Stock Opinions by Jamie Murray - Stockchase Experts
WATCH LIST
46
Jamie Murray @

On Stockchase since : May 2018

Head of research

Reveal Expert Performance

Jamie Murray hasn’t left any messages.

You are Jamie Murray ? Sign up for Market Pro to post messages to your visitors here.


Jamie Murray Latest Top Picks...

Stock Opinions by Jamie Murray - Stockchase Experts


Signal Opinion Expert Chart
COMMENT
General Market Comment 

October 2, 2018

After NAFTA's resolution yesterday there are more opportunities. He likes the auto sector (cash flow, valuations) for a rebound trade. Also likes Saputo, which could see some strength. Outsiders may invest in Canada again. The LNG announcement may signal to the world that we can get things done in Canada; it's positive. Investors want to see resolution to TransMountain though. The housing market could be a Canadian headwind in the next few years. He's always been overweight U.S. stocks where the economy is strong, and he still sees more rebound in that economy.

After NAFTA's resolution yesterday there are more opportunities. He likes the auto sector (cash flow, valuations) for a rebound trade. Also likes Saputo, which could see some strength. Outsiders may invest in Canada again. The LNG announcement may signal to the world that we can get things done in Canada; it's positive. Investors want to see resolution to TransMountain though. The housing market could be a Canadian headwind in the next few years. He's always been overweight U.S. stocks where the economy is strong, and he still sees more rebound in that economy.

Unknown
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS

A great performer this year. They've done a nice job with their product line and hitting on the fashion trends. Selling online has seen massive growth. It trades at 40x earnings (historical earnings are 32x). They've had missteps in the past five years, though. He's waiting for a better entry point. He's also looking at Aritzia in the clothing space.

household goods

A great performer this year. They've done a nice job with their product line and hitting on the fashion trends. Selling online has seen massive growth. It trades at 40x earnings (historical earnings are 32x). They've had missteps in the past five years, though. He's waiting for a better entry point. He's also looking at Aritzia in the clothing space.

household goods
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$160.200
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY
Toronto Dominion(TD-T) 

October 2, 2018

It's one of his largest holdings. Attractively valued with 8-10% earnings growth. TD and RY are the top two Canadian
banks. Likes TD's American exposure. Slow and steady growth for this sector historically. This sector should anchor your portfolio and can withstand an economic downturn.

banks

It's one of his largest holdings. Attractively valued with 8-10% earnings growth. TD and RY are the top two Canadian
banks. Likes TD's American exposure. Slow and steady growth for this sector historically. This sector should anchor your portfolio and can withstand an economic downturn.

banks
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$77.520
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY
Vermilion Energy Inc(VET-T) 

October 2, 2018

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

oil/gas

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

oil/gas
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$42.400
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

integrated oils

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

integrated oils
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$69.070
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

HOLD
Winpak Ltd.(WPK-T) 

October 2, 2018

A good growth story over the past decade, growing without issuing new equity. The packaging space has been challenged the past two years though. He wouldn't enter this space now, but it's okay to hold WPK for the long-term. Pays a 0.26% dividend only.

packaging/containers

A good growth story over the past decade, growing without issuing new equity. The packaging space has been challenged the past two years though. He wouldn't enter this space now, but it's okay to hold WPK for the long-term. Pays a 0.26% dividend only.

packaging/containers
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$47.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

DON'T BUY
PepsiCo(PEP-Q) 

October 2, 2018

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

food processing

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

food processing
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$108.720
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT
Kinaxis Inc(KXS-T) 

October 2, 2018

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.

0
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$93.170
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS

He likes it. It's been a little weak though done well over the past year. They just acquired a big Chicago-based real estate company. A great sector with lots of upside. As the global economy does well, so will this. Hold and buy on dips.

He likes it. It's been a little weak though done well over the past year. They just acquired a big Chicago-based real estate company. A great sector with lots of upside. As the global economy does well, so will this. Hold and buy on dips.

0
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$95.450
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT
Manulife Financial(MFC-T) 

October 2, 2018

A core holding. Shares haven't done much over the past two years. Rising interest rates will kick some life into insurance stocks. MFC needs to sort out its John Hancock division in the U.S. Its Asian franchise is the crown jewel, though, so as this franchise grows, so will this stock. MFC has a strong presence in Asia where insurance is not saturated like it is in North America.

insurance

A core holding. Shares haven't done much over the past two years. Rising interest rates will kick some life into insurance stocks. MFC needs to sort out its John Hancock division in the U.S. Its Asian franchise is the crown jewel, though, so as this franchise grows, so will this stock. MFC has a strong presence in Asia where insurance is not saturated like it is in North America.

insurance
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$22.850
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY

They have some facilities in the U.S., so he's not sure if NAFTA impacted them. TheIR shares have gotten too pricey, peaking at 23x PE. He prefers other spaces like auto parts.

Automotive

They have some facilities in the U.S., so he's not sure if NAFTA impacted them. TheIR shares have gotten too pricey, peaking at 23x PE. He prefers other spaces like auto parts.

Automotive
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$49.140
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS
A T & T US(T-N) 

October 2, 2018

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

Telecommunications

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

Telecommunications
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$33.920
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

WEAK BUY
Walt Disney(DIS-N) 

October 2, 2018

16x PE, but there won't be much growth in the next few years as cable TV loses subscribers and Disney moves into the streaming business. They have a great catalogue and just bought the Fox catalogue. There are costs they're absorbing in this transition period. Have a long-term view with Disney.

entertainment services

16x PE, but there won't be much growth in the next few years as cable TV loses subscribers and Disney moves into the streaming business. They have a great catalogue and just bought the Fox catalogue. There are costs they're absorbing in this transition period. Have a long-term view with Disney.

entertainment services
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$117.660
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

COMMENT

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

integrated oils

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

integrated oils
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$69.070
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Teleflex Inc.(TFX-N) 

October 2, 2018

(Past Top Pick  May 4, 2018, Down 2%) It pulled back heavily after August earnings. There were concerns over legacy products lines and weak organic growth. He used that pullback to double his position. Still likes it. There's margin expansion as they consolidate their manufacturing operation. They have high-growth product lines with EPS growth at 15%. He really likes the medical products space because of the aging population.

electrical/electronic

(Past Top Pick  May 4, 2018, Down 2%) It pulled back heavily after August earnings. There were concerns over legacy products lines and weak organic growth. He used that pullback to double his position. Still likes it. There's margin expansion as they consolidate their manufacturing operation. They have high-growth product lines with EPS growth at 15%. He really likes the medical products space because of the aging population.

electrical/electronic
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$264.700
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 46 entries

No Comments.


You must be logged in to comment.

Successfully Saved Company
Successfully Saved Company