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 

November 8, 2018

Market Outlook From a macro market perspective the US election has been a blessing. Under the Trump Administration being a global investor has been tough. s of arbitrary policies. Gridlock is good for the markets. In December the Fed is going to increase the rate, cased on the metrics they are seeing. But the rate increases has to be moderate because if the US starts to suck up too much global liquidity from the markets, countries start to defend their currencies. Some countries are down 50%. Thailand looks very interesting. He would stay away from Brazil and Turkey. There are opportunities in EM but maybe it is a little too early.
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Market Outlook From a macro market perspective the US election has been a blessing. Under the Trump Administration being a global investor has been tough. s of arbitrary policies. Gridlock is good for the markets. In December the Fed is going to increase the rate, cased on the metrics they are seeing. But the rate increases has to be moderate because if the US starts to suck up too much global liquidity from the markets, countries start to defend their currencies. Some countries are down 50%. Thailand looks very interesting. He would stay away from Brazil and Turkey. There are opportunities in EM but maybe it is a little too early.
Unknown
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
_N/A

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BUY
Rotork PLC(ROR-LSE) 

November 8, 2018

This is a UK industrial. They make on/off switches. Use for electricity, gas and oil. When the Saudis tried to manipulate price of oil it suffered. They picked it up there. They had out a couple of days ago their worst balance sheet in history and they had only 5% debt. Very good company.
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This is a UK industrial. They make on/off switches. Use for electricity, gas and oil. When the Saudis tried to manipulate price of oil it suffered. They picked it up there. They had out a couple of days ago their worst balance sheet in history and they had only 5% debt. Very good company.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

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SELL
ING Groep NV(ING-N) 

November 8, 2018

Dutch based company. Revenues are down like 75%. One of the challenges is that the Dutch can lock their mortgages for 30 years. It hurts in a raising interest rate environment.
investment companies/funds
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Dutch based company. Revenues are down like 75%. One of the challenges is that the Dutch can lock their mortgages for 30 years. It hurts in a raising interest rate environment.
investment companies/funds
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$12.860
Owned Owned
No

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VAGUE
IBM(IBM-N) 

November 8, 2018

Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
electrical/electronic
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Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
electrical/electronic
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$123.380
Owned Owned
No

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HOLD
Toronto Dominion(TD-T) 

November 8, 2018

Great franchise. Canadian Banks in general did well during the Financial Crisis so naturally they trade at a premium. Good exposure to the US. He feels there are more value in other places like European Financials.
banks
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Great franchise. Canadian Banks in general did well during the Financial Crisis so naturally they trade at a premium. Good exposure to the US. He feels there are more value in other places like European Financials.
banks
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0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$73.600
Owned Owned
Yes

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BUY
Walt Disney(DIS-N) 

November 8, 2018

Long term it is a good investment. Very good metrics for any long-term investor.
entertainment services
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0 comments
Long term it is a good investment. Very good metrics for any long-term investor.
entertainment services
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$116.000
Owned Owned
Yes

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PARTIAL SELL
Microsoft(MSFT-Q) 

November 8, 2018

A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run.
computer software/processing
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A mature tech company. He is concerned about the valuation. Great company did a turn to the cloud. It had a very good run.
computer software/processing
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$111.750
Owned Owned
No

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DON'T BUY
Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress.
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Their story is not going away. The concept is very good. But the valuation is too high. With a P/E of 49 the valuation has to compress.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$148.990
Owned Owned
No

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PAST TOP PICK
HSBC Holdings P L C(HSBC-N) 

November 8, 2018

(A Top Pick Oct 13/17, Down 15%) The franchise is still good. The fact that they have operations in Europe and Asia affected them from a fund flow perspective. This is a solid bank.
banks
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(A Top Pick Oct 13/17, Down 15%) The franchise is still good. The fact that they have operations in Europe and Asia affected them from a fund flow perspective. This is a solid bank.
banks
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$41.930
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Oct 13/17, Up 29%) Indian outsourcing company. $ 50 billion market cap. They benefit from the developed world IT outsourcing. Similar work that IBM is doing.
computer software/processing
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(A Top Pick Oct 13/17, Up 29%) Indian outsourcing company. $ 50 billion market cap. They benefit from the developed world IT outsourcing. Similar work that IBM is doing.
computer software/processing
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0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$9.510
Owned Owned
Unknown

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PAST TOP PICK
Kone Oyj(KNEBV-HEL) 

November 8, 2018

(A Top Pick Oct 13/17, Down 4%) More cash than debt. Pays a spacial dividend from time to time. One of the largest elevator companies in the world. Great balance sheet. They could be buying the german Thiessen Group Elevator business. That could be a catalyst for upside. Great long term hold.
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(A Top Pick Oct 13/17, Down 4%) More cash than debt. Pays a spacial dividend from time to time. One of the largest elevator companies in the world. Great balance sheet. They could be buying the german Thiessen Group Elevator business. That could be a catalyst for upside. Great long term hold.
0
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

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DON'T BUY
Broadcom(AVGO-Q) 

November 8, 2018

Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44)
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Very cyclical. Alpha vehicle in that terms. He would be very careful at the moment with the entire semiconductor space. (Analysts’ price target is $287.44)
0
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$240.250
Owned Owned
No

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BUY on WEAKNESS
General Market Comment 

November 8, 2018

Is it a good idea to get tech companies from Canada and between Open Text (OTEX-T) vs CGI Group Inc. (GIB.A-T), which one you prefer? if you long term track record of Open Text is a great story. CGI is also a great story. He prefers open Text for the dividend.
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Is it a good idea to get tech companies from Canada and between Open Text (OTEX-T) vs CGI Group Inc. (GIB.A-T), which one you prefer? if you long term track record of Open Text is a great story. CGI is also a great story. He prefers open Text for the dividend.
Unknown
0 0 0 0 0
0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

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BUY
Jardine Matheson(JM-SP) 

November 8, 2018

A conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.
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A conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.
0
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0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

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DON'T BUY
Aegon N.V.(AEG-N) 

November 8, 2018

Relatively small insurance company. Earnings haven`t been that great.
Financial Services
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0 comments
Relatively small insurance company. Earnings haven`t been that great.
Financial Services
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0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$6.250
Owned Owned
No

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