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Darren Sissons , Managing Director

Portfolio Management Corp


Date Signal Chart Symbol Company Opinion Price
2014-11-20 TOP PICK Must be logged in to use chart 0168-HK Tsingtao Brewery Co.

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The first part of the year was pretty good and the second part has declined since then. Mining stocks have declined most of the year.  The oil sell-off started in the second half and the markets have not performed well.  There is long term significant value in the mining category.  There are big discounts.  TCK.B-T is on sale.  In Oil and Gas there are a ton of good companies.  The demand for copper will not go away in emerging markets. 


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
_N/A
2014-11-20 PAST TOP PICK Must be logged in to use chart APD-N Air Products & Chemicals Inc.

(Top Pick Dec 05/13, Up 36.72%) He likes this longer term.  Great balance sheet.


Price:
$142.680
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK Must be logged in to use chart ARX-T Arc Resources Ltd

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.


Price:
$29.250
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Just pick one of the banks and hold it.  BNS-T is his preferred.  It is on sale because of its operations in the Caribbean.  The dividend is safe here.


Price:
$69.920
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-20 PAST TOP PICK Must be logged in to use chart BP-N BP PLC

(Top Pick Dec 05/13, Down 5.72%) He is still buying it for clients.  The Russian event affected this stock.  This company is on sale and longer term oil prices are going higher.


Price:
$41.770
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 PARTIAL BUY Must be logged in to use chart CNR-T Canadian National R.R.

CNR-T is the best performing rail in terms of operating efficiency in North America.  Buy a half weight and buy the balance in half a year. 


Price:
$81.140
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-20 BUY Must be logged in to use chart DIS-N Walt Disney

Has been a solid performer.  The dividend is cheap. 


Price:
$88.900
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
No
2014-11-20 TOP PICK Must be logged in to use chart ELY-N Callaway Golf

(Top Pick Dec 05/13, Down 2.82%) The turnaround is about half way through.  We had a dismal summer last year and then a poor winter.  Longer term restructuring stories are the kind of animal that are lumpy, but when they work they work well so he is happy to hold this.  The US middle class tend to be golfers.  New product introduction benefits them as does the new CEO’s turning the company around.  There should be more upside.  You see a lot of young guys on courses in Florida. 


Price:
$7.570
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 BUY Must be logged in to use chart FCX-N Freeport McMoran Copper & Gold

There is going to be a recovery here.  Copper is a continuing theme.  Sees no problem with the story.  It requires a multiyear horizon.


Price:
$28.570
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-20 WEAK BUY Must be logged in to use chart LYG-N Lloyds TSB Group PLC

The US is closer to an interest rate hike and will propel those banks.  The US banks are freshly recapitalized.  In the UK that is not the case.  This is a good bank.  Sell if you bought before the crisis.  If you bought afterwards, hold as it will be a multiyear success story.  He holds HSBC-N broadly.


Price:
$4.860
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-20 BUY on WEAKNESS Must be logged in to use chart NZTCY-Q (OTC) Spark New Zealand Ltd

At current levels the dividend is sustainable.  Buy on currency weakness.


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-20 BUY Must be logged in to use chart PM-N Philip Morris International

Look at the dividend growth history.  It has been very regular.  He is big fans of this category.  As a business model they are very attractive.  Not expensive because of the regulatory risk.


Price:
$85.810
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
No
2014-11-20 BUY Must be logged in to use chart RDS.A-N Royal Dutch Shell PLC (A)

The .A shares are taxed differently in the UK.  This has the best balance sheet of the majors.  They underperformed because they were investing.  There is upside on the dividend.  The balance sheet is sustainable.  You have to wait until oil prices raise before there will be upside in the stock price.


Price:
$71.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 DON'T BUY Must be logged in to use chart SNY-N Sanofi-Aventis

The big drop was related to the poor performance of the diabetes drug.  When the CEO gets let go after announcing poor earnings it is not a catalyst.  He wonders if they have a proper pipeline.  He suggests staying away from it although there is some definite value here.


Price:
$46.570
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
No
Showing 1 to 15 of 523 entries
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