Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 17, 2016

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.

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
COMMENT
COMMENT
May 17, 2016

Had owned this in varying degrees, because it tends to be fairly volatile. Was originally attracted by their filtering technology, and have so much more efficiency and can drive so many more things out of that same litre of plasma than other technologies can. As an offshoot, they can drive many different layers out of that, they then would be able to develop some of these small molecules that they have had a lot of success with in very early clinical trials. Has a tremendous amount of runway. They are going to go through a process of having to raise more money to go through trials. Recently raised $60 million, and the stock has kind of languished while the market digests that. Expects it will end up being one of the marquee stories of biotech drug development in Canada over the next 5-10 years. In the meantime, it will be very volatile. Hold a core position and trade around it.

Had owned this in varying degrees, because it tends to be fairly volatile. Was originally attracted by their filtering technology, and have so much more efficiency and can drive so many more things out of that same litre of plasma than other technologies can. As an offshoot, they can drive many different layers out of that, they then would be able to develop some of these small molecules that they have had a lot of success with in very early clinical trials. Has a tremendous amount of runway. They are going to go through a process of having to raise more money to go through trials. Recently raised $60 million, and the stock has kind of languished while the market digests that. Expects it will end up being one of the marquee stories of biotech drug development in Canada over the next 5-10 years. In the meantime, it will be very volatile. Hold a core position and trade around it.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.010
Owned
Unknown
HOLD
HOLD
May 17, 2016

Has owned this in the past. Watching it closely. Announced they are going to spin the company into 2 different parts. When that happens, you typically see a fair degree of shareholder value created. Once they spin out the 2 different divisions, you will probably see the sum of the parts being greater than what it is right now. Longer-term there is lots of room for them to grow the different sides of their businesses. Can see it being higher in 5 years than what it is now.

Has owned this in the past. Watching it closely. Announced they are going to spin the company into 2 different parts. When that happens, you typically see a fair degree of shareholder value created. Once they spin out the 2 different divisions, you will probably see the sum of the parts being greater than what it is right now. Longer-term there is lots of room for them to grow the different sides of their businesses. Can see it being higher in 5 years than what it is now.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$14.750
Owned
No
DON'T BUY
DON'T BUY
May 17, 2016

Has owned this in the past. Management continues to believe they can continue to pay the dividend yield of almost 12%. Payout ratio is very high, and the market doesn’t believe they are going to be able to continue to pay the 12%. This business is fairly tough and becoming more difficult all the time. It seems the company has been able to steady their numbers in the last couple of quarters. They’ll probably end up engineering the company so that it moves in a direction similar to something like what Davis Henderson (DH-T) did. At some point, they won’t be just ATMs, but will be in other areas as well. He would be fairly cautious on adding to your holdings.

Has owned this in the past. Management continues to believe they can continue to pay the dividend yield of almost 12%. Payout ratio is very high, and the market doesn’t believe they are going to be able to continue to pay the 12%. This business is fairly tough and becoming more difficult all the time. It seems the company has been able to steady their numbers in the last couple of quarters. They’ll probably end up engineering the company so that it moves in a direction similar to something like what Davis Henderson (DH-T) did. At some point, they won’t be just ATMs, but will be in other areas as well. He would be fairly cautious on adding to your holdings.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$12.340
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 17, 2016

He considers this to be under the radar a little, and yet they have done a phenomenal job of building their technology and are now really starting to sell it, giving a ramp up in their revenue. He is waiting and has it on his radar to potentially Buy on a pullback.

He considers this to be under the radar a little, and yet they have done a phenomenal job of building their technology and are now really starting to sell it, giving a ramp up in their revenue. He is waiting and has it on his radar to potentially Buy on a pullback.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.610
Owned
No
COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) Longer-term this is a Buy because of their Wind Mobile acquisition, but shorter term it will probably just trade back and forth as they exchange customers.

(Market Call Minute.) Longer-term this is a Buy because of their Wind Mobile acquisition, but shorter term it will probably just trade back and forth as they exchange customers.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$24.520
Owned
Unknown
COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) Probably one that if you hold long term, you will probably do well. Have had a tough time lately with same-store sales numbers out of the restaurant chain, but Mr. Lube has done really well. Expects they will probably make more acquisitions as time goes by.

(Market Call Minute.) Probably one that if you hold long term, you will probably do well. Have had a tough time lately with same-store sales numbers out of the restaurant chain, but Mr. Lube has done really well. Expects they will probably make more acquisitions as time goes by.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.240
Owned
Unknown