Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 10, 2018

They have a great product. Their orders tend to be lumpy. The US is probably going to ramp up later this year or next and then orders will get bigger. They had some production issues but they have figured all that out before going into the US. Management has large holdings. (Analysts’ target: $2.50).

They have a great product. Their orders tend to be lumpy. The US is probably going to ramp up later this year or next and then orders will get bigger. They had some production issues but they have figured all that out before going into the US. Management has large holdings. (Analysts’ target: $2.50).

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.460
Owned
Yes
TOP PICK
TOP PICK
May 10, 2018

Their numbers are fantastic from a yield point of view. They are US operators but listed in Canada. They just built a second facility. They are already one of the biggest players there. They just acquired a company that does extract product in California. Following this the PE will be less than 9 times.

Their numbers are fantastic from a yield point of view. They are US operators but listed in Canada. They just built a second facility. They are already one of the biggest players there. They just acquired a company that does extract product in California. Following this the PE will be less than 9 times.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.360
Owned
Yes
BUY
BUY
May 10, 2018

It has been drifting over the last three or four months. They will just move into sales this year. They continue to execute. He thinks you will see a fair amount of news flow later this year. The cellular networks are quite excited by their product. He thinks there is lots of future and the story really hasn’t developed yet.

It has been drifting over the last three or four months. They will just move into sales this year. They continue to execute. He thinks you will see a fair amount of news flow later this year. The cellular networks are quite excited by their product. He thinks there is lots of future and the story really hasn’t developed yet.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.305
Owned
Yes
WATCH
WATCH
May 10, 2018

They are building an integrated device allowing for two way talk within fleets. It has taken time for them to get all the certifications and approvals to get here. There were concerns that are now behind them. We need to see sales start to transpire into fleets in the US.

They are building an integrated device allowing for two way talk within fleets. It has taken time for them to get all the certifications and approvals to get here. There were concerns that are now behind them. We need to see sales start to transpire into fleets in the US.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.370
Owned
Unknown
BUY
BUY
May 10, 2018

Over the last 12 to 24 months has had a number of reimbursement cuts or rumours of them. It is now trading at a cheap valuation. Assuming no more cuts, then they should be starting to build on that. In recent earnings surgical centers were stronger than analysts expected. They have a new product to roll out the second half of this year. It is an at-home dispensing product. It'll be a 2019 story in terms of the uptick.

Over the last 12 to 24 months has had a number of reimbursement cuts or rumours of them. It is now trading at a cheap valuation. Assuming no more cuts, then they should be starting to build on that. In recent earnings surgical centers were stronger than analysts expected. They have a new product to roll out the second half of this year. It is an at-home dispensing product. It'll be a 2019 story in terms of the uptick.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.325
Owned
Yes
BUY
BUY
May 10, 2018

They were one of the first rec licenses because they were one of the first med licenses. They tend to sell out in all dispensaries they go into. They took over a facility next to them and so are increasing production. They are also building a new building right now.

They were one of the first rec licenses because they were one of the first med licenses. They tend to sell out in all dispensaries they go into. They took over a facility next to them and so are increasing production. They are also building a new building right now.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.530
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 10, 2018

(A Top Pick Jun 22/17, Down 70.80%) You got a 1/10th of a VMD-X share for every PHM-X share you owned, and this increase the return on this pick. He only held onto the VMD-X shares.

(A Top Pick Jun 22/17, Down 70.80%) You got a 1/10th of a VMD-X share for every PHM-X share you owned, and this increase the return on this pick. He only held onto the VMD-X shares.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.090
Owned
No