Bruce Murray
CEO & Chief Investment Officer at The Murray Wealth Group
Member since: May '16 · 1088 Opinions
Rating Card
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|---|---|---|---|---|---|---|---|
| 4.3 | 169 31.77% | 131 24.62% | 77 14.47% | 84 15.79% | 71 13.35% | ||
| 1 Month | 4.2 | 8 6.40% | 41 32.80% | 44 35.20% | 31 24.80% | 1 0.80% | |
| 6 Months | 4.32 | 25 20.66% | 45 37.19% | 14 11.57% | 24 19.83% | 13 10.74% | |
| 12 Months | 4.4 | 43 37.39% | 24 20.87% | 14 12.17% | 15 13.04% | 19 16.52% | |
| 2 Years | 4.38 | 52 50.98% | 11 10.78% | 5 4.90% | 10 9.80% | 24 23.53% | |
| 5 Years | 4.18 | 41 59.42% | 10 14.49% | 0 0.00% | 4 5.80% | 14 20.29% |
Stock Opinions by Bruce Murray
We're through the worst of it. It may go lower, but the downward curve will level off. He's recommending that clients gradually accumulate over the next few months. Have we seen the bottom? Maybe, maybe not, but we're close.
Trump's behaviour is not predictable, but it is predictable in a longer-term sense. He makes all kinds of noise, and then settles for something that's quite reasonable. We saw that with the USMCA.
He had a few investors take assets out of the market earlier, which turned out to be a good move for them. But in his experience, it's better to have time in the market and not try to time the market. Timing involves two decisions -- when to get out and when to get back in. It's a difficult call, and you can miss the bottom.
His income fund is yielding 6.5%. If we have a recession, yields are going up and you'll make money investing in high-dividend-paying stocks like banks and insurance companies. These areas are not particularly vulnerable to a recession in the short term.
New investors should be cautious. You'll make more $$ over 5 years going after the big global growth stocks. But we can't tell exactly what'll happen over the next 6 months.
When he actually sits down with countries and hammers out a deal, it's often not far from where there were to begin with. These deals will be made. China's the tough one, but the most important, because it's looking to possibly replace the US as world leader in a couple of generations.
China's also the world's biggest exporter. The US is a big customer, so China can't turn its back on the US totally.
Troubled. The business is becoming more and more competitive. Can't cover the dividend. Company claims that when massive fibre build is complete, dividend will be covered; most investors don't believe that. If dividend were cut, stock would go up. Yield is 12%.
He's a more aggressive investor than the rest of his team. He'd say it's a speculative buy now; BCE is not going away.
Wonderful company. Largest ETF player in the game. Markets will come back and grow, and BLK will grow along with them. Great long-term investment.
Right now, 15% withholding tax on US dividends; not on his list of worries that it will be negotiated higher under Trump. Out of his control.
His largest holding. Customer does all the work and the company gets all the money. Ads have taken a hit. Regulatory scrutiny is a target on the successful; first it was IBM when he started out, then MSFT. It's rather like getting the Good Housekeeping Seal of Approval ;)
Could be hurt by lawsuits, but it'll be minor. AI will drive growth for the next 10 years.
