Stock Opinions by Cameron Hurst - Stockchase Experts
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Cameron Hurst @

On Stockchase since : Aug 2015

Chief Investment Officer

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Stock Opinions by Cameron Hurst - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

October 10, 2018

Market. He thinks the emerging market jitters is a leading indicator for market sentiment -- an indicator of market liquidity.  Another indicator is peak debt issuance.  A lot of little signs, including slowing global growth.  He sees the cannabis mania as the play out of the “greater fool” theory.  He thinks the TSX is breaching keep support levels and thinks there is further down side yet to come.  He is 25% cash right now.        

Market. He thinks the emerging market jitters is a leading indicator for market sentiment -- an indicator of market liquidity.  Another indicator is peak debt issuance.  A lot of little signs, including slowing global growth.  He sees the cannabis mania as the play out of the “greater fool” theory.  He thinks the TSX is breaching keep support levels and thinks there is further down side yet to come.  He is 25% cash right now.        

Unknown
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

E.T.F.'s

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

E.T.F.'s
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$30.370
Owned Owned
No

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DON'T BUY

The last quarterly earnings report was a bit of a miss.  He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this.  This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further.  

The last quarterly earnings report was a bit of a miss.  He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this.  This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further.  

0
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$138.290
Owned Owned
No

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DON'T BUY

This is a mid-cap company.  You have to be careful as a deposit franchise like this are under pressure as competition is increasing on margins in deposits.  He thinks credit provisions may soon tighten for deposit holders and this could be the nail in the coffin.  He would wait until it trades above $14 to become interested.  

Financial Services

This is a mid-cap company.  You have to be careful as a deposit franchise like this are under pressure as competition is increasing on margins in deposits.  He thinks credit provisions may soon tighten for deposit holders and this could be the nail in the coffin.  He would wait until it trades above $14 to become interested.  

Financial Services
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$12.020
Owned Owned
No

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SELL
Micron Technology(MU-Q) 

October 10, 2018

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

computer software/processing

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

computer software/processing
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$41.610
Owned Owned
No

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WATCH
Square Inc(SQ-N) 

October 10, 2018

He likes the company and sees it as having great growth potential.  The problem is the valuation is very rich and needs more time to grow into the multiples of today.  Earnings will be released soon and that could provide some support.  

He likes the company and sees it as having great growth potential.  The problem is the valuation is very rich and needs more time to grow into the multiples of today.  Earnings will be released soon and that could provide some support.  

0
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$77.450
Owned Owned
No

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DON'T BUY
Blackrock Inc.(BLK-N) 

October 10, 2018

He likes the company and thinks it has triggered some stops along the way.  He thinks the asset management space has fallen behind market momentum and time has run out.  

Financial Services

He likes the company and thinks it has triggered some stops along the way.  He thinks the asset management space has fallen behind market momentum and time has run out.  

Financial Services
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$426.760
Owned Owned
No

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DON'T BUY
Owens Corning(OC-N) 

October 10, 2018

The materials and industrial space have come under pressure and the company has had two negative earnings in a row.  As a rule, he never invests in companies that have done this.  He would wait until the results reverse.    

The materials and industrial space have come under pressure and the company has had two negative earnings in a row.  As a rule, he never invests in companies that have done this.  He would wait until the results reverse.    

0
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$52.730
Owned Owned
No

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HOLD
Home Depot(HD-N) 

October 10, 2018

He loves to love this company.  They hang in through any cycle.  They have to make sure they get the professional market right and wonders if Amazon may be making it tougher.  The valuation is still in line with 10 year historical.  He would continue to own it.    

specialty stores

He loves to love this company.  They hang in through any cycle.  They have to make sure they get the professional market right and wonders if Amazon may be making it tougher.  The valuation is still in line with 10 year historical.  He would continue to own it.    

specialty stores
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$193.700
Owned Owned
No

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WATCH
Comcast Corp(CMCSA-Q) 

October 10, 2018

He is wondering what their strategy is going to be over the next five years.  The business is very mature and he thinks it will require another capex cycle.  He wouldn’t step in right now.  He would keep watching it for now.  

Cable

He is wondering what their strategy is going to be over the next five years.  The business is very mature and he thinks it will require another capex cycle.  He wouldn’t step in right now.  He would keep watching it for now.  

Cable
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$34.280
Owned Owned
No

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HOLD
Visa Inc.(V-N) 

October 10, 2018

He hasn’t evaluated the fundamentals lately, but he sees them continue to meet earning calls.  It looks okay right now and likes the sharp corrective move lately as it feels more bullish.  It has a loft valuation, but would continue to give it rope.  

other services

He hasn’t evaluated the fundamentals lately, but he sees them continue to meet earning calls.  It looks okay right now and likes the sharp corrective move lately as it feels more bullish.  It has a loft valuation, but would continue to give it rope.  

other services
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$135.520
Owned Owned
No

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DON'T BUY
Colgate Palmolive(CL-N) 

October 10, 2018

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy.  It is an interest rate issue.  This is not the time to step in right now.  

misc consumer products

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy.  It is an interest rate issue.  This is not the time to step in right now.  

misc consumer products
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$63.830
Owned Owned
No

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DON'T BUY
Celgene Corp(CELG-Q) 

October 10, 2018

They have a good cash float, which will lead to a share buyback, he feels.   He sees resistance at $90-$100, which will be tough to battle through.  He would suggest taking a loss if you hold this one, because the future capex requirements will be more expensive as interest rates rise.  He would prefer IHI-N if you like the healthcare space as he does.  

Consumer Products

They have a good cash float, which will lead to a share buyback, he feels.   He sees resistance at $90-$100, which will be tough to battle through.  He would suggest taking a loss if you hold this one, because the future capex requirements will be more expensive as interest rates rise.  He would prefer IHI-N if you like the healthcare space as he does.  

Consumer Products
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$84.230
Owned Owned
No

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HOLD
JP Morgan Chase & Co(JPM-N) 

October 10, 2018

This is the best of the financial sector stocks, he feels.  It has a great dividend and strong balance sheet.  If the macro economies do well it will too.  They can do buybacks and trades at 1.75 to book value.  He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out.  Yield 2%.  

Financial Services

This is the best of the financial sector stocks, he feels.  It has a great dividend and strong balance sheet.  If the macro economies do well it will too.  They can do buybacks and trades at 1.75 to book value.  He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out.  Yield 2%.  

Financial Services
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$111.470
Owned Owned
No

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DON'T BUY
Qorvo Inc(QRVO-Q) 

October 10, 2018

They have instituted a share buyback and took a beating on earnings.  Storm clouds are starting to form in the space.  He thinks further selling could be coming soon.  

electrical/electronic

They have instituted a share buyback and took a beating on earnings.  Storm clouds are starting to form in the space.  He thinks further selling could be coming soon.  

electrical/electronic
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$70.290
Owned Owned
No

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