Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
October 2, 2018

He likes it. It's been a little weak though done well over the past year. They just acquired a big Chicago-based real estate company. A great sector with lots of upside. As the global economy does well, so will this. Hold and buy on dips.

He likes it. It's been a little weak though done well over the past year. They just acquired a big Chicago-based real estate company. A great sector with lots of upside. As the global economy does well, so will this. Hold and buy on dips.

Jamie Murray
Head of research, Murray Wealth Group
Price
$95.450
Owned
Yes
COMMENT
COMMENT
October 2, 2018

A core holding. Shares haven't done much over the past two years. Rising interest rates will kick some life into insurance stocks. MFC needs to sort out its John Hancock division in the U.S. Its Asian franchise is the crown jewel, though, so as this franchise grows, so will this stock. MFC has a strong presence in Asia where insurance is not saturated like it is in North America.

A core holding. Shares haven't done much over the past two years. Rising interest rates will kick some life into insurance stocks. MFC needs to sort out its John Hancock division in the U.S. Its Asian franchise is the crown jewel, though, so as this franchise grows, so will this stock. MFC has a strong presence in Asia where insurance is not saturated like it is in North America.

Jamie Murray
Head of research, Murray Wealth Group
Price
$22.850
Owned
Yes
DON'T BUY
DON'T BUY
October 2, 2018

They have some facilities in the U.S., so he's not sure if NAFTA impacted them. TheIR shares have gotten too pricey, peaking at 23x PE. He prefers other spaces like auto parts.

They have some facilities in the U.S., so he's not sure if NAFTA impacted them. TheIR shares have gotten too pricey, peaking at 23x PE. He prefers other spaces like auto parts.

Jamie Murray
Head of research, Murray Wealth Group
Price
$49.140
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 2, 2018

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

A T & T US (T-N)
October 2, 2018

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

Jamie Murray
Head of research, Murray Wealth Group
Price
$33.920
Owned
Yes
WEAK BUY
WEAK BUY
October 2, 2018

16x PE, but there won't be much growth in the next few years as cable TV loses subscribers and Disney moves into the streaming business. They have a great catalogue and just bought the Fox catalogue. There are costs they're absorbing in this transition period. Have a long-term view with Disney.

Walt Disney (DIS-N)
October 2, 2018

16x PE, but there won't be much growth in the next few years as cable TV loses subscribers and Disney moves into the streaming business. They have a great catalogue and just bought the Fox catalogue. There are costs they're absorbing in this transition period. Have a long-term view with Disney.

Jamie Murray
Head of research, Murray Wealth Group
Price
$117.660
Owned
Yes
COMMENT
COMMENT
October 2, 2018

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

He prefers BP which has better upside. RDS though has a nice cash flow and did a great job repositioned the company on the downstream side. Has one of the lowest-cost asset bases. Pays over a 5% dividend. The LNG project in BC announced today will impact RDS who are one of the investors/partners, but there's a real risk of huge cost overruns.

Jamie Murray
Head of research, Murray Wealth Group
Price
$69.070
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 2, 2018

(Past Top Pick May 4, 2018, Down 2%) It pulled back heavily after August earnings. There were concerns over legacy products lines and weak organic growth. He used that pullback to double his position. Still likes it. There's margin expansion as they consolidate their manufacturing operation. They have high-growth product lines with EPS growth at 15%. He really likes the medical products space because of the aging population.

Teleflex Inc. (TFX-N)
October 2, 2018

(Past Top Pick May 4, 2018, Down 2%) It pulled back heavily after August earnings. There were concerns over legacy products lines and weak organic growth. He used that pullback to double his position. Still likes it. There's margin expansion as they consolidate their manufacturing operation. They have high-growth product lines with EPS growth at 15%. He really likes the medical products space because of the aging population.

Jamie Murray
Head of research, Murray Wealth Group
Price
$264.700
Owned
Yes