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

Latest Top Picks

(A Top Pick Feb 26/19, Up 53%) One of his favourite stocks. Most of the stock movement has happened in the last 3 months after they released their report. It's been mostly multiple expansion; you haven't seen earnings move up. 12 months ago it was a cheap stock, and is now appropriately priced. They can expand to 100 stores in the US, up from 27, and ultimately 200. Lots of runway. Great positioning in "affordable luxury" fashion.
(A Top Pick Feb 26/19, Down 30%) It's disappointing. The Toys R Us bankruptcy hit the sector harder than expected; peers like Target aren't as good as selling toys as Toys R Us. TOY has net cash and great balance sheet, though, and remains innovative with a good pipeline of toys. He's waiting to average down.
(A Top Pick Feb 26/19, Up 3%) It's always been volatile. He bought at $190 and increases his weighting whenever there's a dip. It's roared back lately. Several companies will share the streaming space and Netflix will be right there. Videogames, ads and user content are possible future avenues of revenue.
They sell chips to cell phone-makers (Apply is a big customer) and infrastructure and data centres (cloud services rent these centres). Recently, they're selling infrastructure software after buying Symantec. That's a shift in strategy. They've grown cash flow in 5 years exponentially. Rumour is they'll sell their chip business to phone, which would make them a pure play on those data centres, which is a good strategy. Trades a good valuation, pays a 4% dividend and tons of free cash flow. (Analysts’ price target is $349.24)
He owns all the big tech names. Loves Facebook and sees no other app dethroning it. Their services (Instagram and Whatsapp) are amazing, and there's tons of monetization to come, especially in Whatsapp. ROI for ads on Facebook and Instagram are among the highest in the industry. (Analysts’ price target is $245.67)