Stock Opinions by Cameron Hurst - Stockchase Experts
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Cameron Hurst @

On Stockchase since : Aug 2015

Chief Investment Officer at Equium Capital Management

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Stock Opinions by Cameron Hurst - Stockchase Experts

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COMMENT
General Market Comment 

March 6, 2019

The Bank of Canada held interest rates and adopted a dovish tone today vs. a year ago when it sounded more aggressive. The rates won't go anywhere and the BOC will be cautious in tone. He's more positive on the US dollar. The rally's been great, but be cautious about the Canadian market. We had a really tough Q4, then up 19% from Xmas Eve to yesterday. There are reasons to be bullish and bearish, evenly mixed. Ultimately, Trump wants to see better markets and trade will be very big in this, including signing NAFTA and signing a deal with China. Wait and see how things shake out and don't take the wrong risk.
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The Bank of Canada held interest rates and adopted a dovish tone today vs. a year ago when it sounded more aggressive. The rates won't go anywhere and the BOC will be cautious in tone. He's more positive on the US dollar. The rally's been great, but be cautious about the Canadian market. We had a really tough Q4, then up 19% from Xmas Eve to yesterday. There are reasons to be bullish and bearish, evenly mixed. Ultimately, Trump wants to see better markets and trade will be very big in this, including signing NAFTA and signing a deal with China. Wait and see how things shake out and don't take the wrong risk.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

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BUY
TJX Companies(TJX-N) 

March 6, 2019

TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.
clothing stores
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TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.
clothing stores
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$51.750
Owned Owned
Unknown

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BUY
With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
insurance
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With this, you're taking the long view and a broad basket approach (a wide portfolio). Has a high-yield and high-cash tilt. Warren Buffet has the benefit of a massive balance sheet over time where they can buy and wait it out over time.
insurance
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$199.300
Owned Owned
Unknown

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WAIT
Start a position at $240? Positives: top-shelf management with a history of returning 50% of free cash flow each year through dividends and stock buys. They're massive and have cost advantage. Cons: in consolidation now. He takes a longer view on UNH, but wouldn't buy it now. There's no rush to. UNH is also beta. Numbers solid, but UNH isn't cheap. Watch it.
medical services
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Start a position at $240? Positives: top-shelf management with a history of returning 50% of free cash flow each year through dividends and stock buys. They're massive and have cost advantage. Cons: in consolidation now. He takes a longer view on UNH, but wouldn't buy it now. There's no rush to. UNH is also beta. Numbers solid, but UNH isn't cheap. Watch it.
medical services
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$236.700
Owned Owned
No

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COMMENT
General Market Comment 

March 6, 2019

A senior wants to increase US dollar content in an RRSP, given Trump's decisions. Yes, beneficial to do this, to diversify. As a snowbird, you're probably going back and forth to the U.S., so holding more USD makes sense. But be really cautious in handicapping political outcomes, especially with Trump who is unpredicatable and keeps people off-balance. We are in the end of cycle, remember. There's a lot happening in trade, so see how that shakes out. He likes the software and services space. Energy is still shaky. Fintech is good. Don't go broad basket and be ready to exit if the wheels fall off (i.e. something wrong happens in trade).
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A senior wants to increase US dollar content in an RRSP, given Trump's decisions. Yes, beneficial to do this, to diversify. As a snowbird, you're probably going back and forth to the U.S., so holding more USD makes sense. But be really cautious in handicapping political outcomes, especially with Trump who is unpredicatable and keeps people off-balance. We are in the end of cycle, remember. There's a lot happening in trade, so see how that shakes out. He likes the software and services space. Energy is still shaky. Fintech is good. Don't go broad basket and be ready to exit if the wheels fall off (i.e. something wrong happens in trade).
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$0.000
Owned Owned
Unknown

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COMMENT
Lockheed Martin(LMT-N) 

March 6, 2019

Not a bad name, and he likes aerospace/defence. Also, geopolitical tensions remain in the world (i.e. North Korea and Russia). LMT is good, but you can also look at Raytheon which focuses on cyber and missile defence; also have heavy international exposure. Also look at the ITA ETF.
Transportation
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Not a bad name, and he likes aerospace/defence. Also, geopolitical tensions remain in the world (i.e. North Korea and Russia). LMT is good, but you can also look at Raytheon which focuses on cyber and missile defence; also have heavy international exposure. Also look at the ITA ETF.
Transportation
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$303.010
Owned Owned
Unknown

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BUY
Raytheon(RTN-N) 

March 6, 2019

Geopolitical tensions remain in the world (i.e. North Korea and Russia). Raytheon which focuses on cyber and missile defence; they also have heavy international exposure.
electrical/electronic
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Geopolitical tensions remain in the world (i.e. North Korea and Russia). Raytheon which focuses on cyber and missile defence; they also have heavy international exposure.
electrical/electronic
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$180.220
Owned Owned
Unknown

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DON'T BUY
General Electric(GE-N) 

March 6, 2019

It'll be more bearish than one may expect. GE has so much to prove and they've been restructuring for years and years. It won't return to $7, but there is a lot to prove. Starting to see good fundamental underpinnings. He needs to see technical confirmation (i.e. earnings).
electrical/electronic
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It'll be more bearish than one may expect. GE has so much to prove and they've been restructuring for years and years. It won't return to $7, but there is a lot to prove. Starting to see good fundamental underpinnings. He needs to see technical confirmation (i.e. earnings).
electrical/electronic
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$9.450
Owned Owned
No

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DON'T BUY
Metlife(MET-N) 

March 6, 2019

Metlife vs. Prudential vs US banks Both are high quality and international. Strong. He doesn't love lifecos now, because there's a lot going on in health, such as the prevalance of diabetes. He wants to see higher interest rates which can benefit lifecos. As for banks, he'd stay away. The rates and yield curve have flattened. Met are doing the right thing, like a nice dividend and a big share buybacks. It isn't expensive and doing 10% earnings growth, but there are greener pastures elsewhere.
insurance
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Metlife vs. Prudential vs US banks Both are high quality and international. Strong. He doesn't love lifecos now, because there's a lot going on in health, such as the prevalance of diabetes. He wants to see higher interest rates which can benefit lifecos. As for banks, he'd stay away. The rates and yield curve have flattened. Met are doing the right thing, like a nice dividend and a big share buybacks. It isn't expensive and doing 10% earnings growth, but there are greener pastures elsewhere.
insurance
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$44.320
Owned Owned
Unknown

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DON'T BUY
Metlife vs. Prudential vs. US banks Both are high quality and international. Strong. He doesn't love lifecos now, because there's a lot going on in health, such as the prevalance of diabetes. He wants to see higher interest rates which can benefit lifecos. As for banks, he'd stay away. The rates and yield curve have flattened. Met are doing the right thing, like a nice dividend and a big share buybacks. It isn't expensive and doing 10% earnings growth, but there are greener pastures elsewhere.
insurance
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Metlife vs. Prudential vs. US banks Both are high quality and international. Strong. He doesn't love lifecos now, because there's a lot going on in health, such as the prevalance of diabetes. He wants to see higher interest rates which can benefit lifecos. As for banks, he'd stay away. The rates and yield curve have flattened. Met are doing the right thing, like a nice dividend and a big share buybacks. It isn't expensive and doing 10% earnings growth, but there are greener pastures elsewhere.
insurance
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$94.110
Owned Owned
Unknown

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PAST TOP PICK
Alphabet Inc (C)(GOOG-Q) 

March 6, 2019

(A Top Pick Mar 19/18, Up 6%) It's getting a lot of heat now over a big fine by the EU with anti-trust concerns. The underlying numbers continue to be phenomenal. They put out numbers about their cloud financial at $4 billion, and cloud is an oligopoly with Microsoft and Amazon. The cloud story is big and they're doing well. Google is not just about search. 15 quarters of 20% revenue growth, driven by cloud.
Business Services
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(A Top Pick Mar 19/18, Up 6%) It's getting a lot of heat now over a big fine by the EU with anti-trust concerns. The underlying numbers continue to be phenomenal. They put out numbers about their cloud financial at $4 billion, and cloud is an oligopoly with Microsoft and Amazon. The cloud story is big and they're doing well. Google is not just about search. 15 quarters of 20% revenue growth, driven by cloud.
Business Services
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$1150.850
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 19/18, Up 22%) He owns this through the IHI ETF. Their catheter device accounts for 60% of revenue and results in less-invasive surgeries which results in higher patient turnover in hospitals (which are expensive). This is better for patients and hospitals. They continue to take market share.
biotechnology/pharmaceutical
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(A Top Pick Mar 19/18, Up 22%) He owns this through the IHI ETF. Their catheter device accounts for 60% of revenue and results in less-invasive surgeries which results in higher patient turnover in hospitals (which are expensive). This is better for patients and hospitals. They continue to take market share.
biotechnology/pharmaceutical
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$170.960
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Mar 19/18, Down 13%) He sold it last summer. It was a great story until interest rate hikes slowed last year.
investment companies/funds
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(A Top Pick Mar 19/18, Down 13%) He sold it last summer. It was a great story until interest rate hikes slowed last year.
investment companies/funds
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$47.230
Owned Owned
No

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DON'T BUY
Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
biotechnology/pharmaceutical
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Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
biotechnology/pharmaceutical
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$62.530
Owned Owned
Unknown

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DON'T BUY
Sempra Energy(SRE-N) 

March 6, 2019

A utility that's de-leveraging now. He wouldn't jump on this. A high valuation too. There is some yield and a lower 10-year yield will support utilities. This is really rich.
gas utilities
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A utility that's de-leveraging now. He wouldn't jump on this. A high valuation too. There is some yield and a lower 10-year yield will support utilities. This is really rich.
gas utilities
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$121.700
Owned Owned
Unknown

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