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COMMENT
COMMENT
May 17, 2016

He still really likes this. The stock price really hasn’t done too much as a result of a lack of news flow. Have 2 really significant things they have worked on and completed in the last little while. One was with the Pacific Disaster Centre, a revenue producing project. Management indicated they have more opportunities to grow that business. The 2nd is Tabcorp, online gaming, out of Australia which he had expected to see revenue from now, which has been delayed because of Tabcorp not being able to assimilate well with Breaking Data. Understands they now have that sorted out and will start to get that up and running. Breaking Data will provide them with their information to allow them to get some revenue from that. The stock has been quiet, but the company is doing all the right things, and their technology continues to get vetted out by more and more sources.

He still really likes this. The stock price really hasn’t done too much as a result of a lack of news flow. Have 2 really significant things they have worked on and completed in the last little while. One was with the Pacific Disaster Centre, a revenue producing project. Management indicated they have more opportunities to grow that business. The 2nd is Tabcorp, online gaming, out of Australia which he had expected to see revenue from now, which has been delayed because of Tabcorp not being able to assimilate well with Breaking Data. Understands they now have that sorted out and will start to get that up and running. Breaking Data will provide them with their information to allow them to get some revenue from that. The stock has been quiet, but the company is doing all the right things, and their technology continues to get vetted out by more and more sources.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.135
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 17, 2016

(A Top Pick May 20/15. Down 54.76%.) A high flyer about a year ago, and probably got ahead of itself. However, they are doing all the right things. He was very close to making this a Top Pick because they continue to execute really well. They’ve opened 4 new clinics in the last 45 days, and have also opened their lab. They are hoping to have a run rate of about 80 million by the end of this year. He still really likes this.

(A Top Pick May 20/15. Down 54.76%.) A high flyer about a year ago, and probably got ahead of itself. However, they are doing all the right things. He was very close to making this a Top Pick because they continue to execute really well. They’ve opened 4 new clinics in the last 45 days, and have also opened their lab. They are hoping to have a run rate of about 80 million by the end of this year. He still really likes this.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.285
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 17, 2016

(A Top Pick May 20/15. Down 43.37%.) Investors haven’t liked this sector too much, and until just recently, they weren’t as profitable as they would have liked. This was because of one division that they will be selling.

(A Top Pick May 20/15. Down 43.37%.) Investors haven’t liked this sector too much, and until just recently, they weren’t as profitable as they would have liked. This was because of one division that they will be selling.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.590
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 17, 2016

(A Top Pick May 20/15. Down 93.21%.) The company had some technology that allowed for compliance and payment processing technology. They started in the Bitcoin area, which didn’t work out very well. They then moved on to high risk areas, which would be considered gaming. Recently announced a strategic review of the company, so are looking at other avenues. Management had over promised and under delivered.

Vogogo Inc. (VGO-CN)
May 17, 2016

(A Top Pick May 20/15. Down 93.21%.) The company had some technology that allowed for compliance and payment processing technology. They started in the Bitcoin area, which didn’t work out very well. They then moved on to high risk areas, which would be considered gaming. Recently announced a strategic review of the company, so are looking at other avenues. Management had over promised and under delivered.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.190
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 17, 2016

Continues to deliver great results and has a nice sustainable dividend yield. It doesn’t happen very often, but if you see a pullback that is the time to step into this.

Continues to deliver great results and has a nice sustainable dividend yield. It doesn’t happen very often, but if you see a pullback that is the time to step into this.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$24.080
Owned
No
COMMENT
COMMENT
May 17, 2016

A company that has been extremely frustrating. It seems the company just can’t get out of its own way, especially when it comes to their auditors. Reported recently and missed their numbers by a fairly wide margin. Management could have done a much better job of guiding the market that they were going to be spending more money on the hospital that they had bought. This was followed next day by news that the auditors had not signed off on the financial statements, the 2nd time this has happened. That gets investors pretty spooked. Management needs to get a little more open with what they are doing, and auditors need to understand that the company is in the business of acquiring other businesses. He owns a small piece.

A company that has been extremely frustrating. It seems the company just can’t get out of its own way, especially when it comes to their auditors. Reported recently and missed their numbers by a fairly wide margin. Management could have done a much better job of guiding the market that they were going to be spending more money on the hospital that they had bought. This was followed next day by news that the auditors had not signed off on the financial statements, the 2nd time this has happened. That gets investors pretty spooked. Management needs to get a little more open with what they are doing, and auditors need to understand that the company is in the business of acquiring other businesses. He owns a small piece.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.830
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
May 17, 2016

Has owned this in the past. Just had some numbers out that were pretty good. Has a very healthy dividend, and their payout ratio is less than 100% which is nice. Expects they will continue to get a lot of work from infrastructure that is going to be upgraded over the next couple of years. Also, expects they will get some work on the Fort McMurray situation as well. If you could Buy on a pullback, that would be ideal.

Has owned this in the past. Just had some numbers out that were pretty good. Has a very healthy dividend, and their payout ratio is less than 100% which is nice. Expects they will continue to get a lot of work from infrastructure that is going to be upgraded over the next couple of years. Also, expects they will get some work on the Fort McMurray situation as well. If you could Buy on a pullback, that would be ideal.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$13.640
Owned
No