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 and Partner

Campbell Lee & Ross


Date Signal Chart Symbol Company Opinion Price
2017-05-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There are a lot of things going on in politics, and we are going to have to wait and see how this goes as we move into the summer. Thinks we are going to grind to a more normalized market in Canada. The banks are going to tighten credit restrictions on new housing. This is healthy for a market and will make us more secure than what we are right now.


Price:
$0.020
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2017-05-05 HOLD Must be logged in to use chart ABB-N ABB Ltd.

The 2nd largest manufacturer of industrial robots. The stock has done really, really well on the expectation of Europe starting to recover and the US is improving. There is better outlook for industrial robots. The company reports in Swiss francs and raises its dividend, but because of the strength of the US$ investor, we have not seen those gains. At these levels, he thinks this is quite rich.


Price:
$24.910
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 WAIT Must be logged in to use chart AMD-Q Advanced Micro Devices

All tech stocks have run up substantially, and are starting to run out of steam. They’ve run up because of optimism about China as well as the opportunity to repatriate capital off the back of Trump’s regime. You might want to wait and see what happens. Typically, semiconductor stocks are about 3 years in length, and we are about 5 years in this one.


Price:
$10.190
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 TOP PICK Must be logged in to use chart BAC-N Bank of America

The regulatory glare is moving away from money centred banks. If so, they will now be able to leverage up their balance sheets and start lending more. Even more importantly, we are facing an environment where interest rates are going to increasingly become an important factor for the US financial system. Higher rates mean higher profitability. Dividend yield of 1.2%. (Analysts’ price target is $26.)


Price:
$23.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 BUY Must be logged in to use chart BBT-N BB&T Corp.

We are seeing less regulatory glare under the Trump administration. This means we could see a lot more upside in US banks, so a little bit of money has been taken from here in the last little while. Excellent balance sheet. The payout ratio is about 50% of what it was before the global financial crisis. Thinks there is a lot of upside here.


Price:
$43.730
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 COMMENT Must be logged in to use chart BMY-N Bristol Myers Squibb

Most drug stocks sold off on the assumption that Hillary Clinton was going to come in, as well as Trump stating he was going to cut healthcare. He would prefer more of a pure play. Right now, this is a little rich given where we are. On the other hand, this is down significantly so it might be okay. If Trump is successful in his 15% tax credit, capital will flow in and companies like this will run. If you take a pause, you may miss a run.


Price:
$55.150
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 DON'T BUY Must be logged in to use chart BX-N Blackstone Group LP

An investor is not going to be able to get the level of diversification that they need. Also, most people don’t understand what is in these animals. If you want to invest in private equity, the time to do it is at the bottom of a cycle. He would pass.


Price:
$30.280
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 COMMENT Must be logged in to use chart CSCO-Q Cisco

In the heyday of the 2000 timeframe this was a growth stock. We have ended up with 2.5 players, with the biggest opportunity in the developed markets. China is a huge market on the back of mobile growth, but thinks QUALCOMM is winning that. The opportunities for this company are in other markets, but he doesn’t think it has legs. A very cash rich story, so it could be a dividend growth story. If looking for a reasonable attractive valuation with a dividend that can grow over time, this is one to look at.


Price:
$34.390
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 PAST TOP PICK Must be logged in to use chart CSX-Q CSX Corp

(A Top Pick Jan 27/17. Up 10%.) If Hunter Harrison is able to continue his magic, this stock will have opportunities to move higher still. He would recommend viewers invest in a rail at this time.


Price:
$52.500
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 DON'T BUY Must be logged in to use chart DB-N Deutsche Bank AG

The Continental European banks are about 18 months to 2 years behind the US in terms of rate rises. This bank is not going to face rising rates anytime soon. They recently recapped the capital rights that affects the balance sheet, but it has been a bit of a disaster. There were management issues. He would probably pass on this one.


Price:
$19.350
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 TOP PICK Must be logged in to use chart DIS-N Walt Disney

A very attractive franchise. There has been a little concern around the ESPN with cutting cables, etc. However, over the long-term, it has been very effective at taking money out of parents’ wallets. They have movies, TV, theme parks, tourism operations, etc. The dividend was growing at something like 12.2% per year for 20 years. Dividend yield of 1.4%. (Analysts’ price target is $124.)


Price:
$111.990
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 COMMENT Must be logged in to use chart FLR-N Fluor Corp.

Will this be a beneficiary of the Trump trade? This is an infrastructure company, so if you want to build dams and dig roads, you would think this would be a natural beneficiary of that. But if you look back to when Obama came in, there was a lot of hype and a lot of noise around infrastructure projects that were going to be done. Very few of them got shovel ready. Good stock and good cyclical if you want to get infrastructure spend, but he does wonder about US commitment. He would take a pause.


Price:
$48.180
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-05-05 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This has a drug that actually cures people so that they don’t need the drug anymore, so it’s market is getting smaller by the day. They are sitting on a ton of cash, which at some point is going to be used to buy something. If you are prepared to wait, this is a company that is going to need to do something. A higher risk, so he wouldn’t have it in his portfolios.


Price:
$67.800
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-05-05 TOP PICK Must be logged in to use chart HAL-N Halliburton Co

Fundamentally, the oil markets need to take duration (?) from the fact that Saudi Aramco has gone public. Saudi’s are getting $2 trillion and are trying to get close to 3, so they are looking to cut supply. When they cut supply, we’ll see higher prices and they’ll make way for US shale. They are planning the next phase of the Saudi economy on the back of that monetized asset. To monetize their assets to the highs levels, they are going to need higher prices. That means there is going to be more drilling, and this company is leveraged to that story. Dividend yield of 1.6%. (Analysts’ price target is $64.50.)


Price:
$45.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 COMMENT Must be logged in to use chart NVDA-Q Nvidia Corp

Looking at the chart, we are probably at a point where we are running into a wall. He would be inclined to take some money off the table. Moving forward, he feels the market is going to reward more analog type stories than digital processes or the graphic chips. That is really a call on emerging markets. Desktops, and even laptops, are going to slow down. Analog chips are a better story and that is the place to be.


Price:
$103.860
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 697 entries
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