Darren Sissons

Believes recent China stimulus program will keep markets higher globally. Markets very difficult to read at the moment with apparent strength on the back of rate hikes. Lots of investors playing catch up to index funds. Tax loss selling will create opportunities for buyers toward the end of the year. Companies that have been over punished the past few months, will present buying opportunities. If US Fed starts to cut rates, the US dollar will fall with rising commodities. US consumers appear to be insulated from higher mortgage rates with 30 year mortgage terms.. ~45% of Canadian mortgages will renew next year with higher rates (concerning for Canadian economy). 

Weakness in share price causing opportunity. Forced mine closure in Panama has more value in assets than market giving credit for. Company has no debt and is large funder of mining investment opportunities. Good for long term investors. Is a core holding in portfolio. 

Good risk management company. High quality management team with excellent franchise value. Does not think interest rates will fall as quickly as expected. Credit losses will not be as high as predicted. Good long term investment. 

Believes excellent company for long term investor. 10 year total return is ~22% annualized. Luxury sector has consumers weather recessions better than lower end retail outlets. Excellent management teams with strong brand values. 

(A Top Pick Aug 24/22, Up 13%)

Added during 2020. Currency pressures (CAD vs. New Zealand) a concern, but overall a good business. Will continue to own shares. Lots of high margin products (duty free etc.) 

(A Top Pick Aug 24/22, Up 3%)

Very good company that will continue to own. Long term, is a good investment. As countries increase in wealth, spending on chocolate grows. Safe and steady investment. Good for long term investors. 

(A Top Pick Aug 24/22, Up 25%)

Good to add when share price is weak. Will continue to hold shares. Hydrogen business will be good as well. Excellent long term prospects. Strong management team. 

Difficult to predict future of business. Recent profits good, but better names to invest in. A.I. will help business, but other names to pick. 

Valuation high, but management team very good. Would recommend buying on weakness. Has excellent product range and franchise value. Tech stack strong. 

Focus on chips and CPU business. Not a great place to play A.I. Doesn't see business performing. Cheap for a reason. 

Very strong business in North America. Offshore business units not as strong. Inflation will attract new consumers. Execution of business very good. 40x P/E ratio very high. Would wait to buy on weakness. 

Would not be concerned about recent share price selloff. Dividend ~7% rate very strong. Good business model for the long term. Investors "getting paid to wait".

Focused on large deposits. Best company in sector. Global brand. Predictable moves in market. Will benefit from China stimulus. If US dollar falls, commodities will rise (good for business). Excellent commodity mix. Would recommend buying on weakness/selling on strength. 

Very high stock price (all time high). Excellent company, but growth is slowing. Bulls on Apple pointing towards service side of business. A.I. will be strong, but not sure if will expand business meaningful. Phone main aspect of business. Question is how much more can raise price of phone. Does not see share price appreciation going forward. 

Owns shares in Visa, but credit card business strong. Credit risk a concern with business. Visa a pure "payment processing" business. Better options in sector.