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Darren Sissons
Vice President and Partner at Campbell Lee & Ross
Member since: Jan '12 · 1909 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 4.31 | 152 24.88% | 145 23.73% | 100 16.37% | 130 21.28% | 84 13.75% | ||
| 1 Month | 4.35 | 13 8.78% | 41 27.70% | 60 40.54% | 32 21.62% | 2 1.35% | |
| 6 Months | 4.39 | 26 17.93% | 45 31.03% | 18 12.41% | 42 28.97% | 14 9.66% | |
| 12 Months | 4.42 | 40 29.41% | 29 21.32% | 11 8.09% | 29 21.32% | 27 19.85% | |
| 2 Years | 4.41 | 44 36.07% | 23 18.85% | 10 8.20% | 18 14.75% | 27 22.13% | |
| 5 Years | 4 | 29 48.33% | 7 11.67% | 1 1.67% | 9 15.00% | 14 23.33% |
Stock Opinions by Darren Sissons
Europe is largely in a recession and Canada is in a recession. He is seeing unemployment spiking in different markets and real interest rates are significant in causing pain. The U.S. is running as an island unto itself but we are starting to see some issues there too. He would not be surprised to see the U.S. hold pat in the next rate decision. It is highly political now. We need to consider macro economic issues, unemployment, credit loss spikes, etc., so expect the pros to be trimming with weakness into an election cycle. This gives an opportunity to deploy capital into that weakness. China provided stimulus but it wasn't really enough.
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It made an acquisition which the market didn't like and the stock has fallen significantly. It is a growth by acquisition company and tends to have bumpy revenue post acquisition. He thinks it is under-priced here and there is more upside, but it is a show-me story.
It is a non-bank credit company. If you're looking for a specialty finance company there are a number of larger more mature ones out there. This one has too much volatility for him.
It is a cheap player but you can use an alternative one. If it can increase prices then you can get some operating leverage but customers may just leave in that case.
It is a play on the lower economic portion of the economy and will continue to see a substantial portion of the economy. He doesn't like the demographics and doesn't buy retail.
It is well run and lower interest rates will be a catalyst for utility companies, There are issues with parts of the U.S. due to the effects of the recent hurricane which is really the latest in a series of hurricanes.
He trimmed his position because drug companies can have a competitor make a patent announcement that takes 20% off their stock. He would buy a half position for new clients on a recent pullback.
If owned he would trim but also would add on weakness. It is a little larger and more diversified than Novo-Nordisk.
In the context of the upcoming election, what to do if Donald trump wins. He sees Tesla as a trade and buy on the dips but he doesn't see a lot of value in the stock.
One of the real drivers is the substantial dividend and he sees it as a bond proxy. The long term dividend yield is about 45% along with some growth.
In the longer term it is well run. Oil could go substantially higher with the Geo-political situation.
He owns it partly for the defensive nature and partly for the business which leads to a focus on pharmaceuticals.
It has been a strong performing company and the only issue is the entry level. How much more productive will the earnings growth be. Wait and see what happens with how the acquisition works out, how it's financed, etc.
It is a UK medical tool company. It is a reasonable company but you have to buy it when it works and when it's on sale. There are better opportunities.
The question was on Axon but the guest doesn't cover it.
