Viewing Expert Cameron Hurst | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Cameron Hurst , Chief Investment Officer

Equium Capital Management


Date Signal Chart Symbol Company Opinion Price
2017-05-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. All the US technical indicators just broke down through the floor today, but sometimes “nothing” is the right thing to do. There are still good investments that can be found. The decision-making process in any political forum is not necessarily economic in nature, but we have to make economic decisions. The #1 factor that people are challenged by right now is uncertainty.


Price:
$0.020
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
_N/A
2017-05-17 WAIT Must be logged in to use chart AAPL-Q Apple

You are looking at a product cycle, so the next iPhone iteration will be in September. The stock has had a great run. Statistically, there is a meaningful difference in the performance of the stock leading up to the release of a new product, and the 3 months following. A lot of the money has already been made on this.


Price:
$150.250
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 TOP PICK Must be logged in to use chart ABT-N Abbott Labs

Healthcare, as a sector, is neutral to tilting positively. Within that though, there are some industry groups that he likes, and some he doesn’t like. This one is in the subsector of medical devices, and is a great diversified player in that space. Their acquisition of St. Jude broadens their business and cardiovascular. Dividend yield of 2.4%. (Analysts’ price target is $48.)


Price:
$43.080
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 COMMENT Must be logged in to use chart AIG-N American International Group

If you felt the need to pick one insurance company, this is not the one he would go with. There is a lot happening with this, and you should let the dust settle a little.


Price:
$61.560
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 DON'T BUY Must be logged in to use chart AMGN-Q Amgen Inc.

To take out the idiosyncratic risk, he would play Biotechs through the ETF iShares NASDAQ BioTech (IBB-Q). They all have their individual pipelines, but ultimately are going to trade very similarly, except for idiosyncratic risk, which you want to avoid. He wouldn’t advocate buying Biotech or Pharma right now given the pricing pressure of the policy measures, etc.


Price:
$157.060
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 COMMENT Must be logged in to use chart DDD-N 3D Systems

Very recently had a spike in the price. It has broken out through a resistance level, meaning there should be incremental buyers here, probably up into the $30-$35 level. Ultimately, this is still very much of a “show me” story to him. It is extremely volatile, so it doesn’t really fit what he does.


Price:
$22.060
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-05-17 WAIT Must be logged in to use chart DIS-N Walt Disney

As a franchise, he really likes this stock. They can monetize a theme better than anyone. However, they have 2 major headwinds right now. Ad spending could be a little disappointing, and ESPN is challenged right now and they are going to have to make changes. While this plays out, he thinks you could find safer places.


Price:
$106.310
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 PAST TOP PICK Must be logged in to use chart FISV-Q Fiserv Inc

(A Top Pick April 13/16. Up 19%.) He likes FinTech. They are a network of pipes that connect the merchants’ processing and the banks.


Price:
$119.130
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 COMMENT Must be logged in to use chart GE-N General Electric

If you are going to go into industrials, he would go more towards a Honeywell (HON-N). Over the last number of years, they have been rationalizing their portfolio’s businesses, so the chart is not really reflecting organic growth. They now have a much leaner, better portfolio of businesses.


Price:
$27.410
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This is under pressure. Technically, you have declining fundamental trends. It is trading at a reduced valuation compared to historical comps.


Price:
$64.510
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)


Price:
$942.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 BUY Must be logged in to use chart HD-N Home Depot

He likes this company and the space. People have stopped spending money on “things”, as much as they are now spending on “experiences”. The one exception would be on the home. They are renovating like gangbusters. This company is great. They just continue to execute on their plan.


Price:
$156.090
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 COMMENT Must be logged in to use chart HON-N Honeywell International

From a research bottom-up, he is a fan of this company. What stands out is that they are reinventing themselves as an industrial tech company. They have even started a fund to invest in early stage technology companies.


Price:
$129.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 COMMENT Must be logged in to use chart HSY-N Hershy Foods Corp

An interesting company from the perspective of having had some good returns. They’ve done a lot of work on cleaning up the costs side. However, this is a sector that he is not a big fan of. If you own, it is a name you should be happy that you have done well with, but you could now comfortably move on to a sector, like tech, that has better prospects looking forward.


Price:
$108.770
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-17 PAST TOP PICK Must be logged in to use chart KO-N Coca-Cola Company

(A Top Pick April 13/16. Down 1%.) This has underperformed over the last 12 months.


Price:
$43.930
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 238 entries
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