Jamie Murray
Member since: May '18
Head of research at
Murray Wealth Group

Latest Top Picks

(A Top Pick Feb 11/20, Up 52%) They make semiconductor and networking chips. Recently they bought up legacy software companies. They roll their products into their account managers. Their gross margins have increased. It is a great capital allocation story. It is not as cheap as it was a year ago.
(A Top Pick Feb 11/20, Up 30%) It is his second largest holding and he is more excited about it than last year. Longer term they are very well positioned in the ARVR space.
(A Top Pick Feb 11/20, Up 1%) You are looking for their dividend but a lot of it sold off during 2020 and he eventually sold off in November on the vaccine news. He moved to another vaccine company.
An EU thin-tech payments service provider. Their platform simplifies things for multi-national retailers as they move more and more into e-commerce. It is one of the few companies where he sees 30-40% revenue growth and free cash flow. (Analysts’ price target is $1759.18)
Their cloud business re-accelerated growth up to 40% last quarter. Companies are moving to them. He sees it moving to $300 before the end of the year. (Analysts’ price target is $277.80)