Bruce Murray
Member since: May '16
CEO & Chief Investment Officer at
The Murray Wealth Group
The Murray Wealth Group
592 Opinions
Latest Top Picks
(A Top Pick Jan 07/19, Up 35%) He still holds it. About 12 times earnings. Cruise lines are growing faster than the economy. He trimmed a little bit of weight. He would not be surprised at $155 in the next year. It is the best managed of the cruise lines. It is a bit of a demographic play.
(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.
(A Top Pick Jan 07/19, Up 27%) They are continuing to grow. He thinks we are seeing very solid growth as the US housing market continues to boom.
He is sticking with it. Last year in a period of uncertainty he was certain the housing industry was going to move up and believes it will do so again. Their profit was hit in the short term but it will inflect later, in 2021. He thinks there is good upside in the stock. (Analysts’ price target is $232.17)
The leader in robotic surgery. They sold about 900 units. He thinks they will continue to grow world-wide. (Analysts’ price target is $612.34)
Signal
Opinion
Expert
Chart
N/A
N/A
January 2, 2020
Market. Following a 25-30% year it is pretty tough to say we will have another one. He feels we should get a 5-10% gain this year. The CAD$ is up about 5% over the US dollar and the US dollar showed strength against all major currencies last year. Maybe it is foreshadowing better flow of funds into Canada. Perhaps we will see Western Canadian Crude being stronger. We got smacked at the end of 2018 and then global markets did well. He is still forecasting another 5-10% this year. He does not feel we can have a recession until US housing turns over.
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Market. Following a 25-30% year it is pretty tough to say we will have another one. He feels we should get a 5-10% gain this year. The CAD$ is up about 5% over the US dollar and the US dollar showed strength against all major currencies last year. Maybe it is foreshadowing better flow of funds into Canada. Perhaps we will see Western Canadian Crude being stronger. We got smacked at the end of 2018 and then global markets did well. He is still forecasting another 5-10% this year. He does not feel we can have a recession until US housing turns over.
HOLD
HOLD
January 2, 2020
They are a growing retailer that incorporated hair salons into their stores. They have about 900 stores open in the US. They have slowed down recently and now are growing slower than the cosmetics market. It is a hold at best.
Show full opinionHide full opinionThey are a growing retailer that incorporated hair salons into their stores. They have about 900 stores open in the US. They have slowed down recently and now are growing slower than the cosmetics market. It is a hold at best.
Consumer Products
BUY
BUY
January 2, 2020
It did extremely well last year. It was subject to short sellers and negativity at the beginning of the year. They feature airlines that fly into northern communities. He trimmed his position as the stock went up. He is still holding it and the dividend is about 5.5-6%. It should be quite attractive to the average investor.
Show full opinionHide full opinionIt did extremely well last year. It was subject to short sellers and negativity at the beginning of the year. They feature airlines that fly into northern communities. He trimmed his position as the stock went up. He is still holding it and the dividend is about 5.5-6%. It should be quite attractive to the average investor.
Transportation & Environmental Services
BUY
BUY
January 2, 2020
7.6% dividend yield. He recently added it to his income portfolio. They are building a major facility in Western Canada which when it comes online their cash flow will be a third higher so he thinks there will be upside in the stock. There will be some debt buildup in bringing this facility on line.
Show full opinionHide full opinion7.6% dividend yield. He recently added it to his income portfolio. They are building a major facility in Western Canada which when it comes online their cash flow will be a third higher so he thinks there will be upside in the stock. There will be some debt buildup in bringing this facility on line.
oil pipelines
BUY
BUY
January 2, 2020
They have been rebounding from the disaster of their fiascos. With the asset base and the write-down's, people believe it can get into the $35 range. He thinks it will rebound as political news is behind it.
Show full opinionHide full opinionThey have been rebounding from the disaster of their fiascos. With the asset base and the write-down's, people believe it can get into the $35 range. He thinks it will rebound as political news is behind it.
contractors
BUY
BUY
January 2, 2020
He bought MA-N about three years ago and more than doubled his money. These stocks are on a roll. They are simple businesses but have a monopoly. He thinks we will get to 100% electronic transactions eventually but some countries like Italy are at 25% so they have a long way to go.
He bought MA-N about three years ago and more than doubled his money. These stocks are on a roll. They are simple businesses but have a monopoly. He thinks we will get to 100% electronic transactions eventually but some countries like Italy are at 25% so they have a long way to go.
other services
N/A
N/A
January 2, 2020
When he has fixed positions in the portfolio that move up, he re-evaluates them and may trim them back. Sometimes the company is doing better than expected and he moves his weighting up.
Show full opinionHide full opinionWhen he has fixed positions in the portfolio that move up, he re-evaluates them and may trim them back. Sometimes the company is doing better than expected and he moves his weighting up.
BUY
BUY
January 2, 2020
It is a good company and he thinks it is going higher. They seem to be on a bit of a roll. You could take some profits if you wanted to.
Show full opinionHide full opinionIt is a good company and he thinks it is going higher. They seem to be on a bit of a roll. You could take some profits if you wanted to.
insurance
HOLD
HOLD
January 2, 2020
It has a very solid contract with Air Canada but they are facing a price decrease this year. They hope to replace it with air craft leasing. He is waiting to see how it works out and in the mean time you are getting a pretty solid dividend.
It has a very solid contract with Air Canada but they are facing a price decrease this year. They hope to replace it with air craft leasing. He is waiting to see how it works out and in the mean time you are getting a pretty solid dividend.
Transportation & Environmental Services
DON'T BUY
DON'T BUY
January 2, 2020
The China/US trade situation is the main thing. In the 2021 crop year the farmers will have cash again to go and buy their products.
Show full opinionHide full opinionThe China/US trade situation is the main thing. In the 2021 crop year the farmers will have cash again to go and buy their products.
agriculture
COMMENT
COMMENT
January 2, 2020
He owned it because of the big dividend yield. Management was always optimistic about the hospital being built in South Dakota and thought because they had a lot of other facilities it might mitigate the situation. They told us the last two quarters that everything was fine but now we find it is not.
Show full opinionHide full opinionHe owned it because of the big dividend yield. Management was always optimistic about the hospital being built in South Dakota and thought because they had a lot of other facilities it might mitigate the situation. They told us the last two quarters that everything was fine but now we find it is not.
other services
PAST TOP PICK
PAST TOP PICK
January 2, 2020
(A Top Pick Jan 07/19, Up 35%) He still holds it. About 12 times earnings. Cruise lines are growing faster than the economy. He trimmed a little bit of weight. He would not be surprised at $155 in the next year. It is the best managed of the cruise lines. It is a bit of a demographic play.
Show full opinionHide full opinion(A Top Pick Jan 07/19, Up 35%) He still holds it. About 12 times earnings. Cruise lines are growing faster than the economy. He trimmed a little bit of weight. He would not be surprised at $155 in the next year. It is the best managed of the cruise lines. It is a bit of a demographic play.
household goods
PAST TOP PICK
PAST TOP PICK
January 2, 2020
(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.
Show full opinionHide full opinion(A Top Pick Jan 07/19, Up 20%) One of the hottest retail stocks out there and will be on a roll for many years.
Golds
PAST TOP PICK
PAST TOP PICK
January 2, 2020
(A Top Pick Jan 07/19, Up 27%) They are continuing to grow. He thinks we are seeing very solid growth as the US housing market continues to boom.
Show full opinionHide full opinion(A Top Pick Jan 07/19, Up 27%) They are continuing to grow. He thinks we are seeing very solid growth as the US housing market continues to boom.
specialty stores
BUY
BUY
January 2, 2020
The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)
Show full opinionHide full opinionThe Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)
food services
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