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Stock Opinions by Bruce Murray

COMMENT
Easy to find growth stocks at a decent price? He has a portfolio full of growth stocks that are still priced well enough to go forward with. A bit of both tech and cyclicals. The large social media type tech stocks are still very reasonably priced with 20% growth going forward. The general economy is opening up, and there are opportunities almost everywhere. Be careful of valuations, as well as short-term concerns over inflation. Once the building boom is over and commodity prices catch up, these concerns should settle down.
Unknown
COMMENT
Too early for airlines and hotels? No, he owns both. He just chose not to recommend them for today's top picks, as they're not at the core of what he does.
Unknown
BUY
Owns it in income growth. Dividend halted with the pandemic. Non-necessary medical procedures were delayed, and now they're coming back rapidly. Dividend will be restored. Stock should at least get north of $10.
other services
COMMENT
Doing quite well, and should continue. Making acquisitions in Canada, the UK and Australia. Once the acquisitions are over, its growth rate will slow to that of the legal business. It can't go global, because the software would have to be adapted to different legal systems. He hasn't researched it to be able to give a solid opinion.
0
BUY

Software used to schedule projects. Growing rapidly with remote work trends, and this will continue as it's early days. Prepare for volatility. He favours Twilio.

Technology
HOLD
CNR vs. CP Takeover is in the hands of the US Commerce Dept. KCU will be a huge benefit to the acquirer, as it links Mexico to the Canadian-US system. Both are fine holdings for investors who want solid, but low, long-term returns. Returns might grow a little faster than GDP.
Transportation
HOLD
CP vs. CNR Takeover is in the hands of the US Commerce Dept. KCU will be a huge benefit to the acquirer, as it links Mexico to the Canadian-US system. Both are fine holdings for investors who want solid, but low, long-term returns. Returns might grow a little faster than GDP.
Transportation
BUY

GOOG vs. FB He's comfortable owning both. GOOG has a wider array of businesses, and so is a bit more secure. But FB is aggressively expanding into marketplace and crypto. Both great holdings that can do extremely well for the next 5-10 years. Pick whichever one tickles your fancy.

Business Services
BUY

FB vs. GOOG He's comfortable owning both. GOOG has a wider array of businesses, and so is a bit more secure. But FB is aggressively expanding into marketplace and crypto. Both great holdings that can do extremely well for the next 5-10 years. Pick whichever one tickles your fancy.

0
WEAK BUY
Very cyclical. Does extremely well when chips are in short supply. Once the order backlog is reduced, the earnings will be there for a year or two, but then they'll fall off. Be cautious here. OK to hold for the next 6 months to a year, but then there will be a long dry spell.
electrical / electronic
BUY
Solidly managed. Unique assets. Issue is the negativity facing energy. We can't get pipelines built. Energy has come roaring back as the US economy has come back. Energy boom of the last few months will continue. Its infrastructure will be there for 100 years. Not high-risk, but lower returns. Solid holding for the longer term.
oil / gas
PAST TOP PICK
(A Top Pick Aug 24/20, Up 18%) Leader in robotic surgery. Penetration is only about 5% right now, so lots of room to grow. Expensive, but very sure growth. Can hold it forever.
biotechnology / pharmaceutical
PAST TOP PICK
(A Top Pick Aug 24/20, Up 66%) Highest class US bank. Wealth management rather than lending money. Will benefit from economic boom in the next 4-5 years.
investment companies / funds
PAST TOP PICK

(A Top Pick Aug 24/20, Up 72%) Really well positioned. Build all transmissions for GM and Ford. Into EV and growing rapidly.

transportation equip & components
COMMENT
$75K to put into a TFSA. He'd put it in 7 stocks to diversify. AMZN, MSFT, 1-2 of the Canadian banks, 1 of the railroads (or AC if you're more aggressive), a class oil company like CNQ or TOU, and a world-class global healthcare company that's into robotic surgery or PFE that will raise its dividend nicely. That presents a nice mix.
Unknown
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