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
2016-11-11 DON'T BUY Must be logged in to use chart 005930-KS Samsung Electronics

The problem he has with a lot of Korean companies is that they tend to be family controlled entities. About 50% of earnings tends to come from phones. Branded electronics can be very dangerous if you buy it at the wrong point in the cycle.


Price:
$0.000
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 PAST TOP PICK Must be logged in to use chart 0168-HK Tsingtao Brewery Co.

(A Top Pick May 4/15. Down 36.53%.) Sold his holdings when it was down about 5%, but with the US currency, he is probably ahead. It is the biggest brewery globally, and went down on slowing Chinese demand. They earn income in Renminbi and report in Hong Kong dollars, which is tied to the US$. It has recently found a floor and is starting to rise up again.


Price:
$0.000
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2016-11-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Thinks the reason for the Trump win has been something that has been going on for the last couple of years. We recently had BREXIT, Justin Trudeau rode to power on a popular wave, Brazil and Argentina lost their governments, etc., etc. The voting population is generally unhappy. If you listen to all the rhetoric, higher rates are going to come, and banks are going to go back to the old days of interest rates of 1.5% for lines of credit, etc. It is also going to allow banks and organizations to start to grow and to reinvest in R&D. That will be a stimulus for the economy and will create demand for higher paying jobs, rather than the part-time, underemployed workforce that we have recently seen. You are definitely going to see a selloff in staples, utilities, and even the pipelines to some degree. You are going to have to be very careful how you tread, because as interest rates rise, it is going to be a negative impact for fixed income. It is a little too early to check the emerging-market rally right now, because when rates do go up, you are going to see another selloff, because a lot of the debt in the emerging markets is US$ denominated.


Price:
$0.020
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
_N/A
2016-11-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

How can a person benefit from a downtrend in the Canadian economy? Generally, the way international investors do that, is by putting capital in other markets. When the global financial crisis hit, Canada held up very, very well, so what investors did is to just export capital to Canada, and the 1st place they went to was the banks. One of the obvious things you can do is to just buy a basket of currencies and/or a basket of international blue chips. Another way is to Short the banks, but in this environment, he would not be doing that.


Price:
$0.020
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
_N/A
2016-11-11 COMMENT Must be logged in to use chart AAPL-Q Apple

Don’t confuse a good company with a good investment. We are at the point in the Apple lifecycle where we need the next product, because the next product is going to move the needle. It has to be something that we haven’t seen. This is starting to get to the point where he would say it is time to Sell.


Price:
$108.430
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 WATCH Must be logged in to use chart AMZN-Q Amazon.com

The upside for the Internet delivery model, the Cloud, all the back model that is being offered through this company is only going to get better. It is a very pricey stock. To get into it you would need a selloff, but if you are looking for more upside, he would look at Ali Baba (BABA-N). He thinks the space is going to become increasingly interesting as we move into the next phase of the economy, particularly under Trump. This is one to watch.


Price:
$739.010
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

The Chinese are going to have to get to a point where other countries are, by having to trust their markets. The way to do that is through Hong Kong. Until that really becomes clear, people who cross the line get put in jail. This will be a work in progress. Perhaps a good proxy to look at is Amazon (AMZN-Q). The logistics of delivering products in China is very, very complicated. The density is very difficult. This company would save them going to the mall and putting up with traffic. Thinks there is a lot more upside. This is not going to be for the faint of heart.


Price:
$92.990
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2016-11-11 COMMENT Must be logged in to use chart BAC-N Bank of America

Higher rates will push this higher. Higher rates will be stimulative and will create job opportunities in the financial services sector in the US. The banks are well capitalized and the dividends are safe. You might want to start with the regionals, and if you see a freeing regulatory environment, then definitely buy some of the money centred banks like this.


Price:
$19.020
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 PAST TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

(A Top Pick May 4/15. Up 12.92%.) Very active in the Florida/Northeast corridor. There is more upside. They don’t have a lot of investment banking business so the regulatory is clear and regulators are not going to be there.


Price:
$41.850
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-11 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Why are Telecom stocks down 3%? You need to look at the global telco space. They are all down, and this is on the expectations that we are going to see higher rates. The dividends are growing in the segment and that is going to continue, but we are at a point where secular rotation is going to start to push funds into other areas of the economy, and are going to take capital from areas that have worked. He wouldn’t sell if you are looking for dividends, but if looking for capital gain, this may not be what you are looking for longer-term. Great story and the dividend is safe.


Price:
$57.450
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 COMMENT Must be logged in to use chart C-N CitiGroup

Looking at a 30-year chart the stock went from $50 to $50 and peaked out at $500. What is going to be interesting to watch are the “good banks-bad banks” components to see whether or not there is going to be some recovery, and whether ultimately or not that is going to lead to higher returns on a go forward basis. He thinks there is upside here, but we are going to need to see more details once we see higher rates. It is pretty good value here.


Price:
$52.830
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 WEAK BUY Must be logged in to use chart CGC-T Canopy Growth Corp.

There is a lot of heat in these stocks, and they have obviously done really, really well. Thinks they are very hyped at the moment. The best of these stocks, will ultimately be acquired. If you are looking for upside with a lot of speculation, this may be a category to look at, but not the kind of thing you want to risk your savings on.


Price:
$9.340
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 DON'T BUY Must be logged in to use chart DB-N Deutsche Bank AG

This has been one train wreck after another. Governors are involved; regulators are involved. Even though there are expectations that rates are going to rise, this is probably one of the most damaged stories in financials. There is probably more upside in the US banks.


Price:
$16.190
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-11 BUY Must be logged in to use chart DIS-N Walt Disney

Looking at the 10-year chart, this has been a fabulous story. If you take children to their theme parks, you walk away with a lot less money than what you had. The movies tend to move the window from time to time. Sports is also a big thing. Feels the longer-term story is a good one. It is one that you could just put into your portfolio and wait.


Price:
$97.680
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-11 WAIT Must be logged in to use chart FLR-N Fluor Corp.

We are starting to see global infrastructure everywhere. These kinds of companies are going to benefit. However, in terms of upside and expectations how many of these projects are shovel ready. You can wait 6 months or so to see how this plays out. It is definitely a segment to watch. He prefers SNC Lavalin (SNC-T).


Price:
$49.130
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
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