stockchase picture

Compiling comments that experts make about stocks while on public TV.

Expert Index

List by First Name

List by Last Name

Darren Sissons , Managing Director

Portfolio Management Corp


Date Signal Chart Symbol Company Opinion Price
2015-05-04 TOP PICK Must be logged in to use chart 0168-HK Tsingtao Brewery Co.

It is up 25% in the last two years.  It is growing in Canada and is getting access to the increasing wealth in China. 


Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The US is starting to roll over, especially the multinationals.  Europe is getting QE injections and so we could see higher values there.  There is value in Asia.  If the oil price had not dropped we would have seen rates rise in Canada.  If oil prices come back up we will at least see interest rates rise in the US.  He is sitting on high levels of cash and just starting to look for value to buy.  He is underweight on oil.  He started investing in Europe 3 years ago.  It is now a multiple expansion story as much of the gains have happened.  Pick your spots and try to buy value when you can.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-05-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Home Renovation Retailers.  We are in the midst of a housing bubble (in Toronto, for example, in Phoenix, too).  People are spending money on their homes.  He does not think there is another leg up coming in the US housing market.


Price:
$0.020
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
_N/A
2015-05-04 PARTIAL SELL Must be logged in to use chart ALU-N Alcatel-Lucent

It has been a dog for a long time.  He thinks they will do okay, but there is no major catalyst.  If you have an opportunity, perhaps sell it.


Price:
$3.400
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 BUY Must be logged in to use chart AXP-N American Express

Underperformed relative to peer group.  AMEX carries a receivable risk whereas Visa and MasterCard do not.  He prefers V-N, but has no trouble buying any of them.


Price:
$78.280
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 BUY Must be logged in to use chart BAC-N Bank of America

Prefers US banks to Canadian.  Past sins have been dealt with.  They are freshly recapitalized.  This one is quite cheap.  Over time it will be a multi-leg rise.  He prefers regionals, but has no issue with this one at these levels.


Price:
$16.440
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 TOP PICK Must be logged in to use chart BBT-N BB&T Corp.

He has owned it for quite a while.  They are in the Florida area.  They have a good risk management culture.  Also, they benefit from a stronger US economy and rising interest rates.


Price:
$39.090
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 PAST TOP PICK Must be logged in to use chart BP-N BP PLC

(Top Pick Apr 24/14, Down 7.09%) We may see a roll over again, but otherwise he would say it is a buy.  Chip away at it.


Price:
$43.410
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 HOLD Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

You can treat it as an ETF.  It is a good growth story.  The biggest negative is that Buffet is 80.  He would not sell it, but if Buffet passes the torch this will definitely sell off.


Price:
$146.150
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

A core holding for longer than he has been at his firm.  Simple business where they produce pressure treated labels.  They follow customers around the world and are one of the most successful companies in the space.  They regularly increase the dividend.


Price:
$140.500
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 WATCH Must be logged in to use chart CRH-N CRH PLC

Thinks this will do quite well in time.  Growth by acquisition story.  He has trouble with the debt on the books.  A very good company, but it will be cyclical.  You have to buy at the right time in the cycle.  Put it on your watch list.


Price:
$28.190
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 SELL Must be logged in to use chart CSU-T Constellation Software Inc.

Bought at the IPO and he kept selling half as it has had a fabulous run.  He finally sold the rest of it.  It is a growth by acquisition story and when you keep adding verticals you eventually run out of critical mass.  Prefers OTC-T.


Price:
$482.730
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 DON'T BUY Must be logged in to use chart DDD-N 3D Systems

We are in the early innings of the 3D print market.  He passes on the sector as it is too early for him.  PE is 40.


Price:
$24.730
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Unknown
2015-05-04 DON'T BUY Must be logged in to use chart DEO-N Diageo PLC

Stock vs. Stock.  DEO-N vs. UL-N.  He owned DEO-N and now owns UL-N.  There is really nothing left for DEO to buy of any size.  It has been a growth by acquisition story.  The market will re-price it back to a dividend story.


Price:
$110.990
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 DON'T BUY Must be logged in to use chart EMC-N EMC Corp

All US big caps are having trouble.  It is a slow growth environment.  This is a best of breed in storage technology.  Storage is becoming a commoditized market.


Price:
$27.190
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
No
Showing 1 to 15 of 622 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.