Jamie Murray
Member since: May '18
Head of research at
Murray Wealth Group
Murray Wealth Group
243 Opinions
Latest Top Picks
(A Top Pick Aug 19/19, Up 79%) A great commercialization focus. They are betting on Jeff Bazos with Amazon too. The consumer experience focus is the heart of their success.
(A Top Pick Aug 19/19, Down 40%) It's been severely affected by the pandemic and the subsequent collapse of air travel. We're starting to see some recovery. It's in a duopoly in the aircraft business so it is a good market to be in the longer term. With a 5 year time horizon, it should have recovered nicely.
(A Top Pick Aug 19/19, Up 49%) A leader in robotic surgery. It provides a better surgical experience with more precise surgeries. The long-term story is that right now, robotic surgery accounts for 4% of surgeries right now. They have a huge head start in this domain and have great cashflow.
A global insurance broker for larger corporate entities. They do reinsurance, risk management, pensions and benefits. They are merging right now with Willis Tower Watson. The merger has been very promising for investors. It currently trades at 20x PE and 5% free cashflow so it should be a good buy. (Analysts’ price target is $219.23)
A government and municipal software provider. They provide software for government to manage information and share it without having to store it in a mainframe. The sector has seen a pullback but government is the best customer and the company's recurrent revenue is very high. (Analysts’ price target is $359.09)
Signal
Opinion
Expert
Chart
COMMENT
COMMENT
September 4, 2020
Market weakness. He believes we will continue to see weakness in the next couple days. Markets have largely given up the gains from August in a matter of days. It's probably healthy to see a correction.
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Market weakness. He believes we will continue to see weakness in the next couple days. Markets have largely given up the gains from August in a matter of days. It's probably healthy to see a correction.
DON'T BUY
DON'T BUY
September 4, 2020
There is a lot of hype and expectations are very big for this company. They will have to execute everything perfectly like a robo-taxi service, software platform and a dominance in self-driving cars to justify their high multiple.
Show full opinionHide full opinionThere is a lot of hype and expectations are very big for this company. They will have to execute everything perfectly like a robo-taxi service, software platform and a dominance in self-driving cars to justify their high multiple.
HOLD
HOLD
September 4, 2020
A very well-run company with a great management team. There are some concerns around the electrification of vehicles. Lower gas demand may be a headwind for the company.
Show full opinionHide full opinionA very well-run company with a great management team. There are some concerns around the electrification of vehicles. Lower gas demand may be a headwind for the company.
food stores
COMMENT
COMMENT
September 4, 2020
There is always headline risk for pipelines. If the Keystone XL pipeline is cancelled, the stock may take a hit. However, the company is looking at growing dividends by 5-6% annually.
Show full opinionHide full opinionThere is always headline risk for pipelines. If the Keystone XL pipeline is cancelled, the stock may take a hit. However, the company is looking at growing dividends by 5-6% annually.
oil/gas pipelines
DON'T BUY
DON'T BUY
September 4, 2020
It has been a great company in the last decade. However, he has always hesitated buying China-based business due to political risk like what is happening with TikTok. You can get exposure to similar themes in North American with companies like Amazon or Google.
BUY WEAKNESS
BUY WEAKNESS
September 4, 2020
A well-run company headquartered in Ottawa. They don't have to pay a premium for software talent. All their activities have been executed well. There is a large market they can expand into. In a long-term basis, it is expected to continue to grow at a good rate. If there is a 20% pull-back from the peak, it is a good buying opportunity.
Show full opinionHide full opinionA well-run company headquartered in Ottawa. They don't have to pay a premium for software talent. All their activities have been executed well. There is a large market they can expand into. In a long-term basis, it is expected to continue to grow at a good rate. If there is a 20% pull-back from the peak, it is a good buying opportunity.
DON'T BUY
DON'T BUY
September 4, 2020
A huge winner in the pandemic with e-commerce. The stock has pulled back heavily from August highs. They were investing in a bitcoin financial exchange that was controversial. Not his favourite way to play e-commerce and there are better quality names.
Show full opinionHide full opinionA huge winner in the pandemic with e-commerce. The stock has pulled back heavily from August highs. They were investing in a bitcoin financial exchange that was controversial. Not his favourite way to play e-commerce and there are better quality names.
investment companies/funds
HOLD
HOLD
September 4, 2020
The financial complex has been hit with low interest rates that has made it harder to make money on the lending spread. The liabilities are also valued at future claims so when interest rates go down, it is a headwind. The company is doing all the right things by reducing exposure to markets and their Asian operations are doing well.
Show full opinionHide full opinionThe financial complex has been hit with low interest rates that has made it harder to make money on the lending spread. The liabilities are also valued at future claims so when interest rates go down, it is a headwind. The company is doing all the right things by reducing exposure to markets and their Asian operations are doing well.
insurance
COMMENT
COMMENT
September 4, 2020
Tech bubble. There are different pockets of instability in the markets. Fundamentals have not changed but there is more expectation in the market now pushing the price higher. The companies today like Google or Amazon have good cashflow and are redeploying capital to grow. It is more by stock than the broader market.
Show full opinionHide full opinionTech bubble. There are different pockets of instability in the markets. Fundamentals have not changed but there is more expectation in the market now pushing the price higher. The companies today like Google or Amazon have good cashflow and are redeploying capital to grow. It is more by stock than the broader market.
COMMENT
COMMENT
September 4, 2020
Sports betting markets in the US are expected to have great growth. More and more states will legalize this. The industry characteristics are very favourable. The stock has performed well. It's expensive and it rests on states legalizing and sustained high growth.
Show full opinionHide full opinionSports betting markets in the US are expected to have great growth. More and more states will legalize this. The industry characteristics are very favourable. The stock has performed well. It's expensive and it rests on states legalizing and sustained high growth.
Technology
BUY
BUY
September 4, 2020
One of the largest pharma companies in the world. They have done a good job rebuilding their pipeline of drugs. It's now better built with constant new products. They took a hit due to a cancer drug that didn't prove itself. You get a nice dividend. In the medical space, there are other names like Boston Scientific that could be a good alternative.
Show full opinionHide full opinionOne of the largest pharma companies in the world. They have done a good job rebuilding their pipeline of drugs. It's now better built with constant new products. They took a hit due to a cancer drug that didn't prove itself. You get a nice dividend. In the medical space, there are other names like Boston Scientific that could be a good alternative.
biotechnology/pharmaceutical
HOLD
HOLD
September 4, 2020
A corporate service provider. They did well growing in the US. A name that has historically shown good growth and acquisitions. He would continue to hold it even though it has pulled back.
Show full opinionHide full opinionA corporate service provider. They did well growing in the US. A name that has historically shown good growth and acquisitions. He would continue to hold it even though it has pulled back.
Business Services
BUY WEAKNESS
BUY WEAKNESS
September 4, 2020
A virtual healthcare portal. A huge space during the pandemic. They are currently undergoing a merger with another telehealth company. A company at the forefront of virtual healthcare. There is large investor interest. He would start with a quarter or half position.
Show full opinionHide full opinionA virtual healthcare portal. A huge space during the pandemic. They are currently undergoing a merger with another telehealth company. A company at the forefront of virtual healthcare. There is large investor interest. He would start with a quarter or half position.
Healthcare
DON'T BUY
DON'T BUY
September 4, 2020
A turnaround story. They have done a good job stabilizing the company. It has a lot of debt and legal issues to resolve. The debt levels are probably still too high. They are spinning out their eyecare business which is their crown jewel. There is some more work to do before taking a position.
Show full opinionHide full opinionA turnaround story. They have done a good job stabilizing the company. It has a lot of debt and legal issues to resolve. The debt levels are probably still too high. They are spinning out their eyecare business which is their crown jewel. There is some more work to do before taking a position.
Healthcare
BUY WEAKNESS
BUY WEAKNESS
September 4, 2020
A great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.
Show full opinionHide full opinionA great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.
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