Darren Sissons
Member since: Jan '12
Vice President and Partner at
Campbell Lee & Ross
Campbell Lee & Ross
1052 Opinions
Latest Top Picks
(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.
(A Top Pick May 11/18, Up 24%) It has good US exposure. Don't expect acquisitions. This will be slow and steady, and the dividend will gradually rise. A good place to be when the interest rate is cut.
(A Top Pick May 11/18, Up 8%) They're a global aggregator of infrastructure assets here, Germany and especially the UK where Brexit has hurt the story. They need to do another acquisition. Strong balance sheet boasting dividend growth. Good long-term value.
Their business is optimized at below-$50/barrel oil while energy prices are slowing creeping higher. Safe dividend over 5% and there's growth ahead. (Analysts’ price target is $50.32)
You get 7-8% return with share buybacks. A good chart. Prices are rising in the insurance business (Munch provides insurance to insurance companies). This rarely dips, so now is a good time. (Analysts’ price target is $212.13)
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COMMENT
COMMENT
June 11, 2019
The SNC CEO is out. It was time to move on. SNC saw one political disaster after another. 10,000 workers are being used as a football. SNC will probably get split up with job losses. Nobody wins. This stock has been a total disaster. They have to decide whether to continue to deal in emerging markets (which is a big source of revenue) or focus here....Trump's tariffs: The Mexico president played Trump a little, but China is a different story. China will need to transition into a stronger domestic economy, but to make the quickly changes that Trump wants will be difficult.
The SNC CEO is out. It was time to move on. SNC saw one political disaster after another. 10,000 workers are being used as a football. SNC will probably get split up with job losses. Nobody wins. This stock has been a total disaster. They have to decide whether to continue to deal in emerging markets (which is a big source of revenue) or focus here....Trump's tariffs: The Mexico president played Trump a little, but China is a different story. China will need to transition into a stronger domestic economy, but to make the quickly changes that Trump wants will be difficult.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
COMMENT
COMMENT
June 11, 2019
Technology
PARTIAL SELL
PARTIAL SELL
June 11, 2019
Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.
Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.
Business Services
COMMENT
COMMENT
June 11, 2019
A great company. You've done well if you have owned this for a long time. The combination with Raytheon will raise competition issues. Will this be a meaningful merger; how will it benefit UTX as an industrial company? They should be two separate entities. The merger will reduce organic growth opportunities for UTX. Depending on who the market deems the acquirer, one of these will sell off.
A great company. You've done well if you have owned this for a long time. The combination with Raytheon will raise competition issues. Will this be a meaningful merger; how will it benefit UTX as an industrial company? They should be two separate entities. The merger will reduce organic growth opportunities for UTX. Depending on who the market deems the acquirer, one of these will sell off.
mngmnt/diversified
BUY
BUY
June 11, 2019
They recently did a 500-million Swiss franc buyback that will propel the stock higher. Organic growth is driven by opening new stores, which drives sales. Recovering growth. Also, their Russell Stover brand is recovering in the U.S. World consumption remains strong with growth in markets like China. LISP has more cash than debt in a strong balance sheet. This is a good defensive growth stock in volatile times.
They recently did a 500-million Swiss franc buyback that will propel the stock higher. Organic growth is driven by opening new stores, which drives sales. Recovering growth. Also, their Russell Stover brand is recovering in the U.S. World consumption remains strong with growth in markets like China. LISP has more cash than debt in a strong balance sheet. This is a good defensive growth stock in volatile times.
BUY
BUY
June 11, 2019
The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
DON'T BUY
DON'T BUY
June 11, 2019
It's now-smaller company. A good, well-positioned bank, but his concern with the Dutch market are 30-year mortages they offer. So, it's tought for a bank to make money if it takes 30 years to roll-over a mortgage. Near-term this will be fine, because interest rates will be flat. However, there are better European opportunities.
It's now-smaller company. A good, well-positioned bank, but his concern with the Dutch market are 30-year mortages they offer. So, it's tought for a bank to make money if it takes 30 years to roll-over a mortgage. Near-term this will be fine, because interest rates will be flat. However, there are better European opportunities.
investment companies/funds
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.
(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Up 24%) It has good US exposure. Don't expect acquisitions. This will be slow and steady, and the dividend will gradually rise. A good place to be when the interest rate is cut.
(A Top Pick May 11/18, Up 24%) It has good US exposure. Don't expect acquisitions. This will be slow and steady, and the dividend will gradually rise. A good place to be when the interest rate is cut.
electrical utilities
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Up 8%) They're a global aggregator of infrastructure assets here, Germany and especially the UK where Brexit has hurt the story. They need to do another acquisition. Strong balance sheet boasting dividend growth. Good long-term value.
(A Top Pick May 11/18, Up 8%) They're a global aggregator of infrastructure assets here, Germany and especially the UK where Brexit has hurt the story. They need to do another acquisition. Strong balance sheet boasting dividend growth. Good long-term value.
COMMENT
COMMENT
June 11, 2019
Buy US dollars with Canadian now? Generally, buying currencies don't matter because over time they normalize. The USD is strong now and will stay that way. Instead, look at the Swiss Franc, UK pound and Euro which are quite cheap now. The Euro usually trades at 1.65 instead of the current 1.5.
Buy US dollars with Canadian now? Generally, buying currencies don't matter because over time they normalize. The USD is strong now and will stay that way. Instead, look at the Swiss Franc, UK pound and Euro which are quite cheap now. The Euro usually trades at 1.65 instead of the current 1.5.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
BUY
BUY
June 11, 2019
The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
Transportation
BUY
BUY
June 11, 2019
Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
integrated oils
BUY
BUY
June 11, 2019
The auto sector is heavily discounted and now in a lot of trouble. There's a transition coming with e-cars. LNR has a good track record in performance and dividend growth has historically been good. The CEO recently bought a lot of stock. At some point, there'll be a recovery in autos, so long-term you'll be okay. Buy now and do well long-term.
The auto sector is heavily discounted and now in a lot of trouble. There's a transition coming with e-cars. LNR has a good track record in performance and dividend growth has historically been good. The CEO recently bought a lot of stock. At some point, there'll be a recovery in autos, so long-term you'll be okay. Buy now and do well long-term.
transportation equip & components
DON'T BUY
DON'T BUY
June 11, 2019
Investors buy luxury stocks at the bottom of a recession, because the rich part of a population hold up much better in a recession. Now is not a good time to enter luxury stocks. There's nothing wrong with Tiffany per se, but now is not the time and TIF is slightly exposed to China, which is another risk.
Investors buy luxury stocks at the bottom of a recession, because the rich part of a population hold up much better in a recession. Now is not a good time to enter luxury stocks. There's nothing wrong with Tiffany per se, but now is not the time and TIF is slightly exposed to China, which is another risk.
specialty stores
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