Stock Opinions by Jamie Murray - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment February 26, 2019 He thinks the US Fed will slow or pause rate hikes this year. He sees no reason to raise them. U.S. housing starts are down 11%; Millennials don't look at a house as a foundational asset (though in Canada we do). Long-term though, U.S. housing should be fine. He's not worried holding Home Depot. He was bullish in December; he doesn't see a recession coming. He's holding onto most of his positions and he's bullish this year. The VIX has fallen back to normal. 0 0 0 0 0 0 comments	He thinks the US Fed will slow or pause rate hikes this year. He sees no reason to raise them. U.S. housing starts are down 11%; Millennials don't look at a house as a foundational asset (though in Canada we do). Long-term though, U.S. housing should be fine. He's not worried holding Home Depot. He was bullish in December; he doesn't see a recession coming. He's holding onto most of his positions and he's bullish this year. The VIX has fallen back to normal. Unknown 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $0.000 Owned Unknown	Sign up or Log in to enjoy full view of charts.

BUY	Stelco Inc(STE-T) February 26, 2019 Private equity rescued it from bankruptcy. Steel prices came off in late-2018 vbut have rebounded. Just announced positive earnings and a special dividend. Strong balance sheet. Prem Watsa has also come into Stelco. This should do well until the next recession. steel 0 0 0 0 0 0 comments	Private equity rescued it from bankruptcy. Steel prices came off in late-2018 vbut have rebounded. Just announced positive earnings and a special dividend. Strong balance sheet. Prem Watsa has also come into Stelco. This should do well until the next recession. steel 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $0.000 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Bank of Nova Scotia(BNS-T) February 26, 2019 Announced mix earnings today BNS has underperformed the past year among Canadian banks. It yields around 5%. He likes this long-term. They own a lot of international banking assets which have had a rough ride lately. A well-run company and will do well ultimately. BNS is having a temporary lull, that's all. (BMO had nice results today, though.) banks 0 0 0 0 0 0 comments	Announced mix earnings today BNS has underperformed the past year among Canadian banks. It yields around 5%. He likes this long-term. They own a lot of international banking assets which have had a rough ride lately. A well-run company and will do well ultimately. BNS is having a temporary lull, that's all. (BMO had nice results today, though.) banks 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $73.170 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Chorus Aviation Inc(CHR-T) February 26, 2019 A secure dividend. They recently re-negotiated their deal with Air Canada, extending it from 2025 to 2035, and took slightly lower priceing to achieve that extension. The street liked this deal which has put a floor on this stock. CHR has a division that leases aircraft which will generate cash flow though it carries a little more risk than the AC deal. Transportation & Environmental Services 0 0 0 0 0 0 comments	A secure dividend. They recently re-negotiated their deal with Air Canada, extending it from 2025 to 2035, and took slightly lower priceing to achieve that extension. The street liked this deal which has put a floor on this stock. CHR has a division that leases aircraft which will generate cash flow though it carries a little more risk than the AC deal. Transportation & Environmental Services 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $7.870 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Magna Int'l. (A)(MG-T) February 26, 2019 Will this benefit when trade issues are resolved? Yes, but Magna is so diversified and large that e-cars will have a greater impact. Auto sales have been in a lull. PE's are low. Pays a good dividend and stock buyback program. Automotive 0 0 0 0 0 0 comments	Will this benefit when trade issues are resolved? Yes, but Magna is so diversified and large that e-cars will have a greater impact. Auto sales have been in a lull. PE's are low. Pays a good dividend and stock buyback program. Automotive 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $70.030 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Tesla Motors Inc(TSLA-Q) February 26, 2019 Elon Musk's latest Twitter rant and SEC troubles Tesla makes great cars, but it's hard to get excited about this stock when its CEO crosses the SEC. At the same time, Musk is a visionary and maverick. 0 0 0 0 0 0 comments	Elon Musk's latest Twitter rant and SEC troubles Tesla makes great cars, but it's hard to get excited about this stock when its CEO crosses the SEC. At the same time, Musk is a visionary and maverick. 0 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $297.860 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Shopify Inc.(SHOP-T) February 26, 2019 Can it sustain its crazy multiple? It's 10-11x revenue. Its multiple is peaking to the point where it'll be hard to make money at these levels. Buy this below $200 and sell it above $210-240. They can sustain this multiple if they can keep growing revenues. Caveat: the multiple is vulnerable to one bad quarter or a recession. No room for error. 0 0 0 0 0 0 comments	Can it sustain its crazy multiple? It's 10-11x revenue. Its multiple is peaking to the point where it'll be hard to make money at these levels. Buy this below $200 and sell it above $210-240. They can sustain this multiple if they can keep growing revenues. Caveat: the multiple is vulnerable to one bad quarter or a recession. No room for error. 0 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $244.140 Owned Unknown	Sign up or Log in to enjoy full view of charts.
WATCH	Ag Growth International Inc(AFN-T) February 26, 2019 They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying. machinery 0 0 0 0 0 0 comments	They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying. machinery 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $59.310 Owned No	Sign up or Log in to enjoy full view of charts.
SPECULATIVE BUY	Husky Energy(HSE-T) February 26, 2019 HSE will move with the oil price. You can buy it here and trade it when oil spikes. HSE walked away from the Meg Energy deal, which surprised many. Maybe it will happen later. oil/gas 0 0 0 0 0 0 comments	HSE will move with the oil price. You can buy it here and trade it when oil spikes. HSE walked away from the Meg Energy deal, which surprised many. Maybe it will happen later. oil/gas 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $14.770 Owned Unknown	Sign up or Log in to enjoy full view of charts.
HOLD	Home Depot(HD-N) February 26, 2019 Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold. specialty stores 0 0 0 0 0 0 comments	Earnings came out today and the stock was punished HD is the go-to store for certain products and taking market share from the mom-and-pop shops, like Walmart. They're investing heavily in store technology that will pay off. It has a strong position in its sector, but there remains room for growth, say, outside North America. You won't see 20% upside, but it's a good core holding. US housing will remain strong for longer as interest rates remain low; home renos remain popular. A solid hold. specialty stores 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $188.300 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Nike Inc(NKE-N) February 26, 2019 (A Top Pick Dec 27/18, Up 16%) Chinese growth is great because Nike is viewed as a local brand, not American, so the US trade war hasn't hurt sales there. Also, a lot of their business is direct-to-consumer like selling through their stores and online, without third parties, which raises revenues. misc consumer products 0 0 0 0 0 0 comments	(A Top Pick Dec 27/18, Up 16%) Chinese growth is great because Nike is viewed as a local brand, not American, so the US trade war hasn't hurt sales there. Also, a lot of their business is direct-to-consumer like selling through their stores and online, without third parties, which raises revenues. misc consumer products 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $85.800 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Apple(AAPL-Q) February 26, 2019 (A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space. electrical/electronic 0 0 0 0 0 0 comments	(A Top Pick Dec 27/18, Up 12%) In December, it had pulled back 35% from its peak. Then they issued a bomb of an earnings report based on poor guidance. Since then, the stock has marched up. There's speculation they'll do an acquisition in the services space. electrical/electronic 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $174.330 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	BP PLC(BP-N) February 26, 2019 (A Top Pick Dec 27/18, Up 14%) BP is how he plays oil. It's the gold standard in oil operations. They've focussed on cost and discipline, using technology to improve recoveries and cost overruns. Even with $50-60 oil, they'll double their cash flow within five years. Pays a safe 6% dividend. integrated oils 0 0 0 0 0 0 comments	(A Top Pick Dec 27/18, Up 14%) BP is how he plays oil. It's the gold standard in oil operations. They've focussed on cost and discipline, using technology to improve recoveries and cost overruns. Even with $50-60 oil, they'll double their cash flow within five years. Pays a safe 6% dividend. integrated oils 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $42.520 Owned Yes	Sign up or Log in to enjoy full view of charts.
BUY	Air Canada(AC-T) February 26, 2019 Target price? Great to own for the last 6 years, and one of the best-run airlines in the world. Great performance since late-December. You won't see the same upside this year, but AC remains attractive. It can keep growing by bringing its rewards program in house and using more efficient planes. You could see a pullback. Likes it. Transportation 0 0 0 0 0 0 comments	Target price? Great to own for the last 6 years, and one of the best-run airlines in the world. Great performance since late-December. You won't see the same upside this year, but AC remains attractive. It can keep growing by bringing its rewards program in house and using more efficient planes. You could see a pullback. Likes it. Transportation 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $33.920 Owned Yes	Sign up or Log in to enjoy full view of charts.
COMMENT	Bombardier Inc (B)(BBD.B-T) February 26, 2019 It'll come down to BBD executing and meeting targets, but there are ingrained cultural issues here. transportation equip & components 0 0 0 0 0 0 comments	It'll come down to BBD executing and meeting targets, but there are ingrained cultural issues here. transportation equip & components 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $2.680 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Jamie Murray - Stockchase Experts