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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Darren Sissons Latest Top Picks...

Stock Opinions by Darren Sissons - Stockchase Experts

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COMMENT
General Market Comment 

January 8, 2019

The Q4 sell-off caught many by surprise, and a lot of it was due to politics. The US Fed was tightening too quickly. Now, we have an opportunity where companies are much cheaper. We could see a little more downside but he's more optimistic now than in the past few years. The U.S. markets are acting like the U.S. economy is an island, untouched by the rest of the world. That was so in the 1940's, but not now. If China goes into recession, the impact will be huge for America (farmers, tech companies like, say, IBM). If Europe slows, it'll hurt the U.S. too. He needs to see one more interest rate hike in the U.S. to buy into emerging markets (telcos look attractive now). He's pivoting from growth to defensives. Samsung posted numbers today and slipped a bit. It's still too expensive for him. Semi-conductors are part of the phone business, which if it slows down, will directly impact semis. Apple is seeing peak-phone sales. But he's still watching Samsung.
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The Q4 sell-off caught many by surprise, and a lot of it was due to politics. The US Fed was tightening too quickly. Now, we have an opportunity where companies are much cheaper. We could see a little more downside but he's more optimistic now than in the past few years. The U.S. markets are acting like the U.S. economy is an island, untouched by the rest of the world. That was so in the 1940's, but not now. If China goes into recession, the impact will be huge for America (farmers, tech companies like, say, IBM). If Europe slows, it'll hurt the U.S. too. He needs to see one more interest rate hike in the U.S. to buy into emerging markets (telcos look attractive now). He's pivoting from growth to defensives. Samsung posted numbers today and slipped a bit. It's still too expensive for him. Semi-conductors are part of the phone business, which if it slows down, will directly impact semis. Apple is seeing peak-phone sales. But he's still watching Samsung.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Unknown

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BUY
BP PLC(BP-N) 

January 8, 2019

We had oil oversupply which pushed down prices. At these levels BP has an attractive yield. Good reserves and balance sheet. He's happy with their current levels.
integrated oils
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We had oil oversupply which pushed down prices. At these levels BP has an attractive yield. Good reserves and balance sheet. He's happy with their current levels.
integrated oils
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$40.030
Owned Owned
Yes

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COMMENT
General Market Comment 

January 8, 2019

WCS differential shrinking & outlook Alberta limiting supply is only a temporary measure. Much better is building a pipeline, but that requires a lot of political will and cooperation.
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WCS differential shrinking & outlook Alberta limiting supply is only a temporary measure. Much better is building a pipeline, but that requires a lot of political will and cooperation.
Unknown
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Unknown

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BUY on WEAKNESS
Applied Materials(AMAT-Q) 

January 8, 2019

Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
electrical/electronic
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Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
electrical/electronic
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$32.910
Owned Owned
Unknown

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DON'T BUY
Blockchain is interesting and has many applications such as insurance. But currency has to be controlled, like a central bank. Yes, you can transfer wealth using Bitcoin, but what's to stop someone from hacking this. Control? This doesn't make a profit. He doesn't see this becoming a mainstream currency until a central bank controls it. Otherwise it remains a pseudo-currency.
E.T.F.'s
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Blockchain is interesting and has many applications such as insurance. But currency has to be controlled, like a central bank. Yes, you can transfer wealth using Bitcoin, but what's to stop someone from hacking this. Control? This doesn't make a profit. He doesn't see this becoming a mainstream currency until a central bank controls it. Otherwise it remains a pseudo-currency.
E.T.F.'s
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
No

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BUY on WEAKNESS
Banco Santander SA(SAN-N) 

January 8, 2019

It held up very well during European economic crises, but the issue is they are waiting for higher interest rates in Europe. After this sell-off, he'd buy it. It's Latin-focussed, so if you believe in those territories, it's a good buy.
banks
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It held up very well during European economic crises, but the issue is they are waiting for higher interest rates in Europe. After this sell-off, he'd buy it. It's Latin-focussed, so if you believe in those territories, it's a good buy.
banks
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$4.810
Owned Owned
Unknown

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DON'T BUY
Twitter, Inc(TWTR-N) 

January 8, 2019

He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
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He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$31.800
Owned Owned
Unknown

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PARTIAL BUY
Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.
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Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$146.790
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
Transportation
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(A Top Pick Dec 20/17, Up 1%) Good balance sheet and fundamentals. Buy during dips to average down. A world-class company.
Transportation
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$103.360
Owned Owned
Yes

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PAST TOP PICK
Rotork PLC(ROR-LSE) 

January 8, 2019

(A Top Pick Dec 20/17, Up 0.3%) Strong balance sheet and has almost no debt. It's leveraged to oil and nuclear power industries. So when industrial production slow, this stock sells off. But it's been a strong performer for a long time and raises its dividend regularly.
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(A Top Pick Dec 20/17, Up 0.3%) Strong balance sheet and has almost no debt. It's leveraged to oil and nuclear power industries. So when industrial production slow, this stock sells off. But it's been a strong performer for a long time and raises its dividend regularly.
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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
Walt Disney(DIS-N) 

January 8, 2019

(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
entertainment services
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(A Top Pick Dec 20/17, Up 3%) He's long owned this. The Fox acquisition will be a big deal as Disney tilts towards broadcasting, and there'll be big movie releases coming. He wish he had bought this 10 years ago. They regularly raise their dividend.
entertainment services
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$111.420
Owned Owned
Yes

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WATCH
Open Text(OTEX-T) 

January 8, 2019

A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
computer software/processing
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A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
computer software/processing
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$44.790
Owned Owned
Yes

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DON'T BUY
XPO Logistics, Inc(XPO-N) 

January 8, 2019

In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
Transportation
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In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
Transportation
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$60.240
Owned Owned
Unknown

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COMMENT
Morgan Stanley(MS-N) 

January 8, 2019

U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
investment companies/funds
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U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
investment companies/funds
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$41.450
Owned Owned
No

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COMMENT
Microsoft(MSFT-Q) 

January 8, 2019

U.S. banks: BAC, Citi and JP Morgan, sell one to buy MSFT? Citi has more upside. Sell JP Morgan--it's a bit of a guess, really. MSFT has had such a great run, so be careful. IBM is better at this point.
computer software/processing
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0 comments
U.S. banks: BAC, Citi and JP Morgan, sell one to buy MSFT? Citi has more upside. Sell JP Morgan--it's a bit of a guess, really. MSFT has had such a great run, so be careful. IBM is better at this point.
computer software/processing
0 0 0 0 0
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$102.800
Owned Owned
Unknown

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