Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 27, 2016

Ranks fairly well from a fundamental and a technical basis. With the price of gold moving up so much and with a lot of these gold stocks, there is potential for negative surprises, because there is so much expectation built in. It wouldn’t surprise him to see the company miss on this quarter and the stock pull back, which might be an opportunity to get in.

Kinross Gold (K-T)
July 27, 2016

Ranks fairly well from a fundamental and a technical basis. With the price of gold moving up so much and with a lot of these gold stocks, there is potential for negative surprises, because there is so much expectation built in. It wouldn’t surprise him to see the company miss on this quarter and the stock pull back, which might be an opportunity to get in.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$6.610
Owned
No
COMMENT
COMMENT
July 27, 2016

This has been basing, and now he thinks we get to the point where it is starting to accelerate. It doesn’t rank super well in his process, which he thinks is a result of valuation. At this point in time, he hasn’t seen an earnings trough, but you are probably getting close to where you are going to see an acceleration in their earnings.

This has been basing, and now he thinks we get to the point where it is starting to accelerate. It doesn’t rank super well in his process, which he thinks is a result of valuation. At this point in time, he hasn’t seen an earnings trough, but you are probably getting close to where you are going to see an acceleration in their earnings.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$51.980
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

Ranks in the middle of the pack for him. Technically it hasn’t been super strong. Part of that is probably due to some concern over whether or not it will sell off because of the Canada Post strike. He wouldn’t be surprised if they had weaker earnings when they report. Overall the business continues to be fairly strong. They are probably one of the only producers of envelopes that are still out there. Feels the dividend is safe. The stock probably goes higher as they continue to make acquisitions.

Supremex Inc (SXP-T)
July 27, 2016

Ranks in the middle of the pack for him. Technically it hasn’t been super strong. Part of that is probably due to some concern over whether or not it will sell off because of the Canada Post strike. He wouldn’t be surprised if they had weaker earnings when they report. Overall the business continues to be fairly strong. They are probably one of the only producers of envelopes that are still out there. Feels the dividend is safe. The stock probably goes higher as they continue to make acquisitions.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$4.900
Owned
No
PAST TOP PICK
PAST TOP PICK
July 27, 2016

(A Top Pick July 3/15. Up 10.83%.) Sold his holdings at about this level in February. This is a long-term growth company, and one that you can just Buy and tuck away. If you are a longer-term investor, continue to Hold.

(A Top Pick July 3/15. Up 10.83%.) Sold his holdings at about this level in February. This is a long-term growth company, and one that you can just Buy and tuck away. If you are a longer-term investor, continue to Hold.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$59.300
Owned
No
PAST TOP PICK
PAST TOP PICK
July 27, 2016

(A Top Pick July 3/15. Down 43.04%.) Sold his holdings at around $5.50, and lost money. Their business continues to grow, and this is one that he continues to watch. There is lots of promise here.

(A Top Pick July 3/15. Down 43.04%.) Sold his holdings at around $5.50, and lost money. Their business continues to grow, and this is one that he continues to watch. There is lots of promise here.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$4.010
Owned
No
PAST TOP PICK
PAST TOP PICK
July 27, 2016

(A Top Pick July 3/15. Down 17.93%.) A really interesting company and is in the early innings of its growth phase. They are really trying to do something brand-new, building interior office solutions. It is now into hospitals, schools, and now even getting into residential. Earnings tend to be fairly lumpy, so he traded out of it at a higher price and has just been waiting.

(A Top Pick July 3/15. Down 17.93%.) A really interesting company and is in the early innings of its growth phase. They are really trying to do something brand-new, building interior office solutions. It is now into hospitals, schools, and now even getting into residential. Earnings tend to be fairly lumpy, so he traded out of it at a higher price and has just been waiting.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$5.630
Owned
No
COMMENT
COMMENT
July 27, 2016

The market is obviously a little concerned about the dividend which is fairly high. However, overall he feels it is going to be fairly safe, because the CEO built this company to be a royalty stream company, and as a result knows that that dividend has to be sacred, so will do what he can to keep it and maintain it. There is some cyclicality to the business, especially in the Fran Works, a restaurant business mostly out in Alberta. The CEO is always working on new royalty streams. He wouldn’t be surprised to see him come up with something brand-new.

The market is obviously a little concerned about the dividend which is fairly high. However, overall he feels it is going to be fairly safe, because the CEO built this company to be a royalty stream company, and as a result knows that that dividend has to be sacred, so will do what he can to keep it and maintain it. There is some cyclicality to the business, especially in the Fran Works, a restaurant business mostly out in Alberta. The CEO is always working on new royalty streams. He wouldn’t be surprised to see him come up with something brand-new.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.270
Owned
Unknown