Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
June 8, 2018

The social media sector, outside of Facebook, tends to have fewer levers to pull when things don’t work. Not his cup of tea at this point because it has a 40 times PE ratio after doubling in the last year. He would move part of the position into something else after the great gains. It is fully valued.

The social media sector, outside of Facebook, tends to have fewer levers to pull when things don’t work. Not his cup of tea at this point because it has a 40 times PE ratio after doubling in the last year. He would move part of the position into something else after the great gains. It is fully valued.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$41.210
Owned
No
HOLD
HOLD
June 8, 2018

This is highly linked to tech companies like Alphabet, Google, etc. He likes the diversification overall, but cautions it is focused on growth companies that he expects could retrace as the cycle peaks. Yield 1%.

This is highly linked to tech companies like Alphabet, Google, etc. He likes the diversification overall, but cautions it is focused on growth companies that he expects could retrace as the cycle peaks. Yield 1%.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$25.150
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
June 8, 2018

A very small micro-energy company. He would be very cautious and considers this as owning an option – highly volatile. It will either go up like gang-busters or collapse.

A very small micro-energy company. He would be very cautious and considers this as owning an option – highly volatile. It will either go up like gang-busters or collapse.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.130
Owned
No
DON'T BUY
DON'T BUY
June 8, 2018

This company is in a bad place right now. When the cycle turns down, consumer staples will get hurt early. This is not a defensive stock to hide in, due to their weak fundamentals. Yield 4.6%.

This company is in a bad place right now. When the cycle turns down, consumer staples will get hurt early. This is not a defensive stock to hide in, due to their weak fundamentals. Yield 4.6%.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$42.910
Owned
No
BUY
BUY
June 8, 2018

The chart looks great and they have been a consistent earnings beater. He likes the fin-tech space, but this is a smaller player. They also do data analytics. Over 90% of the date on servers globally has been put there in the last 18-24 months. It is not cheap with a 30-40 PE.

The chart looks great and they have been a consistent earnings beater. He likes the fin-tech space, but this is a smaller player. They also do data analytics. Over 90% of the date on servers globally has been put there in the last 18-24 months. It is not cheap with a 30-40 PE.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$105.470
Owned
No
HOLD
HOLD
June 8, 2018

At this point in the cycle, it is at 50-60 times earnings. If you think the cycle will continue, you may switch into a lower valuation holding. He might recommend the IGV-US ETF (a North American software ETF) to take some of the risk off.

At this point in the cycle, it is at 50-60 times earnings. If you think the cycle will continue, you may switch into a lower valuation holding. He might recommend the IGV-US ETF (a North American software ETF) to take some of the risk off.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$360.570
Owned
No
DON'T BUY
DON'T BUY
June 8, 2018

This falls into the medical device category, which he likes. The stock has gone parabolic and earnings beats have been great. It has a 50+ PE ratio. It will have to grow into that ratio before he would be buyer – needing at least 50% earnings growth.

This falls into the medical device category, which he likes. The stock has gone parabolic and earnings beats have been great. It has a 50+ PE ratio. It will have to grow into that ratio before he would be buyer – needing at least 50% earnings growth.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$346.670
Owned
No