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Todd Campbell

 
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  • Apple's iPhone 6 Event: A Turning Point [View article]
    Great take. Thanks for writing (I linked to this article). Apple has a very good track record of trading up through fall (thanks to its annual iPhone event), which is a bit impressive given that so much hype surrounds the unveiling every year. Those that are curious can view the actual returns data here: http://bit.ly/SbBA5p
    Aug 6, 2014. 05:35 PM | Likes Like |Link to Comment
  • Apple's iPhone 6 Event: A Turning Point [View article]
    Great take. Thanks for writing (I linked to this article). Apple has a very good track record of trading up through fall (thanks to its annual iPhone event), which is a bit impressive given that so much hype surrounds the unveiling every year. Those that are curious can view the actual returns data here: http://bit.ly/SbBA5p
    Aug 6, 2014. 05:35 PM | Likes Like |Link to Comment
  • Don't Lose Sight Of Cooper Companies [View article]
    Hi Earth, Correct, Bausch & Lomb was bought by Valeant in the summer of 2013. This article was written in January 2013, at which point Cooper was part of Warburg's portfolio. The company remains strong scoring in our institutional research (http://bit.ly/TrMVvL). Thanks for reading!
    Todd
    Jan 19, 2014. 11:36 AM | Likes Like |Link to Comment
  • The Best Oil And Gas Independents To Own In Q1 [View article]
    rjj,
    Thanks for taking the time to comment. FYI, EOG offers neutral Q1 seasonality - up 6 of the past 10 years. It does have compelling median historical returns for the period. DVN is a bit better, up 7 of the past 10 years. MRO is the best in terms of seasonal support, up 8 of the past 10 years with a median 8% return. I've put the entire database up at http://bit.ly/H8nJRo for less than a cup of coffee at Starbucks per month if anyone wants to check on their stocks!
    Jan 3, 2014. 09:32 AM | Likes Like |Link to Comment
  • Nordstrom, Ross And TJX: The Best 3 Retail Stocks To Own Through February [View article]
    Ultra,
    Thanks for reading and taking the time to comment. "As a result, shares in Nordstrom have marched higher in all 10 of the past 10 years, generating an impressive average and median return of 11.52% and 10.89%, respectively". I should have written that sentence more clearly. It applies to the 3-month period ending February covered by this article, not the full year.
    Thanks!
    Todd
    Dec 4, 2013. 11:36 AM | Likes Like |Link to Comment
  • The Better Buy: CSX, Norfolk Southern, Or Union Pacific? [View article]
    Byloe,
    Thanks for taking the time to comment. I agree, as long as GDP and industrial production head higher, so will rail carloads and profits. As you said, the key is not to let analysis paralysis derail your chances for making money.
    Sincerely,
    Todd
    Nov 30, 2013. 10:30 AM | Likes Like |Link to Comment
  • The Better Buy: CSX, Norfolk Southern, Or Union Pacific? [View article]
    dealraker,
    Thanks for reading and making the time to comment. It's relatively uncommon that extrapolating historical P/E ratios against forward earnings estimates results in fairly valued companies. However, I do agree that easy coal and grain comparisons could provide earnings upside, allowing for higher target prices. That suggests we have to keep a close eye on results and monthly rail volume!
    Sincerely,
    Todd
    Nov 30, 2013. 10:28 AM | Likes Like |Link to Comment
  • Better Buy: Altria, Philip Morris Or Reynolds? [View article]
    Thanks for reading and taking the time to post. I agree that business models change, which means you always take a risk when you set target prices for valuation. However, I've found investors do tend to pay a range for each dollar of earnings depending on the industry. And, currently, they're more optimistic in their willingness to pay than they've been in the recent past. That's a bit worrisome. Thanks again for taking the time to comment.
    Nov 20, 2013. 04:31 PM | Likes Like |Link to Comment
  • Better Buy: Apple Or Microsoft? [View article]
    Thanks for reading and taking the time to comment. There is always a risk of dividend cuts at any firm. But, I don't see that anytime soon for either company. I am very interested to see how Apple's margin holds up in Q4. And, I'm also extremely curious to see how Xbox -- and related game sales -- moves the needle at MSFT next year. Thanks again for your comments.
    Nov 19, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Better Buy: Cisco, EMC Or IBM? [View article]
    Rickraff,
    Thanks for reading and taking the time to comment. In case you, or others were curious, the consumer discretionary ETF (XLY) has finished January higher than it starts November in 8 of the past 10 years, producing a median 5.51% return. As far as CSCO, EMC or IBM through January, I posted it on my seasonality blog: http://bit.ly/H8nJRo
    -Todd
    Nov 16, 2013. 02:52 PM | Likes Like |Link to Comment
  • Better Buy: Cisco, EMC Or IBM? [View article]
    If you are interested, you can sign up for a free trial and see which stocks have the highest scores. Thanks for reading and taking the time to comment. You can sign up here: http://bit.ly/TrMVvL
    Nov 16, 2013. 11:16 AM | Likes Like |Link to Comment
  • Coal Seasonality Suggests It May Be Time To Cover [View article]
    Congrats! This is an interesting spot technically. Keep WLT on the radar though. It may not be done yet. See if it can clear this out and get more than 5% above the 200 dma. If so, its a buy on any pullbacks.
    Nov 4, 2013. 04:54 PM | 1 Like Like |Link to Comment
  • 3 Steel Stocks You Can Buy In November [View article]
    Nice to see Goldman Sachs join the party in getting less bearish on steel stocks. $AKS, $X, $STLD raised to Buy.
    Nov 4, 2013. 09:37 AM | 1 Like Like |Link to Comment
  • Here's Why To Consider U.S. Bancorp, PNC Financial And Keycorp In November [View article]
    Thanks for reading and taking the time to comment. I'm a big fan of KEY too.
    Nov 4, 2013. 09:32 AM | Likes Like |Link to Comment
  • 3 Steel Stocks You Can Buy In November [View article]
    Mark, WLT was a champ this week. Congrats on taking advantage of that one.
    Nov 2, 2013. 10:31 AM | Likes Like |Link to Comment
COMMENTS STATS
296 Comments
68 Likes