Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 8, 2018

(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

(A Top Pick Feb 8/17, Up 24%) It has been a great place to be. Their other areas are a drag, like autonomous driving and so on. It would be nice to see them get the ‘other’ bets’ size down and give more disclosure. They have enormous cash to repatriate.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1007.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 8, 2018

(A Top Pick Feb 8/17, Up 27%) People have been thrown out of the space because of GE-N. He could stick with this quite comfortably. They moved toward recurring revenue. They are a forward thinking industrial and a good one to continue with.

(A Top Pick Feb 8/17, Up 27%) People have been thrown out of the space because of GE-N. He could stick with this quite comfortably. They moved toward recurring revenue. They are a forward thinking industrial and a good one to continue with.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$146.020
Owned
Yes
DON'T BUY
DON'T BUY
February 8, 2018

He sold all of his direct energy exposure Jan 31. He thinks there is a $55 to $60 for WTI going forward. He has a negative view of this sector going forward. Pipelines and mid-streamers is the place to be and there is a good story behind the return of capital, but it is simply a tough story. He would stay away from it.

Kinder Morgan Inc. (KMI-N)
February 8, 2018

He sold all of his direct energy exposure Jan 31. He thinks there is a $55 to $60 for WTI going forward. He has a negative view of this sector going forward. Pipelines and mid-streamers is the place to be and there is a good story behind the return of capital, but it is simply a tough story. He would stay away from it.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$16.800
Owned
No
WEAK BUY
WEAK BUY
February 8, 2018

It has had a great run. The valuation is not rally that stretched. He would like to see more growth. It is a consistent story with good cash flow. It is not a bad place to be but he is not involved. You need to see what happens in the next 2-6 weeks. Be cautious with new positions.

Waste Management (WM-N)
February 8, 2018

It has had a great run. The valuation is not rally that stretched. He would like to see more growth. It is a consistent story with good cash flow. It is not a bad place to be but he is not involved. You need to see what happens in the next 2-6 weeks. Be cautious with new positions.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$79.120
Owned
No
WAIT
WAIT
February 8, 2018

You put in a low and then you sit on your hands and let it work through. It will likely take 2-4 weeks or even months to work through. You have to clear the selling pressure. They have put up some great numbers and will be a great spot to step into at the right time.

You put in a low and then you sit on your hands and let it work through. It will likely take 2-4 weeks or even months to work through. You have to clear the selling pressure. They have put up some great numbers and will be a great spot to step into at the right time.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$55.040
Owned
Unknown
BUY
BUY
February 8, 2018

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference of the two above.

Bank of America (BAC-N)
February 8, 2018

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference of the two above.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$29.740
Owned
Unknown
DON'T BUY
DON'T BUY
February 8, 2018

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference.

BAC-N vs. PRU-N. He leans more toward the banks. You are taking on yield curve and interest rate risk with the banks, however. BAC-N is his preference.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$103.380
Owned
Unknown