Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 12, 2018

The small and mid-cap pharma sector has been on fire he says. On a relative basis, he believes, this may lead to acquisitions by the larger players. MRK-N has a big war chest to do this. He has not entered this space yet, but it is starting to check all his boxes for entry. He would suggest an ETF to diversify risk, especially at this stage of the cycle.

Merck & Company (MRK-N)
September 12, 2018

The small and mid-cap pharma sector has been on fire he says. On a relative basis, he believes, this may lead to acquisitions by the larger players. MRK-N has a big war chest to do this. He has not entered this space yet, but it is starting to check all his boxes for entry. He would suggest an ETF to diversify risk, especially at this stage of the cycle.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$69.860
Owned
No
HOLD
HOLD
September 12, 2018

They have found their niche, but as they grow larger there will be bigger challenges. He still likes their growth prospect, but he is cautious as the market is nearing the late stages of the bull market. He would continue to hold it.

Five Below Inc (FIVE-Q)
September 12, 2018

They have found their niche, but as they grow larger there will be bigger challenges. He still likes their growth prospect, but he is cautious as the market is nearing the late stages of the bull market. He would continue to hold it.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$131.370
Owned
No
HOLD
HOLD
September 12, 2018

This is a great company, he says, with a well-established track record. The price is getting to the point, where you are paying a premium at this level. He would diversify into other holdings as well, ideally through an ETF such as IHI-N

Stryker Corp. (SYK-N)
September 12, 2018

This is a great company, he says, with a well-established track record. The price is getting to the point, where you are paying a premium at this level. He would diversify into other holdings as well, ideally through an ETF such as IHI-N

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$173.290
Owned
No
HOLD
HOLD
September 12, 2018

He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

He thinks you are buying a fund of investments when you are buying into this. Just remember you are buying a portfolio and you should have a long term hold in mind when investing in this.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$214.590
Owned
No
WATCH
WATCH
September 12, 2018

Spread curves are flattening, which he interprets as a cautionary signal. He would pay attention to the recent consolidation as another sign of caution. The provisions for credit losses are the lowest he has seen – be careful.

SPDR Financial E.T.F. (XLF-N)
September 12, 2018

Spread curves are flattening, which he interprets as a cautionary signal. He would pay attention to the recent consolidation as another sign of caution. The provisions for credit losses are the lowest he has seen – be careful.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$28.070
Owned
No
DON'T BUY
DON'T BUY
September 12, 2018

He sees secular growth as being positive, but is watching growing inventories in the space. This is not the time to enter into this space, especially with this company. It is an older-school player in the space. He would be disciplined to watch for your exit.

Intel (INTC-Q)
September 12, 2018

He sees secular growth as being positive, but is watching growing inventories in the space. This is not the time to enter into this space, especially with this company. It is an older-school player in the space. He would be disciplined to watch for your exit.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$44.930
Owned
No
TOP PICK
TOP PICK
September 12, 2018

Rumours of the demise of real estate have been greatly exaggerated. If you believe interest rates may pause as the economy slows, this will be a good life jacket for your portfolio. He thinks this is the right time to get in as many others are getting out. It has a broad diversification of holdings.

Rumours of the demise of real estate have been greatly exaggerated. If you believe interest rates may pause as the economy slows, this will be a good life jacket for your portfolio. He thinks this is the right time to get in as many others are getting out. It has a broad diversification of holdings.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.000
Owned
Yes