Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 10, 2019

Time to move out of US banks? BAC-N lots of levers to earn money. It trades a little higher than book value. The valuation is okay, but is trading fair value. He would not be compelled to buy at time. He would roll this position into holding the exchanges -- like CME-N

Time to move out of US banks? BAC-N lots of levers to earn money. It trades a little higher than book value. The valuation is okay, but is trading fair value. He would not be compelled to buy at time. He would roll this position into holding the exchanges -- like CME-N

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$29.020
Owned
_N/A
COMMENT
COMMENT
July 10, 2019

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$119.640
Owned
_N/A
COMMENT
COMMENT
July 10, 2019

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Visa Inc. (V-N)
July 10, 2019

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$179.310
Owned
_N/A
COMMENT
COMMENT
July 10, 2019

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.160
Owned
_N/A
COMMENT
COMMENT
July 10, 2019
The chart is amazing -- up 150% in one year. A large company now in a great growth industry. However, the multiples are off the charts now. This is not what they look to invest in.
Twilio Inc (TWLO-N)
July 10, 2019
The chart is amazing -- up 150% in one year. A large company now in a great growth industry. However, the multiples are off the charts now. This is not what they look to invest in.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$145.440
Owned
No
COMMENT
COMMENT
July 10, 2019
How to play a zero interest rate? A high yielding stock into residential mortgage backed securities. Slow growth is good for them, but when things go haywire it can fly apart. The dividend can be somewhat variable.
How to play a zero interest rate? A high yielding stock into residential mortgage backed securities. Slow growth is good for them, but when things go haywire it can fly apart. The dividend can be somewhat variable.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$9.260
Owned
No
TOP PICK
TOP PICK
July 10, 2019
About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%
About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.000
Owned
Yes