Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
December 6, 2018
They have a lot of cash and a great policy of returning 50% of cash flow to shareholders. It is a really robust balance sheet that can survive the test of time. He is neutral and is not putting money into tech right now. Watch it and when liquidity in the markets improved you would jump. He thinks there might be a kick to Canada on the current Huawei news story.
Cisco (CSCO-Q)
December 6, 2018
They have a lot of cash and a great policy of returning 50% of cash flow to shareholders. It is a really robust balance sheet that can survive the test of time. He is neutral and is not putting money into tech right now. Watch it and when liquidity in the markets improved you would jump. He thinks there might be a kick to Canada on the current Huawei news story.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.390
Owned
Unknown
WATCH
WATCH
December 6, 2018
The gaming space is great but you have to have a real stomach for it. They used to be known for one hit wonders. The gaming in-buys business kind of flattened out the model because it was a recurring revenue model. It is 22 times earnings. It will probably take some time. They have a good pipeline and a good model but this one will take some torque. Wait for the right time. This is a more stable story now.
The gaming space is great but you have to have a real stomach for it. They used to be known for one hit wonders. The gaming in-buys business kind of flattened out the model because it was a recurring revenue model. It is 22 times earnings. It will probably take some time. They have a good pipeline and a good model but this one will take some torque. Wait for the right time. This is a more stable story now.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$106.200
Owned
Unknown
WATCH
WATCH
December 6, 2018
They are just so consistent. The health care sector is just so influenced by politics. But these guys reduce costs for governments. This stock has been spectacular. They have scale and a phenomenal management team that returns capital to shareholders. He would not buy more at this time.
They are just so consistent. The health care sector is just so influenced by politics. But these guys reduce costs for governments. This stock has been spectacular. They have scale and a phenomenal management team that returns capital to shareholders. He would not buy more at this time.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$276.850
Owned
Unknown
WATCH
WATCH
December 6, 2018
You should expect them to boost reserves from the fallout of the Malaysian issue. It is at the lower end of the trading range but you want to see the smoke clear. He would wait on this one until you see the resumption of the trend.
Goldman Sachs (GS-N)
December 6, 2018
You should expect them to boost reserves from the fallout of the Malaysian issue. It is at the lower end of the trading range but you want to see the smoke clear. He would wait on this one until you see the resumption of the trend.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$184.090
Owned
Unknown
DON'T BUY
DON'T BUY
December 6, 2018
Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out.
Dollar Tree (DLTR-Q)
December 6, 2018
Dollar store names came to the forefront in the financial crisis. Americans shifted their budgets to an experience that was better than they expected. Wal-mart suffered from this. On a unit basis you are paying more for what you get from these stores. It is growing but okay and they are fixing parts of it. It is 20 times so a little rich. He is sitting this one out.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$86.250
Owned
Unknown
COMMENT
COMMENT
December 6, 2018
The S&P 500. He has never heard of a triple bottom. You can't hang your hat on it. It is based on statistics. A triple bottom has high odds of not holding. It is a fantastic way to gain exposure but no matter how they structure it, you are still buying the S&P 500.
Horizons S&P 500 (HXS-T)
December 6, 2018
The S&P 500. He has never heard of a triple bottom. You can't hang your hat on it. It is based on statistics. A triple bottom has high odds of not holding. It is a fantastic way to gain exposure but no matter how they structure it, you are still buying the S&P 500.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$68.510
Owned
Unknown
WATCH
WATCH
December 6, 2018
He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market.
CVS Health Corp (CVS-N)
December 6, 2018
He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$76.570
Owned
Unknown