Seeking Alpha

Todd Campbell

 
View as an RSS Feed
View Todd Campbell's Comments BY TICKER:
Latest  |  Highest rated
  • The 5 Retail Stocks You Should Own For Back To School [View article]
    In my experience I have found significant disconnects between forward PE's and past PE's provides opportunity for mean reversion, as the trailing 12 month PE becomes next year's trailing 12 month PE. Thanks for reading!
    Jul 12 09:03 AM | Likes Like |Link to Comment
  • KB Home (KBH): FQ2 EPS of -$0.04 beats by $0.02. Revenue of $524.4M (+73% Y/Y) beats by $73.6M. (PR[View news story]
    The assumption of derailed housing demand on rising rates may prove faulty, despite a slowing short term. Instead, it may extend the length of the housing boom but smoothing it out. Also, the higher rates and bigger bank spreads may encourage an easing in bank lending standards, opening the market up to the 700 FICO score crowd again.
    Jun 27 09:18 AM | Likes Like |Link to Comment
  • Homebuilders Tumble: Should You Buy NVR? [View article]
    Money, I agree. This is a 'safer' play far less leveraged than the traditional speculative driver home builder.
    Jun 27 07:54 AM | Likes Like |Link to Comment
  • Should You Buy LinkedIn, Facebook Or Yelp? [View article]
    There have been plenty of opportunities to position trade Facebook, long and short. Congratulations on your success. Of course, anything that appears a sure thing should make you a bit nervous in the process. Markets do tend to surprise. Particularly, at points when you think you've figured them out!
    Jun 21 09:38 AM | Likes Like |Link to Comment
  • Should You Buy LinkedIn, Facebook Or Yelp? [View article]
    Thanks for reading! Yelp has not proven its business model, that's for sure.
    Jun 19 08:19 PM | Likes Like |Link to Comment
  • Should You Buy LinkedIn, Facebook Or Yelp? [View article]
    Thanks for reading. This article should not be confused with a comparison of the merits of social media versus consumer staples stocks, which as you know are two very different animals. Social media is extremely speculative and will not be the right choice for many investors. However, for those who prefer speculative investments, it appears from the data, Linkedin offers the most consistent history of execution. For those interested in reading more about Linkedin, I provided more detail in the following articles back in February and last November:
    http://seekingalpha.co...
    http://seekingalpha.co...
    Jun 18 10:06 AM | Likes Like |Link to Comment
  • Is A QE Exit Really Scary? [View article]
    Probably one of the best reasons to listen to this author is the percentage of 'you are wrong' comments in this thread! The greater risk is not to economic growth and equity appreciation, but likely to bond principal. Everyone check your duration heading into 2014.
    May 14 03:35 PM | 1 Like Like |Link to Comment
  • Gilead's Hepatitis C Drug Sofosbuvir Offers Upside [View article]
    I am a fan of Abbvie and have wrote about them before Abbott completed the split, http://seekingalpha.co...
    Its certain to be a competitive market, and probably money to be made in ABBV, VRTX and GILD.
    May 9 04:14 PM | Likes Like |Link to Comment
  • The Gulf Of Mexico Is A Winner For This Independent [View article]
    Thanks Eli! I hope you are doing well!
    May 3 09:37 AM | Likes Like |Link to Comment
  • Investors May Want To Fade Healthcare In May [View article]
    Thanks for reading. When I wrote in September 2009 investors shouldn't be so quick to dismiss the positive impact reform would have on the group, it was a bit of a tough sell. http://seekingalpha.co...
    But, healthcare should be one of the 4 horsemen in any growth portfolio, along with energy, technology and financials. That's how I position clients. However, seasonality does give you an edge for helping to determine over and underweights and timing additions and redemptions, which can be quite useful.
    Apr 25 12:21 PM | 1 Like Like |Link to Comment
  • The U.S. intends to sell tilt-rotor V-22 Osprey airplanes to Israel for the first time as part of a $10B package of defense deals with the country, Saudi Arabia and the UAE. The Osprey, which takes off and lands like a helicopter, is made by Textron's (TXT) Bell Helicopter unit and Boeing (BA). [View news story]
    This should be good news for Osprey rotarcraft supplier Hexcel (HXL).
    http://seekingalpha.co...
    Apr 22 03:24 PM | Likes Like |Link to Comment
  • Why You Should Cover Natural Gas [View article]
    Thanks for reading. The EIA's projection forecast is for annual average prices and often is late to drop when prices fall, and rise when prices increase. It would seem we have a very good chance of exceeding the 4.05 EIA projection this year based on the fundamental data. We shall see!
    Apr 19 09:53 PM | Likes Like |Link to Comment
  • Why You Should Cover Natural Gas [View article]
    Jimmy,
    More energy efficient homes being built are factored into the EIA's natural gas demand forecast, which I hyperlinked "projections". Total housing and building units will climb. The rate at which they consume energy shrinks, but each incremental home still adds demand, just less demand than say a 1940's poorly insulated colonial. Thanks for reading!
    Apr 18 10:09 PM | Likes Like |Link to Comment
  • Why You Should Cover Natural Gas [View article]
    Mr Holzman is correct and so is the EIA. Square footage and economic growth are the primary drivers of natural gas demand. It is the increase in both that is driving the EIA's projection for higher demand and higher natural gas prices, both over the near term and the long term. I encourage all readers to read the source material I've linked in my article, especially the "projections" hyperlink. Mr. Holzman's link isto the data, which is incorporated into the EIA's projections. Thanks for reading!
    Apr 18 10:04 PM | Likes Like |Link to Comment
  • Why You Should Cover Natural Gas [View article]
    Thanks for reading. Demand is tied to square footage which increases alongside construction spending. Manufacturing growth and square footage growth are the biggest influencers on demand. Or said differently by the EIA: "Higher rates of economic growth lead to increased consumption of natural gas (primarily in response to higher levels of housing starts, commercial floorspace, and industrial output", http://1.usa.gov/13WmeaV
    Apr 18 07:20 PM | Likes Like |Link to Comment
COMMENTS STATS
296 Comments
68 Likes