Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 27, 2016

(Market Call Minute.) If it pulled back, it would be something he would look at.

(Market Call Minute.) If it pulled back, it would be something he would look at.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$13.250
Owned
Unknown
HOLD
HOLD
July 27, 2016

(Market Call Minute.) If it pulled back, he would look at entering this.

(Market Call Minute.) If it pulled back, he would look at entering this.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$52.860
Owned
Unknown
TOP PICK
TOP PICK
July 27, 2016

This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now they’ve just gotten into solar. Have done test marketing both in California and New York, which has gone well, so they are going to start to roll it out across the country. They are also starting to take their existing traditional services over into Europe. The company is on a bit of a growth path, and he thinks you could start to see the earnings accelerate. Trading at a fairly reasonable valuation. Dividend yield of 6.21%.

This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now they’ve just gotten into solar. Have done test marketing both in California and New York, which has gone well, so they are going to start to roll it out across the country. They are also starting to take their existing traditional services over into Europe. The company is on a bit of a growth path, and he thinks you could start to see the earnings accelerate. Trading at a fairly reasonable valuation. Dividend yield of 6.21%.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$8.050
Owned
Yes
TOP PICK
TOP PICK
July 27, 2016

In the auto components business, and manufactures LED lighting systems and some different components of gauges, as well as some wire harnessing. One of their big customers is Ford (F-N). Stock has been growing fantastically on an earnings basis, and is super cheap, trading at about 8X earnings, and have been growing their earnings by about 25% per year. CEO is talking about some expansion into new areas such as electric vehicles.

In the auto components business, and manufactures LED lighting systems and some different components of gauges, as well as some wire harnessing. One of their big customers is Ford (F-N). Stock has been growing fantastically on an earnings basis, and is super cheap, trading at about 8X earnings, and have been growing their earnings by about 25% per year. CEO is talking about some expansion into new areas such as electric vehicles.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$13.010
Owned
Yes
TOP PICK
TOP PICK
July 27, 2016

They are going to continue to build out more stores across the country and get saturation numbers a lot lower, as far as the people per store they have. At the same time they keep increasing the number of dollars that people spend. People not only buy mattresses, but also buy other things such as fancy pillows, etc. Have had 11 quarters of fantastic growth. Dividend yield of 1.93%.

They are going to continue to build out more stores across the country and get saturation numbers a lot lower, as far as the people per store they have. At the same time they keep increasing the number of dollars that people spend. People not only buy mattresses, but also buy other things such as fancy pillows, etc. Have had 11 quarters of fantastic growth. Dividend yield of 1.93%.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$27.000
Owned
Yes