Viewing Expert Darren Sissons | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Darren Sissons , Vice President

Campbell Lee & Ross


Date Signal Chart Symbol Company Opinion Price
2017-01-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. One of the big things for Canada was the US signing of the Keystone XL pipeline. On the other side, we just don’t know what Trump is going to do with regards to revisiting NAFTA. The stock market likes it so far. If things continue, a 20% increase on imported goods is going to increase costs for products consumed in the US, but also on goods that are imported to be remanufactured and sent out to the US. There are going to be opportunities for those who take contrarian views.


Price:
$0.020
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2017-01-27 COMMENT Must be logged in to use chart BCS-N Barclays Bank PLC

Lloyds (LLOY-LN) and/or Barclays (BCS-N)? Some of the European banks will generally follow the US banks up a couple of years later. When the US went into Armageddon, they lowered rates and exported capital, and that caused rates globally to go down. The Europeans with the UK raised rates within a year. So, he thinks this will be the same, but if the US starts to raise rates aggressively, that could speed up the process where higher interest rates in Europe make sense. This one has a little more international exposure. He would consider looking at Banco Santander (SAN-N), which survived relatively well during the crisis.


Price:
$11.520
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 COMMENT Must be logged in to use chart BHP-N BHP Billiton Ltd.

He looks at this as a mutual fund of large cap commodities. You could draw many analogies of the iron ore segment relative to the oversupply in the oil market. As it starts to normalize, you will see some upside. The ultimate upside for this company is that we are going to see highly reserved production trying to come back on line. Longer-term, if you are going to take a view and are prepared to have the cyclicality, this is something you might want to put in your portfolio and just put it away. Balance sheet is not bad. He likes it. As a 4-5 year hold, it is a Buy here.


Price:
$41.240
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 PARTIAL SELL Must be logged in to use chart BMY-N Bristol Myers Squibb

Things that concern him about the drug segment is that under the Trump regime, a lot of drug companies have sold off, and those that haven’t have a product suite that allows them to maintain at high levels. This company has an immunotherapy drug that works on melanoma, and the big upside is if the drug can work on lung cancer. We are only talking phase 2 trials, and the stock is trading on that noise. They still have to get through phase 3 and phase 4. There are 4 companies in that category that have those kinds of drugs. If the drug works out, there will be huge upside, but if not, the stock will fall out of bed. He feels there is too much risk. If you have made some money, take some off the table.


Price:
$47.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 BUY Must be logged in to use chart BP-N BP PLC

At current oil prices, most European oil companies are going to cover the dividends. Most of the baggage for this company is now behind them. As we get into an environment where oil starts to stabilize politically, at around the current price and a little higher, then you will start to see yield compression. You are looking at some pretty decent upside from here. An interesting company and the balance sheet is reasonable. 6.5% dividend yield.


Price:
$36.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 WATCH Must be logged in to use chart BT-N BT Group PLC

This had a disastrous week. They reported and missed numbers. The stock got hammered by 20%. He is starting to look at this. It has had some issues with BREXIT. Right now, it is a little too messy, but if you have a longer-term view and you think there is some upside here, then it might be one that you want to spend a bit more time looking at.


Price:
$22.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 SELL Must be logged in to use chart BX-N Blackstone Group LP

These kinds of companies are institutional products, because they are very sophisticated and very complex. The capital is raised in 10 year tranches, and can fall if the return on the funds is not the greatest. The premise that is sold to retail investors is that they will get a portion of the 2% management fee and it will rise over time. There is no guarantee that this will continue to happen. Also, they tend to spin out companies that have been successful and made money where you would get a one-time special gain. Feels these are more speculative investments than you would otherwise expect them to be. If you have made some money, he would suggest you take your money off the table and look at other segments that have less volatility.


Price:
$31.300
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-01-27 BUY on WEAKNESS Must be logged in to use chart CHRW-Q CH Robinson Worldwide

Trucking company. He is a big fan of logistics companies. This has had a fabulous run. Amazon is a procurement agent where people can get product delivered to their homes. This company does short-haul deliveries in the US, and might be well positioned. A better position for a recovery in the US comes in terms of intermodal, and might be more beneficial for this company. Thinks you have to wait for this to slip.


Price:
$76.130
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 TOP PICK Must be logged in to use chart CSX-Q CSX Corp

It is rumoured that Hunter Harrison is taking over the reins for this rail. Should he do that, even with the 20% upside we have seen in this last week or so, the operating metrics will improve, and the outlook for the stock would be significantly higher. Dividend yield of 1.5%. (Analysts’ price target is $43.41.)


Price:
$48.060
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-01-27 DON'T BUY Must be logged in to use chart DDD-N 3D Systems

3-D printing is effectively the idea where if you need a new kidney, someone can go and print it for you. The whole idea of being able to print products and doing it quite cheaply is quite an interesting one. Longer-term, it really opens up the question of location of factories. Rather than having to be located in certain areas, can they be located near the consumer? The promise of 3-D is very, very good. However, the hype got way ahead of itself. He would like to see this company be a part of something else, which would make the promise of 3-D printing open up and be more accepted. He wouldn’t buy this here.


Price:
$16.510
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 COMMENT Must be logged in to use chart FLR-N Fluor Corp.

This builds large construction projects. You would think that in an environment where we are going to start to see infrastructure spend, that the company should be positioned. It’ll be interesting to see if the US is actually going to dig; start building dams, pipelines, etc. and the actual execution occurs. That is the challenge. He would prefer SNC-Lavalin (SNC-T).


Price:
$56.630
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-01-27 COMMENT Must be logged in to use chart LYG-N Lloyds TSB Group PLC

Lloyds (LLOY-LN) and/or Barclays (BCS-N)? Some European banks will generally follow US banks up a couple of years later. When the US went into Armageddon, they lowered rates and exported capital, and that caused rates globally to go down. The Europeans with the UK raised rates within a year. So he thinks this will be the same, but if the US starts to raise rates aggressively, that could speed up the process where higher interest rates in Europe make sense. This bank just purchased the credit card business from NBNA, and that is going to be quite good for the stock. In a BREXIT context, this is effectively a domestic bank. If the returns are less because of lower currency, you might have some challenges. In both cases, you want to be a little careful. He would consider looking at Banco Santander (SAN-N), which survived relatively well during the crisis.


Price:
$3.320
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 BUY Must be logged in to use chart MO-N Altria Group Inc

One of the things about the sin stocks, particularly tobacco, is if you continue to hold them, you will be well rewarded. They pay big dividends and increase the dividends over time. If they sold off SIB Miller, there could be a one-time special dividend. He likes the whole category. A great company.


Price:
$71.030
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-01-27 COMMENT Must be logged in to use chart MS-N Morgan Stanley

Under Obama’s reign, banks were persona non-grata. Under the Trump regime, he has actually said that higher rates are needed. Expects we will see a more supportive environment for investment banks, and companies like this are fairly well positioned to take on higher M&A’s, trading volumes. Higher interest charges will be beneficial. Structurally, this is an interesting place to look at.


Price:
$43.650
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 PAST TOP PICK Must be logged in to use chart NSRGY-OTC Nestles

(A Top Pick Nov 11/16. Up 5.47%.) The total return is between 7% and 9% for the last 15 years. As of January 1, it had a new CEO, the 1st non-Nestlé CEO to manage the company since the early 1900s. Expects he will continue to focus the company on eking out more cash flow, and improving efficiencies. He will also probably revisit some of the sacred cows. A very good, high quality stock.


Price:
$0.001
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
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