Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 27, 2016

Owns this in his income portfolio. Their portfolio is diversified outside of Canada. Thinks they will continue to grow by acquisition. They pay nice yield and the CEO owns a fair bit of the stock as well.

Owns this in his income portfolio. Their portfolio is diversified outside of Canada. Thinks they will continue to grow by acquisition. They pay nice yield and the CEO owns a fair bit of the stock as well.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$10.090
Owned
Yes
HOLD
HOLD
July 27, 2016

Just reported earnings. The market was looking for some resolution on some of their partnerships, which he felt came out negatively. They also didn’t talk about any new partnerships. As a result, this had a fairly negative day today. He wouldn’t be surprised if it had another day or 2 of weakness and then probably stabilizes. They are going to continue to grow their distribution over time.

Alaris Royalty (AD-T)
July 27, 2016

Just reported earnings. The market was looking for some resolution on some of their partnerships, which he felt came out negatively. They also didn’t talk about any new partnerships. As a result, this had a fairly negative day today. He wouldn’t be surprised if it had another day or 2 of weakness and then probably stabilizes. They are going to continue to grow their distribution over time.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$25.640
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

This had a dramatic move up of over 40% today, but he didn’t see any news on why. Looking at their underlying business, what they have and where the stock is, are really disconnected right now. The company still has strong cash flow. The last quarter they didn’t have any earnings, but thinks that was a temporary thing for the one quarter. Suspects they will move back into being earnings positive/cash flow positive. There will also probably be a ramp up in their revenue, which will translate into stronger cash flow and earnings going forward.

This had a dramatic move up of over 40% today, but he didn’t see any news on why. Looking at their underlying business, what they have and where the stock is, are really disconnected right now. The company still has strong cash flow. The last quarter they didn’t have any earnings, but thinks that was a temporary thing for the one quarter. Suspects they will move back into being earnings positive/cash flow positive. There will also probably be a ramp up in their revenue, which will translate into stronger cash flow and earnings going forward.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.225
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

In the last few days this has had some interesting news releases. Announced that everything was up and live with TabCorp, the online gaming in Australia, which is fairly significant for the company as it is another revenue-generating opportunity. Also, recently announced a couple of new people to the company, one of them holding the title of Chief Revenue Officer. Being a Revenue Officer and not the Financial Officer indicates that revenue is probably going to ramp up.

In the last few days this has had some interesting news releases. Announced that everything was up and live with TabCorp, the online gaming in Australia, which is fairly significant for the company as it is another revenue-generating opportunity. Also, recently announced a couple of new people to the company, one of them holding the title of Chief Revenue Officer. Being a Revenue Officer and not the Financial Officer indicates that revenue is probably going to ramp up.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.170
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

An excellent operator, and you will see some growth from this over time. This is not just gas, but they have a very diversified portfolio including some water resources. Expects you will see ever-increasing distribution as they continue to build new projects and expand. Ranks fairly well in his process.

Altagas Ltd (ALA-T)
July 27, 2016

An excellent operator, and you will see some growth from this over time. This is not just gas, but they have a very diversified portfolio including some water resources. Expects you will see ever-increasing distribution as they continue to build new projects and expand. Ranks fairly well in his process.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$32.610
Owned
No
COMMENT
COMMENT
July 27, 2016

Doesn’t rank really high in his process, but from a technical standpoint it is starting to base and turn up. This is going to continue to get more pieces of every single car.

Linamar Corp (LNR-T)
July 27, 2016

Doesn’t rank really high in his process, but from a technical standpoint it is starting to base and turn up. This is going to continue to get more pieces of every single car.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$53.410
Owned
Unknown
DON'T BUY
DON'T BUY
July 27, 2016

(Market Call Minute.) He would avoid this.

Air Canada (AC-T)
July 27, 2016

(Market Call Minute.) He would avoid this.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$9.270
Owned
Unknown