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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Bruce Murray commented about whether LNR.TO, QCOM, GOOG, PBH.TO, GIL.TO, CUF.UN.TO, CHE.UN.TO, FRII.TO, DOL.TO, NA.TO, H.TO, MA, V, KEY.TO, OTEX.TO, ENF.TO, DR.TO, AZN, NFLX, TD.TO, CPG.TO, CGX.TO, SU.TO, AMZN, BLK, NWL, GOOS.TO are stocks to buy or sell.
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WEAK BUY
Great managers who have built the business over the years. But they face the macro issue of Netflix. Now we see PE compression on high-growth stocks. Their opportunities to grow revenue, like adding games and offering wine, is good. But they depend on the quality of the movies. Long-term you will do well with this.
other services
DON'T BUY
The issue with CPG is that Canada is a high-cost oil producer, but CPG is producer of marginal oils, which is even worse. Also, they have lots of leverage. The low price of oil is killing them. If the price of oil shot up to $100, CPG would be the stock to own because it'll rocket, but he doesn't see this happening. He wouldn't own this or any energy stocks.
oilgas
BUY
His largest holding among Canadian banks. A class act. Well-managed. Well-positioned in the U.S. They just need to find more lending opportunities. They will continue to do very well.
Bruce MurrayOwned
banks
BUY ON WEAKNESS
They have 130 million users, and there are 1.2 billion cable connections worldwide, so they have room to expand. They have a high PE, so even a little bad news will push this stock down. He owns this for the long term.
Bruce MurrayOwned
Technology
PAST TOP PICK
(A Top Pick Dec 11/17, Up 30%) They'd been struggling for years, but developed a bunch of new drugs. He thinks this will rise a lot higher.
Bruce MurrayOwned
biotechnologypharmaceutical
PAST TOP PICK
(A Top Pick Dec 11/17, Up 21%) Pays over 7% dividend. This stock could really go. They own little surgical hospitals and outpatient clinics. They have a deal where doctors own the real estate and manage, while they share in the profits with DR. A very good model
Bruce MurrayOwned
other services
PAST TOP PICK
(A Top Pick Dec 11/17, Up 12%) They'll raise their big dividend. You're buying at the bottom now, but be patient for it to rise.
Bruce MurrayOwned
oilgas
BUY
Visa vs. Mastercard He owns Mastercard which has done better than Visa. But both companies are great. Pick one. But you're paying for the growth rate (they are expensive). Trading at 31x earnings. Be careful of sudden drops in stock price.
Bruce MurrayOwned
other services
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