Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 6, 2015

An interesting name because it is so topical. He is skeptical in fad investing. There are broader industrial applications, but it is mainly consumer applications and they are a fad. He would say to go with the big guys in the tech space.

GoPro Inc (GPRO-Q)
October 6, 2015

An interesting name because it is so topical. He is skeptical in fad investing. There are broader industrial applications, but it is mainly consumer applications and they are a fad. He would say to go with the big guys in the tech space.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$30.650
Owned
Unknown
WEAK BUY
WEAK BUY
October 6, 2015

They are cyclical. It is not a very big company, but in terms of execution, it is a very good company. Technically it is setting up very well. He prefers ATVI-Q.

They are cyclical. It is not a very big company, but in terms of execution, it is a very good company. Technically it is setting up very well. He prefers ATVI-Q.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$29.660
Owned
Unknown
WAIT
WAIT
October 6, 2015

The 5% dividend is sustainable. The technical analysis is not supportive of plowing into energy at this point. He would prefer an E & P company. You have probably seen the lows in energy if oil does not go lower.

Chevron Texaco (CVX-N)
October 6, 2015

The 5% dividend is sustainable. The technical analysis is not supportive of plowing into energy at this point. He would prefer an E & P company. You have probably seen the lows in energy if oil does not go lower.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$86.990
Owned
Unknown
HOLD
HOLD
October 6, 2015

His risk portfolio is in the mid-20’s percent cash.

CASH (CASH)
October 6, 2015

His risk portfolio is in the mid-20’s percent cash.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.010
Owned
Yes
COMMENT
COMMENT
October 6, 2015

The story coming into the present was all about cash flow. Globally they have had some great exposure. Right now, this is not the best way to play the auto space. LEA-N focuses in on the electronics systems and seating systems of the cars. He sees as 12% return in that one. There is some technical resistance in F-N.

Ford Motor (F-N)
October 6, 2015

The story coming into the present was all about cash flow. Globally they have had some great exposure. Right now, this is not the best way to play the auto space. LEA-N focuses in on the electronics systems and seating systems of the cars. He sees as 12% return in that one. There is some technical resistance in F-N.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$14.310
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 6, 2015

(Top Pick Aug 21/15, Up 2.67%) Not bad given Aug/Sep. It is a best in class example. Benefitting from cyclical tailwinds. Good execution. There is a turn to focusing on the home. He is still a fan of this one.

Home Depot (HD-N)
October 6, 2015

(Top Pick Aug 21/15, Up 2.67%) Not bad given Aug/Sep. It is a best in class example. Benefitting from cyclical tailwinds. Good execution. There is a turn to focusing on the home. He is still a fan of this one.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$118.680
Owned
No
PAST TOP PICK
PAST TOP PICK
October 6, 2015

(Top Pick Aug 21/15, Up 0.93%) A huge secular tailwind. Mid teen earnings growth and a reasonable multiple. They are a flawless operator.

(Top Pick Aug 21/15, Up 0.93%) A huge secular tailwind. Mid teen earnings growth and a reasonable multiple. They are a flawless operator.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$116.050
Owned
No