Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2016

Has a manufacturing process allowing them to go into an office building and figure out the best configuration, and then a manufacturing process that builds it all, and then a process that puts it all together. Like a giant Lego. Have been expanding globally. Also, moving into healthcare where everything needs to be washed down.

Has a manufacturing process allowing them to go into an office building and figure out the best configuration, and then a manufacturing process that builds it all, and then a process that puts it all together. Like a giant Lego. Have been expanding globally. Also, moving into healthcare where everything needs to be washed down.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$6.560
Owned
Unknown
COMMENT
COMMENT
January 13, 2016

Owned this in the past, and has his eye on it. The larger part of their business is providing anaesthesiology services to gastrointestinal doctors who are doing mostly colonoscopies. The majority of their business is done in the US. Attractive at these levels.

CRH Medical Corp. (CRH-T)
January 13, 2016

Owned this in the past, and has his eye on it. The larger part of their business is providing anaesthesiology services to gastrointestinal doctors who are doing mostly colonoscopies. The majority of their business is done in the US. Attractive at these levels.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.540
Owned
No
COMMENT
COMMENT
January 13, 2016

Has been a great company with a great growth profile, and has no doubt that in 5 years it will be significantly higher than where it is now. Have done a great job of making acquisitions and getting the synergies in line. Trading at a fairly rich multiple, but it is in line with their growth rate. Be cautious with this one.

Has been a great company with a great growth profile, and has no doubt that in 5 years it will be significantly higher than where it is now. Have done a great job of making acquisitions and getting the synergies in line. Trading at a fairly rich multiple, but it is in line with their growth rate. Be cautious with this one.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$219.680
Owned
Yes
PARTIAL BUY
PARTIAL BUY
January 13, 2016

This was a spin out that came from Amaya (AYA-T). They build the games that a number of companies use. After the acquisitions, they have been in the process of getting it streamlined and ramping up the revenue so that they are cash flow positive. This will be the 1st quarter where they are fully cash flow positive, and when the numbers come out he expects the stock will move a little bit higher than where it is now. Management owns a big position in the company. Probably a business that will grow over time. At this point he would be tempted to dip his toes in. Try to get it sub $2.25.

This was a spin out that came from Amaya (AYA-T). They build the games that a number of companies use. After the acquisitions, they have been in the process of getting it streamlined and ramping up the revenue so that they are cash flow positive. This will be the 1st quarter where they are fully cash flow positive, and when the numbers come out he expects the stock will move a little bit higher than where it is now. Management owns a big position in the company. Probably a business that will grow over time. At this point he would be tempted to dip his toes in. Try to get it sub $2.25.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.500
Owned
Yes
COMMENT
COMMENT
January 13, 2016

Has owned this in the past. Worked their way through a lot of the market’s concerns last year, solidifying their deal with Air Canada (AC-T) and with the airline pilots. Thinks it has a fair amount of stability because they have the billable block hours from Air Canada. Doesn’t expect you will see a lot of growth, but you will get the dividend.

Has owned this in the past. Worked their way through a lot of the market’s concerns last year, solidifying their deal with Air Canada (AC-T) and with the airline pilots. Thinks it has a fair amount of stability because they have the billable block hours from Air Canada. Doesn’t expect you will see a lot of growth, but you will get the dividend.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$5.360
Owned
No
COMMENT
COMMENT
January 13, 2016

They got the award for the Site C electric dam in BC, and there are a lot of positive things going to come out of that. A big upside could still come if they get more of the transmission lines work. Expecting there will be some nice quarters coming out of this. This is one he would be looking at.

Petrowest Corp (PRW-T)
January 13, 2016

They got the award for the Site C electric dam in BC, and there are a lot of positive things going to come out of that. A big upside could still come if they get more of the transmission lines work. Expecting there will be some nice quarters coming out of this. This is one he would be looking at.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.410
Owned
No
HOLD
HOLD
January 13, 2016

He owns and is happy to hold, but wouldn’t add any more in this market condition. Expects there will be a fairly good ramp up in their business over the next couple of years.

He owns and is happy to hold, but wouldn’t add any more in this market condition. Expects there will be a fairly good ramp up in their business over the next couple of years.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.090
Owned
Yes