Murray Wealth Group
Latest Top Picks
Dividend safe? A core holding for him. He still likes it like all the other Canadian banks. A good time to begin chipping your way back into the banking sector. There are headwinds, but he would continue to have it as a core holding. The mortgage space is a problem, especially when tied to short term rentals like Airbnb. He expects a price adjustment in real estate in the larger market centres. It will be employment that will ultimately improve real estate.
Dividend safe? A core holding for him. He still likes it like all the other Canadian banks. A good time to begin chipping your way back into the banking sector. There are headwinds, but he would continue to have it as a core holding. The mortgage space is a problem, especially when tied to short term rentals like Airbnb. He expects a price adjustment in real estate in the larger market centres. It will be employment that will ultimately improve real estate.
The aerospace sector has been hit hard. However, he thinks carriers will need to go to new planes eventually and buyers will avoid Boeing. Yield 0%
The aerospace sector has been hit hard. However, he thinks carriers will need to go to new planes eventually and buyers will avoid Boeing. Yield 0%
A play on global oil. The coronavirus has taken out 20% demand because of China, but there will be a bounce-back in oil. Global oil has been a tough slog for the last 5 years. You can probably buy it and collect a nice dividend, but BP has a better payout. Don't expect much capital appreciation.
A play on global oil. The coronavirus has taken out 20% demand because of China, but there will be a bounce-back in oil. Global oil has been a tough slog for the last 5 years. You can probably buy it and collect a nice dividend, but BP has a better payout. Don't expect much capital appreciation.
Their software lets retailers take payments, manager inventory and now for consumers a cash app including peer-to-peer transfers. SQ is pricey, but boasts 25% revenue growth--doing well in developing software. Trades at 14x current revenue. If they can execute on their cash app, SQ can move higher. But he prefers Mastercard in the US payments space.
Their software lets retailers take payments, manager inventory and now for consumers a cash app including peer-to-peer transfers. SQ is pricey, but boasts 25% revenue growth--doing well in developing software. Trades at 14x current revenue. If they can execute on their cash app, SQ can move higher. But he prefers Mastercard in the US payments space.
His 2nd-largest holding. It's been on a tear in the past month. Pick away slowly at these high levels. Cloud computing is driving their growth. MSFT and Amazon are a two-horse race in the cloud that will continue for at least 5 years. A long-term buy.
