Opinions by Bruce Murray | StockChase
181
Bruce Murray

CEO & Chief Investment Officer

ON STOCKCHASE SINCE May 2016

The Murray Wealth Group


Opinions by Bruce Murray


Signal Opinion Expert Chart

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Market. We are in the midst of one of the great bull markets, but we worry and worry. We hear worries about higher interest rates, Donald Trump, Hillary Clinton, North Korea, etc. In the meantime, the GDP of the world is doing just fine. Work is as strong as it has been in the decade. US numbers are good. Canada is doing very well considering where resources are. There has been pretty good strength coming out of Asia. Background for higher equity prices is there and corporate confidence is extremely high, and most companies are having positive earnings surprises. You look at the companies and at the fundamentals, see how they fit into the environment and try and pick your spots.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.020
Owned: _N/A

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2017-11-13

N/A
A Comment -- General Comments From an Expert 

Blockchain companies? Crypto currencies are a phenomenon right now. The great thing is that you are outside of government control. Bitcoin has gone from nothing to $6000-$7000, but he wonders how you sell them. Nobody backs this. Highly speculative.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.020
Owned: _N/A

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2017-11-13

COMMENT
Alaris Royalty (AD-T)

He likes the company. Feels management has a good strategy in place. A diversified company with a lot of holdings. They have a good strategy of letting the companies grow. 8.8% dividend yield.

Financial Services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $18.350
Owned: Yes

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2017-11-13

PARTIAL BUY
Aritzia Inc. (ATZ-T)

He likes this. Every time he goes to the mall, these stores are full, while competitors’ stores are empty. It was probably priced aggressively when it was sold to the market, because it was an exciting growth story. Then we got into Amazon, and everybody hates retail, which is what has really hammered this company. He would buy a little now and a little next month. One of the insiders just made a big purchase.

Golds
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $11.450
Owned: Yes

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2017-11-13

HOLD
BlackBerry (BB-T)

(Market Call Minute.) In transition from the phone business to the software business. Haven’t got their software business growing, and still have to get turned around. The hope is Ottawa.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $13.610
Owned: Unknown

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2017-11-13

PAST TOP PICK
Bayerische Motoren Werke AG (BMW-GR)

(A Top Pick April 19/17. Up 7%.) A global consumer brand in an auto company and dirt cheap. Selling for about 10X earnings. Very solid. Dividend yield of 4.05%.

Automotive
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $0.000
Owned: Yes

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2017-11-13

WAIT
CCL Industries (B) (CCL.B-T)

Focused heavily on adhesive labels for consumer products, and did very, very well. They consolidated the industry. They may have consolidated to the point where opportunities are slower and are having to look in other areas. Very expensive because of the quality of its history. Had a bad quarter, and if they are back on track, the stock will resume growth. Wait a little to make sure they are back on track. You could look at Intertape Polymer (ITP-T) or something similar.

packaging/containers
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $59.030
Owned: No

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2017-11-13

PAST TOP PICK
Celgene Corp (CELG-Q)

(A Top Pick April 19/17. Down 18%.) Was one of the hottest stocks in the medical space. They have a plethora of new products in front of the FDA. It caught a cliff when 3 events happened. It was getting close to his target price of $150. One of the major analysts cut their price target which knocked it into the $130 range. FDA didn’t approve one of the new drugs knocking the price down into the $120 range. Missed a little on the 3rd quarter, so it dropped into the $100 range. He still likes it and is still buying.

Consumer Products
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $101.160
Owned: Yes

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2017-11-13

BUY
Chorus Aviation Inc (CHR-T)

(Market Call Minute.) The stock is doing very, very well. The company is improving and the market is recognizing it. It can only go so far, and he is looking at $10.50.

Transportation & Environmental Services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $9.590
Owned: Unknown

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2017-11-13

COMMENT
Corus Entertainment (B) (CJR.B-T)

This has a big fat dividend. One of the negatives is that they have a lot of debt. One of the positives is that they have a lot of the great TV programs. He thinks this stock will continue to bounce around in this area. If they cut the dividend, the stock would probably rally, but if not, you would just continue getting your dividend and do nicely. You could probably nibble at this in the $11 range and Sell some in the $14 range.

entertainment services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $11.670
Owned: Yes

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2017-11-13

COMMENT
Enbridge (ENB-T)

An energy stock, and energy has gone from $100 down to $50. Pipelines, because of the stability of their business models, tend not to get immediate reaction. They’re expanding their heavy oil pipelines into the US, which is good. The company is heavily indebted and requires contracts. Believes the dividend will be increased. If you are going to be energy sector, this is as good a way to play as any. Dividend yield of 5.3%.

oil/gas pipelines
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $46.140
Owned: Yes

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2017-11-13

PAST TOP PICK
Facebook (FB-Q)

(A Top Pick April 19/17. Up 26%.) He continues to like this. All lights are green. $200 billion of advertising has moved from TV to Facebook. Only trading at 27X earnings.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $178.770
Owned: Yes

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2017-11-13

COMMENT
Great West Lifeco (GWO-T)

The most conservative of the 3 lifecos in Canada. A lot of their business is more utilitarian, and they don’t take some of the risks the others do. As a result, they perform better across negative markets, but the leveraged companies have been doing better. They bought Putnam Funds in Boston, and have had difficulty getting that turned around. With Power Financial (PWF-T) you get this company at a discount of about 17%. He would use Power Financial instead.

insurance
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $34.850
Owned: Unknown

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2017-11-13

COMMENT
Home Capital Group (HCG-T)

(Market Call Minute.) Has been struggling since the little disaster they had in the spring. Higher activity in the mortgage market by the government. He would either Hold or stay away. 

investment companies/funds
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $14.330
Owned: Unknown

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2017-11-13

TOP PICK
Kroger Co. (KR-N)

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

food stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $22.140
Owned: Yes

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