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Today, Cameron Hurst commented about whether EWL-N, IPAY-N, XLRE-US, NLY-N, TWLO-N, IPAY-N, V-N, PYPL-Q, BAC-N, CME-N, CTAS-Q, XLRE-US, CME-N, IHI-N, KRE-N, TTWO-Q, ATVI-Q, IGV-A, EA-Q, T-N, CRL-N, GOOG-Q, GS-N are stocks to buy or sell.

COMMENT

Market Outlook(A Commentary)

10/07/2019
A Comment -- General Comments From an Expert
Market Outlook The S&P500 finally breached 3000 points. A big round number has psychological meaning. The Fed is still hinting that another rate cut may be coming. He is giving his clients the message to keep a very balanced position. Global growth is slowing and global PMI is slowing -- not a great back drop. The NY Fed Recession Indicator is getting close to predicting another recession around mid-2020. The inverted yield curve is another signal. Investors should prepare for a recession within the next 6-12 months. In the interim, you can add real estate and be defensible.
Unknown
Cameron Hurst
N/A
Unknown
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DON'T BUY

Goldman Sachs(GS-N)

10/07/2019
Goldman Sachs
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.
investment companies / funds
Cameron Hurst
$205.970
No
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BUY ON WEAKNESS

Alphabet Inc(GOOG-Q)

10/07/2019
Alphabet Inc
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.
Technology
Cameron Hurst
$1140.480
Unknown
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WAIT

Charles River Labs Intl(CRL-N)

10/07/2019
Charles River Labs Intl
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.
0
Cameron Hurst
$137.970
Unknown
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DON'T BUY

AT&T(T-N)

10/07/2019
AT&T
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%
Telecommunications
Cameron Hurst
$33.760
No
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COMMENT

Electronic Arts Inc(EA-Q)

10/07/2019
Electronic Arts Inc

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.

computer software / processing
Cameron Hurst
$93.960
Unknown
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COMMENT

iShares North American Tech-Software ETF(IGV-A)

10/07/2019
iShares North American Tech-Software ETF

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.

Technology
Cameron Hurst
$227.300
Unknown
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COMMENT

Activision Blizzard(ATVI-Q)

10/07/2019
Activision Blizzard

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.

computer software / processing
Cameron Hurst
$46.840
Unknown
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COMMENT

Take-Two Interactive Softwar(TTWO-Q)

10/07/2019
Take-Two Interactive Softwar

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.

computer software / processing
Cameron Hurst
$117.160
Unknown
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COMMENT

SPDR S&P Regional Banking ETF(KRE-N)

10/07/2019
SPDR S&P Regional Banking ETF
Regional banks can defend better in a weaker economy. Declining rates are tough for all banks. Competition is hurting deposit costs, while yields are weakening on assets. Credit is pristine right now, so there is no where but downside from a credit perspective. He is not expecting an immediate turn, but he can't convince himself there will be many more buyers from here.
E.T.F.'s
Cameron Hurst
$53.030
Unknown
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PAST TOP PICK

ISHARES DOW JONES US MEDICAL DEV.(ETF)(IHI-N)

10/07/2019
ISHARES DOW JONES US MEDICAL DEV.(ETF)
(A Top Pick Jul 11/18, Up 19%) A great example of demographic and diabetes trends that has created huge growth in demand. A sad, but profitable story. Not a defensive stock and has beta with the market.
E.T.F.'s
Cameron Hurst
$243.330
Owned
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PAST TOP PICK

Chicago Mercantile Exchange(CME-N)

10/07/2019
Chicago Mercantile Exchange
(A Top Pick Jul 11/18, Up 26%) He wonders when they will have to drop data prices, but as a user they have not seen them make much of a change. They will do well in a downturn of the market. They are building in new technology.
Unknown
Cameron Hurst
N/A
Owned
UnlockRating
PAST TOP PICK

The Real Estate Select Sector SPDR Fund(XLRE-US)

10/07/2019
The Real Estate Select Sector SPDR Fund
(A Top Pick Jul 11/18, Up 19%) This was a more defensive pick. He would continue to hold it. Slow growth is fine for the economy and is good for this. Lower interest rates are favorable as well for income generating properties. He names this a Top Pick again today.
0
Cameron Hurst
N/A
Owned
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PARTIAL SELL

Cintas Corp(CTAS-Q)

10/07/2019
Cintas Corp
Bought it in 2017 -- time for profit? Industrial and officer uniform service provider along with other services. They have been very consistent and successful. It is very cyclical however. It is getting very rich with the PE ratio being double their level of growth. It might be time to layer in some stops or sell half a position.
other services
Cameron Hurst
$238.690
No
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COMMENT

Chicago Mercantile Exchange(CME-N)

10/07/2019
Chicago Mercantile Exchange

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

Unknown
Cameron Hurst
N/A
Unknown
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