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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Bruce Campbell (2)

COMMENT
Recent TSX outperformance. Canada tends to be more value-oriented, when you look at financials, energy, and materials. S&P 500 tends to be more growth-oriented. Looking at returns for the end of last year, the TSX outperformed the US indices by a fair amount, and that's why.
Unknown
COMMENT
Market volatility. Central bankers don't have the credibility that they once did. That's why the markets bounce around the way they do. On one day, the different Fed officials can talk about different rate hike numbers, singing different tunes. So it's hard for the market to figure out which direction they're going. In the last few days, seems like the focus has turned to "bad news is bad news" and to the economy slowing down at perhaps a quicker pace than people expected.
Unknown
COMMENT
Rare 2:1 advance/decline ratio last week providing support. Looking at the advance/decline volume over a 10-day period, from late December until last week, there was a 2:1 advance to decline ratio. Probably only 8 instances in the last 50 years. Historically, you can't say it's positive for every single period, but the aggregate numbers are very positive. It shows a lot of buying power that we haven't seen for a while.
Unknown
HOLD
Avanti Energy
Hang in or sell at a loss? He owns and is hanging on. Three wells drilled, two have results. Expecting third well results soon. Next steps would be production decision, partnership, and sell product to end user. Rinse and repeat. Management has successful background. Drilling taking longer than expected, had to obtain financing, small cap.
Energy
HOLD
Hold or sell? Future ahead. Interest rates have impacted all banks. Focused on western Canada, which has seen a turnaround in last 18 months. Means more business for CWB. Bottomed out, regaining footing and heading back up. Hold, if you have a long time horizon.
banks
COMMENT
Favourite Canadian bank? Doesn't own any banks in his growth portfolios. In his income portfolios, owns BNS and BMO.
Unknown
HOLD
Challenges with supply chains for last 2 years. Continues to strengthen partnership with GNC, largest distributor of nutritional supplements. Announced 10 new products today. Also sells on AMZN.
Consumer Products
WATCH
Manulife Financial
Why doesn't it trade higher? Over the last year, an investor would rather hold a bank that had never cut its dividend, instead of MFC, which has cut in the past. So MFC won't see the same multiple in uncertain economic times such as now. Going forward, lots of promise. In Asia, a big growth area. Won't have same bank issues with net interest margin or bad debt. Should do well on the other side of a recession. Valuation fairly good, dividend not likely to be cut anytime soon. He's looking at it.
insurance
BUY
Materials sector looks to be shaping up. China restarting. USD declining. Historically, when USD goes down, commodity prices go up and TECK will be more profitable. Underinvestment in the materials sector, could see an uptick. A go-to name for US institutional portfolio managers.
Mining
WAIT
Market's concerned about debt. Asset sales have popped the share price off the bottom. Not his style to try to pick the absolute bottom, likes to see it to come up a bit on improving news. Don't step in just yet. Looks attractive. Looking for more stability in its business and debt.
electrical utilities
PAST TOP PICK
(A Top Pick Feb 23/22, Up 4%) Rolling futures contracts. Inverse ETF. A challenging product to hold over the long term.
0
PAST TOP PICK
Lucero Energy
(A Top Pick Feb 23/22, Down 36%) Experienced management. In a hot geographical area for oil and gas, but investment moved away to more profitable areas when oil price declined. Working to ramp up production and strengthen balance sheet. Small cap, market's not interested. He's on the sidelines.
oil / gas
PAST TOP PICK
Just Kitchen
(A Top Pick Feb 23/22, Down 92%) Markets can be humbling. Continues to execute. Concept is still intact. Ghost kitchens avoid overhead costs. More and more people are eating out. Market had shied away from companies growing but no profit.
Consumer Products
WATCH
Likes the sector, lots of runway. Renewable natural gas. Governments are increasing demand. On his radar. Will look at again when risk appetite in the market returns.
Financial Services
COMMENT
Underlying business has been operating fantastically. Comes down to size and market cap. Still ramping up.
computer parts mnfctr
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