E. B. Capital Markets, LLC

Market Intelligence for Institutional Investors
About Us


E.B. Capital Markets, LLC is an independent research firm founded by Todd Campbell in 2003.

For over a decade, porftolio managers have trusted Mr. Campbell to provide timely, actionable investment ideas without the conflicts of traditional street research.

The investment process driving our research recommendations is time-tested and used by some of the largest market-moving portfolio managers in the country to beat the benchmark indexes.

Over 1,000 hours were spent building our model - a unique way of finding winners by analyzing key technical, fundamental and seasonal data.

Weekly, 1500 stocks are screened and only a few chosen stocks are highlighted to clients.

The goal is simple:  an actionable amount of ideas likely to beat the market.

We hope you'll contact us today and give us the opportunity to show you why so many market-moving portfolio managers subscribe to our research!




Todd Campbell
President & Founder


In the Press:

5/20/04 CNNMoney (re. tech stocks on sale) Technology stocks moved substantially higher before peaking in Q4 07.

"We have a blue-light special on tech stocks in aisle 5," said Todd Campbell, president of E.B. Capital Markets, an independent research firm catering to institutional clients. "At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices." (source: CNN)

10/4/04 CNNMoney (re. on EPS revisions) RIMM is up over 300% since.

"If you are interested in buying growth companies, then why would you buy something where estimates are declining? You need to look at tech companies that are guiding higher," Campbell said. "There is a tug of war between downgrades and upgrades on earnings and that's what is separating the winners from losers in tech."

As such, Campbell said he likes Research in Motion.”

 

1/1/2005 CNNMoney (re. the WPTE IPO) WPTE traded as high as $30 in 05 before producing negative returns in 05, 06 and 07.  WPTE currently trades at $1.53.  Meanwhile, casino operator WYNN traded from the low $50’s to more than $170.

 

Still, until WPT can show that online poker can be a royal flush of earnings, WPT is essentially an overpriced media company, said Todd Campbell, president of E.B. Capital Markets, an independent research firm catering to institutional clients. He thinks that instead of investing in WPT, the better way to play the poker trend is to invest in casino companies.

"Without a doubt, poker is driving U.S. tourists to Las Vegas, Atlantic City and river boats," Campbell said.

2/28/05 CNNMoney (re. commodities & industrials).  Commodities marched sharply higher in 06, 07 and into 08 and industrials rose significantly before peaking in Q4 07.

Campbell said that more defensive oriented sectors like commodities and industrials should do well this year. He also thinks that earnings for consumer staples firms could rebound at the end of the year.

"Investors have to spend a lot of time thinking about areas of the market that will be insulated from declines in profitability," said Campbell.

 

8/24/05 CNNMoney (re. on ETF’s) ETF asset growth has more than doubled to $600 billion.  The oil services ETF (OIH) traded from $115 to $200 by the end of 07 while the financials ETF (XLF) traded down from $30 to $25 by Q1 08.

"I like them; I think they offer a tremendous opportunity for investors because it gives you opportunity to act intraday – not that you should be day trading but if something happens in your life you don't have to wait like a mutual fund," said Campbell at E.B. Capital Markets.

In terms of sector ETFs, Campbell said he likes the oil services industry, and sees the healthcare industry as attractive because the aging population creates opportunity for these stocks. More risk-tolerant investors can try ETFs tied to technology, but he advises against investing in ETFs tied to banks for the time being.

 6/27/05 CNNMoney (re. the coming oil boom) The oil service index doubled by the end of 07.

"This is different than the bubbles of biotech and the Internet," said Todd Campbell, president of E.B. Capital Markets, an independent research firm catering to institutional clients. "The fact is oil is a natural resource so there are capacity constraints that could keep prices relatively high." Campbell also likes oil services and drilling companies because he thinks that big oil exploration and production companies are likely to increase their spending on new projects.

"Oil prices have remained high long enough that we are going to see nice increases in exploration budgets and that will start off a multi-year continued run for the drillers and services firms," he said.

Among Campbell's favorites in this group are equipment and drilling companies BJ Services (Research), Transocean (Research) and Schlumberger (Research) as well as oil transportation firm OMI Corp. (Research).

10/11/06 Barron’s (re. election years and healthcare stocks) The major healthcare ETF’s all posted positive returns in 2007 despite political risk.

"Once everything shakes out post election, health care usually end ups trading higher," says Todd Campbell, founder of E.B. Capital Markets, an independent market research firm.


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