Stock Opinions by Jamie Murray - Stockchase Experts
WATCH LIST
66
Jamie Murray @

On Stockchase since : May 2018

Head of research at Murray Wealth Group

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 

December 27, 2018

American and Canadian markets snapped back after Christmas. New York markets today gave up half the gains of Dec. 26. Lots of volatility based on old-fashioned fear and greed. It's hard to get a sense of what will happen from day to day. Tomorrow is anybody's guess. We just got to ride through it. In 2019, we'll see economic growth slow to 2% in the U.S. (and Europe), but we will see positive growth and earnings. We've seen tax-loss selling lately and algorithms exacerbating the selling. We'll see calmer markets; volatile markets last 3-6 months typically. The U.S. Fed has been quite aggressive with 3-4 rate hikes scheduled for 2019 while selling their bonds. The market is telling the Fed that it's getting ahead of itself. He predicts the Fed will moderate their outlook in reaction.
0 0 0 0 0
0 comments
American and Canadian markets snapped back after Christmas. New York markets today gave up half the gains of Dec. 26. Lots of volatility based on old-fashioned fear and greed. It's hard to get a sense of what will happen from day to day. Tomorrow is anybody's guess. We just got to ride through it. In 2019, we'll see economic growth slow to 2% in the U.S. (and Europe), but we will see positive growth and earnings. We've seen tax-loss selling lately and algorithms exacerbating the selling. We'll see calmer markets; volatile markets last 3-6 months typically. The U.S. Fed has been quite aggressive with 3-4 rate hikes scheduled for 2019 while selling their bonds. The market is telling the Fed that it's getting ahead of itself. He predicts the Fed will moderate their outlook in reaction.
Unknown
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.000
Owned Owned
Unknown

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

BUY
Enbridge(ENB-T) 

December 27, 2018

Likes it. It was a growth stock earlier this decade, but has been rocky the past few years due to huge growth (heavy acquisitions). They've simplified their corporate structure which has pleased the street. They'll grow their dividend 10% in the news two years. He'll buy more at these prices. Quality company.
oil/gas pipelines
0 0 0 0 0
0 comments
Likes it. It was a growth stock earlier this decade, but has been rocky the past few years due to huge growth (heavy acquisitions). They've simplified their corporate structure which has pleased the street. They'll grow their dividend 10% in the news two years. He'll buy more at these prices. Quality company.
oil/gas pipelines
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$41.370
Owned Owned
Yes

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

BUY
A T & T US(T-N) 

December 27, 2018

Sees only modest growth in the dividend. He likes it. Offers a stable stream of income. There'll be less competition in wireless in the U.S. with the Sprint-T-Mobile merger. Trump pushing for U.S. companies ignoring Huawei in business: he sees Trump making noise, and the deals he ultimately signs aren't as tough on opponents as he had promised.
Telecommunications
0 0 0 0 0
0 comments
Sees only modest growth in the dividend. He likes it. Offers a stable stream of income. There'll be less competition in wireless in the U.S. with the Sprint-T-Mobile merger. Trump pushing for U.S. companies ignoring Huawei in business: he sees Trump making noise, and the deals he ultimately signs aren't as tough on opponents as he had promised.
Telecommunications
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$28.150
Owned Owned
Yes

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

BUY
Magna Int'l. (A)(MG-T) 

December 27, 2018

He flip-flops between this and Linamar (which he currently owns). Uber is disruptive so investors don't know how the car market will look in five years. Also China's auto sales have declined for the first time in a long time. But the earnings are so cheap, around 8x P/E, that the stock looks attractive. MG can outgrow currents problems and give investors a nice return. There are still long-term opportunities to grow.
Automotive
0 0 0 0 0
0 comments
He flip-flops between this and Linamar (which he currently owns). Uber is disruptive so investors don't know how the car market will look in five years. Also China's auto sales have declined for the first time in a long time. But the earnings are so cheap, around 8x P/E, that the stock looks attractive. MG can outgrow currents problems and give investors a nice return. There are still long-term opportunities to grow.
Automotive
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$63.380
Owned Owned
No

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

BUY
Bank of America(BAC-N) 

December 27, 2018

He's still bullish on American banks and the U.S. economy. BAC is well-capitalized. That said, the flattening yield curve has limited net income spreads and overall, we're in a challenging environment. You can buy BAC now. He prefers Morgan-Stanley for its strong wealth management and investment banking operations.
banks
0 0 0 0 0
0 comments
He's still bullish on American banks and the U.S. economy. BAC is well-capitalized. That said, the flattening yield curve has limited net income spreads and overall, we're in a challenging environment. You can buy BAC now. He prefers Morgan-Stanley for its strong wealth management and investment banking operations.
banks
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$24.370
Owned Owned
No

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

BUY
Morgan Stanley(MS-N) 

December 27, 2018

He's still bullish on American banks and their economy. That said, the flattening yield curve contributes to a challenging environment. He prefers Morgan-Stanley for its wealth management...
investment companies/funds
0 0 0 0 0
0 comments
He's still bullish on American banks and their economy. That said, the flattening yield curve contributes to a challenging environment. He prefers Morgan-Stanley for its wealth management...
investment companies/funds
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$39.660
Owned Owned
Yes

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

PAST TOP PICK
Microsoft(MSFT-Q) 

December 27, 2018

(A Top Pick Oct 02/18, Down 12%) The time frame since Oct. 2 hasn't been fun. Definitely still really likes MSFT. Their move to the Cloud is not stopping. They don't suffer from user-data scandals, etc. They have built trust: people have been using MSFT products for years. There's tons of growth in the Cloud. He'll keep buying it. They offer growth and less risk than other tech stocks.
computer software/processing
0 0 0 0 0
0 comments
(A Top Pick Oct 02/18, Down 12%) The time frame since Oct. 2 hasn't been fun. Definitely still really likes MSFT. Their move to the Cloud is not stopping. They don't suffer from user-data scandals, etc. They have built trust: people have been using MSFT products for years. There's tons of growth in the Cloud. He'll keep buying it. They offer growth and less risk than other tech stocks.
computer software/processing
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$101.180
Owned Owned
Yes

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

PAST TOP PICK
(A Top Pick Oct 02/18, Down 23%) He owned this before their Canopy investment. They have a good portfolio of alcohol brands, creating stable income. The volatility has come from their Canopy investment. He feels the cannabis industry will shake out in the next three years. But cannabis, like alcohol and gambling, is a sin stock that will withstand an economic downturn.
breweries/beverages
0 0 0 0 0
0 comments
(A Top Pick Oct 02/18, Down 23%) He owned this before their Canopy investment. They have a good portfolio of alcohol brands, creating stable income. The volatility has come from their Canopy investment. He feels the cannabis industry will shake out in the next three years. But cannabis, like alcohol and gambling, is a sin stock that will withstand an economic downturn.
breweries/beverages
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$163.500
Owned Owned
Yes

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

PAST TOP PICK
Stelco Holdings Inc.(STLC-T) 

December 27, 2018

(A Top Pick Oct 02/18, Down 36%) Fear of an economic slowdown has pressured steel prices and stock. But stell prices are still strong historically. You can make money off this at the $30 price in the coming years. STLC plan to sell 100% of their products to Canada which will avoid the US tariffs. In the last quarter that figure was 90%.
0 0 0 0 0
0 comments
(A Top Pick Oct 02/18, Down 36%) Fear of an economic slowdown has pressured steel prices and stock. But stell prices are still strong historically. You can make money off this at the $30 price in the coming years. STLC plan to sell 100% of their products to Canada which will avoid the US tariffs. In the last quarter that figure was 90%.
0
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$14.290
Owned Owned
Yes

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

BUY
A long-term hold? A good company though he prefers a peer. He'd buy this at current levels.
integrated oils
0 0 0 0 0
0 comments
A long-term hold? A good company though he prefers a peer. He'd buy this at current levels.
integrated oils
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$57.800
Owned Owned
Unknown

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

COMMENT
BlackBerry(BB-T) 

December 27, 2018

They've done a great job transitioning into car software. It's still in turnaround and the stock is a little expensive. BB is getting there and doing well, but there's still a lot of work ahead. Too early to tell.
electrical/electronic
0 0 0 0 0
0 comments
They've done a great job transitioning into car software. It's still in turnaround and the stock is a little expensive. BB is getting there and doing well, but there's still a lot of work ahead. Too early to tell.
electrical/electronic
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$9.590
Owned Owned
No

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

COMMENT
Buy the top holdings instead? He's not an ETF expert, but yes he would own a few of the top holdings in this ETF, including Airbus and Raytheon--which he owns.
E.T.F.'s
0 0 0 0 0
0 comments
Buy the top holdings instead? He's not an ETF expert, but yes he would own a few of the top holdings in this ETF, including Airbus and Raytheon--which he owns.
E.T.F.'s
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$48.780
Owned Owned
No

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

BUY
Stella-Jones Inc.(SJ-T) 

December 27, 2018

The founding shareholders sold their holdings which will free to company to set strategy. Well-run, his will continue to do well (he'll bullish the American economy). He'd be comfortable holding it and getting a 7-8% return each year.
misc industrial products
0 0 0 0 0
0 comments
The founding shareholders sold their holdings which will free to company to set strategy. Well-run, his will continue to do well (he'll bullish the American economy). He'd be comfortable holding it and getting a 7-8% return each year.
misc industrial products
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$38.010
Owned Owned
Unknown

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

COMMENT
Baytex Energy Corp(BTE-T) 

December 27, 2018

World oil demand is still growing, so he's not concerned about the future of oil. That said, he'd own the lower-cost oil companies. BTE is well-run, but at the whims of the oil price. If that price is flat in coming years, look at other oil companies.
oil/gas
0 0 0 0 0
0 comments
World oil demand is still growing, so he's not concerned about the future of oil. That said, he'd own the lower-cost oil companies. BTE is well-run, but at the whims of the oil price. If that price is flat in coming years, look at other oil companies.
oil/gas
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$2.090
Owned Owned
Unknown

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

SPECULATIVE BUY
Canada Goose Holdings(GOOS-T) 

December 27, 2018

GOOS has been caught in current China-Canada tensions, but he feels this furor will pass. GOOS is showing great growth. You could take a stab at this at current levels, then see if it returns to $90. This is a short-term trade, not a long-term investment.
clothing
0 0 0 0 0
0 comments
GOOS has been caught in current China-Canada tensions, but he feels this furor will pass. GOOS is showing great growth. You could take a stab at this at current levels, then see if it returns to $90. This is a short-term trade, not a long-term investment.
clothing
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$57.420
Owned Owned
Unknown

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

Showing 1 to 15 of 66 entries
Successfully Saved Company
Successfully Saved Company