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Compiling comments that experts make about stocks while on public TV.

2017-09-12

General Comment by Cameron Hurst

Bias Subject Owned
BEARISH on CANADIAN MARKET US EQUITIES _N/A

Market. There are better markets in the world than Canada right now. His global strategy allocation strategy looks at where he wants to be invested. The oil patch is really struggling and there is a major capital flight out of there. People are saying the GDP is quite strong, so of course we have the Bank of Canada with back to back hikes. He would take the other side of the argument and would support the idea that there is a policy error underway right now. The Bank of Canada has seen a huge rally in the Cdn$, which takes the air out of exports. A 2nd hike in rates would be a mistake. The stronger Cdn$ makes it a great time to buy foreign assets right now. France and India both look great to him. The US has some good pockets as well.

Cameron Hurst
Chief Investment Officer, Equium Capital Management

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