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Stock Opinions by Bruce Murray

TOP PICK

A leader across the entire communication sector, set top boxes and all the things Rogers and BCE need. They have server farms and cell phones. Management has a strong record of growth, acquisitions and profitability. It generates 25% of its revenue from infrastructure software. The dividend has grown every year. He sees it growing its earnings 10% and its multiple increases 10-15%, it will generate a very nice return per annum for several years. (Analysts’ price target is $529.45)

0
TOP PICK
It suffered early on in the pandemic. You could double or triple your money due to re-opening. With the delta variant moderating in the US, he thinks the stock will start to come back. (Analysts’ price target is $68.11)
Technology
TOP PICK
It has been the most successful large oil company in his career. It has developed a diverse asset base. It has managed the down-turns of the industry extremely well emerging stronger every cycle. Demand for oil will recover with airline travel. (Analysts’ price target is $55.36)
oil / gas
PAST TOP PICK
(A Top Pick Dec 01/20, Up 5%) He would buy it again. It is continuing to grow and get more profitable. It is the largest provider of cloud computing and their prime membership base is continuing to grow. He loves it. It is a great long term hold. It could be $1000 higher in another 12 to 18 months.
specialty stores
PAST TOP PICK

(A Top Pick Dec 01/20, Up 2%) He would buy it again. He thinks it is worth $100 or more. It may be caught up in the global semiconductor shortage. They have had significant wind in electric and hybrids. The skyjack division is a big company and one of their biggest customers is United Rentals and it has been flying. The LNR-T stock is cheap on a statistical basis.

transportation equip & components
PAST TOP PICK
(A Top Pick Dec 01/20, Up 33%) He would buy it again. They had a decade of no-growth. In the last 3-5 years they introduced successful products that got their revenue going again. A lot of their procedures are not necessary today but will be over the next few months. The volumes are coming back. It is at the cheaper end of a lot of healthcare stocks.
biotechnology / pharmaceutical
N/A

Market He is seeing opportunity in the market. The COVID opportunity still has legs The delta wave has created a second down wave and there are opportunities for recovery stocks like AC-T. He believes the industrial sector, that is suffering from chip problems, that as it works through the system over 1-2 years there will be significant upside in some companies. The traditional growth stocks may under-perform in the next year but after that you should stay with them.

Unknown
BUY
He is a major holder of this stock. It is one of the great retail growth stock opportunities in the market at this time. They have huge opportunities to expand first in the US and then globally. They have a good on-line presence as well.
specialty stores
BUY
It is a classic growth stock. The brand is incredible. ESPN has pretty good control of American sports. The price is reasonable. It is a company you can buy and hold for the long term and feel quite secure. They are a must to have when families are in that part of their life cycle.
entertainment services
HOLD
He bought it after he met management, of whom he was really impressed. The company is a huge beneficiary of the shortage of steel around the world with the price of steel going up five-fold. The issue is that steel prices are unsustainably high for the long term. He has been selling as it goes up. This is a temporary strength.
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COMMENT

It is an interesting name. It is very focused on particular interest groups in the social media space. It did well during the pandemic and has pulled back. He does not think it will gain market share from the other social media companies. He would prefer FB-Q or GOOG-Q.

Technology
WEAK BUY

The former Encanna moved to the US. It was a disappointment to the market. During the pandemic they decided to move it to the US from where the new CEO was managing the assets. See his top picks today. It would be okay to own this as a short term play.

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WATCH
It is a leader in US healthcare. He looked at them. They did a big merger and the stocks have pulled back. He had difficulty with it. They are still losing money. Watch it until it becomes more mature.
Healthcare
DON'T BUY
It supports on-line gaming. It is probably an interesting area, but you had people gaming during the pandemic and it probably isn’t as interesting as it was. It is very specialized.
Technology
BUY
It is beyond the current investment horizon to think mining will take place in space, but he is excited about it now. The commodity shortage and pricing will lead to massive exploration for things like copper. The electronic world we are entering will need massive amounts of copper. He thinks they will be quite profitable over the next 3 to 5 years.
mining services
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