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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 Darren Sissons

COMMENT

There's great opportunity in event-driven, idiosyncratic opportunities like a CEO resigns suddenly (i.e. affair with a secretary). Investors should be happy. Most portfolios should be at all-time highs. Ex-uranium, commodities look cheap, such as oil and copper. China is bolstering their economy, which bodes well for commodities. Financials look very good, especially in Europe which sees negative interest rates.

Unknown
BUY
Enbridge

Carbon energy isn't going anywhere soon. ENB pays an 8% dividend. Hold it for 10 years and you get back 80%, assuming the share price and dividend hold. Falling interest rates are a catalyst for dividend stocks.

oil / gas pipelines
DON'T BUY

Many UK stocks have been hit by Brexit. The UK pound has been declining against the Canadian dollar. The company isn't doing well, either, though its valuation is cheap. Look elsewhere like P&G.

misc consumer products
DON'T BUY

Their product line is very mature and offers little growth. This has been a sideways stock. Their snacks business is doing well, but not a growth driver. Either the stock declines and the dividend rises, or they buy another company.

food processing
BUY ON WEAKNESS
GlaxoSmithKline PLC

Buy drug stocks when there's no good news about their drug pipelines, or else you pay up when there is good news, in which case it becomes a trade, not investment.

biotechnology / pharmaceutical
BUY

Pays a 9.5% dividend, so over 10 years, you've returned 95% of your capital, assuming no dividend cut. But there is a huge ESG overhang in this sector; everybody hates tobacco stocks. Debt is paid down and the balance sheet is fine, so there's no real risk. The company is transitioning away from burning cigarettes.

tobacco
BUY ON WEAKNESS

Nvidia is a client of theirs. TSM makes all AI chips. A great company that's had a great ride. If you believe China will invade Taiwan, look at Samsung. TSM is best of breed. But the semis sector is overheated now and there will be moderation coming. Also, AI will be driven by software. 

electrical / electronic
DON'T BUY

Their business is excellent, but there's too much risk of interference from Beijing. A hard pass.

0
COMMENT
lumber outlook

Buy a commodity when they're really weak, and trim them when they start to run then completely exit. If you hold for the cycle, hold only a small portion. He doesn't own lumber. Supply chain problems have been solved, so prices have fallen. Also, demand for housing is not a catalyst, because immigration will offset that.

Unknown
COMMENT

After Russia invaded Ukraine, European defence stocks rallied. If you park your ESG, you will see long-term structural growth in defence stocks. PLTR is okay, but prefers defence contractors.

Technology
BUY
Nestle

A terrible one-year chart, but if it was in Canadian dollars, it looks much better. He owns this and has seen sizable gains. A good long-term hold and will benefit from a strong currency.

food processing
PAST TOP PICK
Northrop Grumman
(A Top Pick Mar 28/23, Up 3%)

The US defence budget is not constrained by the overall US budget. They're upgrading through their stealth bomber and their space program are drivers. They had an issue with a fixed contract. However, NOC gets access to US defence spending, the highest historically in the world. The only negative is that you have to buy this in inflated US dollars.

Transportation
PAST TOP PICK
TC Energy
(A Top Pick Mar 28/23, Up 11%)

The dividend yield is elevated. Stock has more upside. It's a bond proxy if you hold this long term. A good, long-term story.

oil / gas pipelines
PAST TOP PICK
Visa Inc.
(A Top Pick Mar 28/23, Up 28%)

Benefits from continuing spending post-pandemic. Has long owned this. Continues to be the market leader. But if there's a meaningful recession, this will get hit like all else, but that would be the time to add more shares.

other services
DON'T BUY
Tesla Inc

Ignore social media, where negative chatter is coming from anonymous accounts without technical background. Note that the Chinese are dominating EVs, which will be a big issue moving forward. Tesla's valuation is extreme compared to peers in this space. Professional traders are lining up to short this when the stock breaks. Carbon offsets have benefited Tesla huge. A trader can make money on this, but investors should avoid it.

Consumer Products
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