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Stock Opinions by Jamie Murray

N/A
Market. He thinks we are early in this market recovery We are going to see strong profit growth out of cyclical companies. He thinks there will be strong economies and growth for the next three to four years. Don’t be afraid of the high valuations. Auto parts manufacturers should do well. He thinks supply issues will resolve. A high quality growth name is measured through return on equity and return on invested capital. Investors should stay invested.
Unknown
BUY on WEAKNESS
He thinks it is a hold at these levels. If you don't own it, start to pick away at it. Pick it up in a growth scare pullback. They have a great strategy and great leadership.
0
BUY

COST-Q vs. FB-Q. COST-Q is a great retailer which he used to own. You don't need to be looking for a reason to sell it. FB-Q is still in the early innings of monetizing the electronic advertising market and getting more and more into E commerce. He thinks there is more upside in FB-Q. You can't go wrong either way.

department stores
BUY

COST-Q vs. FB-Q. COST-Q is a great retailer which he used to own. You don't need to be looking for a reason to sell it. FB-Q is still in the early innings of monetizing the electronic advertising market and getting more and more into E commerce. He thinks there is more upside in FB-Q. You can't go wrong either way.

0
HOLD
It was a fantastic IPO. They have been buying software apps through out Europe and North America. It seems expensive to him although he has seen a lot of these cloud based companies out perform. Hold it if you own it. Look for a pull back if you are looking to get into it.
0
BUY

He prefers CCO-T. The uranium space is one he really likes. He thinks we are going back to nuclear power as you can only have so many wind turbines and solar panels.

precious metals
BUY
It is a large, diversified REIT. It is recovering from the pandemic. It is trading $3-4 below its pre-COVID high. It is a good one to hold on to.
property mngmnt / investment
DON'T BUY
They are a provider of investment services in the states and have been ahead of the curve on this whole digital transformation. They had a couple of successful ETF products. There are a number of companies they held that he would be uncomfortable holding. It is a way to get a basket of the kinds of companies they hold.
Technology
BUY

It is one of 4 great mid-stream companies and he owns the other 3, but there is nothing wrong with this one. They are engaged in a battle for the takeover of IPL-T. He thinks they will be successful in their bid. He will roll IPL-T into PPL-T so he could be a future holder of this stock. PPL-T should do well.

pipelines
BUY

If we get inflation that translates into higher long term interest rates then it should help insurance companies. It has a big equity portfolio compared to others. The risk-reward ratio is different. He prefers MFC-T.

insurance
PAST TOP PICK
(A Top Pick Jul 14/20, Up 25%) It has been held back a little by the international travel reduction. It is a nice business model. The shares will go to a new level when international travel comes back. It should continue to do well.
other services
PAST TOP PICK
(A Top Pick Jul 14/20, Up 68%) They put out some long term guidance that blew the street away. They have a strong history of beating and raising. It is more of a hold now at these prices.
misc consumer products
PAST TOP PICK
(A Top Pick Jul 14/20, Up 23%) It had a couple of disappointing news items involving a couple of their products. They are playing catch-up on elective surgeries. It is one he really likes and continues to hold.
biotechnology / pharmaceutical
WATCH
They gave the market a bit of a panic attack when they tried to move into more of a grocery format with a French acquisition. It knocked the shares down and it would have been an attractive time to buy it. There are still lots of assets around the world for them to buy. They paid down a lot of debt since. Now they are getting record fuel margins. He wants more clarity around the market before he would step in.
food stores
BUY
He has been buying on this pull back. It continues to be in the sweet spot. They pulled back because of a one time bid to purchase a lot of consumables that will last for the next 14 months. He thinks the next quarter will see it improve.
mining services
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