Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
June 5, 2019
Inventories have been a problem. There is exponential growth in cloud storage demand, but it doesn't mean there won't be cyclical issues. He would take a pass for now. Give it time.
Inventories have been a problem. There is exponential growth in cloud storage demand, but it doesn't mean there won't be cyclical issues. He would take a pass for now. Give it time.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$33.340
Owned
No
WAIT
WAIT
June 5, 2019
Is is involved in advertising technology. They have 20-30% growth in sales, but you are paying 60 times earnings. He suspects news of greater regulation for privacy will be a tail wind. If the macro economic background becomes negative, this could take a big hit. Keep it on the radar, but not a time to buy.
Is is involved in advertising technology. They have 20-30% growth in sales, but you are paying 60 times earnings. He suspects news of greater regulation for privacy will be a tail wind. If the macro economic background becomes negative, this could take a big hit. Keep it on the radar, but not a time to buy.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$232.300
Owned
No
HOLD
HOLD
June 5, 2019

It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.

It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$151.650
Owned
Unknown
COMMENT
COMMENT
June 5, 2019
Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.
Nutrien Ltd. (NTR-T)
June 5, 2019
Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$69.040
Owned
_N/A
COMMENT
COMMENT
June 5, 2019
Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.
Pending investigation? The likely regulation of privacy concerns is impacting this space, led by Facebook. This has been coming for a while and it may likely continue to dog these stocks, especially if this becomes politicized. If President Trump decides to make an issue of this, it could become real trouble. He would back away if this is the direction things go. Be very careful. He loves the company and they are doing things correctly. It is just not clear to him if this is the time to reenter.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1042.220
Owned
Unknown
COMMENT
COMMENT
June 5, 2019
Lawsuit impacts? It is facing a lawsuit on talcum powder impact on babies. These type of lawsuits can be dragged out and become an uphill battle for the company. Since this does not represent a major portion of the revenues, it should not be a long term influence. The risk is the market will redetermine the correct trading multiple and that is hard to predict. He would rather trade a medical device ETF, that includes JNJ-N.
Lawsuit impacts? It is facing a lawsuit on talcum powder impact on babies. These type of lawsuits can be dragged out and become an uphill battle for the company. Since this does not represent a major portion of the revenues, it should not be a long term influence. The risk is the market will redetermine the correct trading multiple and that is hard to predict. He would rather trade a medical device ETF, that includes JNJ-N.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$134.380
Owned
Unknown
HOLD
HOLD
June 5, 2019
It yields around 7%. This requires a call on Europe. It has been recovering reasonably well since the new year. Germany has rebounded well, but there are some auto tariff uncertainties. Technically, it has been showing some support. As long as a recession is not forthcoming, it could be a good yield play.
It yields around 7%. This requires a call on Europe. It has been recovering reasonably well since the new year. Germany has rebounded well, but there are some auto tariff uncertainties. Technically, it has been showing some support. As long as a recession is not forthcoming, it could be a good yield play.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$19.930
Owned
No