Jamie Murray
Member since: May '18
Head of research at
Murray Wealth Group
Murray Wealth Group
265 Opinions
Latest Top Picks
(A Top Pick Oct 08/19, Up 60%) They have really done well expanding their card-based usage throughout the world. We are in a world that is moving from cash to cashless. No one has found a way to disrupt them. Their network gets used more and more and cash flow goes back to shareholders.
(A Top Pick Oct 08/19, Down 10%) He sold most in June but holds it in his income portfolio. It was a turn around and he hoped the company would be turned around but he moved on when that thesis was washed out.
(A Top Pick Oct 08/19, Down 20%) It was an income idea that was impacted by COVID. Last year at this time we saw money flowing back toward TV advertisers. There is a little momentum in their advertizing revenue and it is starting to come back.
They moved past their data privacy issues. It has gotten back on the offensive as an e-commerce power house. It is replacing classified adds. There is a lot of monetization potential across all its platforms. It has great free cash flow. There is lots of value. It will find lots of ways to grow in the future. (Analysts’ price target is $323.17)
It is at its leanest from an operating efficiency point of view. They invested a lot to move to electric vehicles. They have a great Chinese partnership that should grow. It is a great way to play the recovery. (Analysts’ price target is $47.00)
Signal
Opinion
Expert
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N/A
N/A
November 23, 2020
Market. We've seen a surge in the recovery stocks, companies that were most impacted by COVID-19. He thinks these companies will fully recover over the next 2 to 3 years. There is a little bit of excitement in the markets now but there is room for these company share prices to move higher. He likes to invest in strong companies overall. He does not worry so much about the short term. He is still in the mega caps in the tech space. E-commerce still has penetration. He still sees great things longer term.
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Market. We've seen a surge in the recovery stocks, companies that were most impacted by COVID-19. He thinks these companies will fully recover over the next 2 to 3 years. There is a little bit of excitement in the markets now but there is room for these company share prices to move higher. He likes to invest in strong companies overall. He does not worry so much about the short term. He is still in the mega caps in the tech space. E-commerce still has penetration. He still sees great things longer term.
BUY
BUY
November 23, 2020
It is one of his largest holdings in his global growth fund. It is in the affordable luxury market. You are getting a little more forward thinking. They invested heavily in their e commerce operations. He thinks they will go from 30 locations to 100 over the next 5-6 years.
Show full opinionHide full opinionIt is one of his largest holdings in his global growth fund. It is in the affordable luxury market. You are getting a little more forward thinking. They invested heavily in their e commerce operations. He thinks they will go from 30 locations to 100 over the next 5-6 years.
Golds
BUY
BUY
November 23, 2020
A leading semiconductor company. A very well run company. They are really moving these tech dances forward. They just made an acquisition in chip design. His favourite in the space is Broadcom (BRCM-Q), however.
Show full opinionHide full opinionA leading semiconductor company. A very well run company. They are really moving these tech dances forward. They just made an acquisition in chip design. His favourite in the space is Broadcom (BRCM-Q), however.
computer software/processing
BUY
BUY
November 23, 2020
It has been impacted. From 2013 to 2019 they could do no wrong, then there were a few hiccups. They discontinued one of their hard-valve products that will impact their growth over the next 3-4 years. If you think management can continue to execute and hit a couple of home runs, then stick with it. He would consider it a buy at these levels.
Show full opinionHide full opinionIt has been impacted. From 2013 to 2019 they could do no wrong, then there were a few hiccups. They discontinued one of their hard-valve products that will impact their growth over the next 3-4 years. If you think management can continue to execute and hit a couple of home runs, then stick with it. He would consider it a buy at these levels.
biotechnology/pharmaceutical
DON'T BUY
DON'T BUY
November 23, 2020
The renewable sector with increased values on social and environmental considerations, has done very well. He sees that you can get better returns elsewhere in the markets. He prefers more traditional pipeline and infrastructure companies. We should see some stabilization in oil and nat gas prices.
Show full opinionHide full opinionThe renewable sector with increased values on social and environmental considerations, has done very well. He sees that you can get better returns elsewhere in the markets. He prefers more traditional pipeline and infrastructure companies. We should see some stabilization in oil and nat gas prices.
Energy Infrastructure, Industrials & Utilities
DON'T BUY
DON'T BUY
November 23, 2020
There is a lot of excitement as different states start to firm up legalities with respect to on-line gambling. It is very richly valued. It is too early for him.
Show full opinionHide full opinionThere is a lot of excitement as different states start to firm up legalities with respect to on-line gambling. It is very richly valued. It is too early for him.
Technology
BUY
BUY
November 23, 2020
A name he really likes and he's been buying. It is his forth largest position in his global growth fund. It has been re-rated. They hit the ball out of the park with their cloud division. It is the future of the company and integrates into the rest of their business really well.
Show full opinionHide full opinionA name he really likes and he's been buying. It is his forth largest position in his global growth fund. It has been re-rated. They hit the ball out of the park with their cloud division. It is the future of the company and integrates into the rest of their business really well.
computer software/processing
WATCH
WATCH
November 23, 2020
It feels like this is a company that did what they needed to do to make numbers for a very long time. It is a case of when you are comfortable that all the stones have been uncovered you could look at it.
Show full opinionHide full opinionIt feels like this is a company that did what they needed to do to make numbers for a very long time. It is a case of when you are comfortable that all the stones have been uncovered you could look at it.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
November 23, 2020
(A Top Pick Oct 08/19, Up 60%) They have really done well expanding their card-based usage throughout the world. We are in a world that is moving from cash to cashless. No one has found a way to disrupt them. Their network gets used more and more and cash flow goes back to shareholders.
Show full opinionHide full opinion(A Top Pick Oct 08/19, Up 60%) They have really done well expanding their card-based usage throughout the world. We are in a world that is moving from cash to cashless. No one has found a way to disrupt them. Their network gets used more and more and cash flow goes back to shareholders.
other services
PAST TOP PICK
PAST TOP PICK
November 23, 2020
(A Top Pick Oct 08/19, Down 10%) He sold most in June but holds it in his income portfolio. It was a turn around and he hoped the company would be turned around but he moved on when that thesis was washed out.
Show full opinionHide full opinion(A Top Pick Oct 08/19, Down 10%) He sold most in June but holds it in his income portfolio. It was a turn around and he hoped the company would be turned around but he moved on when that thesis was washed out.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
November 23, 2020
(A Top Pick Oct 08/19, Down 20%) It was an income idea that was impacted by COVID. Last year at this time we saw money flowing back toward TV advertisers. There is a little momentum in their advertizing revenue and it is starting to come back.
Show full opinionHide full opinion(A Top Pick Oct 08/19, Down 20%) It was an income idea that was impacted by COVID. Last year at this time we saw money flowing back toward TV advertisers. There is a little momentum in their advertizing revenue and it is starting to come back.
entertainment services
DON'T BUY
DON'T BUY
November 23, 2020
An oil and gas drilling company in North America. Oil and gas services companies have additional leverage on the oil markets which already have significant volatility. If we get into the positive sweet spot it can raise prices and make a lot of money, but we are not there yet. They have been through multiple cycles so you have to be patient with it if you want to layer it in now.
Show full opinionHide full opinionAn oil and gas drilling company in North America. Oil and gas services companies have additional leverage on the oil markets which already have significant volatility. If we get into the positive sweet spot it can raise prices and make a lot of money, but we are not there yet. They have been through multiple cycles so you have to be patient with it if you want to layer it in now.
oil/gas
BUY
BUY
November 23, 2020
A large medical tech company, one of the largest in that field. It is a nice industry that he likes. They deliver consistent earnings growth. It is more of an oligopoly market. It could be a core holding in a portfolio to get medical technology exposure. He holds BSX-N, however.
A large medical tech company, one of the largest in that field. It is a nice industry that he likes. They deliver consistent earnings growth. It is more of an oligopoly market. It could be a core holding in a portfolio to get medical technology exposure. He holds BSX-N, however.
biotechnology/pharmaceutical
HOLD
HOLD
November 23, 2020
Canadian banks always seem to move as a group higher or lower. It seems like this one is in that part of the cycle where a lot of their end markets are under-performing. He likes it and it has a nice, safe dividend that will grow over the long term. Don’t switch because of recent under-performance.
Show full opinionHide full opinionCanadian banks always seem to move as a group higher or lower. It seems like this one is in that part of the cycle where a lot of their end markets are under-performing. He likes it and it has a nice, safe dividend that will grow over the long term. Don’t switch because of recent under-performance.
banks
WEAK BUY
WEAK BUY
November 23, 2020
He met with the new management team a year ago and it seemed they were doing the right things: cleaning up the balance sheet, getting decline rates lower by divesting some properties. The share price is starting to reflect stronger oil markets. He thinks you should go with Whitecap Resources (WCP-T) to invest in the Canadian oil sector. BP-N is another to look at.
He met with the new management team a year ago and it seemed they were doing the right things: cleaning up the balance sheet, getting decline rates lower by divesting some properties. The share price is starting to reflect stronger oil markets. He thinks you should go with Whitecap Resources (WCP-T) to invest in the Canadian oil sector. BP-N is another to look at.
oil/gas
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