Latest Expert Opinions

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NXP Semiconductors(NXPI-Q)
November 8, 2018
Two areas: Automotive and factory automation. Qualcom was trying to buy this one earlier this year until the China trade war happened. The drop caused it to become a buying opportunity. Nothing has changed in the growth prospects of the company. (Analysts’ price target is $102.22)
NXP Semiconductors(NXPI-Q)
November 8, 2018
Two areas: Automotive and factory automation. Qualcom was trying to buy this one earlier this year until the China trade war happened. The drop caused it to become a buying opportunity. Nothing has changed in the growth prospects of the company. (Analysts’ price target is $102.22)
INDUSTRIAL PRODUCTS
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Norman Levine
Managing Director, Portfolio Management Corp
Price
$84.620
Owned
Yes
TOP PICK
TOP PICK
Lanxess(LXS-DE)
November 8, 2018
Fire retardants. It is a turnaround story. It is a bargain here as prices for stocks there have come down a lot. (Analysts’ price target is $74.84)
Lanxess(LXS-DE)
November 8, 2018
Fire retardants. It is a turnaround story. It is a bargain here as prices for stocks there have come down a lot. (Analysts’ price target is $74.84)
chemicals
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Norman Levine
Managing Director, Portfolio Management Corp
Price
$0.000
Owned
Yes
BUY
BUY
Rotork PLC(ROR-LSE)
November 8, 2018

This is a UK industrial. They make on/off switches controlled through electricity, gas or oil. The applications are nuclear and refineries. When the Saudis tried to manipulate the price of oil the stock price suffered. They picked it up there and had a very good run since. Very strong balance sheet only 5% debt. Dividend is growing. Had a big run, you can buy this on a discount. Very good company.

Rotork PLC(ROR-LSE)
November 8, 2018

This is a UK industrial. They make on/off switches controlled through electricity, gas or oil. The applications are nuclear and refineries. When the Saudis tried to manipulate the price of oil the stock price suffered. They picked it up there and had a very good run since. Very strong balance sheet only 5% debt. Dividend is growing. Had a big run, you can buy this on a discount. Very good company.

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Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
SELL
SELL
ING Groep NV(ING-N)
November 8, 2018
Dutch based company. Revenues are down like 75%. One of the challenges is that the Dutch can lock their mortgages for 30 years. It hurts in a raising interest rate environment.
ING Groep NV(ING-N)
November 8, 2018
Dutch based company. Revenues are down like 75%. One of the challenges is that the Dutch can lock their mortgages for 30 years. It hurts in a raising interest rate environment.
investment companies/funds
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Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$12.860
Owned
No
VAGUE
VAGUE
IBM(IBM-N)
November 8, 2018
Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
IBM(IBM-N)
November 8, 2018
Company that has historically used propitiatory software and buying an open source company. Very interesting. They have a very good portfolio of big-ticket software solutions for banks and clients like that. They had some restructuring. In case of a correction would probably do well because it is down heavily. He is worry a little bit about their debt. (Analysts’ price target is $155.88)
electrical/electronic
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Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$123.380
Owned
No
HOLD
HOLD
Toronto Dominion(TD-T)
November 8, 2018
Great franchise. Canadian Banks in general did well during the Financial Crisis so naturally they trade at a premium. Good exposure to the US. He feels there are more value in other places like European Financials.
Toronto Dominion(TD-T)
November 8, 2018
Great franchise. Canadian Banks in general did well during the Financial Crisis so naturally they trade at a premium. Good exposure to the US. He feels there are more value in other places like European Financials.
banks
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Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$73.600
Owned
Yes
BUY
BUY
Walt Disney(DIS-N)
November 8, 2018
Long term it is a good investment. Very good metrics for any long-term investor.
Walt Disney(DIS-N)
November 8, 2018
Long term it is a good investment. Very good metrics for any long-term investor.
entertainment services
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0 Comments
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$116.000
Owned
Yes
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