Darren Sissons
Member since: Jan '12
Vice President and Partner at
Campbell Lee & Ross
Campbell Lee & Ross
Reveal Expert Rating
1342 Opinions
Latest Top Picks
(A Top Pick Mar 05/20, Up 2%) Results yesterday. Net debt fell significantly. Chocolate is a growth business. As countries get richer, they tend to buy chocolate. Continues to like it and buy it.
(A Top Pick Mar 05/20, Up 15%) World class. Focusing on dividend yield through share buybacks. Global best of breed. Well managed. Reliable over the years.
(A Top Pick Mar 05/20, Up 71%) The market initially didn't pick up on the value of the streaming. If you own it, you may want to trim or look for a better entry point. A long-term hold for him. The franchise is not impaired.
Best of breed. Work from home will continue even after vaccines, and this will create opportunities for ACN. Organic growth plus tuck-in acquisitions. Spread across government and healthcare. Great story, dividend growth. Yield is 1.37%. (Analysts’ price target is $278.52)
Dividend growth of 57 consecutive years. 3 divisions, plus vaccine rollout. Operates like a tax on the consumer. Continues to tick along. Possible acquisitions, especially on the device side. Yield is 2.56%. (Analysts’ price target is $183.68)
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Opinion
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Chart
COMMENT
COMMENT
March 3, 2021
In 5 years time, what will we say about this pandemic? No one saw what was coming. Governments have stepped up in a phenomenal way. Hopefully we'll have a vaccine shortly. We may look back and say it wasn't as bad as it seemed. But there has been a lot of human carnage. Not sure how history will judge.
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In 5 years time, what will we say about this pandemic? No one saw what was coming. Governments have stepped up in a phenomenal way. Hopefully we'll have a vaccine shortly. We may look back and say it wasn't as bad as it seemed. But there has been a lot of human carnage. Not sure how history will judge.
COMMENT
COMMENT
March 3, 2021
How are you playing the market? We are in a cyclical rotation. Anything to do with the vaccine saw outrageous growth, and this wasn't sustainable. A recovery is on its way. Capital is flying to the undervalued areas such as telcos. As long as the vaccine recovery process continues, we'll see more of that.
Show full opinionHide full opinionHow are you playing the market? We are in a cyclical rotation. Anything to do with the vaccine saw outrageous growth, and this wasn't sustainable. A recovery is on its way. Capital is flying to the undervalued areas such as telcos. As long as the vaccine recovery process continues, we'll see more of that.
COMMENT
COMMENT
March 3, 2021
Any undervalued regions? Asia. Investors fled the region as a result of Trump bashing it. But it's the fastest growing region in the world. It's recovered the best. UK and the US will see some upside as well, though probably not the tech stocks, but more of a broad recovery.
Show full opinionHide full opinionAny undervalued regions? Asia. Investors fled the region as a result of Trump bashing it. But it's the fastest growing region in the world. It's recovered the best. UK and the US will see some upside as well, though probably not the tech stocks, but more of a broad recovery.
COMMENT
COMMENT
March 3, 2021
Are you tempted by the airline stocks? With the economic carnage we've had, the airlines have not fallen as far as they should due to government bailouts. The recovery trade is clear, but you're not going to get the upside that you would if the stocks had been priced correctly. If you wanted a bit of exposure, it would make sense. There's also the options market. He's interested in the space, but he's not there yet. The question of when a vaccine protocol is resolved will determine when this trade works.
Show full opinionHide full opinionAre you tempted by the airline stocks? With the economic carnage we've had, the airlines have not fallen as far as they should due to government bailouts. The recovery trade is clear, but you're not going to get the upside that you would if the stocks had been priced correctly. If you wanted a bit of exposure, it would make sense. There's also the options market. He's interested in the space, but he's not there yet. The question of when a vaccine protocol is resolved will determine when this trade works.
DON'T BUY
DON'T BUY
March 3, 2021
It's been a mixed story. Lost its sheen. Massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure.
It's been a mixed story. Lost its sheen. Massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure.
electrical/electronic
BUY
BUY
March 3, 2021
Intel has been a mixed story. Lost its sheen. They've massively underperformed. Business is solid, but it may be dead money. He'd pass. Instead, look at Samsung, which has a ton of semiconductor exposure, a good suite of products, and an accessible valuation.
electrical/electronic
SPECULATIVE BUY
SPECULATIVE BUY
March 3, 2021
There's a chip shortage right now, so stocks are incredibly expensive. QCOM continues to be very cyclical. Not cheap, but it's a trade here and not without risk. You have to be very careful of fund flows.
Show full opinionHide full opinionThere's a chip shortage right now, so stocks are incredibly expensive. QCOM continues to be very cyclical. Not cheap, but it's a trade here and not without risk. You have to be very careful of fund flows.
Telecommunications
BUY WEAKNESS
BUY WEAKNESS
March 3, 2021
The catalyst for the sector is whether or not the Biden administration will be supportive of green energy. The Trudeau government already is. There's more upside to this stock. With sector rotation out of tech, you want to look for an entry point. We're going to see higher growth opportunities for renewables, so you want exposure.
Show full opinionHide full opinionThe catalyst for the sector is whether or not the Biden administration will be supportive of green energy. The Trudeau government already is. There's more upside to this stock. With sector rotation out of tech, you want to look for an entry point. We're going to see higher growth opportunities for renewables, so you want exposure.
electrical utilities
COMMENT
COMMENT
March 3, 2021
Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.
Re the recent offer. Don't take the preferred share option. Taking some cash and some portion of BAM makes some sense. He finds it all expensive, but the franchise continues to grow. If you just want yield, look for other alternatives. If you want to participate in the recovery, do this through the parent, BAM.
REAL ESTATE
DON'T BUY
DON'T BUY
March 3, 2021
You have to look at where the stock went to, and where the competitive threats will be. It's become a short target, and under pressure. There will be lots of alternatives. Right now, a very dangerous trade. Stay away.
Show full opinionHide full opinionYou have to look at where the stock went to, and where the competitive threats will be. It's become a short target, and under pressure. There will be lots of alternatives. Right now, a very dangerous trade. Stay away.
Technology
PAST TOP PICK
PAST TOP PICK
March 3, 2021
(A Top Pick Mar 05/20, Up 2%) Results yesterday. Net debt fell significantly. Chocolate is a growth business. As countries get richer, they tend to buy chocolate. Continues to like it and buy it.
Show full opinionHide full opinion(A Top Pick Mar 05/20, Up 2%) Results yesterday. Net debt fell significantly. Chocolate is a growth business. As countries get richer, they tend to buy chocolate. Continues to like it and buy it.
PAST TOP PICK
PAST TOP PICK
March 3, 2021
(A Top Pick Mar 05/20, Up 15%) World class. Focusing on dividend yield through share buybacks. Global best of breed. Well managed. Reliable over the years.
Show full opinionHide full opinion(A Top Pick Mar 05/20, Up 15%) World class. Focusing on dividend yield through share buybacks. Global best of breed. Well managed. Reliable over the years.
insurance
PAST TOP PICK
PAST TOP PICK
March 3, 2021
(A Top Pick Mar 05/20, Up 71%) The market initially didn't pick up on the value of the streaming. If you own it, you may want to trim or look for a better entry point. A long-term hold for him. The franchise is not impaired.
Show full opinionHide full opinion(A Top Pick Mar 05/20, Up 71%) The market initially didn't pick up on the value of the streaming. If you own it, you may want to trim or look for a better entry point. A long-term hold for him. The franchise is not impaired.
entertainment services
COMMENT
COMMENT
March 3, 2021
Chance of a market correction? Half the world is working from home. The economy is very, very weak. It's being propped up by central banks. It's a very unusual time, and you need to recognize that straight away. Once people get back to work, governments are going to stop paying people, and you'll see the true extent of the economy. No doubt that we are going to get a correction. The tech names are 2 standard deviations away from their historical valuations. When you think tech downside, start thinking about 2000. The downside will be significant. Don't be scared, but be realistic.
Show full opinionHide full opinionChance of a market correction? Half the world is working from home. The economy is very, very weak. It's being propped up by central banks. It's a very unusual time, and you need to recognize that straight away. Once people get back to work, governments are going to stop paying people, and you'll see the true extent of the economy. No doubt that we are going to get a correction. The tech names are 2 standard deviations away from their historical valuations. When you think tech downside, start thinking about 2000. The downside will be significant. Don't be scared, but be realistic.
DON'T BUY
DON'T BUY
March 3, 2021
The concept will survive, whether it's with ABNB or some other company. A risky trade. There will be some form of recovery, but he'd stay away until he saw more clarity in the markets.
Show full opinionHide full opinionThe concept will survive, whether it's with ABNB or some other company. A risky trade. There will be some form of recovery, but he'd stay away until he saw more clarity in the markets.
Technology
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