Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 12, 2018

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$92.690
Owned
Yes
TOP PICK
TOP PICK
September 12, 2018

In the software space this company with 150 million users is a safe place to be at this stage of the market cycle. This provides on-going revenue and they are a leader in Cloud developments. Yield 1.5%. (Analysts price target is $122.30)

Microsoft (MSFT-Q)
September 12, 2018

In the software space this company with 150 million users is a safe place to be at this stage of the market cycle. This provides on-going revenue and they are a leader in Cloud developments. Yield 1.5%. (Analysts price target is $122.30)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$111.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 12, 2018

(A Top Pick September 12/17 Up 2%) This was a bit of a gamble, but worked out on a total return basis. They saw this as a lifejacket in a market nearing peak levels.

SPDR Utilities E.T.F. (XLU-N)
September 12, 2018

(A Top Pick September 12/17 Up 2%) This was a bit of a gamble, but worked out on a total return basis. They saw this as a lifejacket in a market nearing peak levels.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$54.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 12, 2018

(A Top Pick September 12/17 Up 38%) He loves the financial tech sector and the growing security tokens associated to these assets. He expects to see margins north of 60% to continue.

Visa Inc. (V-N)
September 12, 2018

(A Top Pick September 12/17 Up 38%) He loves the financial tech sector and the growing security tokens associated to these assets. He expects to see margins north of 60% to continue.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$146.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 12, 2018

(A Top Pick September 12/17 Up 25%) He still likes this ETF. It has technically shown another bullish breakout and he is considering re-entering this again soon. Increased foreign spending on security will continue to make this a winner.

(A Top Pick September 12/17 Up 25%) He still likes this ETF. It has technically shown another bullish breakout and he is considering re-entering this again soon. Increased foreign spending on security will continue to make this a winner.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$210.530
Owned
No
WATCH
WATCH
September 12, 2018

Canada-US relations are more important than US-China relations. For specific goods, costs can go up at Dollarama, but for plastics, they can probably find another supplier. The stock was a darling, but now it’s been flat. Has gone below the 200-day moving average, recently a death cross. Concerns regarding NAFTA. Q1 was weak. See what tomorrow’s guidance is before jumping in.

Dollarama Inc. (DOL-T)
September 12, 2018

Canada-US relations are more important than US-China relations. For specific goods, costs can go up at Dollarama, but for plastics, they can probably find another supplier. The stock was a darling, but now it’s been flat. Has gone below the 200-day moving average, recently a death cross. Concerns regarding NAFTA. Q1 was weak. See what tomorrow’s guidance is before jumping in.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$52.070
Owned
No
HOLD
HOLD
September 12, 2018

Was a flyer, now caught in negative sentiment surrounding Chinese names. Long-term, a great company. Dominate social media space and gaming. Net revenue growth slowed to 30%, and seeing some weakness in profits. Concerns about US-China relations and regulatory approvals. He’s watching it very closely. Use a stop loss.

Was a flyer, now caught in negative sentiment surrounding Chinese names. Long-term, a great company. Dominate social media space and gaming. Net revenue growth slowed to 30%, and seeing some weakness in profits. Concerns about US-China relations and regulatory approvals. He’s watching it very closely. Use a stop loss.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$0.000
Owned
Yes