Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 12, 2018

He is cautious about this.  Although the number of users is rising, he thinks they need to see a better rate of growth to monetize the value.  He sees the long term growth being somewhat constrained.  

Twitter, Inc(TWTR-N)
September 12, 2018

He is cautious about this.  Although the number of users is rising, he thinks they need to see a better rate of growth to monetize the value.  He sees the long term growth being somewhat constrained.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$29.750
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018

He is not into the computer equipment space.  He does not buy into the high inventory levels at a peak margins – a classic red flag – in his opinion.  He is concerned they will not be able to grow into the current valuation.  

Applied Materials(AMAT-Q)
September 12, 2018

He is not into the computer equipment space.  He does not buy into the high inventory levels at a peak margins – a classic red flag – in his opinion.  He is concerned they will not be able to grow into the current valuation.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$38.390
Owned
No
HOLD
HOLD
September 12, 2018

This funeral company is in a fragmented sector, yet there is good growth opportunity given current demographics. The stock is up 19% over the year, so he feels the stock needs to grow into this current valuation and it won’t happen overnight.

This funeral company is in a fragmented sector, yet there is good growth opportunity given current demographics. The stock is up 19% over the year, so he feels the stock needs to grow into this current valuation and it won’t happen overnight.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$41.990
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018

This tobacco company, falling into the consumer staples sector, is an area he is avoiding.  As bond yields approach 3%, he feels bond proxy instruments (like high dividend yield tobacco) will get hit.  The fact is, this stock trades relative to yield rates.  He would direct you to real estate instead, if you are looking for yield.  

Altria Group Inc(MO-N)
September 12, 2018

This tobacco company, falling into the consumer staples sector, is an area he is avoiding.  As bond yields approach 3%, he feels bond proxy instruments (like high dividend yield tobacco) will get hit.  The fact is, this stock trades relative to yield rates.  He would direct you to real estate instead, if you are looking for yield.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$63.430
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018
He suggests to be careful about chasing yield.  He would not suggest any investor to average down in this type of near peak market conditions.  This is one you want to be disciplined with your exit strategy, especially if it drops below $8.50 per share level.  
He suggests to be careful about chasing yield.  He would not suggest any investor to average down in this type of near peak market conditions.  This is one you want to be disciplined with your exit strategy, especially if it drops below $8.50 per share level.  
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$9.020
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018

This company has substantial emerging market exposure, where there is growing pain economically – like Greece, Spain, etc.  He would stay away.  If you want bank exposure, he would recommend the US ones.  Where there is growing pain economically – like Greece, Spain, etc.  He would stay away. 

HSBC Holdings P L C(HSBC-N)
September 12, 2018

This company has substantial emerging market exposure, where there is growing pain economically – like Greece, Spain, etc.  He would stay away.  If you want bank exposure, he would recommend the US ones.  Where there is growing pain economically – like Greece, Spain, etc.  He would stay away. 

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$42.930
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018

It is a bit of a mess of a company, he says.  There is so much work that needs to be done, he sees better opportunity elsewhere and they have a lot to prove.  They may need to segment off portions of their company to become successful again and this will take time.  

General Electric(GE-N)
September 12, 2018

It is a bit of a mess of a company, he says.  There is so much work that needs to be done, he sees better opportunity elsewhere and they have a lot to prove.  They may need to segment off portions of their company to become successful again and this will take time.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$12.610
Owned
No