Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 22, 2019
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$302000.000
Owned
No
DON'T BUY
DON'T BUY
February 22, 2019
Longer term you will make money, but today he struggles with their slow growth. He would pass on this today.
Siemens AG (SIEGY-OTC)
February 22, 2019
Longer term you will make money, but today he struggles with their slow growth. He would pass on this today.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 22, 2019
He has owned this for about 18 years. People get confused because it reports in US dollars despite its presence around the world. A great company that pays a good dividend. It trades at 52 week highs, so he would put it on the radar waiting for a better entry point around $64-$66.
Jardine Matheson (JM-SP)
February 22, 2019
He has owned this for about 18 years. People get confused because it reports in US dollars despite its presence around the world. A great company that pays a good dividend. It trades at 52 week highs, so he would put it on the radar waiting for a better entry point around $64-$66.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 22, 2019
It has a strong balance sheet and the equipment is needed to make semi-conductor chips. They were hurt by the failed US-China trade negotiations. His expectation is that a slowing economy will result in lower Q1 earnings and he thinks it will drop in price. A good buy around the low $30s.
Applied Materials (AMAT-Q)
February 22, 2019
It has a strong balance sheet and the equipment is needed to make semi-conductor chips. They were hurt by the failed US-China trade negotiations. His expectation is that a slowing economy will result in lower Q1 earnings and he thinks it will drop in price. A good buy around the low $30s.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$39.430
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 22, 2019
(A Top Pick Jan 31/18, Up 3%) Given the market performance as a whole, he is happy with its performance. They handle all sorts of industrial and medical applications of gases. He would continue to hold it.
L'Air Liquide ADR (AIQUY-R)
February 22, 2019
(A Top Pick Jan 31/18, Up 3%) Given the market performance as a whole, he is happy with its performance. They handle all sorts of industrial and medical applications of gases. He would continue to hold it.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 22, 2019
(A Top Pick Jan 31/18, Up 6%) It is part of the Canadian banking oligopoly. It will remain a key holding.
Toronto Dominion (TD-T)
February 22, 2019
(A Top Pick Jan 31/18, Up 6%) It is part of the Canadian banking oligopoly. It will remain a key holding.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$76.220
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 22, 2019
(A Top Pick Jan 31/18, Up 5%) They are the global leading in testing -- everything from core samples to medical measures. A great global company he will continue to hold.
SGS SA (SGSN-VX)
February 22, 2019
(A Top Pick Jan 31/18, Up 5%) They are the global leading in testing -- everything from core samples to medical measures. A great global company he will continue to hold.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes