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Stock Opinions by Bruce Campbell (2)

COMMENT
Prediction for 2022. Continued volatility. Underlying economy has been fairly strong but we'll be comparing it to past strong performances, supply chain issues, Covid variants. All make it difficult for investors to figure out what's working and what's not.
Unknown
COMMENT
Tempted to reduce equity weighting? Not yet. But we have seen rotation in terms of quality. Some of the smaller caps that he invests in haven't done very well this year. He has been looking at more defensive companies. Right now, he has a barbell approach in his portfolios.
Unknown
COMMENT
Cannabis. Rough year in both Canada and the US. Not a lot of catalysts or uptrends. Canada supply/demand issue, with too much supply and not enough demand. In US, delay in legalization, so there was a selloff. Tax-loss selling has taken the sector down.
Unknown
COMMENT
Lessons learned in 2021. Searching for quality and understanding your investment process. Easy for investors to get whipsawed out of positions, but at the same time markets were hitting new highs.
Unknown
BUY
One of the leaders. Revenue and EBITDA numbers in the sector have been significant; valuations are attractive, and they're growing. Strategy of both building and buying. After tax loss selling, and into next year, more investors should be looking at it. Catalyst from US legislators would be icing on the cake.
0
BUY
Still really likes it. As a small cap, didn't do well this year. Tax-loss selling in December, now stabilized. Business plans got delayed, but now on track for 2022. Should be able to secure front-of-store shelf space. Working on AMZN relationship.
Consumer Products
BUY
Looks quite strong. Valuation attractive. Should be able to capitalize on their acquisitions. On his radar. He owns BIR and AAV.
oil / gas
WATCH
Likes the business. Over time, they should be able to execute. Expensive valuation. Sold off on a short report and unfavourable news. Watching it and looking to enter shortly. As the economy opens up, more restaurants should adopt the software.
0
BUY
Stock's pulled back due to tax-loss selling. Business itself is interesting with the move to health and wellness. AI acquisition should let them work with big drug companies to study effects on mental health. This year should be strong as they roll out products and gain market share.
Healthcare
WATCH
Management is awesome. Excellent accretive acquisitions. Valuation got high this year, and so it pulled back. He's been looking at it quite closely.
other services
BUY
Real-time, remote medical reporting from patient to care providers. Fits and starts over the years. Should be rolling up to cashflow positive. Nice runway with great growth rate. Adding new partners. Monthly subscription. Could have a bright future in next couple of years.
computer parts mnfctr
PAST TOP PICK
(A Top Pick Dec 08/20, Down 39%) Frustrating. Management has executed well. Grow by acquisition and organically. Raised money via convertible debentures. Tax-loss selling put pressure on. The new year should show if integration has been successful. He owns the debentures, not the stock.
chemicals
PAST TOP PICK
(A Top Pick Dec 08/20, Up 288%) Likes management. Relatively low decline rates. Nice acquisitions. Sector recovery has provided a tailwind.
oil / gas
PAST TOP PICK
(A Top Pick Dec 08/20, Up 28%) Rocky road this past year when plan to go private was scrapped. Favourable recent acquisition has boosted the price. Strong product. A monopoly. He recently added.
Technology
COMMENT
Phenomenal execution and management. Credit for those who don't have the highest rating. Good business model when economy is strong. Interest rate spread should be able to be passed on to consumer. Fairly expensive.
merchandising / lodging
Showing 1 to 15 of 1,617 entries