Jamie Murray
Member since: May '18
Head of research at
Murray Wealth Group
Murray Wealth Group
136 Opinions
Latest Top Picks
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
(A Top Pick Oct 02/18, Down 5%) They still own a bunch of options and warrants in Canopy so they can take control of the company within 5 years if they choose. They own the fastest growing beer brands as well as a wine portfolio. It is a nice stable growth from those businesses. The Marijuana story complicated it recently. They are looking at it as a long term play for when the US legalizes it.
(A Top Pick Oct 02/18, Down 44%) They had a second quarter miss. They are affected by steel prices. It is still a really well run company. They cleaned up the balance sheet and pension issues. There is value in these companies if you hold them for 5 years. He will continue to hold it.
It has gone from the company that never made money to the one that makes boat loads of money. Their web services division has been big and won't slow down. Their advertising revenue is growing. They are continuing to push the boundaries on retail. (Analysts’ price target is $2254.79)
Airbus has a 7 year backlog for the competitor to the 737-Max. They are really the only alternative. They have great visibility on the cash flow. The new management team has done a good job so far. It will be a great holding for the next 5 years.
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August 19, 2019
Market. Trump and Powel have an on-going battle where Trump wants lower rates in his trade war with China. Trump is not wrong. The Guest thinks rates will go lower. He has a buy and hold approach. He has done a few tactical trades where you sell safer holdings and trade into volatile holdings, looking for a bounce. The first round of trade wars were things that could be sourced from elsewhere. He is buying this volatility when it goes down. Some sectors are probably in recession right now. It is possible that the recession people worry about is playing out right now. It just isn't playing out across the entire economy.
Market. Trump and Powel have an on-going battle where Trump wants lower rates in his trade war with China. Trump is not wrong. The Guest thinks rates will go lower. He has a buy and hold approach. He has done a few tactical trades where you sell safer holdings and trade into volatile holdings, looking for a bounce. The first round of trade wars were things that could be sourced from elsewhere. He is buying this volatility when it goes down. Some sectors are probably in recession right now. It is possible that the recession people worry about is playing out right now. It just isn't playing out across the entire economy.
Jamie Murray
Head of research, Murray Wealth Group
BUY
BUY
August 19, 2019
He really likes this company. They are under-stored, unlike a lot of other retailers. Consumers love the brand. They have a good penetration. They have 1/4th the number of Instagram followers that Lulu Lemon have but are 1/10th the size. They are an influencer. He thinks their new strategic 5 year update in 2020 will be the catalyst for the next leg of growth.
He really likes this company. They are under-stored, unlike a lot of other retailers. Consumers love the brand. They have a good penetration. They have 1/4th the number of Instagram followers that Lulu Lemon have but are 1/10th the size. They are an influencer. He thinks their new strategic 5 year update in 2020 will be the catalyst for the next leg of growth.
Golds
BUY
BUY
August 19, 2019
It has done a good job after going through a tough period when Target exited their space. They did a good job re-leasing that space. He thinks it will be a nice, stable grower. The dividend is safe and should grow from here.
It has done a good job after going through a tough period when Target exited their space. They did a good job re-leasing that space. He thinks it will be a nice, stable grower. The dividend is safe and should grow from here.
investment companies/funds
HOLD
HOLD
August 19, 2019
MFC-T vs. Canadian Banks. He considers MFC-T to be a core holding. Low interest rates are a challenge for all financials. MFC-T is cleaning up some assets in the US. They are getting these assets under control. They are still growing in Asia. He thinks low interest rates are priced in to the stock price. (Analysts’ price target is $28.00)
MFC-T vs. Canadian Banks. He considers MFC-T to be a core holding. Low interest rates are a challenge for all financials. MFC-T is cleaning up some assets in the US. They are getting these assets under control. They are still growing in Asia. He thinks low interest rates are priced in to the stock price. (Analysts’ price target is $28.00)
insurance
BUY
BUY
August 19, 2019
It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.
It is his largest holding. It is a stable growth stock. Nothing has changed since his last show except they have done better after their last results were results. They are growing 20% on the revenue side. They still have great margins and cash on the balance sheet is just going to keep growing. It is cheaper than most consumer products companies.
Business Services
BUY
BUY
August 19, 2019
If there were an economic downturn should they do fine / dividend safe? They recently renegotiated with Air Canada. It is basically a cost-plus contract. They run the flights and get reimbursed for them. The other side of the business is aircraft leasing. It is a newer side but he thinks they can sustain it through any sort of a downturn. He likes the dividend and thinks it is safe.
If there were an economic downturn should they do fine / dividend safe? They recently renegotiated with Air Canada. It is basically a cost-plus contract. They run the flights and get reimbursed for them. The other side of the business is aircraft leasing. It is a newer side but he thinks they can sustain it through any sort of a downturn. He likes the dividend and thinks it is safe.
Transportation & Environmental Services
WATCH
WATCH
August 19, 2019
He sold recently. It is going to be a battle between their Disney+, getting subscribers signed up, and competitors. There are enough assets in their catalogue. They are losing the licensing money by bringing shows in-house. They have a huge catalogue and a huge balance sheet so they can make new content.
He sold recently. It is going to be a battle between their Disney+, getting subscribers signed up, and competitors. There are enough assets in their catalogue. They are losing the licensing money by bringing shows in-house. They have a huge catalogue and a huge balance sheet so they can make new content.
entertainment services
PAST TOP PICK
PAST TOP PICK
August 19, 2019
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
(A Top Pick Oct 02/18, Up 21%) It is still one of his largest holdings. He still really likes the company. It is hard to find a company with as good a growth outlook. They are the second larger player in the cloud. They have been growing faster because they have the business trust (not to steal your data). Shares have topped out with choppy markets but will go higher when markets move.
computer software/processing
PAST TOP PICK
PAST TOP PICK
August 19, 2019
(A Top Pick Oct 02/18, Down 5%) They still own a bunch of options and warrants in Canopy so they can take control of the company within 5 years if they choose. They own the fastest growing beer brands as well as a wine portfolio. It is a nice stable growth from those businesses. The Marijuana story complicated it recently. They are looking at it as a long term play for when the US legalizes it.
(A Top Pick Oct 02/18, Down 5%) They still own a bunch of options and warrants in Canopy so they can take control of the company within 5 years if they choose. They own the fastest growing beer brands as well as a wine portfolio. It is a nice stable growth from those businesses. The Marijuana story complicated it recently. They are looking at it as a long term play for when the US legalizes it.
breweries/beverages
PAST TOP PICK
PAST TOP PICK
August 19, 2019
(A Top Pick Oct 02/18, Down 44%) They had a second quarter miss. They are affected by steel prices. It is still a really well run company. They cleaned up the balance sheet and pension issues. There is value in these companies if you hold them for 5 years. He will continue to hold it.
(A Top Pick Oct 02/18, Down 44%) They had a second quarter miss. They are affected by steel prices. It is still a really well run company. They cleaned up the balance sheet and pension issues. There is value in these companies if you hold them for 5 years. He will continue to hold it.
DON'T BUY
DON'T BUY
August 19, 2019
Transportation
WATCH
WATCH
August 19, 2019
These industrial REITs have all done really well. CAP rates are moving down. It is the growthier area of the sector. They have a big focus on Germany and Western Europe, where there are issues right now. (Analysts’ price target is $16.15)
These industrial REITs have all done really well. CAP rates are moving down. It is the growthier area of the sector. They have a big focus on Germany and Western Europe, where there are issues right now. (Analysts’ price target is $16.15)
REAL ESTATE
COMMENT
COMMENT
August 19, 2019
banks
COMMENT
COMMENT
August 19, 2019
They have had phenomenal growth. They are a streaming company that installs the hardware in TVs and they have a set top box. They have first mover advantage. Ultimately, if you want streaming you can get it without ROKU-Q so he wonders what the endgame is.
They have had phenomenal growth. They are a streaming company that installs the hardware in TVs and they have a set top box. They have first mover advantage. Ultimately, if you want streaming you can get it without ROKU-Q so he wonders what the endgame is.
computer software
BUY
BUY
August 19, 2019
It has done a really good job in the acquisition front. With interest rates low, they have done a good job of integrating acquisitions so they should continue t do well.
It has done a really good job in the acquisition front. With interest rates low, they have done a good job of integrating acquisitions so they should continue t do well.
merchandising/lodging
Comments
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