Opinions by Jamie Murray | StockChase
21
Jamie Murray

Head of research

ON STOCKCHASE SINCE May 2018

Murray Wealth Group


Opinions by Jamie Murray


Signal Opinion Expert Chart
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 research, Murray Wealth Group...

PricePrice
$0.020
Owned Owned
No

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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 research, Murray Wealth Group...

PricePrice
$0.020
Owned Owned
_N/A

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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 research, Murray Wealth Group...

PricePrice
$183.830
Owned Owned
Yes

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BUY on WEAKNESS
Adobe Systems(ADBE-Q) 

May 4, 2018

Software service company. The sector has been one of the best performing in the market. Great company. They own other companies in the space like Microsoft (MSFT-O). Valuation is a little stretched. He would wait for a pullback to put new money on it. Well run company.

computer software/processing

Software service company. The sector has been one of the best performing in the market. Great company. They own other companies in the space like Microsoft (MSFT-O). Valuation is a little stretched. He would wait for a pullback to put new money on it. Well run company.

computer software/processing
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$228.510
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 research, Murray Wealth Group...

PricePrice
$54.490
Owned Owned
Yes

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TOP PICK
Broadcom(AVGO-Q) 

May 4, 2018

Chip maker. $12 billion dollar buy back. Tons of free cash flow. Cheap stock.  (Analysts’ price target is $312.30)

Chip maker. $12 billion dollar buy back. Tons of free cash flow. Cheap stock.  (Analysts’ price target is $312.30)

0
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$230.520
Owned Owned
Yes

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BUY

Emerged from the financial crisis as a much stronger company. He prefers in the US banking sector companies more leveraged to economic growth. One of those big safe companies. If you are looking at 10 years you can put on your portfolio and just hold on to it.

banks

Emerged from the financial crisis as a much stronger company. He prefers in the US banking sector companies more leveraged to economic growth. One of those big safe companies. If you are looking at 10 years you can put on your portfolio and just hold on to it.

banks
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$29.300
Owned Owned
No

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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 research, Murray Wealth Group...

PricePrice
$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 research, Murray Wealth Group...

PricePrice
$62.240
Owned Owned
No

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BUY
Cineplex Inc(CGX-T) 

May 4, 2018

Great management team. Netflix (NFLX-O) and at-home entertainment has been killing them. A stock that you look at and you want to buy it. He is just not there yet. They are having new initiatives like the rec rooms. This summer is going to be the tell because there is a very strong slate of movies.

other services

Great management team. Netflix (NFLX-O) and at-home entertainment has been killing them. A stock that you look at and you want to buy it. He is just not there yet. They are having new initiatives like the rec rooms. This summer is going to be the tell because there is a very strong slate of movies.

other services
Jamie Murray

Head of research, Murray Wealth Group...

PricePrice
$28.620
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 research, Murray Wealth Group...

PricePrice
$10.180
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 research, Murray Wealth Group...

PricePrice
$45.300
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 research, Murray Wealth Group...

PricePrice
$148.910
Owned Owned
No

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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 research, Murray Wealth Group...

PricePrice
$185.030
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 research, Murray Wealth Group...

PricePrice
$35.500
Owned Owned
No

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