Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 4, 2018

(A Top Pick Oct 12/17, Up 175%)  It is advanced monitoring in the home.  There are delays in their hardware.  The market is starting to question if they will miss their guidance for the end of the year.

(A Top Pick Oct 12/17, Up 175%)  It is advanced monitoring in the home.  There are delays in their hardware.  The market is starting to question if they will miss their guidance for the end of the year.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 4, 2018

(A Top Pick Oct 12/17, Up 386%)  You have to have this if you are going to play the broad based industry. 

(A Top Pick Oct 12/17, Up 386%)  You have to have this if you are going to play the broad based industry. 

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$62.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 4, 2018

(A Top Pick Oct 12/17, Down 10%)  The management team is very good at what they do with acquisitions.  He would stick with it.  They will probably start their next leg up here.

(A Top Pick Oct 12/17, Down 10%)  The management team is very good at what they do with acquisitions.  He would stick with it.  They will probably start their next leg up here.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$58.310
Owned
Yes
BUY
BUY
October 4, 2018

They make push to talk devices with a full app suite.  It is taking longer in the US for them to get approvals than was expected.

Siyata Mobile Inc(SIM-X)
October 4, 2018

They make push to talk devices with a full app suite.  It is taking longer in the US for them to get approvals than was expected.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.470
Owned
Unknown
BUY
BUY
October 4, 2018

They buy the royalty rights for a company they are taking over.  It is a high growth business.  They have increased same store sales.  The value will probably go up from here.

They buy the royalty rights for a company they are taking over.  It is a high growth business.  They have increased same store sales.  The value will probably go up from here.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.090
Owned
Unknown
COMMENT
COMMENT
October 4, 2018

Short selling:  He has not done much short selling in this space.  He tends to be long.  If he was going to do it, this would be the vehicle to do it with.  There would not be any M&A risk.

Short selling:  He has not done much short selling in this space.  He tends to be long.  If he was going to do it, this would be the vehicle to do it with.  There would not be any M&A risk.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$23.540
Owned
Unknown
BUY
BUY
October 4, 2018

He just added to it.  He thinks the valuation is attractive compared to its peers.  They keep lowering their costs and get a premium for their product.  They did a good job in the extracted product market.

He just added to it.  He thinks the valuation is attractive compared to its peers.  They keep lowering their costs and get a premium for their product.  They did a good job in the extracted product market.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$8.450
Owned
Yes