Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 10, 2018

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$30.370
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

The last quarterly earnings report was a bit of a miss.  He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this.  This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further.  

The last quarterly earnings report was a bit of a miss.  He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this.  This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$138.290
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

This is a mid-cap company.  You have to be careful as a deposit franchise like this are under pressure as competition is increasing on margins in deposits.  He thinks credit provisions may soon tighten for deposit holders and this could be the nail in the coffin.  He would wait until it trades above $14 to become interested.  

This is a mid-cap company.  You have to be careful as a deposit franchise like this are under pressure as competition is increasing on margins in deposits.  He thinks credit provisions may soon tighten for deposit holders and this could be the nail in the coffin.  He would wait until it trades above $14 to become interested.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$12.020
Owned
No
SELL
SELL
October 10, 2018

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

Micron Technology(MU-Q)
October 10, 2018

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$41.610
Owned
No
WATCH
WATCH
October 10, 2018

He likes the company and sees it as having great growth potential.  The problem is the valuation is very rich and needs more time to grow into the multiples of today.  Earnings will be released soon and that could provide some support.  

Square Inc(SQ-N)
October 10, 2018

He likes the company and sees it as having great growth potential.  The problem is the valuation is very rich and needs more time to grow into the multiples of today.  Earnings will be released soon and that could provide some support.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$77.450
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

He likes the company and thinks it has triggered some stops along the way.  He thinks the asset management space has fallen behind market momentum and time has run out.  

Blackrock Inc.(BLK-N)
October 10, 2018

He likes the company and thinks it has triggered some stops along the way.  He thinks the asset management space has fallen behind market momentum and time has run out.  

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$426.760
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

The materials and industrial space have come under pressure and the company has had two negative earnings in a row.  As a rule, he never invests in companies that have done this.  He would wait until the results reverse.    

Owens Corning(OC-N)
October 10, 2018

The materials and industrial space have come under pressure and the company has had two negative earnings in a row.  As a rule, he never invests in companies that have done this.  He would wait until the results reverse.    

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$52.730
Owned
No