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Darren Sissons
Campbell Lee & Ross
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
If peace breaks out, he prefaces
“I think the March, I think it's March 26th was the peak for oil.”
On the debut-day pop; 'Eske Heineck's' is the tape's rendering of SK Hynix
“fairly recently is the average South Korean has gone into the lines of credit to buy Eske Heineck's. Now, if that's not top of the market signaling, what is?”
“And if you look at all the gas names, they are all trading at trough levels. So if you're looking to take some of your oil gains and you wanna perhaps take some exposure into the gas names, gas is looking really cheap.”
Top pick; Cobre Panama back online late 2026
“But really the catalyst here is they've got a number of projects that they've been building the backlog that are going to come online in the next year or two.”
Top pick
“We just think this is gonna be a multi-year grind higher.”
Buying it for new clients, he says
“So these levels, I think this is the kind of name where you just hold your nose and buy it. I don't think it's extremely expensive.”
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