Viewing Expert Darren Sissons | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Darren Sissons , Vice President and Partner

Campbell Lee & Ross


Date Signal Chart Symbol Company Opinion Price
2017-08-11 DON'T BUY Must be logged in to use chart 005930-KS Samsung Electronics

They’ve had a number of negative things, such as exploding phones and a corruption probe. When looking at the financials, you see a big line item that comes from semiconductors, which is one of their big drivers. Ultimately though, that is a supplier to the phones, smart devices and a lot of other related paraphernalia. If there is a slowdown in the phone segment, then you definitely get a slowdown in semiconductors and their ability to use the semiconductor division to derive additional revenues through third-party relationships. It has been a fabulous stock, but at this point it is too rich.


Price:
$0.000
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-11 TOP PICK Must be logged in to use chart 1038 - HK CK Infrastructure Holdings

This is effectively run by Li Ka-shing, the richest man in Hong Kong. He owns regulated and non-regulated assets through this vehicle. They’ve grown the dividend for the last 15 years. Just made a European smart metering acquisition, so there will be more growth. Dividend yield of 3.2%. (Analysts’ price target is HK$77.35.)


Price:
$0.000
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 HOLD Must be logged in to use chart AAPL-Q Apple

The challenge is the law of large numbers. How can you continue to grow at the right component where the market has priced earnings growth moving forward? People talk about the extra cash, but if they could do something about the cash they would have done it. A lot of it is invested in tier 1 bank capital, propping up a lot of the banking system. Until there is a next product, they have to find upgrade cycles.


Price:
$157.480
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-11 TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

With the overlay of clients that need yield and to get a yield that is growing in a rising interest rate environment, this is one of the few utilities that has the ability to grow its dividend, and has a fairly safe growth path. Dividend yield of 4.4%. (Analysts’ price target is $15.)


Price:
$13.310
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

Population density lends itself very closely to local delivery, and this company does a very good job of that. It has a very big captive audience and a very good business model. He likes the concept and feels the business model is sustainable. However, he struggles with the valuation. It is very rich. There are concerns with the governments aspects, and disclosure is not as great as it could be. Until he sees some kind of correction in the stock, it is one he would not buy.


Price:
$151.700
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-11 COMMENT Must be logged in to use chart BAC-N Bank of America

The Trump regime is potentially looking at rolling back the punitive Dodd-Franks act. Because of that, this bank is probably going to do quite well.


Price:
$23.860
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A very complicated business. It is contractually driven. They build the company based on accumulating assets from institutional investors. The stock has been a fabulous performer. He thinks there is more upside.


Price:
$48.530
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 COMMENT Must be logged in to use chart BBT-N BB&T Corp.

Under the Obama government, the banks preferred were the regionals because of the regulatory glare, which was much more negative, on the money centred banks.


Price:
$46.310
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

He likes this for its international exposure. It has been a great rewarder to shareholders over time.


Price:
$76.650
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 COMMENT Must be logged in to use chart FB-Q Facebook

He could never understand why people pay an increasing amount of money for a desktop or an iPhone advert when they are not going to ultimately buy the product. The stock has done fabulously well and people have made a lot of money, but he doesn’t understand the business model beyond it being just a great advertising story.


Price:
$168.080
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-11 TOP PICK Must be logged in to use chart GE-N General Electric

After the global financial crisis, they went through a process of selling off their assets. When you start divesting assets, it generates a lot of cash flow, and that attracts a lot of interest. Investors flocked to the company and did very well. For the last little while, they had some problems with 2 of the industrial businesses. One was the power business and energy is not doing very well. However, the aviation business is fairly solid and the healthcare business has also done well. If we believe that we are going to get a recovery in the energy sector, and the increasing demand for electricity and power is going to continue, those businesses will right themselves. Dividend yield of 3.7%. (Analysts’ price target is $30.)


Price:
$25.200
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

Open Text (OTEX-T) or CGI Group (GIB.A-T)? These are in different businesses. This one does not carry a dividend, and if you don’t have a requirement for that, this is a high-quality company. Both are good companies and he would have no trouble buying them here.


Price:
$62.890
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-08-11 BUY on WEAKNESS Must be logged in to use chart GLW-N Corning Inc

A very flat revenue line relative to most technology companies. The reason is that most of the volatility in earnings comes via joint ventures. The joint ventures, in many cases, is 50-50, where they own less than 51%. By owning less than 51%, it comes as an equity earning, so you need to look at the equity line. He feels this is very expensive. The US$ is making it a little cheaper.


Price:
$28.980
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-11 COMMENT Must be logged in to use chart HSBC-N HSBC Holdings P L C

If looking at European banks, Banco Santander (SAN-N) or HSBC Holdings (HSBC-N) are two that he would consider.


Price:
$47.770
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-11 PAST TOP PICK Must be logged in to use chart INFY-N Infosys Technologies Ltd.

(A Top Pick July 7/17. Down 0.95%.) If you ignore the last year or so, the stock had a fabulous run for about 15 years with double digit growth rates. Over a 3-5 year timeframe, he expects there will be a $2 billion share buyback announced, and the dividend should get increased. He is still buying this for clients.


Price:
$15.490
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 744 entries
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