big into bicycles, but the company has failed to execute. He kept waiting quarter after quarter and kept getting disappointed.

Dorel Industries (DII.B-T)
November 18, 2015

Sold his holdings. Had thought that they had a pretty good idea going big into bicycles, but the company has failed to execute. He kept waiting quarter after quarter and kept getting disappointed.

David Baskin
President, Baskin Wealth Management
Price
$30.780
Owned
No