Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 11, 2013

He would not touch this. There are some major issues around Greece. In the very near-term Greece has to go back and borrow more money from the European Central Bank. A lot of macro issues there. High unemployment.

He would not touch this. There are some major issues around Greece. In the very near-term Greece has to go back and borrow more money from the European Central Bank. A lot of macro issues there. High unemployment.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$4.260
Owned
No
COMMENT
COMMENT
September 11, 2013

From a drilling point of view, there is a decent backlog. Day rates are very expensive right now and for the ultra deep rigs there is a bit of a shortage. This is a sector that he is looking at. It tends to be a trade because it is highly cyclical.

Transocean Inc. (RIG-N)
September 11, 2013

From a drilling point of view, there is a decent backlog. Day rates are very expensive right now and for the ultra deep rigs there is a bit of a shortage. This is a sector that he is looking at. It tends to be a trade because it is highly cyclical.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$47.580
Owned
No
DON'T BUY
DON'T BUY
September 11, 2013

Apple (AAPL-Q) or Facebook (FB-Q)? He doesn’t like either one of these. Apple is a great company and has great products, but the stock has fallen so much that investors are selling Short. To drive the revenues higher, they have to come up with a fundamentally new product.

Apple (AAPL-Q)
September 11, 2013

Apple (AAPL-Q) or Facebook (FB-Q)? He doesn’t like either one of these. Apple is a great company and has great products, but the stock has fallen so much that investors are selling Short. To drive the revenues higher, they have to come up with a fundamentally new product.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$467.710
Owned
No
DON'T BUY
DON'T BUY
September 11, 2013

Apple (AAPL-Q) or Facebook (FB-Q)? He doesn’t like either one of these. On this one. He has never made any money on social media. It’s a space, he does not understand so he doesn’t go places that he doesn’t understand.

Facebook (FB-Q)
September 11, 2013

Apple (AAPL-Q) or Facebook (FB-Q)? He doesn’t like either one of these. On this one. He has never made any money on social media. It’s a space, he does not understand so he doesn’t go places that he doesn’t understand.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$45.040
Owned
No
COMMENT
COMMENT
September 11, 2013

Thinks that this is one that could actually do quite well. Not actively looking at this. Thinks you will see a recovery.

ING Groep NV (ING-N)
September 11, 2013

Thinks that this is one that could actually do quite well. Not actively looking at this. Thinks you will see a recovery.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$11.630
Owned
No
DON'T BUY
DON'T BUY
September 11, 2013

Just sold his holdings very recently because they were effectively a growth by acquisition company and have done very well. Doesn’t think there is much left to buy. It now becomes more of an organic growth story and he doesn’t expect to see as much growth as there has been in the past.

Diageo PLC (DEO-N)
September 11, 2013

Just sold his holdings very recently because they were effectively a growth by acquisition company and have done very well. Doesn’t think there is much left to buy. It now becomes more of an organic growth story and he doesn’t expect to see as much growth as there has been in the past.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$126.180
Owned
No
BUY WEAKNESS
BUY WEAKNESS
September 11, 2013

Has owned this for quite a long time. For a company that has more cash than it has debt, it was actually quite volatile. Earnings are kind of slow, but this is a company that is in global power markets, so if China slows down, it will slow down. Very strong balance sheet. If you can get it in the low $20’s, that would be a good entry point.

ABB Ltd. (ABB-N)
September 11, 2013

Has owned this for quite a long time. For a company that has more cash than it has debt, it was actually quite volatile. Earnings are kind of slow, but this is a company that is in global power markets, so if China slows down, it will slow down. Very strong balance sheet. If you can get it in the low $20’s, that would be a good entry point.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$23.050
Owned
Yes