Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 4, 2018

They have been on a pretty big buying spree. This is not one he is particularly hot on. In fall 2017 they were supposed to be complete in their building but are only a third done to date.

Aurora Cannabis (ACB-T)
October 4, 2018

They have been on a pretty big buying spree. This is not one he is particularly hot on. In fall 2017 they were supposed to be complete in their building but are only a third done to date.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$12.160
Owned
Unknown
HOLD
HOLD
October 4, 2018

It has suffered lately. It is surprising, considering the overall growth of the company. Over the longer timeframe they have done phenomenally well. They added more stores and increased the basket size of the average customer. They dominate the Canadian market. The challenge is to continue to grow. They could be taken out by a US chain.

Dollarama Inc. (DOL-T)
October 4, 2018

It has suffered lately. It is surprising, considering the overall growth of the company. Over the longer timeframe they have done phenomenally well. They added more stores and increased the basket size of the average customer. They dominate the Canadian market. The challenge is to continue to grow. They could be taken out by a US chain.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$39.000
Owned
Unknown
BUY
BUY
October 4, 2018

He really likes management. It is the biggest cannabis market in the world. As producers come online it will decrease input costs to them.

He really likes management. It is the biggest cannabis market in the world. As producers come online it will decrease input costs to them.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$7.100
Owned
Unknown
WATCH
WATCH
October 4, 2018

He stood back and watched for the last number of years. A company is battling to deposit unlimited amounts with them at 4%.

He stood back and watched for the last number of years. A company is battling to deposit unlimited amounts with them at 4%.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$22.540
Owned
No
TOP PICK
TOP PICK
October 4, 2018

They have done a great job. They are in the top three as far as medical patients go. It is super cheap. They are talking about a US listing and that could light it on fire. They could get taken over. (Analysts' target; $16.11).

They have done a great job. They are in the top three as far as medical patients go. It is super cheap. They are talking about a US listing and that could light it on fire. They could get taken over. (Analysts' target; $16.11).

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$12.040
Owned
Yes
TOP PICK
TOP PICK
October 4, 2018

They are in partnership with Stat Oil. The first well was to find the edge of the basin. They are cashed up 2 to 4 years. It could be one of the largest gas discoveries. (Analysts' target: $9.88).

They are in partnership with Stat Oil. The first well was to find the edge of the basin. They are cashed up 2 to 4 years. It could be one of the largest gas discoveries. (Analysts' target: $9.88).

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$4.430
Owned
Yes
TOP PICK
TOP PICK
October 4, 2018

They trade at about 1 times revenue. They are trying to get a dispensary in Nevada where Tesla is putting in their factory.

They trade at about 1 times revenue. They are trying to get a dispensary in Nevada where Tesla is putting in their factory.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.540
Owned
Yes