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
2017-07-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are starting to see a bit of roll out. Tech stocks particularly, have had some really strict valuations, and some of the money is being taken out of that sector. There is also a global rate cycle that is going to be moving forward and capital being put to work in that market. There is a sector rotation, and techs are just going to take a pause to see if the earnings are going to come through. For cost conscious investors, this is probably the time to buy. Summer is the better time to buy.


Price:
$0.020
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2017-07-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Effect of Trump lowering taxes on US companies situated overseas? A good example of a company in that context would be Waters Corp (WAT-N). A biotech company that has a ton of cash offshore. They didn’t want to bring capital back to the US because of higher taxes, so instead they have been buying back tons and tons of shares. A very inefficient way to run a company. If Trump can get capital back into the US, the companies will spend the capital and in many cases give US healthcare/US tech a buying advantage relative to European competition. It will also allow them to do acquisitions. On the other hand, he is not entirely sure that Trump can manage to do it.


Price:
$0.020
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2017-07-07 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

This has been a fantastic story, and is one of the stocks that he has regrets not buying. It has a very rich valuation and is growing very quickly, with a fair amount of volatility. Probably not one he would buy, but he does recognize its quality.


Price:
$978.760
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-07-07 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(A Top Pick May 5/17. Up 4.94%.) This has a good balance sheet and interest rate increases are going to work for them. Hopefully there will also be a repeal of some of the Dodd Frank act. This is still a Buy.


Price:
$24.830
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 DON'T BUY Must be logged in to use chart BMY-N Bristol Myers Squibb

Around 2016 this stock ran up substantially on the back of an immunotherapy drug. Unfortunately, it did not have the same effect as one of their competitor’s drugs. At this price, it is reasonably attractive, but would suggest you look at Merck (MRK-N) instead.


Price:
$55.910
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 HOLD Must be logged in to use chart CLX-N Clorox Company

In a higher interest rate environment, you are starting to see opportunities for different kinds of returns. This is a very safe stock and grows slowly. Increases its dividend regularity. At this price, it is a little rich.


Price:
$134.380
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 HOLD Must be logged in to use chart CVS-N CVS Health Corp

One of the biggest pharmacy drug distributors in the US. There is a lot of political noise around that, but looking at a 10-20 year stock chart, it has been a very good story.


Price:
$78.640
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 COMMENT Must be logged in to use chart DB-N Deutsche Bank AG

Europe is looking at raising interest rates. This bank has operations in different parts of the world. It wouldn’t be his preferred one in Europe, but thinks there is more upside for the European financials. The concept of buying a European bank is a good one.


Price:
$19.050
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-07-07 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick May 5/17. Down 7.08%.) On a 15-year timeframe, it has been a very good total return story. Shanghai is coming on in terms of a theme park. There are some challenges around the ESPN franchise, but ultimately it has big libraries and content that it can distribute. This is a good long-term story.


Price:
$103.320
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 COMMENT Must be logged in to use chart GE-N General Electric

This has rolled over on the back of US valuations being quite stretched. It is actually a play on the global economy. Has a lot of industrial operations in different countries. The question will be how the global economy continues to stack up. If you have a positive outlook, this is a company that you can add to. The dividend is safe and will grow.


Price:
$26.150
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 PAST TOP PICK Must be logged in to use chart HAL-N Halliburton Co

(A Top Pick May 5/17. Down 7.97%.) Has a positive outlook on energy. Ultimately OPEC is going to be partial to higher prices over time. If we get in the $50-$55 range, there is tightness in the rig count in the US and some softness in the summer on oil prices, which will be good for this company. He still likes the story.


Price:
$41.780
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 BUY Must be logged in to use chart HSBC-N HSBC Holdings P L C

About a year ago there was the BREXIT noise. If you had sold this then, you would be looking kind of foolish. In the last 12 months, it is up about 56%. Also, 50% of its money is effectively booked in Hong Kong for the Asian businesses and linked to the US interest rate PEG. If the US raises interest rates, that will be good for them. There have been some issues with regards to BREXIT, but the company is looking to manage that issue and are moving bankers to continental Europe. A global bank that played out pretty well during the global crisis.


Price:
$46.950
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 TOP PICK Must be logged in to use chart INFY-N Infosys Technologies Ltd.

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)


Price:
$15.040
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 SELL Must be logged in to use chart INTC-Q Intel

This was very, very good when PCs were the main thing. There was a transition to mobile devices and the business turned down. They are about to move to the mobile environment. This is a story that is going through a transition. A solid balance sheet and there is a definite upside opportunity, but he struggles to see how we can gain significantly here. You are at risk of a cyclical decline in the semi market, so he would probably be selling.


Price:
$33.880
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-07-07 HOLD Must be logged in to use chart MS-N Morgan Stanley

An interest rate increase is coming, which is going to be more positive for earnings. Under the Obama regime, you had a very negative regulatory environment over time, and it was very difficult for money centred banks. Under the Trump administration, it seems to be much more positive, and moving forward there should be more upside in US banks.


Price:
$46.050
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
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