Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 19, 2018

(A Top Pick April 6/17, Up 9%) Urbanization, globalization and energy consumption are tailwinds, but faces risks recently. It hasn't been as great as he'd thought though they've done a great turnaround. Performance has disappointed. not as good Honeywell.

(A Top Pick April 6/17, Up 9%) Urbanization, globalization and energy consumption are tailwinds, but faces risks recently. It hasn't been as great as he'd thought though they've done a great turnaround. Performance has disappointed. not as good Honeywell.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$88.520
Owned
No
COMMENT
COMMENT
March 19, 2018

Semi-conductor stocks move so much in a week, though Applied has shot up. Tech (computer chips) is broadening across many industries and applications--where there's a huge secular theme. Trading at only 12-13x, so it's not expensive. But this is a cycle, so beware of a sudden breakdown in the market when this will certainly go down. He's stepped out of semis last summer and entered instead the internet. They just started another buyback, so they're doing everything right. This is a high-beta name.

Semi-conductor stocks move so much in a week, though Applied has shot up. Tech (computer chips) is broadening across many industries and applications--where there's a huge secular theme. Trading at only 12-13x, so it's not expensive. But this is a cycle, so beware of a sudden breakdown in the market when this will certainly go down. He's stepped out of semis last summer and entered instead the internet. They just started another buyback, so they're doing everything right. This is a high-beta name.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$58.500
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 19, 2018

Decent if you're looking at 3-7 years. It makes semi-conductors. Trades at a reasonable valuation. You're buying the secular theme here, a secular bull market. Their chart is okay. Careful because of volatility--it will take it in the teeth during a pullback.

Decent if you're looking at 3-7 years. It makes semi-conductors. Trades at a reasonable valuation. You're buying the secular theme here, a secular bull market. Their chart is okay. Careful because of volatility--it will take it in the teeth during a pullback.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$96.970
Owned
Unknown
BUY
BUY
March 19, 2018

The Amazon of China, covering all the right bases. Valuation is okay. You're buying secular growth at 25%. The relative strength is great. It has consoliidated for a while. Downside to $170 and upside to $200, so that's your range. If ir breaks above $200, you're up up and away. Secular themes are great.

The Amazon of China, covering all the right bases. Valuation is okay. You're buying secular growth at 25%. The relative strength is great. It has consoliidated for a while. Downside to $170 and upside to $200, so that's your range. If ir breaks above $200, you're up up and away. Secular themes are great.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$194.530
Owned
Unknown
TOP PICK
TOP PICK
March 19, 2018

Has dominant 70% market share of global search and ad revenue which is growing 20% a year. 32 quarters of revenue growth over eight years. But need to get spending under control (in machine learning, autonomous driving and the Cloud, for example). They have scads of cash. (Analysts' target of $1,277)

Has dominant 70% market share of global search and ad revenue which is growing 20% a year. 32 quarters of revenue growth over eight years. But need to get spending under control (in machine learning, autonomous driving and the Cloud, for example). They have scads of cash. (Analysts' target of $1,277)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1100.070
Owned
Yes
TOP PICK
TOP PICK
March 19, 2018

Trans-catheter aortic valve replacement is their business, a best in class valve that's been taken up widely in hospitals around the world. This market will double in three years, and they are the big player. (Analysts' target of $142.80)

Trans-catheter aortic valve replacement is their business, a best in class valve that's been taken up widely in hospitals around the world. This market will double in three years, and they are the big player. (Analysts' target of $142.80)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$139.400
Owned
Yes
TOP PICK
TOP PICK
March 19, 2018

Every time the Fed raises rates by 25 basis points, it's 9% accretive to their balance sheet. He's been long on this and continues to love it. (Analysts' target of $63.33)

Every time the Fed raises rates by 25 basis points, it's 9% accretive to their balance sheet. He's been long on this and continues to love it. (Analysts' target of $63.33)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$56.490
Owned
Yes