Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 18, 2018

He holds this in his dividend portfolio. Its yield is over 6% and it has room to grow with the Alberta recovery. He described this as the kind of stock that he prefers to Algonquin Power and Utility (AQN-T).

Capital Power (CPX-T)
September 18, 2018

He holds this in his dividend portfolio. Its yield is over 6% and it has room to grow with the Alberta recovery. He described this as the kind of stock that he prefers to Algonquin Power and Utility (AQN-T).

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$29.240
Owned
Yes
WATCH
WATCH
September 18, 2018

He owns this in his dividend fund. It is a well run company. The market for TV studios is very limited. The company is profitable and every couple of years, they pay an extra dividend. He likes to buy it below $15 and either sell it in the $20 range or collect the large special dividend. It normally offers a 3.5% to 4% yield (current yield is 4.3%), but every 2-to-3 years, it pays an additional dollar, which works out to be an extra 5 to 10%.

He owns this in his dividend fund. It is a well run company. The market for TV studios is very limited. The company is profitable and every couple of years, they pay an extra dividend. He likes to buy it below $15 and either sell it in the $20 range or collect the large special dividend. It normally offers a 3.5% to 4% yield (current yield is 4.3%), but every 2-to-3 years, it pays an additional dollar, which works out to be an extra 5 to 10%.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$17.320
Owned
Yes
COMMENT
COMMENT
September 18, 2018

He is not very familiar with this company. In terms of its business of physical security, there will always be movement of cash, jewelry and sensitive documents that must be guarded, so this is a good type of business to be in.

Brink's Company (BCO-N)
September 18, 2018

He is not very familiar with this company. In terms of its business of physical security, there will always be movement of cash, jewelry and sensitive documents that must be guarded, so this is a good type of business to be in.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$69.950
Owned
No
TOP PICK
TOP PICK
September 18, 2018

This is a recent acquisition. The backlog of orders for Boeing and Airbus is tremendous. He thinks China will favor Airbus over Boeing in future orders. He thinks the Bombardier acquisition gives them an advantage over Boeing across the fleet. They are also setting up a new maintenance service, which might take over work currently done by the airlines. This is a good extension for a capital goods seller. Yield 1.4%. (Analysts’ price target is €120.57)

Airbus (EADSY-OTC)
September 18, 2018

This is a recent acquisition. The backlog of orders for Boeing and Airbus is tremendous. He thinks China will favor Airbus over Boeing in future orders. He thinks the Bombardier acquisition gives them an advantage over Boeing across the fleet. They are also setting up a new maintenance service, which might take over work currently done by the airlines. This is a good extension for a capital goods seller. Yield 1.4%. (Analysts’ price target is €120.57)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
September 18, 2018

The company has raised its growth rate from 5-to-7% to 7-to-10% range. This is a strong turnaround, and he is excited about medical stocks doing better. Yield 0%. (Analysts’ price target is $38.78)

The company has raised its growth rate from 5-to-7% to 7-to-10% range. This is a strong turnaround, and he is excited about medical stocks doing better. Yield 0%. (Analysts’ price target is $38.78)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$37.620
Owned
Yes
TOP PICK
TOP PICK
September 18, 2018

It is extremely well managed. The stock is really cheap. The forecast is up to $11 per share of earnings and the stock sells for only $60. There is substantial free cash flow. There is a significant order backlog for the next couple of years. He expects it to grow further. The fears holding the price back are Free Trade and also the auto cycle might not last. Linamar took on some debt when they bought a privately owned farm machinery company and when they bought Skyjack, a hydraulic jack lift company that has hundreds of millions in sales and will do very well in the US. They have expanded that business beyond lifts. The company is very advanced. They offer several electric drive products and have won contracts with manufacturers for electric vehicle parts. He thinks investors could double their money in 1 or 2 years without much risk. Yield 0.8%. (Analysts’ price target is $80.56)

Linamar Corp (LNR-T)
September 18, 2018

It is extremely well managed. The stock is really cheap. The forecast is up to $11 per share of earnings and the stock sells for only $60. There is substantial free cash flow. There is a significant order backlog for the next couple of years. He expects it to grow further. The fears holding the price back are Free Trade and also the auto cycle might not last. Linamar took on some debt when they bought a privately owned farm machinery company and when they bought Skyjack, a hydraulic jack lift company that has hundreds of millions in sales and will do very well in the US. They have expanded that business beyond lifts. The company is very advanced. They offer several electric drive products and have won contracts with manufacturers for electric vehicle parts. He thinks investors could double their money in 1 or 2 years without much risk. Yield 0.8%. (Analysts’ price target is $80.56)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$60.290
Owned
Yes
HOLD
HOLD
September 18, 2018

Don't sell it. Hold it. We're finally seeing rising rates benefit the banks which are well-capitalised with good profits. The American consumer is still strong. US regionals don't need to worry about international trade tensions, though consumers could get hurt by tariffs. Good capital return and stock buybacks. ON KRE has been slumping, so yes, it's been frustrating. Consider the regional bank, PNC Financial, though.

Don't sell it. Hold it. We're finally seeing rising rates benefit the banks which are well-capitalised with good profits. The American consumer is still strong. US regionals don't need to worry about international trade tensions, though consumers could get hurt by tariffs. Good capital return and stock buybacks. ON KRE has been slumping, so yes, it's been frustrating. Consider the regional bank, PNC Financial, though.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$61.270
Owned
No