Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 2, 2018

(Past Top Pick  May 4, 2018, Up 21%) It did poorly in the first half of the year on concerns of capacity additions, but it has come back. He still holds it. As long as the economy is strong, this will continue to do well. But trim if the economy pulls back.

(Past Top Pick  May 4, 2018, Up 21%) It did poorly in the first half of the year on concerns of capacity additions, but it has come back. He still holds it. As long as the economy is strong, this will continue to do well. But trim if the economy pulls back.

Jamie Murray
Head of research, Murray Wealth Group
Price
$128.400
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 2, 2018

(Past Top Pick  May 4, 2018, Up 9%) For the past six months, it's been exciting to invest in this. Nice free cash flow growth, with dividends and increased share buybacks. In July, the shares dropped when they announced the acquisition of old-school tech company, CA Technologies. But they didn't explain why they bought this company until early-September. When the street heard this reason, shares rebounded. He still likes it.

Broadcom(AVGO-Q)
October 2, 2018

(Past Top Pick  May 4, 2018, Up 9%) For the past six months, it's been exciting to invest in this. Nice free cash flow growth, with dividends and increased share buybacks. In July, the shares dropped when they announced the acquisition of old-school tech company, CA Technologies. But they didn't explain why they bought this company until early-September. When the street heard this reason, shares rebounded. He still likes it.

Jamie Murray
Head of research, Murray Wealth Group
Price
$248.100
Owned
Yes
WAIT
WAIT
October 2, 2018

A leader in semi-conductors. It's a value stock that investors buy when computer chip prices collapse, then Intel sweeps in to produce them at low cost and puts its competition out of business. He would look at it later in the cycle. The semis have been weak in the past 6 months due to overcapacity. He prefers Broadcom in this space.

Intel(INTC-Q)
October 2, 2018

A leader in semi-conductors. It's a value stock that investors buy when computer chip prices collapse, then Intel sweeps in to produce them at low cost and puts its competition out of business. He would look at it later in the cycle. The semis have been weak in the past 6 months due to overcapacity. He prefers Broadcom in this space.

Jamie Murray
Head of research, Murray Wealth Group
Price
$48.100
Owned
No
COMMENT
COMMENT
October 2, 2018

He doesn't invest in the video game space, though Google and Amazon, which is how he invests in this space. It's a nice. It's a little industry and an oligopoly. He prefers Activision, but he plays it through Google and Amazon.

He doesn't invest in the video game space, though Google and Amazon, which is how he invests in this space. It's a nice. It's a little industry and an oligopoly. He prefers Activision, but he plays it through Google and Amazon.

Jamie Murray
Head of research, Murray Wealth Group
Price
$83.390
Owned
Unknown
HOLD
HOLD
October 2, 2018

One of the top Canadian oil producers. It's a victim of a whole sector that investors haven't been interested in. There's potential for a rebound trade in this entire group, and if so, then WCP is definitely one to hold. Wait and see in the next six months and hopefully you will get a pop. Otherwise look at Cardinal Energy.

Whitecap Resources(WCP-T)
October 2, 2018

One of the top Canadian oil producers. It's a victim of a whole sector that investors haven't been interested in. There's potential for a rebound trade in this entire group, and if so, then WCP is definitely one to hold. Wait and see in the next six months and hopefully you will get a pop. Otherwise look at Cardinal Energy.

Jamie Murray
Head of research, Murray Wealth Group
Price
$7.870
Owned
Unknown
BUY
BUY
October 2, 2018

Despire rising interest rates, housing starts are still growing in America where the consumer is still strong. He likes HD. A core holding. Pays a 2% dividend. They're in a transition period as they sell direct to consumers and job sites and investing in that. Also investing in faster check-outs. They will come out of this stronger.

Home Depot(HD-N)
October 2, 2018

Despire rising interest rates, housing starts are still growing in America where the consumer is still strong. He likes HD. A core holding. Pays a 2% dividend. They're in a transition period as they sell direct to consumers and job sites and investing in that. Also investing in faster check-outs. They will come out of this stronger.

Jamie Murray
Head of research, Murray Wealth Group
Price
$204.750
Owned
Yes
STRONG BUY
STRONG BUY
October 2, 2018

A large holding for him. Great revenue growth at 20%. Durable. The Waymo self-driving car unit is potentially the next big thing for Google. Trading at 25x PE .

A large holding for him. Great revenue growth at 20%. Durable. The Waymo self-driving car unit is potentially the next big thing for Google. Trading at 25x PE .

Jamie Murray
Head of research, Murray Wealth Group
Price
$21.930
Owned
Yes