The Murray Wealth Group
Reveal Expert RatingLatest Top Picks
CP vs CN The CP stock split isn't an issue. He prefers CP in the short term. Late CEO Hunter Harrison turned CN around and his legacy remains as CN continues to reduce costs and do very well. Harrison didn't helm CP until later, around 2012, so CP is a bit behind. CP has good exposure shipping crude, and this business should pick up in summer as more people drive and burn gas during the reopening. He prefers CP which will deliver 10-15% returns vs. CN's 5-10% in the coming year.
CP vs CN The CP stock split isn't an issue. He prefers CP in the short term. Late CEO Hunter Harrison turned CN around and his legacy remains as CN continues to reduce costs and do very well. Harrison didn't helm CP until later, around 2012, so CP is a bit behind. CP has good exposure shipping crude, and this business should pick up in summer as more people drive and burn gas during the reopening. He prefers CP which will deliver 10-15% returns vs. CN's 5-10% in the coming year.
Yesterday's sell-off He owns Amazon instead, CJT's customer. Air delivery is growing as retail grows online. This business is solid, though there may be more competition as the airlines resume flying. The Canadian economy will grow as will e-commerce, so this is good to hold long-term.
He read Warren Buffett's letter; he loves this stock and last year bought a lot of it. Apple is well-positioned with a strong customer following and the company can gradually expand market share. He traded out of this a few years ago--a mistake. You can re-enter it here. He owns Facebook, Google and Amazon in this space, instead.
He read Warren Buffett's letter; he loves this stock and last year bought a lot of it. Apple is well-positioned with a strong customer following and the company can gradually expand market share. He traded out of this a few years ago--a mistake. You can re-enter it here. He owns Facebook, Google and Amazon in this space, instead.
Brilliantly run for the last 30 years. They've made many successful investments, but the Westjet buy was untimely and slowed down Onex. But post-pandemic, airline travel will really pick up. So, it's now cheap in PE, though the dividend is only 0.5%. Onex hands so much stuff, so you don't know what business will work or bite them. Overall, this is fine.
Brilliantly run for the last 30 years. They've made many successful investments, but the Westjet buy was untimely and slowed down Onex. But post-pandemic, airline travel will really pick up. So, it's now cheap in PE, though the dividend is only 0.5%. Onex hands so much stuff, so you don't know what business will work or bite them. Overall, this is fine.
(A Top Pick Jan 02/20, Up 22%) He sold it at $267 in mid-December to buy Uber and Comcast instead for the economic reopening. He still likes HD, but sold because the housing boom was well underway. You can buy HD now and make 5-10%. A great company.
(A Top Pick Jan 02/20, Up 49%) Car sales are booming now. LNR has an incredible business with technology so sound that Ford and GM trust them to make the new 9- and 10-speed transmissions for their pick-up trucks. LNR is also exposed to the agriculture boom. He targets LNR over $100.
It used to dominate chipmakers with a technological lead over its peers, but in the last few generation of chips, Intel has failed, fallen behind. They remain a giant, though, in this business. You can hold this and wait for a turnaround. That said, you can buy this now. It pays a 2% dividend yield The company is addressing its problems. He prefers Broadcom.
It used to dominate chipmakers with a technological lead over its peers, but in the last few generation of chips, Intel has failed, fallen behind. They remain a giant, though, in this business. You can hold this and wait for a turnaround. That said, you can buy this now. It pays a 2% dividend yield The company is addressing its problems. He prefers Broadcom.
Royal Caribbean is a little better than Carnival, but all these stocks will benefit from the coming travel boom and economic reopening. Keeping ships at port is a big expense over all these months. There's 20-25% recovery left in the cruiselines. He bought at the bottom and has sold some. There's still upside here, but it's a higher risk stock. Sure, some travelers will never cruise again, but once vaccines are in place enough will come back. Cruiselines have recovered from past health scares.
Royal Caribbean is a little better than Carnival, but all these stocks will benefit from the coming travel boom and economic reopening. Keeping ships at port is a big expense over all these months. There's 20-25% recovery left in the cruiselines. He bought at the bottom and has sold some. There's still upside here, but it's a higher risk stock. Sure, some travelers will never cruise again, but once vaccines are in place enough will come back. Cruiselines have recovered from past health scares.
