Viewing Expert Bruce Murray | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Bruce Murray , CEO & Chief Investment Officer

The Murray Wealth Group


Date Signal Chart Symbol Company Opinion Price
2017-04-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are in the very constructive environment. Globally, the economy is doing very well. Germany is doing well, China is coming on, India is doing well. We are in a healthy global economy, just coming out of a 10 year, following the mortgage crisis. However, with long bonds at 2% and equity risk premiums at ranges of 4%-5%, we are seeing bond substitute companies like Coca-Cola selling at 25X earnings. Valuations are fine if interest rates don’t move. We are in a very healthy environment and thinks growth stocks are fine.


Price:
$0.020
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
_N/A
2017-04-19 COMMENT Must be logged in to use chart AAPL-Q Apple

Has a target price of about $168. The dividend will go up. Their new product seems to be taking hold. This is not expensive, trading at about 15X.


Price:
$140.680
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.


Price:
$49.110
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Extremely well-managed and clearly the dominant player in Canada. They’ve done a great job of diversifying into media type businesses. Continuing to increase their dividend. His concern would be that cellular telephone growth is probably largely behind us. Most people are disconnecting their main line. The TV business is under pressure as advertising goes away. He doesn’t think they are in danger, but the future is a little tough. Not a stock that he would own.


Price:
$60.930
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 COMMENT Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

This is one where you have to trust management. They have done a great job and will continue to do so. Focused heavily on real estate. If interest rates flatten out, the appreciation of real estate probably finally comes to an end, especially in commercial real estate. Probably a decent investment. You get nice dividends and it will gradually grow.


Price:
$51.970
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 TOP PICK Must be logged in to use chart BMW-GR Bayerische Motoren Werke AG

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)


Price:
$0.000
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

A pretty good exposure in Latin America, where the growth rates are higher. Probably a little riskier, but probably will grow a little better. The regulatory environment in Canada has been so good for so long. In his career, all the US banks have gone bankrupt at some point.


Price:
$76.350
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-04-19 TOP PICK Must be logged in to use chart CELG-Q Celgene Corp

One of the surest growth stocks out there. They have a product called Revlimid which treats a whole series of blood cancers. The one they have right now is multiple myeloma, and it prolongs people’s lives substantially. They are going to grow revenue 25% over the next 4 years. It is selling at 18X. Thinks it gets close to $200 in the next couple of years. (Analysts’ price target is $143.)


Price:
$122.920
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

He owns no commodity oil producers. Oil has done well twice during his investment career. It did well when Japan industrialized in the 60s and 70s. Peaked in 1979 at $40 a barrel, and bottomed 18 years later at $8. China came along in 2002 and it started to perk up again. Meanwhile, the Western world is working hard to become more energy efficient and switching to natural gas, which has become abundant. Companies like this do very well when there is peak pricing. It is a high risk/high cost provider, but they do best when prices go up because there is lots of leverage.


Price:
$13.730
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 BUY on WEAKNESS Must be logged in to use chart CSCO-Q Cisco

A matured technology company. Their heavy growth days are behind them, but they own the market. They have enough money to go out and develop new products. The problem is that they own this market, so there is not a lot of growth, so they are under the pressure of new technology coming on cheaper. At this price, it is probably fine and you won’t lose money. If it were below $28, he would buy this again.


Price:
$32.650
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 BUY Must be logged in to use chart CSX-Q CSX Corp

Hunter Harrison did it at Canadian National, and then Canadian Pacific, so he assumes he would do it with this railway also.


Price:
$46.930
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 HOLD Must be logged in to use chart CVS-N CVS Health Corp

This had issues when they became an insurance company and a drugstore. They also went into the UK and bought Boots. The conflict of interest between being a healthcare provider and trying to get people to go to your store has hit it. A solid business and is not going away.


Price:
$77.830
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-19 COMMENT Must be logged in to use chart DIS-N Walt Disney

One of the greatest franchises on the face of the earth. However, it has been struggling with the decline in the TV business. They own ESPN, and there has been a marginal decline in sports viewership in US football. They’ve had some blockbuster movies. Feels the stock has re-based and will do fine from here on in. However, if it stuck its head up, he would probably sell it.


Price:
$113.730
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT Must be logged in to use chart ENB-T Enbridge

This has a nice dividend yield. It just made a huge acquisition of Spectra in the US. They claim to have lots of runway and that dividend growth is going to be 10% per annum. They are going to rebuild the main pipeline that runs from Alberta into Duluth. It is probably a very solid company. If they can deliver the 10% dividend increase, you’ll be fine.


Price:
$56.130
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Must be logged in to use chart FB-Q Facebook

$200 billion of business will move from the TV business to the Internet, and this company’s revenues last year were $27 billion, and they are growing at $10 billion a year. The new messenger is damaging all the other messaging apps. This company knows everything about you and can specifically target market you. A no-brainer. (Analysts’ price target is $164.)


Price:
$142.270
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
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