Stock Opinions by Jamie Murray - Stockchase Experts
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Jamie Murray @

On Stockchase since : May 2018

Head of research

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Jamie Murray Latest Top Picks...

Stock Opinions by Jamie Murray - Stockchase Experts


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COMMENT

Market. 2018 has been tougher than 2017. Likes technology and they are still overweight on the FANG stocks. Pipelines in Canada are seeing different factors affecting them like the difficulty building the new pipelines. Interest rates moving higher affects all the market in general but more the high dividend paying stocks. Some investor disinterest in Canada. The Canadian dollar being softer vs the US dollar. The Government policies aren’t spurring economic growth like in the US. The competitiveness of Canadian businesses is being affected by many different factors.

Market. 2018 has been tougher than 2017. Likes technology and they are still overweight on the FANG stocks. Pipelines in Canada are seeing different factors affecting them like the difficulty building the new pipelines. Interest rates moving higher affects all the market in general but more the high dividend paying stocks. Some investor disinterest in Canada. The Canadian dollar being softer vs the US dollar. The Government policies aren’t spurring economic growth like in the US. The competitiveness of Canadian businesses is being affected by many different factors.

Unknown
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.020
Owned Owned
No

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HOLD
Dollarama Inc.(DOL-T) 

May 4, 2018

Great growth Canadian story. Seeing some more competition lately. Phenomenal company. Very well run. Still some growth runaway in Canada. It deserves the high multiple. (Analysts’ price target is $164.30)

Consumer Products

Great growth Canadian story. Seeing some more competition lately. Phenomenal company. Very well run. Still some growth runaway in Canada. It deserves the high multiple. (Analysts’ price target is $164.30)

Consumer Products
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$148.910
Owned Owned
No

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HOLD
Open Text(OTEX-T) 

May 4, 2018

Provider of Information Technology to the legal industry and other record keeping players. Very well-run company. Stable company. The growth coming from acquisitions. Good management team. (Analysts’ price target is $56.00)

computer software/processing

Provider of Information Technology to the legal industry and other record keeping players. Very well-run company. Stable company. The growth coming from acquisitions. Good management team. (Analysts’ price target is $56.00)

computer software/processing
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$46.530
Owned Owned
Yes

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COMMENT
Keyera Corp(KEY-T) 

May 4, 2018

Very well-run company. Lot of growth in the mid-stream market in Alberta and Natural Gas processing. He prefers Enbridge Income Fund Holdings Inc (ENF-T) for the dividend yield.

oil/gas

Very well-run company. Lot of growth in the mid-stream market in Alberta and Natural Gas processing. He prefers Enbridge Income Fund Holdings Inc (ENF-T) for the dividend yield.

oil/gas
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$35.500
Owned Owned
No

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BUY
Apple(AAPL-Q) 

May 4, 2018

There hasn’t been a lot of innovation lately. They have their hands in augmented reality. The services business is the really exciting part with $9 billion in revenues the last quarter with very high margins. iPhones margins still strong. (Analysts’ price target is $194.00)

electrical/electronic

There hasn’t been a lot of innovation lately. They have their hands in augmented reality. The services business is the really exciting part with $9 billion in revenues the last quarter with very high margins. iPhones margins still strong. (Analysts’ price target is $194.00)

electrical/electronic
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$183.830
Owned Owned
Yes

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COMMENT

Very well run Natural Gas producer in Alberta. Good balance sheet. They are not big fans of the natural gas market now. The look more at the liquidy names. 

oil/gas

Very well run Natural Gas producer in Alberta. Good balance sheet. They are not big fans of the natural gas market now. The look more at the liquidy names. 

oil/gas
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$23.600
Owned Owned
No

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COMMENT

Former market darling. Oil prices hasn’t helped them. He would look at other names with a little more growth.

oil/gas

Former market darling. Oil prices hasn’t helped them. He would look at other names with a little more growth.

oil/gas
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$10.180
Owned Owned
No

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BUY
Kinaxis Inc(KXS-T) 

May 4, 2018

One of the leaders in the enterprise software market. They lost a big client in mid-2017. A good company. (Analysts’ price target is $93.92)

One of the leaders in the enterprise software market. They lost a big client in mid-2017. A good company. (Analysts’ price target is $93.92)

0
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$81.240
Owned Owned
Yes

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COMMENT

What do you think of the tech sector?  We like the sector. Overweight in his funds. There is some negative connotation to this group as these risky high growths high valuation out of control companies. Facebook (FB-O), Apple (AAPL-O) and Alphabet Inc (A) (GOOGL-O) are very profitable. Actually, ones of the most profitable companies in the world. You are paying for the growth. The same with Amazon (AMZON-O) and Netflix (NFLX-O) that are disruptive, and you don’t have to use the basic valuation methodologies they teach you at Finance 101. You want the to continue spending in taking market share. 

What do you think of the tech sector?  We like the sector. Overweight in his funds. There is some negative connotation to this group as these risky high growths high valuation out of control companies. Facebook (FB-O), Apple (AAPL-O) and Alphabet Inc (A) (GOOGL-O) are very profitable. Actually, ones of the most profitable companies in the world. You are paying for the growth. The same with Amazon (AMZON-O) and Netflix (NFLX-O) that are disruptive, and you don’t have to use the basic valuation methodologies they teach you at Finance 101. You want the to continue spending in taking market share. 

Unknown
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.020
Owned Owned
_N/A

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HOLD
BCE Inc.(BCE-T) 

May 4, 2018

Stock has sold off in relation to higher interest rates. Highest yield in the entire telecom sector in Canada. If you buy it and put it under the mattress for 10 years you will probably get the dividend and some minimal growth. They don’t own anything in the sector. The dividend is safe.

telephone utilities

Stock has sold off in relation to higher interest rates. Highest yield in the entire telecom sector in Canada. If you buy it and put it under the mattress for 10 years you will probably get the dividend and some minimal growth. They don’t own anything in the sector. The dividend is safe.

telephone utilities
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$53.350
Owned Owned
No

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DON'T BUY

Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

packaging/containers

Packing and labeling company. Had good growth through acquisitions. Very competitive space. They are having more challenges finding target companies. They have been deleveraging. The company is expensive for what you are getting.

packaging/containers
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$62.240
Owned Owned
No

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BUY on WEAKNESS
Cisco(CSCO-Q) 

May 4, 2018

Good turn-around story a couple of years ago. He prefers other ways to play the technology space. It had a big run. He would wait for a pullback to buy at a more attractive valuation.

electrical/electronic

Good turn-around story a couple of years ago. He prefers other ways to play the technology space. It had a big run. He would wait for a pullback to buy at a more attractive valuation.

electrical/electronic
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$45.300
Owned Owned
No

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DON'T BUY

Generic drug manufacturer. Too many operational issues on this company for them to buy it. Probably closer to the bottom but they would like to see more quarters of solid turn-around. They like other companies better in the space. (Analysts’ price target is $18.00)

biotechnology/pharmaceutical

Generic drug manufacturer. Too many operational issues on this company for them to buy it. Probably closer to the bottom but they would like to see more quarters of solid turn-around. They like other companies better in the space. (Analysts’ price target is $18.00)

biotechnology/pharmaceutical
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$17.830
Owned Owned
No

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BUY

Recently bought this name. Very well-run company. Its been a tough market for the last couple of years. Margins are lower. They own a lot of the land where the convenience stores are that acts as a put option.

food stores

Recently bought this name. Very well-run company. Its been a tough market for the last couple of years. Margins are lower. They own a lot of the land where the convenience stores are that acts as a put option.

food stores
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$54.490
Owned Owned
Yes

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BUY
Home Depot(HD-N) 

May 4, 2018

Great stock. Great growth company. Continues to take market share putting smaller independent retailers out of business. They have better service. Spending more money on technology to help customers find what they need. Once they are done with these investments earnings are going to pick up again.

specialty stores

Great stock. Great growth company. Continues to take market share putting smaller independent retailers out of business. They have better service. Spending more money on technology to help customers find what they need. Once they are done with these investments earnings are going to pick up again.

specialty stores
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$185.030
Owned Owned
Yes

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