Darren Sissons
Member since: Jan '12
Vice President and Partner at
Campbell Lee & Ross
Campbell Lee & Ross
1124 Opinions
Latest Top Picks
(A Top Pick Nov 08/18, Down 2%) Still bullish on the company. Any international operations come back tax free since it is based in Hong Kong. They hold Husky, and Park and Fly among other things. A substantial portion of holdings are in the UK as well. They grow their dividends and with a resolution for Brexit and Hong Kong, it should grow.
(A Top Pick Nov 08/18, Up 20%) Longer term, if you think the economy will soften, it is a good place to be. There could be more upside. It's a good choice to sleep well at night with a nice dividend. It's a quality company at a discount still.
(A Top Pick Nov 08/18, Up 4%) They spun off the asset management business in the UK that was a 3.7B pound deal. Typically, you see what happens with the spin out and sell it if you like it. There is some upside. Their Hong Kong headquarters is growing very strongly. US operations are growing well too. With Brexit and Hong Kong issues resolved, the business could grow even more.
Old state oil based in Norway. A European supermajor. They recently tapped a new lake of oil. Refined cost of oil is sub $20. The dividend is great with an attractive value.
They have headquarters in Hong Kong with pan-Asian operations. There is a presence in the UK as well. The company is family owned since the 80s. The dividend has been raised consistently and is an Asian blue chip at a discount.
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COMMENT
COMMENT
October 25, 2019
European industrial was quite good. There's been a few misses. He feels tech is over sold. There's the political situation happening with Trump, and outlook of low interest rates in Canada and US. He would give a B+ for the market right now. The macro is also changing.
European industrial was quite good. There's been a few misses. He feels tech is over sold. There's the political situation happening with Trump, and outlook of low interest rates in Canada and US. He would give a B+ for the market right now. The macro is also changing.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
COMMENT
COMMENT
October 25, 2019
The street is expecting another rate cut. He's not sure if the market really needs it. The Feds probably doesn't want to do it, but there is a lot of pressure from the White House. Without the trade war, he would say that interest rates should be going up. He expects lower interest rates in the US but it would be the last one for a while.
The street is expecting another rate cut. He's not sure if the market really needs it. The Feds probably doesn't want to do it, but there is a lot of pressure from the White House. Without the trade war, he would say that interest rates should be going up. He expects lower interest rates in the US but it would be the last one for a while.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
COMMENT
COMMENT
October 25, 2019
The deadline for Brexit, October 31, created a situation where they got fairly close to an agreement. There's a catch-22 where now, you have to cut a deal and move on. Hopefully they will figure a way forward.
The deadline for Brexit, October 31, created a situation where they got fairly close to an agreement. There's a catch-22 where now, you have to cut a deal and move on. Hopefully they will figure a way forward.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
COMMENT
COMMENT
October 25, 2019
Not a big fan of branded technology. A product launch story where you get a big upsurge in revenue (like EA) and they have to carry a lot of cash. A volatile cycle that moves too much for his taste.
Not a big fan of branded technology. A product launch story where you get a big upsurge in revenue (like EA) and they have to carry a lot of cash. A volatile cycle that moves too much for his taste.
entertainment services
BUY
BUY
October 25, 2019
They aren't a big player in the vaping industry. Vaping is more and more court regulated. Debt reduction will occur during 2020-2022. He doesn't see major challenges. He sees more growth and would buy looking at the chart and dividend. He also thinks that they might enter into cannabis and they would be well positioned.
They aren't a big player in the vaping industry. Vaping is more and more court regulated. Debt reduction will occur during 2020-2022. He doesn't see major challenges. He sees more growth and would buy looking at the chart and dividend. He also thinks that they might enter into cannabis and they would be well positioned.
tobacco
COMMENT
telephone utilities
SELL
SELL
October 25, 2019
The issue is that there is a build cycle and lag. There is also the question of delayed deliveries. He wouldn't be a buyer right now since it reminds him of GE. He would take the tax loss and find other opportunities.
The issue is that there is a build cycle and lag. There is also the question of delayed deliveries. He wouldn't be a buyer right now since it reminds him of GE. He would take the tax loss and find other opportunities.
transportation equip & components
HOLD
HOLD
October 25, 2019
ING was very large, prior to the global banking crisis. Now they have reduced quite a lot. The most interesting part of the Dutch banking market is the 30-year mortgage. This means there will be a challenge for Dutch banks to grow earnings due to money being locked in. It is a great bank and earnings will work. The dividend is attractive and he would hold. Yield of 6.5%.
ING was very large, prior to the global banking crisis. Now they have reduced quite a lot. The most interesting part of the Dutch banking market is the 30-year mortgage. This means there will be a challenge for Dutch banks to grow earnings due to money being locked in. It is a great bank and earnings will work. The dividend is attractive and he would hold. Yield of 6.5%.
investment companies/funds
PAST TOP PICK
PAST TOP PICK
October 25, 2019
(A Top Pick Nov 08/18, Down 2%) Still bullish on the company. Any international operations come back tax free since it is based in Hong Kong. They hold Husky, and Park and Fly among other things. A substantial portion of holdings are in the UK as well. They grow their dividends and with a resolution for Brexit and Hong Kong, it should grow.
(A Top Pick Nov 08/18, Down 2%) Still bullish on the company. Any international operations come back tax free since it is based in Hong Kong. They hold Husky, and Park and Fly among other things. A substantial portion of holdings are in the UK as well. They grow their dividends and with a resolution for Brexit and Hong Kong, it should grow.
PAST TOP PICK
PAST TOP PICK
October 25, 2019
(A Top Pick Nov 08/18, Up 20%) Longer term, if you think the economy will soften, it is a good place to be. There could be more upside. It's a good choice to sleep well at night with a nice dividend. It's a quality company at a discount still.
(A Top Pick Nov 08/18, Up 20%) Longer term, if you think the economy will soften, it is a good place to be. There could be more upside. It's a good choice to sleep well at night with a nice dividend. It's a quality company at a discount still.
food processing
PAST TOP PICK
PAST TOP PICK
October 25, 2019
(A Top Pick Nov 08/18, Up 4%) They spun off the asset management business in the UK that was a 3.7B pound deal. Typically, you see what happens with the spin out and sell it if you like it. There is some upside. Their Hong Kong headquarters is growing very strongly. US operations are growing well too. With Brexit and Hong Kong issues resolved, the business could grow even more.
(A Top Pick Nov 08/18, Up 4%) They spun off the asset management business in the UK that was a 3.7B pound deal. Typically, you see what happens with the spin out and sell it if you like it. There is some upside. Their Hong Kong headquarters is growing very strongly. US operations are growing well too. With Brexit and Hong Kong issues resolved, the business could grow even more.
insurance
WATCH
WATCH
October 25, 2019
In terms of relative valuation, it is looking good. The stock is on sale. Probably too early to look at it right now though it is a cheap staple. It has products that most homes have. It is definitely worth looking at, but must look at some of the trends.
In terms of relative valuation, it is looking good. The stock is on sale. Probably too early to look at it right now though it is a cheap staple. It has products that most homes have. It is definitely worth looking at, but must look at some of the trends.
food processing
COMMENT
COMMENT
October 25, 2019
One of the beneficiaries of the Huawei anti-trust case. A company with sustainable dividend. If the US is successful in wrangling Chinese tech, it would benefit. If ZTE or Huawei were to come back, then it would be a challenge. They haven't proven to be very successful at acquiring companies. It is more of a dividend yielding story in tech. Look for a better entry point.
One of the beneficiaries of the Huawei anti-trust case. A company with sustainable dividend. If the US is successful in wrangling Chinese tech, it would benefit. If ZTE or Huawei were to come back, then it would be a challenge. They haven't proven to be very successful at acquiring companies. It is more of a dividend yielding story in tech. Look for a better entry point.
electrical/electronic
COMMENT
COMMENT
October 25, 2019
He doesn't own any Canadian energy right now since oil is between $55-$66 bound right now. They are making movements into renewables and they haven't cut dividends in living memory. It is a good price right now. There is political risk and we could see volatility.
He doesn't own any Canadian energy right now since oil is between $55-$66 bound right now. They are making movements into renewables and they haven't cut dividends in living memory. It is a good price right now. There is political risk and we could see volatility.
Energy
COMMENT
COMMENT
October 25, 2019
They buy assets using funds raised through private and capital markets. They also make money by charging a 2% management fee. Usually, they buy assets at the end of a cycle and do well in the next cycle. However, he wonders the value in pushing money into something that is pro-cyclical. If there is another December event like last year, then he would get in. Buy cheap and sell high.
They buy assets using funds raised through private and capital markets. They also make money by charging a 2% management fee. Usually, they buy assets at the end of a cycle and do well in the next cycle. However, he wonders the value in pushing money into something that is pro-cyclical. If there is another December event like last year, then he would get in. Buy cheap and sell high.
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