Bruce Murray

Large banks announcing earnings this week (will be indicator of economy). Anticipating earnings from major companies to be strong (especially energy). Believes inflation will begin to cool with rising interest rates. Portfolio consists of long term investments on high quality names(blue chips).

One of largest holdings. Believes is a good long term investment. Company dominates search on the internet. Large "cloud" business and Android (cellphone) business. Also, spends lots of money on R & D (moonshot) business ideas. Large margins on business.

One of the most successful private equity firms. Believes current share price is presenting good buying opportunity. Strong dividend rate. Good long term investment (3-5 years).

High dividend yield (~8%). Current share price presenting good buying opportunity (long term investor). Healthcare properties not sensitive to rising interest rates. Well managed and consistent growth.

(A Top Pick Nov 23/21, Down 3%) Decent return compared to overall market the last 12 months. Prime supplier of new Airbus engines. Large government contracts very valuable. Fears of recession impacting stock. Good time to buy shares at current price.

(A Top Pick Nov 23/21, Down 26%) Ukraine/Russia conflict impacting European stocks. Will continue to hold stock. Very high dividend yield.

(A Top Pick Nov 23/21, Down 10%) Continues to grow the business (15-20% in the next 5 years). Likes the business and will continue to hold. Excellent long term business.

Automating learning systems for large corporations. Has fallen off in recent market selloff. High growth rate of earnings and sales will power company going forward. Good time to buy the stock. Will be a good long term investment.

Owns shares in the company. Has electric competent to business. Will continue to own shares. Will be a gradual recovery in share price. Good long term investment.

Highest class Uranium producer in the world. Trading at high multiple. Delays in approvals for projects. Nuclear power plants low priority for politicians. Nuclear power clear path forward for energy supply.

Strong dividend yield that is growing. Investing in renewables. Good long term investment. Owns shares in the company.

Good business going forward as demand for auto parts keeps going up. Automobile demand keeps rising (esp for parts). Heavy European exposure hard on the company. Will perform well in the long term (2-5 years).

Shares have fallen with Covid-19 pandemic demand falling. Rising interest rates hitting cost of borrowing. Not a great place to invest right now.

Very strong business with web service business. Lots of opportunity in cloud services. 60% margins common within business units. Amazon Prime still going strong (ability to raise rates).