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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Jamie Murray

COMMENT

Analyzing inflation numbers reported this week - rising numbers a concern. Unsure whether 1 month blip, or will resume cooling. Large industrial companies seeing costs come down which points towards lower inflation. Market all time highs not a concern, expects strength in economy to pass through to broader markets (not just tech stocks). Office real estate (Toronto) demand is still poor - work from home trend not going away. 

Unknown
TOP PICK
3i Group

Private equity group (25th largest on London Stock Exchange). Main investment in low cost retail in Europe. Company not raising money from investors which creates good return on equity. Excellent management team with attractive share price. 

finance / leasing
TOP PICK
Astrazeneca P L C

Highest growth rate in Pharma sector given current share price. Very attractive entry point (15x earnings). Leader in oncology channels. Chemotherapy products very strong and is a leader in R&D. Good long term hold. 

biotechnology / pharmaceutical
TOP PICK
Manulife Financial

Share price up nicely - a little strong, but overall very good trends.. Excellent balance sheet strength. Capital allocation very strong the past few years. Excellent CEO. Recently selling problematic assets. Seeing rebound in Asia market. Good for shareholders in the long term. Core holding in income portfolio. 

insurance
PAST TOP PICK
Amazon.com, Inc.
(A Top Pick Jan 25/23, Up 75%)

Very strong performance from company with excellent assets. Tech space rebound very good for investors. Over capacity post pandemic is receding. AWS and retail side of business very strong. High margin business units with excellent brand value. Expected $70-$80 billion free cash flow going forward. 

specialty stores
PAST TOP PICK
Raytheon
(A Top Pick Jan 25/23, Down 6%)

Aviation and aerospace market in high demand with Global tensions. Large backlog of airplane demand will perform over time. Manufacturing defect in 2023 put large damper on company (large expense) which drove the stock down. Will continue to own shares. Problems appear to be in the rear view mirror. 

Defense
PAST TOP PICK
Whitecap Resources
(A Top Pick Jan 25/23, Down 15%)

Investors not happy with 2022 XTO acquisition. Ratio b/w liquids rich and natural gas not favorable. Questions around sustainability of dividend. Personally, thinks dividends are safe with a large margin of safety. Capital plans can be deferred if required. Oil prices starting to recover. Will continue to hold. 

Oil and Gas (Integrated Oils)
HOLD

Canadian based restaurant and retail software provider. Company not executing on growth plan. Chas flow and revenue growth not growing. New CEO coming back could be an inflection point going forward. Too early to tell on growth going forward. Watching stock, but will wait to investment( more deliverables achieved). 

Technology
BUY ON WEAKNESS
Servicenow

Excellent software cloud business with strong growth the past 10 years. Best of breed software company, but very expensive valuation (~40x P/E). Would recommend holding shares if already own them. Given valuation would wait to buy if don't already own shares. 

Technology
HOLD

Lottery ticket business with strong business performance. Family owner/operated business with oligopoly. Pivoting into online business line. Very defensive business model (gambling not going away). Current valuation high, would wait for weakness before buying. Would hold if already own shares. 

INDUSTRIAL PRODUCTS
HOLD

Owns shares in portfolio with strong assets. Also owns 70% of renewable diesel assets. Lots of cash from recent asset sale. Strong balance sheet. Recent departure of CEO a surprise - questions on change. Strategy going forward unclear. Would hold shares if already own. Not buying new shares.  

gas pipelines
BUY ON WEAKNESS
NVIDIA Corporation

Very high valuation at the moment. Phenomenal success in A.I. chip demand. Bet on A.I. growth continuing. Large bet on management execution going forward. Given current valuation - would wait before investing. 

computer software / processing
BUY

Large collection of healthcare real estate around the world. Inflation linked leases (good for income). Sticky tenants with doctors and healthcare. Problem is too much floating debt (higher interest rates). Recently replaced management team. Confident on business going forward. Expecting strength going forward. Book value is around $6-$7/share (trading around $4).  

REAL ESTATE
BUY

Industrial REIT sector very attractive right now. Doesn't own shares, but good sector. eCommerce and tight market driving business ahead. If interest rates fall, will drive shares higher. 

REAL ESTATE
BUY

Very good performance the past few months. Falling interest rates good for business. Good way to play residential market in Canada. Expecting dividend to rise. If rates fall, will be even better for business. Expecting capital appreciation going forward. 

property mngmnt / investment
Showing 1 to 15 of 599 entries