Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 11, 2018

Used to own it. Management has raised money well and focused on expanding theiR operations in Europe, supplying medical marijuana there, where they can fetch much higher prices. Will be interesting to see if they can get more licenses to sell there. Europe is a bigger market than the U.S. and Europe is more progressive. So, them gaining a beach-head in medical cannabis will help to capture the recreational market.

Cronos Group Inc(MJN-X)
April 11, 2018

Used to own it. Management has raised money well and focused on expanding theiR operations in Europe, supplying medical marijuana there, where they can fetch much higher prices. Will be interesting to see if they can get more licenses to sell there. Europe is a bigger market than the U.S. and Europe is more progressive. So, them gaining a beach-head in medical cannabis will help to capture the recreational market.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$12.150
Owned
No
BUY
BUY
April 11, 2018

Once owned it. Management has done well building this business. Toys are less cyclical than people think. Is generating a lot of cash flow. Now is an opprtunity for them--they can swoop in as Toys R Us winds down. Who knows--they may get acquired themselves down the road. They're smart to always think a few cycles ahead, testing their toys accordingly.

Spin Master Corp(TOY-T)
April 11, 2018

Once owned it. Management has done well building this business. Toys are less cyclical than people think. Is generating a lot of cash flow. Now is an opprtunity for them--they can swoop in as Toys R Us winds down. Who knows--they may get acquired themselves down the road. They're smart to always think a few cycles ahead, testing their toys accordingly.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$49.280
Owned
No
COMMENT
COMMENT
April 11, 2018

A thinly traded company, because it's a small cap. They've done a great job of growing. Management has laid out goals they want to reach within three years, and in the past they have met all their goals. A caveat could be people defaulting on their loans. Pays a 2.6% dividend yield that contonues to grow.

goeasy(GSY-T)
April 11, 2018

A thinly traded company, because it's a small cap. They've done a great job of growing. Management has laid out goals they want to reach within three years, and in the past they have met all their goals. A caveat could be people defaulting on their loans. Pays a 2.6% dividend yield that contonues to grow.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$34.590
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 11, 2018

(A Past Top Pick on April 26, 2017, Down 5%) They build student housing very well and there's currently a shortage in the west. They make a 10% EBITDA margin on these schools. In addition to revenues, they benefit from the asset value is rising in  those projects. They have several the Vancouver area. Down the road, they could get acquired. This is a long-term play that could see a buyout. Be patient.

(A Past Top Pick on April 26, 2017, Down 5%) They build student housing very well and there's currently a shortage in the west. They make a 10% EBITDA margin on these schools. In addition to revenues, they benefit from the asset value is rising in  those projects. They have several the Vancouver area. Down the road, they could get acquired. This is a long-term play that could see a buyout. Be patient.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.720
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 11, 2018

(A Past Top Pick on April 26, 2017, Up 23%) Was bought out by Pembina after his recommendation--a complete surprise--which led to that jump in value.

Veresen Inc(VSN-T)
April 11, 2018

(A Past Top Pick on April 26, 2017, Up 23%) Was bought out by Pembina after his recommendation--a complete surprise--which led to that jump in value.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$18.510
Owned
No
COMMENT
COMMENT
April 11, 2018

A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

Stella-Jones Inc.(SJ-T)
April 11, 2018

A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$45.020
Owned
Unknown
COMMENT
COMMENT
April 11, 2018

Owned it on and off over the last five years. They seem to be gaining traction with the C Series. If they can get past tariff threats, they could "take off."

Owned it on and off over the last five years. They seem to be gaining traction with the C Series. If they can get past tariff threats, they could "take off."

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.680
Owned
No