Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 24, 2018

Probably one of the best performers in cannabis in the last 18 months. Well capitalized and they continue to execute. Also focused in Germany, and are getting significantly higher prices there. He would like to see them grow into what they need to do with their operation.

Cronos Group Inc (CRON-T)
January 24, 2018

Probably one of the best performers in cannabis in the last 18 months. Well capitalized and they continue to execute. Also focused in Germany, and are getting significantly higher prices there. He would like to see them grow into what they need to do with their operation.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$10.840
Owned
Unknown
COMMENT
COMMENT
January 24, 2018

Doesn't know this super well, but obviously with what is going on in the blockchain/Bitcoin space, this is a bit of a hybrid. They are doing a similar type of business in gold. You are seeing a big trend and big interest in that sector, but at the same time, you are also seeing gold and a commodity increase. An interesting way to have an alternate form of currency in gold. If you think gold is going up and that we are going to start looking at alternative currencies, this is an interesting one to hold.

Goldmoney Inc (XAU-T)
January 24, 2018

Doesn't know this super well, but obviously with what is going on in the blockchain/Bitcoin space, this is a bit of a hybrid. They are doing a similar type of business in gold. You are seeing a big trend and big interest in that sector, but at the same time, you are also seeing gold and a commodity increase. An interesting way to have an alternate form of currency in gold. If you think gold is going up and that we are going to start looking at alternative currencies, this is an interesting one to hold.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$4.640
Owned
No
COMMENT
COMMENT
January 24, 2018

This has become a little more commoditized than it was when they first started, so he decided to stand back and watch to see how things go down. There have been rumblings about accounting, and when that happens, he prefers to step back and watch, and make sure they have a couple of quarters that work.

Badger Daylighting (BAD-T)
January 24, 2018

This has become a little more commoditized than it was when they first started, so he decided to stand back and watch to see how things go down. There have been rumblings about accounting, and when that happens, he prefers to step back and watch, and make sure they have a couple of quarters that work.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$26.530
Owned
No
HOLD
HOLD
January 24, 2018

Has this on his radar screen. It’s one that has a nice dividend, but also has a growth profile. As the oil/gas business continues to drill and do well, they are producing more pipe for that, which really drives their earnings.

Russel Metals (RUS-T)
January 24, 2018

Has this on his radar screen. It’s one that has a nice dividend, but also has a growth profile. As the oil/gas business continues to drill and do well, they are producing more pipe for that, which really drives their earnings.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$31.120
Owned
No
COMMENT
COMMENT
January 24, 2018

This is one he likes, and thinks there are going to be a lot of catalysts for them this year. They make a low power/wide area network device that allows cellular companies to have a whole new market for adding new products and new revenue stream, as we start to track different type of things. They did a trial project on a winery in the Niagara region, using sensors to figure out when to turn their fans on for temperature control. It was very successful. Bell (BCE-T) is their Canadian partner and Wallway (?) is their international partner. In the US, they are just waiting to get the green light with AT&T (T-N) to get the AT&T network.

This is one he likes, and thinks there are going to be a lot of catalysts for them this year. They make a low power/wide area network device that allows cellular companies to have a whole new market for adding new products and new revenue stream, as we start to track different type of things. They did a trial project on a winery in the Niagara region, using sensors to figure out when to turn their fans on for temperature control. It was very successful. Bell (BCE-T) is their Canadian partner and Wallway (?) is their international partner. In the US, they are just waiting to get the green light with AT&T (T-N) to get the AT&T network.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.510
Owned
Yes
COMMENT
COMMENT
January 24, 2018

All copper and base metal stocks have had a huge move up in the last 6 weeks. A lot of that probably had to do with the US$ selling off. Also, there are more articles and rumblings about India being in the next area of growth. As we see big projects take shape, activity begins to happen, and base metals are consumed. This is a company that falls right into that category.

All copper and base metal stocks have had a huge move up in the last 6 weeks. A lot of that probably had to do with the US$ selling off. Also, there are more articles and rumblings about India being in the next area of growth. As we see big projects take shape, activity begins to happen, and base metals are consumed. This is a company that falls right into that category.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$11.650
Owned
Unknown
TOP PICK
TOP PICK
January 24, 2018

Medical marijuana. This is newer and under the radar. They recently went public. Has a facility in London that is fully funded with a master grower who has been in the space for quite a number of years. They'll have a few catalysts, with the biggest one being getting their sales license.

Indiva Limited (NDVA-X)
January 24, 2018

Medical marijuana. This is newer and under the radar. They recently went public. Has a facility in London that is fully funded with a master grower who has been in the space for quite a number of years. They'll have a few catalysts, with the biggest one being getting their sales license.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.180
Owned
Yes