Stock Opinions by Darren Sissons - Stockchase Experts
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Darren Sissons

On Stockchase since : Jan 2012

Vice President and Partner at Campbell Lee & Ross

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Stock Opinions by Darren Sissons - Stockchase Experts

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COMMENT
General Market Comment 

April 25, 2019

It's been a tough week for earnings (though some companies have done well). He's carrying more cash than usual and has been taking some shares off the table. We're seeing the end of the cycle. The dilemma for central banks is how to normalize rates, but be aware of the markets selling off swiftly when rates are raised, like last December. We'll see some misses in industrial stocks, because--for example 3M, they are dealing with a strong US currency and competition from Europe. He suggests buying European blue-chips at the current CAD exchange rate. Europe is not blowing up. If Brexit happens, it happens; Europe will survive it.
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It's been a tough week for earnings (though some companies have done well). He's carrying more cash than usual and has been taking some shares off the table. We're seeing the end of the cycle. The dilemma for central banks is how to normalize rates, but be aware of the markets selling off swiftly when rates are raised, like last December. We'll see some misses in industrial stocks, because--for example 3M, they are dealing with a strong US currency and competition from Europe. He suggests buying European blue-chips at the current CAD exchange rate. Europe is not blowing up. If Brexit happens, it happens; Europe will survive it.
Unknown
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Big announcement this week--US is imposing sanctions on Iran which will reduce oil supply. This was always going to happen. Oil prices will rise to $70. Meanwhile, all the European oil majors will make money and do more development. RDS has a fine dividend that's safe.
integrated oils
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Big announcement this week--US is imposing sanctions on Iran which will reduce oil supply. This was always going to happen. Oil prices will rise to $70. Meanwhile, all the European oil majors will make money and do more development. RDS has a fine dividend that's safe.
integrated oils
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
BlackBerry(BB-T) 

April 25, 2019

It's become a software security company with okay numbers. It's a trade, not a core holding. He'd pass on it.
electrical/electronic
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It's become a software security company with okay numbers. It's a trade, not a core holding. He'd pass on it.
electrical/electronic
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$12.200
Owned Owned
No

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BUY on WEAKNESS
Microsoft(MSFT-Q) 

April 25, 2019

Their cloud has been a rocketship. Excellent company, but it's run very, very far. Too expensive to add to now. A pullback is a different matter.
computer software/processing
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Their cloud has been a rocketship. Excellent company, but it's run very, very far. Too expensive to add to now. A pullback is a different matter.
computer software/processing
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$129.150
Owned Owned
Unknown

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DON'T BUY
Intel(INTC-Q) 

April 25, 2019

They issued weak guidance in Q2. There's a backdrop of US-China trade tensions hurting demand. Expect at least one more quarter of negative earnings
electrical/electronic
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They issued weak guidance in Q2. There's a backdrop of US-China trade tensions hurting demand. Expect at least one more quarter of negative earnings
electrical/electronic
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$57.610
Owned Owned
Unknown

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DON'T BUY
ING Groep NV(ING-N) 

April 25, 2019

An horrendous chart. One challenge for ING is that in Holland you can get a 30-year mortgage. So, how do you increase net interest margins for banks when mortgage don't re-rate for 25 years or so? Their footprint is much smaller these days, too, after they sold off their insurance business. Other European banks offer more upside and better balance sheets, like HSBC and Santander.
investment companies/funds
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An horrendous chart. One challenge for ING is that in Holland you can get a 30-year mortgage. So, how do you increase net interest margins for banks when mortgage don't re-rate for 25 years or so? Their footprint is much smaller these days, too, after they sold off their insurance business. Other European banks offer more upside and better balance sheets, like HSBC and Santander.
investment companies/funds
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$12.590
Owned Owned
Unknown

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BUY
Orange SA(ORAN-N) 

April 25, 2019

A small holding of his. They finished a large capex program as there have been regulatory changes in Europe over pricing. So we're seeing growth in the topline, lower capex and higher earnings. They could raise their dividend. He likes it at these levels.
Utilities
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A small holding of his. They finished a large capex program as there have been regulatory changes in Europe over pricing. So we're seeing growth in the topline, lower capex and higher earnings. They could raise their dividend. He likes it at these levels.
Utilities
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$15.822
Owned Owned
Yes

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PAST TOP PICK
BCE Inc.(BCE-T) 

April 25, 2019

(A Top Pick Apr 04/18, Up 16%) Telcos are basically a tax on consumers. This is for investors looking for yield. A good company. Likes this very long-term.
telephone utilities
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(A Top Pick Apr 04/18, Up 16%) Telcos are basically a tax on consumers. This is for investors looking for yield. A good company. Likes this very long-term.
telephone utilities
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$60.130
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 04/18, Down 2%) It's the largest independent global logistics company. Strong balance sheet. They raise their dividend every year. A catalyst with be resolving the US tariff issues.
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(A Top Pick Apr 04/18, Down 2%) It's the largest independent global logistics company. Strong balance sheet. They raise their dividend every year. A catalyst with be resolving the US tariff issues.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 04/18, Up 13%) Higher interest rates globally will be a catalyst. They're buying back shares and raising their dividend each year. A long-term hold. Overall for central banks, removing QE will result in a crash or pullback (as we saw last December). So, central banks will have to raise rates very gradually to counter inflation over the next few years.
insurance
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(A Top Pick Apr 04/18, Up 13%) Higher interest rates globally will be a catalyst. They're buying back shares and raising their dividend each year. A long-term hold. Overall for central banks, removing QE will result in a crash or pullback (as we saw last December). So, central banks will have to raise rates very gradually to counter inflation over the next few years.
insurance
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$221.800
Owned Owned
Yes

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DON'T BUY
Amazon.com(AMZN-Q) 

April 25, 2019

Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
specialty stores
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Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
specialty stores
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$1902.250
Owned Owned
No

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DON'T BUY
Starbucks(SBUX-Q) 

April 25, 2019

He rarely goes to one. A great company. The CEO is now thinking of running for president. With all retail stories, how many more good locations can they find to drive earnings? The food concept at breakfast has worked well. What's their next frontier? Where else to expand to?
food services
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He rarely goes to one. A great company. The CEO is now thinking of running for president. With all retail stories, how many more good locations can they find to drive earnings? The food concept at breakfast has worked well. What's their next frontier? Where else to expand to?
food services
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$77.110
Owned Owned
No

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BUY
A T & T US(T-N) 

April 25, 2019

He swapped Verizon out and bought ATT recently because last year Verizon was up 12% and ATT down 16%. ATT though is a good business and pays an attractive dividend of 6.8%, which is a rare, but safe level for a telco. A good, long-term story.
Telecommunications
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He swapped Verizon out and bought ATT recently because last year Verizon was up 12% and ATT down 16%. ATT though is a good business and pays an attractive dividend of 6.8%, which is a rare, but safe level for a telco. A good, long-term story.
Telecommunications
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$30.340
Owned Owned
Yes

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BUY
Total SA(TOT-N) 

April 25, 2019

Has a great E&P operation and fine balance sheet. Solid dividend. Energy demand isn't going away.
integrated oils
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Has a great E&P operation and fine balance sheet. Solid dividend. Energy demand isn't going away.
integrated oils
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$55.890
Owned Owned
Unknown

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BUY on WEAKNESS
Morgan Stanley(MS-N) 

April 25, 2019

US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
investment companies/funds
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US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
investment companies/funds
0 0 0 0 0
0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$47.290
Owned Owned
No

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