Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 1, 2019
In the U.S. healthcare business. They have transformed in the past year, raising profit margins and accounts receivable. They are highly profitable around 20%. Trades at less than 10x 2020's EBITDA. Management continues to execute, doing small acqusitions.
In the U.S. healthcare business. They have transformed in the past year, raising profit margins and accounts receivable. They are highly profitable around 20%. Trades at less than 10x 2020's EBITDA. Management continues to execute, doing small acqusitions.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.010
Owned
Yes
COMMENT
COMMENT
May 1, 2019
They consistently grow their dividend. They grow organically and by acquisition. Their recent weakness has been due to an attempted acquisition and would pay for that with a stock issue. Once this is cleared-up, then the cash flow will lead to a dividend increase. Pays a 6% yield.
They consistently grow their dividend. They grow organically and by acquisition. Their recent weakness has been due to an attempted acquisition and would pay for that with a stock issue. Once this is cleared-up, then the cash flow will lead to a dividend increase. Pays a 6% yield.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$30.120
Owned
Unknown
BUY
BUY
May 1, 2019
A 10-year overnight success. They have a dehydration process for food (cheese sold in Starbucks). They make some money selling those dehydration machines, but also receive a royalty. Now, they're getting into cannabs, signing deals with Tilray, Aurora and Green Organic Dutchmen to quickly dry cannabis in a process that avoids spoiled crops (i.e. bacteria). He wishes he had bought it. They've enjoyed a great year.
Enwave (ENW-X)
May 1, 2019
A 10-year overnight success. They have a dehydration process for food (cheese sold in Starbucks). They make some money selling those dehydration machines, but also receive a royalty. Now, they're getting into cannabs, signing deals with Tilray, Aurora and Green Organic Dutchmen to quickly dry cannabis in a process that avoids spoiled crops (i.e. bacteria). He wishes he had bought it. They've enjoyed a great year.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$2.300
Owned
No
BUY
BUY
May 1, 2019
A smaller Shopify? Exactly. Management will have to prove they can make money. Phenomenal revenue growth. If you hold onto this for four years, this will pay off. They are revving up their revenues, but there will be ups and downs like Shopify.
A smaller Shopify? Exactly. Management will have to prove they can make money. Phenomenal revenue growth. If you hold onto this for four years, this will pay off. They are revving up their revenues, but there will be ups and downs like Shopify.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$24.980
Owned
Unknown
BUY
BUY
May 1, 2019
A safe dividend. Their legacy business is steady from Air Canada which sustains the dividend. 18 months ago, they moved into a growth area: leasing aircraft and are doing very well here with a big profit margin. The airline business continues to grow. They will likely raise the dividend.
A safe dividend. Their legacy business is steady from Air Canada which sustains the dividend. 18 months ago, they moved into a growth area: leasing aircraft and are doing very well here with a big profit margin. The airline business continues to grow. They will likely raise the dividend.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$7.500
Owned
Yes
BUY
BUY
May 1, 2019
Their development costs are low, and they pay a dividend. Rising oil prices is a tailwind. He recently bought it. Likes it.
Their development costs are low, and they pay a dividend. Rising oil prices is a tailwind. He recently bought it. Likes it.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$8.930
Owned
Yes
COMMENT
COMMENT
May 1, 2019
If there's more drilling, then this and other oil service companies will do well. Rising oil prices will help.
If there's more drilling, then this and other oil service companies will do well. Rising oil prices will help.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$1.340
Owned
Unknown