Darren Sissons
Vice President and Partner at Campbell Lee & Ross
Member since: Jan '12 · 2004 Opinions
Rating Card
Premium content| All | 
Rating
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Big Win
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Win
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Neutral
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Loss
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Big Loss
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|---|---|---|---|---|---|---|---|
| 4.36 | 167 26.89% | 147 23.67% | 100 16.10% | 128 20.61% | 79 12.72% | ||
| 1 Month | 4.34 | 12 8.16% | 43 29.25% | 59 40.14% | 31 21.09% | 2 1.36% | |
| 6 Months | 4.43 | 28 19.31% | 46 31.72% | 19 13.10% | 39 26.90% | 13 8.97% | |
| 12 Months | 4.49 | 44 31.65% | 30 21.58% | 11 7.91% | 30 21.58% | 24 17.27% | |
| 2 Years | 4.44 | 47 38.21% | 23 18.70% | 10 8.13% | 16 13.01% | 27 21.95% | |
| 5 Years | 4.09 | 36 53.73% | 5 7.46% | 1 1.49% | 12 17.91% | 13 19.40% |
Stock Opinions by Darren Sissons
There's been A LOT of volatility this year, from the Epstein files to the bombing of Iran and today Trump complaining about the Cracker Barrel logo. What is this all about? Can Trump legally fire the Fed governor? This will be messy to resolve through the courts. Trump is pressing the Fed to lower interest rates. The stock market is at record highs, so there's a disconnect between the market and economy. Typically, you cut rates when the economy starts to weaken. Some areas are, like job losses and company bankruptcies. Suppose the stock market corrects during a rate cut? We cut see a 25 bps cut in the U.S., but no more, based on conditions. If there were no tariffs, inflation could decline. If tariff inflation gets bad, there will actually be a need to raise rates.
The AI hype is way overextended, like the dotcom era. NVDA's market cap is bigger than all of France or the UK or Canada. Ridiculous. If you own it, trim and take profits. NVDA is only one component of AI with software being another. Why is NVDA soaring and the other components are lagging? Is a recipe for disaster.
RFK Jr.'s crusade to cut health costs includes cutting vaccines, and that is a serious headwind. The result is that broad healthcare hasn't been this cheap in a long time and you can enter it now. People will still need therapies and get sick. Are better opportunities than UNH in healthcare.
KLAC offers a yield management tool used in the semis industry. The chart is very good. Problem is that the large-cap names in semis are included in ETFs, so those names have run up without being tied to the cycle. Compare that to non-ETF names, like KLIC, which he prefers but has had a deep sell-off which makes it an opportunity.
KLAC offers a yield management tool used in the semis industry. The chart is very good. Problem is that the large-cap names in semis are included in ETFs, so those names have run up without being tied to the cycle. Compare that to non-ETF names, like KLIC, which he prefers but has had a deep sell-off which makes it an opportunity.
