Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) Has demographics in their favour, so they’ll continue to grow. Have had nice numbers in the recent past, and will probably continue to make acquisitions, and the stock will go higher. Also, pays a bit of a yield.

(Market Call Minute.) Has demographics in their favour, so they’ll continue to grow. Have had nice numbers in the recent past, and will probably continue to make acquisitions, and the stock will go higher. Also, pays a bit of a yield.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$16.920
Owned
Unknown
COMMENT
COMMENT
May 17, 2016

(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

(Market Call Minute.) This will certainly grow over time, but right now has run into the same situation that has been seen with Windpact, i.e., it was really the market darling last year with investors rotating out of that space when earnings kind of flattened. If you don’t own it, you could be looking at it here.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$14.430
Owned
Unknown
TOP PICK
TOP PICK
May 17, 2016

Building a gold mine in Colombia. There has been a lot of move into gold mining stocks this year, and this is one that kind of flies under the radar. There is no analysts’ coverage yet. They are just finishing up the build of the mine, and hope to be pouring their gold later on this year. There is lots of upside from both an exploration standpoint and a re-rating once they get to the production stage. Trading fairly cheap here. Electricity is fairly cheap, which should keep their mining costs down. Also, the Colombian peso is very cheap.

Building a gold mine in Colombia. There has been a lot of move into gold mining stocks this year, and this is one that kind of flies under the radar. There is no analysts’ coverage yet. They are just finishing up the build of the mine, and hope to be pouring their gold later on this year. There is lots of upside from both an exploration standpoint and a re-rating once they get to the production stage. Trading fairly cheap here. Electricity is fairly cheap, which should keep their mining costs down. Also, the Colombian peso is very cheap.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.760
Owned
Yes
TOP PICK
TOP PICK
May 17, 2016

This company just continues to deliver on their numbers. Management is so confident in their business that they just bumped the dividend last week by 35%. Acquired MCI Motor Coach last year and there are lots of synergies as well as lots of higher margin business that they can do in the parts area, a much more profitable area than building buses.

This company just continues to deliver on their numbers. Management is so confident in their business that they just bumped the dividend last week by 35%. Acquired MCI Motor Coach last year and there are lots of synergies as well as lots of higher margin business that they can do in the parts area, a much more profitable area than building buses.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$41.000
Owned
Yes
TOP PICK
TOP PICK
May 17, 2016

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$22.990
Owned
Yes
BUY
BUY
May 17, 2016

Seasonally the stock has a tendency to move very well like most REITs, from March through until about October. Technically it is currently in an uptrend and is outperforming the market.

Seasonally the stock has a tendency to move very well like most REITs, from March through until about October. Technically it is currently in an uptrend and is outperforming the market.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$14.870
Owned
Unknown
SELL
SELL
May 17, 2016

This went through a difficult time in 2014-2015, and technically went into a downward trend. Currently it is forming a bit of a base. Seasonally the stock has a history of moving higher from late January through to the beginning of May of each year. The problem is that this stock has double seasonality. After May the stock tends to go down. We have passed the period of seasonality, so now is the time to take some profits.

This went through a difficult time in 2014-2015, and technically went into a downward trend. Currently it is forming a bit of a base. Seasonally the stock has a history of moving higher from late January through to the beginning of May of each year. The problem is that this stock has double seasonality. After May the stock tends to go down. We have passed the period of seasonality, so now is the time to take some profits.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$171.940
Owned
Unknown