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Darren Sissons
Vice President and Partner at Campbell Lee & Ross
Member since: Jan '12 · 1741 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 4.11 | 130 23.55% | 128 23.19% | 91 16.49% | 128 23.19% | 75 13.59% | ||
| 1 Month | 4.3 | 11 7.75% | 40 28.17% | 57 40.14% | 32 22.54% | 2 1.41% | |
| 6 Months | 4.04 | 23 17.16% | 37 27.61% | 18 13.43% | 42 31.34% | 14 10.45% | |
| 12 Months | 4.06 | 36 28.80% | 23 18.40% | 9 7.20% | 32 25.60% | 25 20.00% | |
| 2 Years | 4.26 | 37 35.92% | 21 20.39% | 5 4.85% | 15 14.56% | 25 24.27% | |
| 5 Years | 3.91 | 23 47.92% | 7 14.58% | 2 4.17% | 7 14.58% | 9 18.75% |
Stock Opinions by Darren Sissons
Because of big market gains this is not a time to chase growth stocks. Look for opportunities in areas the market is ignoring for various reasons. There are opportunities in the commodity and emerging equity markets especially in Asia. Inflation is slowing and the market is expecting a Chinese stimulus which may or may not happen. China and India have mopped up the Russian demand for oil. The U.S. may have a recession but it is too early to tell.
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It is a Dutch insurer. The question is will it offer upside to Canadian insurers. For example look at Sun Life. He feels that as far as Europe is concerned there are better opportunities.
It is halfway between the bottom and top of its chart. It shouldn't be overly troubled by a recession but like many other companies would be affected.
It is in the HVAC business and heat pumps are the European answer to energy costs. The market likes its acquisition. It looks a little rich but is good for a 3 to 5 year hold.
The market now likes growth as opposed to dividend stocks but dividend stocks are still good for the longer term.
It has been stellar for the last couple of years and he wished he had held it longer. However don't chase it - buy on weakness.
The market is mis-pricing AI opportunities. Predictive diagnostics is the big opportunity in this field. Wait for clear leaders to be selected.
He is not optimistic about the space. There is a slowdown in the auto sector and you have to weigh the used car markets coming down and increasing costs.
It is in the industrial sector. Although the last quarter was a bit softer there is significant upside.
It didn't fully reflect the expectations in energy. You could still buy it since he expects commodity prices to move higher. It is a really well run company with a good dividend. It is transferring to renewables.
He has owned for a long time and is looking to add more. It is a turn around story and is the best of breed for a franchise business. It is looking for the next success story and is incredibly cheap.
The question was on the cyber security space. He is very positive on the sector since consumers, corporations and governments need it. He favours more mature companies with profits over new performers but it is a good strategy to start looking for opportunities. If there is a recession tech will go down which will make a good opportunity to buy.
It is reflecting a lot of REIT's with the squeeze on returns. You should look at companies that are defensive. He would pass on Artis but has a couple of others to look at. For real estate in general he likes shopping centres, but stay away from residential.
It would not be a top pick. It is more of a marketing engine as opposed to a company that develops drugs. It has made some poor acquisitions and there are better opportunities.
It has had great long term trends. Trades at 28X expected earnings. Analysts ratings are: Buy 30, Hold 4, Sell 2.
