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
2017-10-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Started the year thinking we were going to see a 3% 10-year yield in the US, but has come back from that. Inflation hasn’t reversed course badly, so is not looking at deflation. No indicators are pretending a higher 3%-4%. Very positive on the US and European side, which are taking a very slow and steady approach. Making great strides towards not pushing rates up too aggressively. If they can just gradually move along, there are no inflation pressures and it doesn’t have to be rushed, so he is quite sanguine going into the remainder of the year.


Price:
$0.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
_N/A
2017-10-10 COMMENT Must be logged in to use chart AAPL-Q Apple

Focuses on larger companies that have sustainable earnings drive with good moats around their franchise. This company is definitely one of those. At the same time, there is a product cycle to this company. When that happens, it typically happens after a larger product launch. This one is in an interesting situation right now. What they’ve opened up has a real chance of being game changing with real legs to it. However, it is going to take time. The iPhone 10 is selling at $1000 and up, and getting to a price point that is prohibitive for the average consumer, and is likely going to be bifurcating the market into a high and low end. The company has lots of runway left in the longer-term. Right now, you need to give it a little time for what seems to be a pretty seismic shift.


Price:
$155.900
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-10 PAST TOP PICK Must be logged in to use chart ABT-N Abbott Labs

(A Top Pick May 17/17. Up 28%.) He likes that this isn’t a “one trick pony”. It has devices, diagnostics, nutrition, etc. A broad, diversified franchise, in a sector he approves of. Thinks it continues to make a lot of sense.


Price:
$55.400
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 COMMENT Must be logged in to use chart AMD-Q Advanced Micro Devices

It is tough to not like on what they have done in one year. Semis have been phenomenal, and this company has been right in there. It has consolidated more in the last little while. He got a little more cautious on tech a number of months ago, when it started to break down on the relative. However, semis have really come on and the numbers are looking okay. He would have a hard time arguing against this one. However, the valuation is tough, which is what would trip him up. He would prefer an ETF that replicates the stocks, and give you a basket approach.


Price:
$13.700
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-10 HOLD Must be logged in to use chart AMGN-Q Amgen Inc.

Hold or Sell? Within biotech and picking a single name, this company would be the way to do it. They are more diversified. They’ve had a few good quarters in a row beating earnings, and are still only trading at 14-16 levels. Putting up pretty good growth. Now that we are more comfortable with interest rates not going to the moon, that takes off the risk, opening up the door to make this more investable.


Price:
$185.790
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-10 DON'T BUY Must be logged in to use chart CMCSA-Q Comcast Corp

Disney (DIS-N) or Comcast (CMCSA-Q)? Both fall into the media space, which is particularly challenged right now. The sector is fighting headwinds. He is more positive on Disney, but it has been struggling. With cord cutting, re-bundling, etc. you are fighting the tide, so he would prefer this. However, in the space as a whole, he would prefer not to fight the headwinds.


Price:
$37.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-10-10 SELL Must be logged in to use chart CVS-N CVS Health Corp

Down 15%. Hold or Sell? He would probably get rid of this. 15% is something you never want to lock in, but at the same time you can use this to offset any capital gains in other positions. This is in a sector that is technically broken.


Price:
$74.710
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-10 DON'T BUY Must be logged in to use chart DIS-N Walt Disney

Disney (DIS-N) or Comcast (CMCSA-Q)? Both fall into the media space, which is particularly challenged right now. The sector is fighting headwinds. He is more positive on Disney, but it has been struggling. With cord cutting, re-bundling, etc. you are fighting the tide, so he would prefer Comcast. However, in the space as a whole, he would prefer not to fight the headwinds.


Price:
$99.580
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-10-10 TOP PICK Must be logged in to use chart ETFC-Q ETrade Financial Corp.

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)


Price:
$43.990
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK Must be logged in to use chart EWG-N iShares MSCI Germany ETF

Has been a fan of Germany for most of the year. Wouldn’t be surprised if there was a little consolidation here, but a break out from here is very positive. This is a growth driver of Europe. ECB is not going too far too fast, and a rate hike expectation is a couple of years out.


Price:
$32.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 SELL Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.


Price:
$83.040
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-10-10 PAST TOP PICK Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

(A Top Pick May 17/17. Up 5%.) The chart is showing the stock has consolidated a little. Had a pretty great move in the first part of the year, as well as last year. The driver is still intact. Ads continue to go online. They are garnering a great share of Search. Spending in AI and everything in the background for secular drivers. He still likes this.


Price:
$987.800
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 COMMENT Must be logged in to use chart OLED-Q Universal Display Corp.

This company has a better quality picture, and the colours are incredible. It is now getting to the price point where the mass market is picking it up. You are really hitting that hockey stick growth in terms of earnings, cash flow from operations as well as the stock price. They continue to be on the incline and earnings are on the upside and things are going well. There is huge growth in this and the multiples are getting out of control in the 30-40 range for the next couple of years. If you are a momentum investor, this is a winner for you right now.


Price:
$128.450
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-10-10 SELL Must be logged in to use chart ROKU-Q Roku Inc

Video streaming. IPO’d at $14 a share and is currently at about $25.50. If you do the work, investigate the company and look at the end market you can get a very high hit rate on IPOs and do extremely well. At this point, he would say there is going to be significant turnover with a lot of people chasing it, and you are cruising in the $24-$28 range now. With that, there is going to be a lot of investor churn. There is a lot of head and tail winds mixing around. This is a point when his practice would be to step away. You are taking an outsized risk if they miss anything now.


Price:
$22.930
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-10-10 DON'T BUY Must be logged in to use chart UA-N Under Armour

Makes great gear, but you need to separate a stock from a product, a company or a management. This is down 53% in one year. They beat on the last quarter, but took down gross margin in the full-year guidance.


Price:
$15.510
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 348 entries
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