Latest Expert Opinions

Signal
Opinion
Expert
Chart
DON'T BUY
DON'T BUY
June 11, 2021

Leading semiconductor equipment provider. The chart is vertical and when they go vertical, you do need to trim them. Putting new money in companies that are hitting all time highs with huge run ups do not make sense.

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Camtek Ltd. (CAMT-Q)
June 11, 2021

Leading semiconductor equipment provider. The chart is vertical and when they go vertical, you do need to trim them. Putting new money in companies that are hitting all time highs with huge run ups do not make sense.

Darren Sissons
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 11, 2021

The obvious issue is what happens when Buffet dies. The successor has been named but there are challenges including the law of large numbers. The ability to return rates of growth that people are used to is getting more and more difficult. Quite expensive. Better opportunities around.

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The obvious issue is what happens when Buffet dies. The successor has been named but there are challenges including the law of large numbers. The ability to return rates of growth that people are used to is getting more and more difficult. Quite expensive. Better opportunities around.

Darren Sissons
Price
$286.820
Owned
No
SELL STRENGTH
SELL STRENGTH
June 11, 2021

You never go bankrupt taking profits. It would make sense to trim it and use it to diversify your portfolio. When companies have had huge runs, you should do it. At this point, you should trim it by 20% or get your cost base back.

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You never go bankrupt taking profits. It would make sense to trim it and use it to diversify your portfolio. When companies have had huge runs, you should do it. At this point, you should trim it by 20% or get your cost base back.

Darren Sissons
Price
$541.745
Owned
Unknown
COMMENT
COMMENT
June 11, 2021

The ESG movement is affecting stocks like RDS. Was pulled into the courts by activists. Many large companies have on going lawsuits and are shared in quarterly reports. It's not too big of an issue. They are transitioning into a renewable company with Hydrogen and wind farms. Big oil will be a natural beneficiaries of renewables. The dividend is sustainable and growth outlook is good. Oil is also a recovery trade.

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The ESG movement is affecting stocks like RDS. Was pulled into the courts by activists. Many large companies have on going lawsuits and are shared in quarterly reports. It's not too big of an issue. They are transitioning into a renewable company with Hydrogen and wind farms. Big oil will be a natural beneficiaries of renewables. The dividend is sustainable and growth outlook is good. Oil is also a recovery trade.

Darren Sissons
Price
$38.240
Owned
Unknown
COMMENT
COMMENT
June 11, 2021

Must look at it holistically. With proliferation of fibre and densification of optical equipment was a tailwind though this has slowed down. Another aspect is the sanctions that are allowing Cisco to compete when otherwise it would not have been. We have seen big moves from legacy tech due to the broadening of the market. Could see some more upsides, but would look at more mature tech.

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Cisco (CSCO-Q)
June 11, 2021

Must look at it holistically. With proliferation of fibre and densification of optical equipment was a tailwind though this has slowed down. Another aspect is the sanctions that are allowing Cisco to compete when otherwise it would not have been. We have seen big moves from legacy tech due to the broadening of the market. Could see some more upsides, but would look at more mature tech.

Darren Sissons
Price
$54.780
Owned
Unknown
COMMENT
COMMENT
June 11, 2021

In general for the Canadian banks have done pretty well over the last years. For banks, lower interest rates make it hard for banks to make higher profits. Fees are higher and higher. Financial space could be challenging. Normalization will be good for financials. Banks are now fairly or over valued now. They will grow their earnings.

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In general for the Canadian banks have done pretty well over the last years. For banks, lower interest rates make it hard for banks to make higher profits. Fees are higher and higher. Financial space could be challenging. Normalization will be good for financials. Banks are now fairly or over valued now. They will grow their earnings.

Darren Sissons
Price
$80.960
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
June 11, 2021

Now that the patent litigation is over, there are a number of growth catalysts. Relative to peers, such as TSM, it has lagged in relative terms. There are reasons for this. You could take some profits if you have big gains. Will likely hold up well if there is a correction since it has not run up as much.

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Qualcomm (QCOM-Q)
June 11, 2021

Now that the patent litigation is over, there are a number of growth catalysts. Relative to peers, such as TSM, it has lagged in relative terms. There are reasons for this. You could take some profits if you have big gains. Will likely hold up well if there is a correction since it has not run up as much.

Darren Sissons
Price
$134.630
Owned
Unknown