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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Bruce Murray

COMMENT

They have a big weighting in AI related stocks - 27% of the portfolio, and had a great first quarter. He doesn't think there will be a recession and the world is still recovering from the pandemic. Used car prices are still high indicating there are not enough new cars.  Canada is in the Global Growth Fund with a 25% weighting. Canadian banks are just chugging along but doing better and better over the years. There is good growth in U.S. banks but they can and do go bankrupt. 

Unknown
DON'T BUY
Cameco Corporation

The question asked for his preference between Cameco and Denison. Uranium is up and momentum is with them but he wouldn't buy them. New nuclear projects are ten years away for development. Denison has a new mine in Saskatchewan but it is a 10 year project. Cameco trades at 30 times revenue.

integrated mines
DON'T BUY
Denison Mines Corp

The question asked for his preference between Cameco and Denison. Uranium is up and momentum is with them but he wouldn't buy them. New nuclear projects are ten years away for development. Denison has a new mine in Saskatchewan but it is a 10 year project. Cameco trades at 30 times revenue.

non-base metal mining
WEAK BUY
Superior Plus Corp

Propane distribution is a mature business and is like a utility. You can buy for the dividend of 8.7% but not for earnings growth.

wholesale distributors
Unspecified
Carvana

It is coming back as the used car market picks up. It is an interesting play but keep your position small. He doesn't have all the numbers on it so can't call it right now.

Automotive
TRADE
Broadcom

He has owned it for quite a while and would still buy it. They have a 3 1/2% position which they probably bought at 2%. If it goes up he sells some and then buys it back. It is very well managed and takes out competitors. AI is the number 1 player in Broadcom's communication. It is expensive.

0
COMMENT
CI Financial Corp

There have been management changes and it pushed too hard into the U.S. It has a good dividend yield of 5.4% and is buying back stock

investment companies / funds
Unspecified
Uber

It has a 2 1/2% weight in their portfolio. It is not part of the AI trend but automated cars are being used in California. This saves money for companies moving people, like Uber, since drivers are not needed. It is growing its market share.

Technology
WAIT
Nike Inc

He owned it but sold. It seems to be losing its brand image and a company from Switzerland is gaining market share. The stock is down so it will be a value candidate for a while. Wait for signs of a comeback before buying.

misc consumer products
Unspecified

They own it along with other big techs. It is not cheap but is the cheapest of the big techs and is growing at a good speed. The CEO has been doing the right things including a previous big layoff and the company is now fully into AI.

Technology
Unspecified
Celestica Inc

It has done very well and analysts are still trying to catch up with the stock price. Micron was also mentioned as a good AI player. Data storage has to go up 100 fold.

electrical / electronic
Unspecified

He has a large personal holding but his funds don't. His company also owns Manulife.

insurance
PAST TOP PICK
(A Top Pick Jul 20/23, Up 0.4%)

It is the leading company for testing new drugs. It has grown from acquisitions and is now growing at a rate of 5 to7% a year. Buy and hold.

electrical / electronic
PAST TOP PICK
Qualcomm
(A Top Pick Jul 20/23, Up 75%)

The whole mobile network works on Qualcomm technology. It has a connection to AI since it owns patents for robotic cars to talk to each other, although this is 5 to 10 years away. It became an AI play last fall. He still holds a core position.

Telecommunications
PAST TOP PICK
(A Top Pick Jul 20/23, Down 2%)

He likes the resource industry, mainly metals. It is a good way to play the sector without having the risk of which mines will work. It has no debt, lots of cash and is buying back stock. He has a $14 to $15 target price. 

mining services
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