Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 20, 2016

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$130.940
Owned
Yes
DON'T BUY
DON'T BUY
May 20, 2016

Hasn’t been a big fan of this for a while. They put up some pretty big earnings recently. The problem is that it is being squeezed. You have high end boutiques taking one set of customers, and dollar stores take the other set.

Walmart Inc (WMT-N)
May 20, 2016

Hasn’t been a big fan of this for a while. They put up some pretty big earnings recently. The problem is that it is being squeezed. You have high end boutiques taking one set of customers, and dollar stores take the other set.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$69.860
Owned
No
WAIT
WAIT
May 20, 2016

Wouldn’t go into this just yet. It is still firmly in the value investor camp. Starting to gain traction and commodity stabilization is starting.

Alcoa (AA-N)
May 20, 2016

Wouldn’t go into this just yet. It is still firmly in the value investor camp. Starting to gain traction and commodity stabilization is starting.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$9.110
Owned
No
COMMENT
COMMENT
May 20, 2016

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

A T & T US (T-N)
May 20, 2016

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$38.450
Owned
Unknown
DON'T BUY
DON'T BUY
May 20, 2016

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

Rail car manufacturer. It is important to recognize market demand on this type of company. Right now rails are having a really tough time. Their investment cycle has slowed. It is unlikely to turn dramatically and quickly. Feels there are greener pastures in the meantime.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$17.240
Owned
Unknown
COMMENT
COMMENT
May 20, 2016

A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.

A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$74.820
Owned
No
COMMENT
COMMENT
May 20, 2016

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.

US retail. This company is pretty good. Had an earnings miss recently and the stock was beaten up a little. Has moved into a negative earnings revision cycle. Feels the company is pretty well run, but the industry is running into some strong headwinds. If you own, he would recommend using a stop loss.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$52.490
Owned
Unknown