Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 20, 2018

The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$61.150
Owned
Unknown
TOP PICK
TOP PICK
March 20, 2018

Sees a buying opportunity with this week's pressures on the stock. Still growing at 30% annually. His target price is $250. Will grow at 25% for at least the next five years. No debt. Great margins. Awash in cash. (Analysts' target of $222.86)

Facebook (FB-Q)
March 20, 2018

Sees a buying opportunity with this week's pressures on the stock. Still growing at 30% annually. His target price is $250. Will grow at 25% for at least the next five years. No debt. Great margins. Awash in cash. (Analysts' target of $222.86)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$168.150
Owned
Yes
TOP PICK
TOP PICK
March 20, 2018

Many growth opportunities but took some hits, falling from $150. Great opportunity now. FDA approval is coming up, so there's potential. 10.5x earnings. Could grow 15-20%. (Analysts' target of $116.32)

Celgene Corp (CELG-Q)
March 20, 2018

Many growth opportunities but took some hits, falling from $150. Great opportunity now. FDA approval is coming up, so there's potential. 10.5x earnings. Could grow 15-20%. (Analysts' target of $116.32)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$88.270
Owned
Yes
TOP PICK
TOP PICK
March 20, 2018

Has known them since they went public. One of the best-managed companies. They make more gears than anybody in North America and now winning contracts for electric cars. Everything good. (Analysts' target of $83.14)

Linamar Corp (LNR-T)
March 20, 2018

Has known them since they went public. One of the best-managed companies. They make more gears than anybody in North America and now winning contracts for electric cars. Everything good. (Analysts' target of $83.14)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$71.710
Owned
Yes
COMMENT
COMMENT
March 20, 2018

They are working through several issues, especially deleveraging their balance sheet. Enbridge was seen as a rock-solid company but he is not comfortable with it at this time because of its debt.

Enbridge (ENB-T)
March 20, 2018

They are working through several issues, especially deleveraging their balance sheet. Enbridge was seen as a rock-solid company but he is not comfortable with it at this time because of its debt.

Geoff Scott
Institutional Portfolio Manager, Cambridge Global Asset Management
Price
$39.140
Owned
Unknown
BUY
BUY
March 20, 2018

He prefers companies like Keyera to companies like Enbridge. KEY has reasonable level of debt, great cash flow visibility and a growing cash flow stream over time. He also thinks the management team is aligned with shareholders.

Keyera Corp (KEY-T)
March 20, 2018

He prefers companies like Keyera to companies like Enbridge. KEY has reasonable level of debt, great cash flow visibility and a growing cash flow stream over time. He also thinks the management team is aligned with shareholders.

Geoff Scott
Institutional Portfolio Manager, Cambridge Global Asset Management
Price
$32.500
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 20, 2018

Couche-Tard is a strong Canadian business that has executed their strategy of consolidating the convenience store exit globally, with a lot of discipline. This quarter, they had weakness in their gasoline margins and wage pressures in the U.S. There were also one-time issues, such as storms and the cost of a large new acquisition. (The stock dropped 6.75% on the day of this interview.) He has liked this company for a long time and thinks it is worth buying at the right time.

Couche-Tard is a strong Canadian business that has executed their strategy of consolidating the convenience store exit globally, with a lot of discipline. This quarter, they had weakness in their gasoline margins and wage pressures in the U.S. There were also one-time issues, such as storms and the cost of a large new acquisition. (The stock dropped 6.75% on the day of this interview.) He has liked this company for a long time and thinks it is worth buying at the right time.

Geoff Scott
Institutional Portfolio Manager, Cambridge Global Asset Management
Price
$59.600
Owned
Yes