Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 10, 2019
Tough time in the cycle to add this one. After the financial crisis, it became very heavily regulated. This caused them to change business strategy away from hyper aggressive earnings. It trades now below book value, but it is not the same company it once was. They can't do prop trading anymore. They just don't have the same arrows in the quiver. He would not pay up for them now. He would prefer to buy the exchanges, who will benefit from rising trading volumes.
Goldman Sachs (GS-N)
July 10, 2019
Tough time in the cycle to add this one. After the financial crisis, it became very heavily regulated. This caused them to change business strategy away from hyper aggressive earnings. It trades now below book value, but it is not the same company it once was. They can't do prop trading anymore. They just don't have the same arrows in the quiver. He would not pay up for them now. He would prefer to buy the exchanges, who will benefit from rising trading volumes.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$205.970
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 10, 2019
You will probably see them shifting more into digital advertising. They have some spending on other opportunities, which he would like to see more disclosure on. The issue today is anti-trust gaining traction in the US. Technically, the stock is consolidating and he believes in management. He would buy this on a dip for the next 12 months.
You will probably see them shifting more into digital advertising. They have some spending on other opportunities, which he would like to see more disclosure on. The issue today is anti-trust gaining traction in the US. Technically, the stock is consolidating and he believes in management. He would buy this on a dip for the next 12 months.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$1140.480
Owned
Unknown
WAIT
WAIT
July 10, 2019
It has had a great run and they consistently beat earnings expectations. He would be modestly concerned about their value metrics -- you are paying up right now. It has a 40 times PE ratio. He would wait until earnings are released.
It has had a great run and they consistently beat earnings expectations. He would be modestly concerned about their value metrics -- you are paying up right now. It has a 40 times PE ratio. He would wait until earnings are released.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$137.970
Owned
Unknown
DON'T BUY
DON'T BUY
July 10, 2019
They are 40% wireless now. Cable content and media are good he thinks. The wireless side has enormous competition and high asset complexity. He likes it now that it is more diversified. A good dividend works well during a flat yield period. He would prefer real estate if you are looking for yield. Yield 6%
AT&T (T-N)
July 10, 2019
They are 40% wireless now. Cable content and media are good he thinks. The wireless side has enormous competition and high asset complexity. He likes it now that it is more diversified. A good dividend works well during a flat yield period. He would prefer real estate if you are looking for yield. Yield 6%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$33.760
Owned
No
COMMENT
COMMENT
July 10, 2019

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$93.960
Owned
_N/A
COMMENT
COMMENT
July 10, 2019

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$227.300
Owned
_N/A
COMMENT
COMMENT
July 10, 2019

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Video game companies? When video game companies found the advantage to after sales revenues, he got interested. Gaming is a growth industry now. Now that membership revenues have been introduced, it has made earnings less predictable. This is a structural change in the industry, which will create some investor anxiety. He would prefer IGV -A as an ETF basket of gaming companies for now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$46.840
Owned
_N/A