Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 25, 2018

Disappointing. They contoinue to ramp up their number of beds, but their surgery centres are a wild card. Hang on if you own it. Most of the bad news is behind them, and their number should rise going forward.

Disappointing. They contoinue to ramp up their number of beds, but their surgery centres are a wild card. Hang on if you own it. Most of the bad news is behind them, and their number should rise going forward.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.290
Owned
Unknown
TOP PICK
TOP PICK
July 25, 2018

Was a past pick. Stock has sold off 52% in the past year, but their growth area is in the U.S. where they just got approval from Georgia. (Analysts' price target: $2.50)

Was a past pick. Stock has sold off 52% in the past year, but their growth area is in the U.S. where they just got approval from Georgia. (Analysts' price target: $2.50)

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.380
Owned
Yes
COMMENT
COMMENT
July 25, 2018

Earnings yesterday were a lot better than expected. They've had a rough year or so. It looks like they've now dealt with their troubled investments and are starting to re-invest their money. One issue is that the payout ratio is very high, around 98%. They will likely do everything they can to protect its high dividend, over 10%. He's waiting to see what'll happen to the payout ratio.


Alaris Royalty (AD-T)
July 25, 2018

Earnings yesterday were a lot better than expected. They've had a rough year or so. It looks like they've now dealt with their troubled investments and are starting to re-invest their money. One issue is that the payout ratio is very high, around 98%. They will likely do everything they can to protect its high dividend, over 10%. He's waiting to see what'll happen to the payout ratio.


Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$17.530
Owned
No
TOP PICK
TOP PICK
July 25, 2018

A big turnaround story that continues to grow by acquisition. In a competitive space, but they're innovative and they create synergies from their purchases. They've gone from printing to packaging which will grow. (Analysts' price target: $31.94)

A big turnaround story that continues to grow by acquisition. In a competitive space, but they're innovative and they create synergies from their purchases. They've gone from printing to packaging which will grow. (Analysts' price target: $31.94)

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$30.900
Owned
Yes
TOP PICK
TOP PICK
July 25, 2018

Two of three divisions are in cannabis--the THC and CBD sides are expanding 5x from their current sizes into 2019. They can't get enough product now, because they're very good at extractions, which boast huge margins. They will have a new facility by year's end, and increase their cash flow give times It's trading at 1x sales. They're great at what they do. (no analysts' price target)


Two of three divisions are in cannabis--the THC and CBD sides are expanding 5x from their current sizes into 2019. They can't get enough product now, because they're very good at extractions, which boast huge margins. They will have a new facility by year's end, and increase their cash flow give times It's trading at 1x sales. They're great at what they do. (no analysts' price target)


Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.405
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 25, 2018

(A Past Top Pick on July 26, 2017, Down 6%) Hasn't done much and has disappointed. Its UK division is worth much more than the market gives it credit for.

(A Past Top Pick on July 26, 2017, Down 6%) Hasn't done much and has disappointed. Its UK division is worth much more than the market gives it credit for.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$6.510
Owned
Yes