Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 14, 2018
They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$11.430
Owned
Yes
BUY
BUY
November 14, 2018
Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$10.870
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 14, 2018
They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$42.180
Owned
Yes
DON'T BUY
DON'T BUY
November 14, 2018
They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.
They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$70.810
Owned
No
TOP PICK
TOP PICK
November 14, 2018
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$1054.580
Owned
Yes
TOP PICK
TOP PICK
November 14, 2018
He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98)
Qualcomm (QCOM-Q)
November 14, 2018
He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$53.940
Owned
No
TOP PICK
TOP PICK
November 14, 2018
Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29)
Linamar Corp (LNR-T)
November 14, 2018
Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$48.250
Owned
Yes