Stock Opinions by Jamie Murray - Stockchase Experts
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Jamie Murray

On Stockchase since : May 2018

Head of research at Murray Wealth Group

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Stock Opinions by Jamie Murray - Stockchase Experts

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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.
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.000
Owned Owned
Unknown

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$0.000
Owned Owned
Yes

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$73.170
Owned Owned
Yes

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$7.870
Owned Owned
Yes

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$70.030
Owned Owned
Unknown

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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.
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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.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$297.860
Owned Owned
Unknown

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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.
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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.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$244.140
Owned Owned
Unknown

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WATCH
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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$59.310
Owned Owned
No

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$14.770
Owned Owned
Unknown

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$188.300
Owned Owned
Yes

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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
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(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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$85.800
Owned Owned
Yes

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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
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(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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$174.330
Owned Owned
Yes

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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
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(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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$42.520
Owned Owned
Yes

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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
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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
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$33.920
Owned Owned
Yes

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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
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It'll come down to BBD executing and meeting targets, but there are ingrained cultural issues here.
transportation equip & components
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$2.680
Owned Owned
No

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