Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 10, 2017

This company has a better quality picture, and the colours are incredible. It is now getting to the price point where the mass market is picking it up. You are really hitting that hockey stick growth in terms of earnings, cash flow from operations as well as the stock price. They continue to be on the incline and earnings are on the upside and things are going well. There is huge growth in this and the multiples are getting out of control in the 30-40 range for the next couple of years. If you are a momentum investor, this is a winner for you right now.

This company has a better quality picture, and the colours are incredible. It is now getting to the price point where the mass market is picking it up. You are really hitting that hockey stick growth in terms of earnings, cash flow from operations as well as the stock price. They continue to be on the incline and earnings are on the upside and things are going well. There is huge growth in this and the multiples are getting out of control in the 30-40 range for the next couple of years. If you are a momentum investor, this is a winner for you right now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$128.450
Owned
No
TOP PICK
TOP PICK
October 10, 2017

This is equal weighted, so you are getting a split between the big hefty diversifieds. M&A, which has been highlighted by Gilead, is definitely driving the sector now. At the same time, you are getting the basket approach of the big guys, you are incorporating the small guys as take-out targets that give you the big premium. There is a slightly softer regulatory environment where more drugs are making it to market.

This is equal weighted, so you are getting a split between the big hefty diversifieds. M&A, which has been highlighted by Gilead, is definitely driving the sector now. At the same time, you are getting the basket approach of the big guys, you are incorporating the small guys as take-out targets that give you the big premium. There is a slightly softer regulatory environment where more drugs are making it to market.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$87.630
Owned
Yes
TOP PICK
TOP PICK
October 10, 2017

Has been a fan of Germany for most of the year. Wouldn’t be surprised if there was a little consolidation here, but a break out from here is very positive. This is a growth driver of Europe. ECB is not going too far too fast, and a rate hike expectation is a couple of years out.

Has been a fan of Germany for most of the year. Wouldn’t be surprised if there was a little consolidation here, but a break out from here is very positive. This is a growth driver of Europe. ECB is not going too far too fast, and a rate hike expectation is a couple of years out.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$32.690
Owned
Yes
TOP PICK
TOP PICK
October 10, 2017

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$43.990
Owned
Yes
BUY
BUY
October 10, 2017

BMO Equal Weight (ZBK-T) or Low Volatility US Equities (ZLU-T)?He would be buying the ZBK. They also have the ZUB, which is the Canadian hedged version. He likes the US banking sector. If you want something a little more aggressive which targets a particular sector of the market, he would be fine with ZLU.

BMO Equal Weight (ZBK-T) or Low Volatility US Equities (ZLU-T)?He would be buying the ZBK. They also have the ZUB, which is the Canadian hedged version. He likes the US banking sector. If you want something a little more aggressive which targets a particular sector of the market, he would be fine with ZLU.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$24.520
Owned
Unknown
COMMENT
COMMENT
October 10, 2017

He likes this product. It is not correlated with the market, it is the currency market, but what a lot of people don’t realize is that while the stock market is huge, the bond market is even bigger, and the currency market dwarfs them both. (This is managed by currency people at CIBC, not Horizon.) There are going to be a lot of Long positions and Short positions. It could be fairly volatile. You are basically playing the commodities market without the leverage. This is not for his type of client.

He likes this product. It is not correlated with the market, it is the currency market, but what a lot of people don’t realize is that while the stock market is huge, the bond market is even bigger, and the currency market dwarfs them both. (This is managed by currency people at CIBC, not Horizon.) There are going to be a lot of Long positions and Short positions. It could be fairly volatile. You are basically playing the commodities market without the leverage. This is not for his type of client.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$21.190
Owned
No
PAST TOP PICK
PAST TOP PICK
October 10, 2017

(A Top Pick Oct 6/16. Up 3%.) Has a lot of this. It’s a great place to park money. You don’t have the duration risks that you have with the other bond ETF’s. It will do better than a Money market.

(A Top Pick Oct 6/16. Up 3%.) Has a lot of this. It’s a great place to park money. You don’t have the duration risks that you have with the other bond ETF’s. It will do better than a Money market.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$10.050
Owned
Yes