Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 8, 2019
PLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
Prologis (PLD-N)
May 8, 2019
PLD-N has been amazing. REITs have been doing well. Fundamentally, its price is a little ahead of itself with a low 20 price to earnings. There is good industrial growth associated with cannabis.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$74.390
Owned
Unknown
HOLD
HOLD
May 8, 2019

Their mid-April reporting was fine -- revenues and earnings were up 30% and 20%, respectively. Disney is creating a little apprehension in the space, but will not take over the space quickly. It is at risk to seeing the multiple collapse if there is a retracement in the market.

Their mid-April reporting was fine -- revenues and earnings were up 30% and 20%, respectively. Disney is creating a little apprehension in the space, but will not take over the space quickly. It is at risk to seeing the multiple collapse if there is a retracement in the market.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$364.370
Owned
Unknown
DON'T BUY
DON'T BUY
May 8, 2019
It has had a great move up this year -- up 46%. He struggles with it as it is in a slow growth space. You are paying over 20 times earnings and growth is maybe around 10%. (Analysts’ price target is $104.00)
It has had a great move up this year -- up 46%. He struggles with it as it is in a slow growth space. You are paying over 20 times earnings and growth is maybe around 10%. (Analysts’ price target is $104.00)
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$105.070
Owned
No
TOP PICK
TOP PICK
May 8, 2019
Financial payment ETF. The basket is of the highest quality in the space -- all with 20% sales growth. Yield 0.53%
Financial payment ETF. The basket is of the highest quality in the space -- all with 20% sales growth. Yield 0.53%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$43.930
Owned
Yes
TOP PICK
TOP PICK
May 8, 2019
A conservative way to play a rebound in Europe. Much less risky than Spain or Italy. Yield 2.26%
A conservative way to play a rebound in Europe. Much less risky than Spain or Italy. Yield 2.26%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$35.720
Owned
Yes
TOP PICK
TOP PICK
May 8, 2019
A US REIT ETF that benefits from a slower growth economic outlook. Steady interest rates help its value. A defensive holding with some growth. Yield 3.33%
A US REIT ETF that benefits from a slower growth economic outlook. Steady interest rates help its value. A defensive holding with some growth. Yield 3.33%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.000
Owned
Yes
BUY
BUY
May 8, 2019
It's expensive, though it's growing into its 40x valuation. They do have a strong brand that continues to strengthen as they open more stores globally. They have a history of beating earnings forecasts. The chart is rangebound between $65-95, and will likely break upwards. It could move big on a strong report in June. It should continue to grow.
It's expensive, though it's growing into its 40x valuation. They do have a strong brand that continues to strengthen as they open more stores globally. They have a history of beating earnings forecasts. The chart is rangebound between $65-95, and will likely break upwards. It could move big on a strong report in June. It should continue to grow.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$68.760
Owned
Unknown