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
2017-09-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Technology.He doesn’t fear technology, he embraces it. There is a massive shift going on with $200 billion worth of advertising revenue. It is currently being picked up by TV networks, but is going to move to Internet-based businesses. Google and Facebook will probably pick up 95% of the business. There is a long road ahead, and traditional media businesses are going to have to learn a new business model and change. The first mover-advantage has gone. Facebook has probably 60-70 million subscribers now, and Disney is looking to pick up 25-30 million. Canadian companies have bought broadcasts and sports networks, so they are starting to build their own content in a better way. He is fully invested, and sees no reason to be un-invested.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2017-09-20 BUY Must be logged in to use chart AMZN-Q Amazon.com

A great long-term play. It is expensive, but once it actually slows its growth, profitability will skyrocket. They are not going to slow their growth, they are going to keep reinvesting in their businesses. With guys like Jeff Bezos, you just want to bet with them and stay with them. Has a target price of $1250.


Price:
$973.210
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 COMMENT Must be logged in to use chart BCE-T BCE Inc.

The business is under assault, but this company has managed extremely well. They are notorious for controlling costs. They’ve done a good job of acquiring companies where they are generating content to offset the business. The broadcast part of the business may go down, but the content part will be there and there will be distribution. People will want to see it. Thinks you are safe with this, but just doesn’t see a lot of opportunities for capital gains. Dividend yield of 4.9%.


Price:
$58.930
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-09-20 PAST TOP PICK Must be logged in to use chart CBS-N CBS Corp

(A Top Pick Oct 4/16. Up 8%.) He started looking at Facebook (FB-Q) and realized it had a far better business model so he sold this last December.


Price:
$59.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-09-20 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

He owns this, because it is a commodity company at the bottom of the uranium cycle. The uranium cycle was upended by the Fukushima disaster. Japan, being one of the big users of nuclear fuel, backed away and have not come back. Natural gas is cheaper in the short term, but we still need a lot of electricity. China is building 60 or 70 reactors and nuclear fuel, in a normal environment, is a low-cost provider. It has very limited environmental impact but has a very negative NIMBY association. There is still no solution in moving spent uranium from a reactor back to some place to store it. Has a $.40 dividend which is secure. This will end up being a spectacular investment.


Price:
$12.390
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 PAST TOP PICK Must be logged in to use chart CELG-Q Celgene Corp

(A Top Pick Oct 4/16. Up 38%.) One of the outstanding growth stocks in the US medical field. They have a plethora of new drugs coming out. Sales are growing at about 25% per annum. With the current earnings, the target price could move into the $165-$170 due to the growth rate. The company is more likely to surprise on the upside and another $1 of earnings could give you a $20-$25 a share. This could be a $200 stock. Still a Buy.


Price:
$144.240
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 BUY on WEAKNESS Must be logged in to use chart CJR.B-T Corus Entertainment (B)

He owns this for the dividend. The company has a lot of debt and a high payout ratio, which is going to limit the upside. It has the right mix of shows that dominates women’s channels, so it has the audience that will probably watch TV the longest, and has an audience that will probably move to other forms of entertainment in the longer-term. He has a target price of $14.50-$15.00, and it is yielding 8.5%. He would average down to the sub-$12 and would trim it at $14-$15. To have a whole bunch of money in this could be dangerous.


Price:
$12.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 COMMENT Must be logged in to use chart CLX-N Clorox Company

This is a part of the whole consumers package goods business that is under incredible pressure from commoditization. The stock has done very, very well. It had high PEs just because of the quality of their cash flow and that their brand names are recognized. Now that we are getting into higher interest rates, that is going to start to get squeezed. Maybe the weakening of the US$ will allow some foreign profits to come through a little better, but generally the group is under a lot of pressure from generics, etc. If you own it, you are not going to lose a lot of money.


Price:
$135.370
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-09-20 COMMENT Must be logged in to use chart CSCO-Q Cisco

A solid technology company that is still run by its founder. These great companies, where you have a visionary founder that is still with a company, do very, very well. This company has had some short term disruptions with a couple of newer companies that are taking some of the higher end stuff, but this company dominates the Internet business, in the sense of the switches, etc., and has enough money to out-engineer anybody that wants to compete with them. It is like buying General Motors in 1955. They own the market and are going to own it for a long time yet.


Price:
$32.600
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-09-20 PAST TOP PICK Must be logged in to use chart DLTR-Q Dollar Tree

(A Top Pick Oct 4/16. Up 9%.) This has been an up-and-down stock. They merged with a company called Dollar General and the stock ran up to about $90 a share last year. The 1st results came out. Mergers cost money and things weren’t happening, and the stock depressed. The last quarter came out and the merger is starting to work now. This company can open several thousand more stores, so he still likes this.


Price:
$83.420
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Must be logged in to use chart DR-T Medical Facilities Corp.

They own source surgical centres in the US. They own 55% of the properties and the surgeons own 45%. The surgeons get paid, but they also have an interest in the business. They are mainly in the Midwest. A relatively small company. Management knows what they are doing, and will continue to buy more of these things. He wants to see a 5% dividend yield, which means it will be a $20 stock, and he will reduce his position in it. Dividend yield of 7.5%. (Analysts’ price target is $16.)


Price:
$14.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

In their last quarterly conference call, they talked about their opportunities. They are doing $2000 on Internal Combustion Engine (ICE) cars. On an electric vehicle, they think they have $2500 worth of opportunity. On a hybrid vehicle, which most vehicles will be, they think they’ve got $3000 worth of opportunity. This is an outstanding opportunity.


Price:
$64.290
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-09-20 BUY Must be logged in to use chart NA-T National Bank of Canada

Canadian banks in general have been great long-term investments for Canadians. The regulatory system has kept them out of trouble. This one was trading at a bit of a discount to the others, but has closed a lot of the discount over the last couple of years. The Québec economy is stronger now than it has been in years, which should be a regional positive for them. They have a larger exposure than the other banks to Alberta, but that has now been digested. This is fine to own. They’ll be able to raise their dividend is the other banks do.


Price:
$57.810
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2017-09-20 TOP PICK Must be logged in to use chart NWL-N Newell Brands Inc

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)


Price:
$42.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 COMMENT Must be logged in to use chart PFE-N Pfizer Inc

(Market Call Minute.) This has run up a little bit lately. He likes to buy this at $31 and sell it at $38.


Price:
$35.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
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