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
2017-09-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.  A lot of people didn’t think the interest raise in Canada was going to happen last week. They expected it to happen in October. As to relative performance in Canada versus the US, Canada is in the middle of the pack and is definitely not an outperformer, so a lot of people were caught off side. Given the strong Cdn$, that is really going to hurt exporters. The US is near full employment and getting to the point where we will see some wage inflation, and the Canadian economy has quite a bit of slack in it. One of the healthiest places to invest in right now is Korea.


Price:
$0.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
_N/A
2017-09-11 HOLD Must be logged in to use chart AAPL-Q Apple

In many cases, this has become the iconic product “you have to have”. If you do, then you are paying a whole lot more digital connectivity than you are if you buy the Android. A fabulous company. However, don’t confuse a good company with a good investment. It’s the law of large numbers that are getting in the way of the company going substantially from here, at least until the next product. The opportunity for them to grow significantly for the next 4-5 years, is going to be a struggle. If you want, continue to hold.


Price:
$161.500
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 DON'T BUY Must be logged in to use chart AMAT-Q Applied Materials

Trouble he has with this is that China is building out a foundry industry and need a lot of products this company is selling. Historically it has had a very strong balance sheet with more cash than debt. It is a very, very cyclical business. We haven’t had a serious correction in the semiconductor business for the better part of 4 years, which is very unhealthy. The major driver is China, but they tend to distort nearly every industry it gets into. He is waiting to get back into this, but is waiting for the next correction. Typically, a correction happens for the semiconductor equipment companies about 6 months in front of the traditional semiconductor companies. He would stay away for now.


Price:
$45.580
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 TOP PICK Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

He likes the rising volume of products being pushed through their stores. As it starts to get to a critical mass, there could be integration opportunities and continue to shave costs off. There could also be tuck in acquisitions. Dividends went up more than 3 times in the last 3 years. The convenience business is a place where we all go visit when we buy our gasoline. This has exposure to the US and to Europe. A well-run business, and should continue to do well. (Analysts’ price target is $72.50.)


Price:
$60.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 HOLD Must be logged in to use chart BABA-N Alibaba Group Holding

Makes a ton of sense for high density countries like India, China and even for New York, because they can buy online, and get delivered to their local post office. The stock has been fabulous. It is just outside his valuation range for his clients. He would like to see it a little cheaper.


Price:
$174.060
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-11 TOP PICK Must be logged in to use chart BAC-N Bank of America

The payout ratio is only about 16% for the fiscal year of 2016. If you look back pre-crisis, the payout ratio is about 45%. If it were to revert back to this ratio, the dividend could triple from here. Under the Trump regime, we definitely have less regulatory glare on the banks. There may be even a possibility of a roll back of portions of the very punitive regulations. Dividend yield of 2.1%. (Analysts’ price target is $27.)


Price:
$23.360
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 COMMENT Must be logged in to use chart GE-N General Electric

In the last little while this has gone down quite a lot, and a lot of that has to do with currency. It was a darling after the global financial crisis, because it had sold off a lot of their financial assets. Now that that process is largely done, it is much more of a pure play cyclical industrial company, with global scope and obviously global “best of breed”. We are now in an environment where it has exposure to oil with the Baker Hughes acquisition. The market doesn’t care about GE services at this point. We are now at a point where this has a very low valuation. Its balance sheet is reasonable and the dividend is definitely safe. It will grow over time. 4% dividend yield.


Price:
$23.720
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

TSX Infotech sector? He would look at this and Open Text (OTEX-T). He doesn’t look at this one too much, because it doesn’t pay a dividend, but it has been a very good performer.


Price:
$63.300
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 COMMENT Must be logged in to use chart GSBD-N Goldman Sachs Business Development

With the recent disasters in Texas and Florida, is this a Buy? He thinks the US is going through a housing recovery. A lot of housing was not maintained or upgraded after the global financial crisis. He doesn’t know this one, but it is obviously an interesting space. Expects there will be more upside in US housing, because their market is significantly behind relative to the Canadian market. Housing prices can go significantly higher. Look at the underlying issues before you definitely go into this, but structurally he thinks there is more growth in that market.


Price:
$21.490
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 DON'T BUY Must be logged in to use chart GSK-N GlaxoSmithKline PLC

This has had some serious misfortunes. The balance sheet is very stretched. It may be forced in making an acquisition of a Novartis (NVS-N) business which it is contractually required to do. The pipeline is fairly weak. Thinks it will eventually survive, but there is a possibility of a dividend cut. There are better places to be. It might be better to look at this a year from now.


Price:
$40.270
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-11 COMMENT Must be logged in to use chart ING-N ING Groep NV

This has had some near-death experiences and the business has shrunk fairly dramatically. They have restructured and are much smaller than they were. A bit of a turnaround story and higher interest rates will work. Feels there are better opportunities elsewhere.


Price:
$17.860
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 WATCH Must be logged in to use chart LYG-N Lloyds TSB Group PLC

Most global banks have been freshly recapitalized. The challenge is that you may be able to get it cheaper. They are starting to enter serious negotiations of BREXIT. The last substantive discussions was when the British pound sold off substantially. Watch the stock and watch for some currency weakness for the pound relative to the Cdn$. If it drops, take a real close look at it. This is a UK Centric story, so you won’t necessarily get a lot of benefit from loan growth across continental Europe, and you might have dead money for 2 years. In any case, it is a good solid story and rising interest rates will help.


Price:
$3.370
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 HOLD Must be logged in to use chart MO-N Altria Group Inc

Tobacco stocks have had a fabulous 12 months. This is a great company, and if you hold it for the long-term, you will be well rewarded.


Price:
$62.490
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-11 COMMENT Must be logged in to use chart NPSND-5 Naspers Ltd.

You are effectively getting a cheaper way to buy Tencent (TCEHY-5) along with a bunch of other businesses that you are effectively getting for free. The trouble with the other businesses is that they are insignificant on a relative basis compared to Tencent. He would rather own the key driver of his wealth as opposed to a more diluted vehicle. He would rather just buy Tencent directly.


Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-09-11 PAST TOP PICK Must be logged in to use chart NSRGY-OTC Nestles

(A Top Pick Nov 11/16. Up 22%.) The big story is that they had a first non-Nestle insider take the reins. He is revisiting sacred cows. The big issue he really needs to struggle with is to whether or not to unload the L’Oreal position, which is worth about $26 billion Cdn.


Price:
$0.001
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
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