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COMMENT
Market Outlook A scary open today, but it has recovered somewhat. Be cautious about reading too much into this. He likes the short and sharp adjustment -- a supportive sign of a bull market. The yield curve is now inverted. Previous recessions have been predicated by this. It is the dog days of summer, so this may be magnifying the impact somewhat. You can still find invest-able spaces in the market. We are back near the top of the forward P/E ratio for the S&P500, but are now showing some pullback for the latest high. Just be careful and watch global manufacturing PMI index. The US is barely holding the 50 bullish level. Only India and Australia are higher. There is probably another 6-12 months left in this bull run, he predicts.
Cameron HurstUnknown
HOLD
He really likes MSFT-Q as it sits in the software space in tech. It has good cash flow, is defensible and immune to tariff wars. The darling in the space. Trading in mid-20 PE ratio, but along with a similar growth rate in revenues. He likes the cloud opportunities and subscription services. Just mind the cycle in the market right now. Have a stop to protect yourself.
Cameron HurstOwned
computer softwareprocessing
HOLD
They spend a lot of money on the Star Wars theme park, which is taking time to catch on. Remember though, they are a monetizing machine. In the past they have heavily invested in themes, but have been able to grow into it. They are good at it. They have studio, tv, and products to sell. They are doing fine and the cash flow is great. Don't get hung up on one quarter. He didn't see anything in their recent earnings to be overly concerned over.
entertainment services
HOLD
Some of what they do leads into medical devices, which he likes. They do pumps, high frequency components and other medical items. They recently beat earnings. The recent pullback is not too concerning. He is unsure if they are facing any tariff threats. He needs to do more homework on this.
electricalelectronic
PAST TOP PICK
(A Top Pick Aug 07/18, Down 12%) A commodity down turn impacted this. Pipes and mid-stream assets in the Permian, where there is still some good tailwinds. He continues to own it. No fundamental reason to step away. Pays an 8% dividend.
Cameron HurstOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick Aug 07/18, Up 16%) The 1.5% ten year yield has benefited this one. Rent levels can continue to grow. He continues to be focused here.
Cameron HurstOwned
0
DON'T BUY
WAIT
Immune from tariff war? They are known for their storage sector assets. The growth in data storage is enormous. The capacity requirements are growing and will continue to do so. He is unsure that China could still not be a threat to them. There may be other factors at play. Watch it and keep on your radar.
computer softwareprocessing
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