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Stock Opinions by Jamie Murray

N/A
Market. There are still lots of great growth companies to buy at attractive valuations but valuations are going to go higher. Yields will go higher. The air may be taken out of some of the higher valuation names. The banks have been sleepy over the last couple of years. The net interest margin should increase and lots of capital should be released over the next year or so, coming out of the pandemic. Shortages in commodities will continue for the next couple of quarters. Inflation is not going to run rampant. We are coming out of a decade of underinvestment across metals, oil, gas and uranium, so you may see prices continue to move higher.
Unknown
PAST TOP PICK
(A Top Pick Sep 04/20, Up 59%) They were looking at completing a merger that would push them to the largest in the world. It was blocked by regulators last summer. This was the catalyst that sent the shares higher. It really took off. He'd be buying it here.
insurance
PAST TOP PICK
(A Top Pick Sep 04/20, Up 60%) They sell to local governments. Software for courts, transportation and so on. It does not grow as quickly as other software businesses because of longer sales cycles. He sold it last year but it is at an all time high right now. It was based on valuation.
Technology
PAST TOP PICK
(A Top Pick Sep 04/20, Up 9%) The share price has been disappointing. It has a health balance sheet that nicely covers its dividend and they are probably buying back shares right now. A 6% dividend yield with some growth is okay for him. It should pick up in the next couple of quarters.
pipelines
HOLD
Air Freight. They benefited from the pandemic. It is more of a balanced market now. Now there are headwinds in terms of fuel prices. The CEO sold a pretty large stake about 8-9 months ago about this price. There is flat-lining of the growth trend. It may take 6-9 months to know where this is going.
Transportation & Environmental Services
DON'T BUY
It has really transformed over the last ten years. It is attractively valued but it will be aggressive in spending that excess capital. You may not see that value-unlocking potential. He would look for more of a stable cash flow. He is not sure how the mine developments will pan work out.
finance / leasing
BUY
He was buying up until last week. Gold prices are supportive of drilling and copper demand will go up. They have a clean balance sheet. He likes that you have exposure to a broad arrange of projects.
mining services
WEAK BUY
He thinks it is a name you could hold for dividend income. They have heavily invested in fiber and he thinks you will start to see some return on that.
telephone utilities
BUY
It has a really great management team. They make wireless chips for iPhone, lots of products for data centers and are the epicenter for a lot of big growth projects. They layer acquisitions on top of all this. They are now looking to make another acquisition.
0
SELL
A grocery meal delivery company in Canada. He has held it for two years and then sold it last week. They are pivoting more to a grocery delivery service. It is very competitive against established grocers.
food processing
BUY
It has been a little volatile recently because of weakness on their Q3 revenue side. He thinks there is upside over the next three to five years.
Technology
HOLD
It has been a weaker performer and it comes down to the John Hancock division in the US. In the next 12-18 months they should work through this. He'd prefer BNS-T for yield.
insurance
DON'T BUY
It's been a great growth stock over the last decade. The Pinterest deal is a little of a desperation move on both sides. They should focus on expanding internationally. He prefers MasterCard and Visa.
0
BUY on WEAKNESS
If we get a move up in rates we could just see some pressure and it may not perform as it has historically. They are well run and benefit from owning cell phone infrastructure.
Telecommunications
HOLD
They just reported this morning and they were strong. They benefit from increased crude demand from gasoline as public transportation is out of demand. They have one of the best refinery complexes. He has held it before. He thinks it is a well run company but is a bet on crude and gasoline.
integrated oils
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