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
2017-06-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are in a very strong global economy with very little inflationary pressures. Productivity gains are offsetting wage increases. We are still in a period where we can see valuations on equities continue to rise, just as it did in the nifty-50s period. From the late 60s into the early 70s the great companies just became “one decision” stocks and managers just had to “buy and hold” and they did very, very well. That got hammered in the correction of the 70s and by 1998 you are back to breakeven, if you had bought those stocks at their very peak. The FAANG stocks are going to be the ones that survive. They have profit margins that are rarely seen in history. This is a business model where distribution is just the Internet and everyone knows the brand names.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-06-20 BUY on WEAKNESS Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Tech stocks? Fully believes in the Internet technology stocks. Alphabet (GOOGL-Q), Facebook (FB-Q) and Amazon (AMZN-Q) are in a good position and will continue to grow. There is not going to be any dividend yield on these and the volatility is going to be high. Watch for opportunities to enter, on days when the market is down for no reason.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-20 TOP PICK Must be logged in to use chart AMZN-Q Amazon.com

This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)


Price:
$992.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 DON'T BUY Must be logged in to use chart BBRY-Q Research In Motion Ltd. (US)

This was at the bottom, turned around and the stock is moving up and off the bottom. Valuation has been improving with their win over QUALCOMM (QCOM-Q). They are out of the phone business now, but are getting royalties if someone sells their phones. Getting some cachet in the automotive field. In security technology, sales are still declining, but cash flow is improving. There is still a lot of Hope built in, and it is selling at a higher price than what he would pay for it. He wouldn’t own this.


Price:
$10.730
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-20 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

Uranium is still one of the few ways to solve the world’s energy deficit if we are going to move away from hydrocarbons in a big way. The stock was hit by Korea announcing that they may shut down their nuclear power plants. However, uranium production is now below the price that most companies can produce it at. China is still moving ahead with a massive number of reactors, which will be bullish in the longer-term. Regarding their dealings with the CRA, the company believes that everything they did was rock solid with all the legal contracts in place. Dividend yield of 3.3%.


Price:
$12.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 HOLD Must be logged in to use chart CHR-T Chorus Aviation Inc

He likes this. He has a target price of $10.50. There is still substantial upside. The contract they signed with Air Canada (AC-T) about a year ago, took out the uncertainty of Air Canada walking away like they did with Aeroplan. Young pilots move from this company into the main line. The dividend is solid and may be increased. 6.5% dividend yield.


Price:
$7.330
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 COMMENT Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Feels the 8.8% dividend yield is relatively safe. The cash flow coverage of the dividend is increasing. He likes this one.


Price:
$12.890
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 HOLD Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

The issue is Target walking away from 6 of the properties. Canadian Tire took 2, 2 are going to be carved up to get 35% more rent in 2018, and 2 others haven’t been figured out yet. Dividend coverage has dropped by about 95%. Management is going to hold the dividend because, as stores get rejigged they’ll come back and the dividend coverage by the end of 2018 will be 105%, which they can maintain. He believes that, so is nibbling at it. Dividend yield of 11.3%.


Price:
$12.920
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Must be logged in to use chart ENB-T Enbridge

This has gone nowhere for a couple of years. Down to $50, where it has not been for some time. They openly talked about 10% dividend growth over the next several years. This is the safest way to play the energy stocks. If you are going to play energy at all, just enter through these big pipeline stocks that have long term assets. Dividend yield of 4.7%. (Analysts’ price target is $62.)


Price:
$50.060
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 HOLD Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

We have entered into an oil bear market. Pipeline stocks had done pretty well and for the last 2 years they’ve been underperforming. This has a dividend yield of 6.4%, and believes they have the ability to increase that dividend a little, gradually. Infrastructure is still needed if Canada is going to move its oil. The main line, which runs from the oil fields to the US border, is being replaced which will give this company a pretty good boost as they get to mark up their capital base to the cost of replacing that pipeline. Has a nice yield and there is probably a little increase coming. 6.35% dividend yield.


Price:
$31.970
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 PAST TOP PICK Must be logged in to use chart FB-Q Facebook

(A Top Pick July 13/16. Up 30%.) There is still $200 billion of TV advertising that is expected to move to the Internet over the next 5-10 years.


Price:
$152.250
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 BUY Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Everything is going their way. They have huge margins, new business and lots of potential. His target price is $1150-$1200 over the next 12-18 months.


Price:
$968.990
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 COMMENT Must be logged in to use chart HMMJ-T Horizon's Medical Marijuana

This would fit in with the sin stocks, and over the years sin stocks have always made big money. Cigarettes and booze stocks have always done very well. An ETF may very well be the way to play this. Marijuana still requires the US to legalize it to make it a big scale play.


Price:
$8.630
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-20 COMMENT Must be logged in to use chart KKR-N KKR & Co. LP

This is run by brilliant men who have had a great track record of acquisitions. The stock continues to drift upwards and will probably continue to do so over the years. You are not buying a business, you are actually buying the leadership and the trust in the leadership. You will probably be fine with this over the long-term.


Price:
$18.620
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-20 HOLD Must be logged in to use chart KO-N Coca-Cola Company

One of the world’s great brand names. They are gradually losing market share as people are consuming less. They’ve moved into other beverages. With global retail under pressure, they will be pressured a bit. For the next couple of years, he would prefer to be somewhere else. 3.3% dividend yield.


Price:
$45.610
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
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