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Darren Sissons
Vice President and Partner at Campbell Lee & Ross
Member since: Jan '12 · 1651 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 4.19 | 141 22.85% | 148 23.99% | 100 16.21% | 140 22.69% | 88 14.26% | ||
| 1 Month | 4.36 | 11 7.10% | 43 27.74% | 63 40.65% | 35 22.58% | 3 1.94% | |
| 6 Months | 4.12 | 24 16.33% | 43 29.25% | 20 13.61% | 44 29.93% | 16 10.88% | |
| 12 Months | 4.15 | 38 27.54% | 30 21.74% | 9 6.52% | 35 25.36% | 26 18.84% | |
| 2 Years | 4.34 | 41 35.34% | 23 19.83% | 5 4.31% | 17 14.66% | 30 25.86% | |
| 5 Years | 3.99 | 27 44.26% | 9 14.75% | 3 4.92% | 9 14.75% | 13 21.31% |
Stock Opinions by Darren Sissons
COMMENT
News from Europe keeps getting worse. Fair observation. If one major trading block falls into the economic abyss, very likely the rest of the world will follow. Lots of smugness in NA with what's happening in Europe. High USD and CAD is highly correlated with headwinds for foreign unions as well as high unemployment and recession. We all live in glass houses, so a bit of sanity is needed to see the full picture.
Unknown
$0.000
Unknown
COMMENT
Cost of energy to industry. In the whole Eurozone, you had some very strong economies like Germany and France. If you add cheap currency and cheap energy, you got a perfect storm for opportunities for growth. But that's unwinding now, quite rapidly.
Unknown
COMMENT
Britain and tax cuts. We may not be too far away from a crisis of confidence in the new British PM. People ultimately vote with their wallets. A lot of carnage. Devastation in currency, spike in unemployment. Things aren't going to get better anytime soon. If we saw a bottom, could put capital to work, but not anytime soon.
Unknown
DON'T BUY
Pretty horrific chart. 2020-21 was solid, as freight rates were high. Since Covid, logistics backlog unwinding. Stock got overheated. Too small for him. He plays the space through Maersk, which he sold on valuation. Wait till these stocks come down. Don't touch here. Even shipping that supports oil and oil storage might be just a trade.
Transportation
WAIT
2020-21 was solid, as freight rates were high. Since Covid, logistics backlog unwinding. He sold on valuation. Wait till it comes down. Don't touch here.
0
COMMENT
Global shipping. 2020-21 was solid, as freight rates were high. Since Covid, logistics backlog unwinding. New supply coming on will depress prices. Decoupling of US shipping operations from other parts of the world, which will be a negative. He plays the space through Maersk, which he sold on valuation. Wait till these stocks come down. Don't touch here, the macro is not great. Even shipping that supports oil and oil storage might be just a trade.
Unknown
BUY
Big question for all utilities is what does the debt look like in the face of rising interest rates? ESG mandate toward renewables will continue to be an opportunity. Higher rates will recalculate returns and drive them higher. Outlook is good. Buy at these levels, and if it goes lower, buy more.
electrical utilities
DON'T BUY
You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least. His preferred stock is ADI.
electrical / electronic
WAIT
His preference in the space. You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least.
electrical / electronic
COMMENT
Semiconductors. You want to buy analog chips that favour low-grade, industrial applications. The massive flow of funds into semis is now unwinding significantly. Primary trade on semis is a long-term short. A buy could be 18 months away at least. His preferred stock is ADI.
Unknown
WAIT
Good CEO, very good company. Passive fund flows ran the sector up. Valuation is being reevaluated. Wait until you see a floor during a recession. When you buy, buy for the long term.
0
COMMENT
Missed the mobile computing cycle. Trying to reinvent itself. Good balance sheet, and they have plans, but they failed to execute. Needs a catalyst. Safe dividend for income, bond proxy, but look for lower levels. Yield of 5.5%.
electrical / electronic
DON'T BUY
Large natural gas resources. He'd look for companies with more supply/demand restrictions. Bit small for him, going through an integration process. Good story, but doesn't tick boxes for him. He owns EQNR instead.
0
PAST TOP PICK
(A Top Pick Oct 27/21, Down 26%) Dividend growth and buyback story. Coming recession will give companies opportunities to cut workers through automation. Core holding for him. If it went down by 1/3, he'd buy more. Yield is 1.7%.
other services
PAST TOP PICK
(A Top Pick Oct 27/21, Down 15%) Core holding. Performed better than the indexes. Downturn due to underlying industrial demand. Capex leads to higher growth, and this takes time. When it's on sale, that's when you want to buy.
chemicals
