Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 7, 2019
(A Top Pick Jan 05/18, Down 38%) They are still going to make $2 to $2.50 a share. They hit all kinds of bad luck like the Toys'R'Us bankruptcy. He is ticking with it and bought a little more. He does not think they will cut the dividend.
Newell Brands Inc(NWL-N)
January 7, 2019
(A Top Pick Jan 05/18, Down 38%) They are still going to make $2 to $2.50 a share. They hit all kinds of bad luck like the Toys'R'Us bankruptcy. He is ticking with it and bought a little more. He does not think they will cut the dividend.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$19.500
Owned
Yes
BUY
BUY
January 7, 2019
LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt.
Linamar Corp(LNR-T)
January 7, 2019
LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$45.960
Owned
Unknown
BUY
BUY
January 7, 2019
LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt.
Magna Int'l. (A)(MG-T)
January 7, 2019
LNR-T vs. MG-T. MG-T is the third largest global auto parts manufacturer on the planet and so are very dependent on the growth of autos. He thinks worries about ride-share taking over and reducing auto ownership are over grown. LNR-T is concentrated within the drive-train of the vehicle. They are capturing market share globally and own the industry in North America. Electric vehicles will have no gears in them, but LNR-T will build drive trains for electric autos. They also own two other businesses: Skyjack, and a farm machinery business they acquired last year. LNR-T can grow faster when the businesses are booming, but MG-T has less debt.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$61.800
Owned
Unknown
BUY
BUY
January 7, 2019
They and VOW-GR are vying to be the largest auto manufacturer on the earth. You won't see Chinese cars in North America for some time. You could buy this for a cyclical recovery.
Toyota(TM-N)
January 7, 2019
They and VOW-GR are vying to be the largest auto manufacturer on the earth. You won't see Chinese cars in North America for some time. You could buy this for a cyclical recovery.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$121.280
Owned
No
BUY
BUY
January 7, 2019
He owns a small position. They are competing with larger companies like SAP. KXS-T has been growing very rapidly. It is possible they could get acquired. You would get good solid revenue and earnings but it is expensive because of the growth potential. In a correction it can get hid harder, though.
Kinaxis Inc(KXS-T)
January 7, 2019
He owns a small position. They are competing with larger companies like SAP. KXS-T has been growing very rapidly. It is possible they could get acquired. You would get good solid revenue and earnings but it is expensive because of the growth potential. In a correction it can get hid harder, though.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$66.230
Owned
Yes
BUY
BUY
January 7, 2019
A very well managed Canadian software company that grows by acquiring others into its platform. You will get consistent growth as a stream of acquisitions comes along. You get it cheap and it has a solid outlook. There is probably 30% upside in a better market environment.
Open Text(OTEX-T)
January 7, 2019
A very well managed Canadian software company that grows by acquiring others into its platform. You will get consistent growth as a stream of acquisitions comes along. You get it cheap and it has a solid outlook. There is probably 30% upside in a better market environment.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$43.570
Owned
Yes
BUY
BUY
January 7, 2019
It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)
It is a very well managed company with an aggressive management team that grows by acquisition of smaller trucking companies. It is economically sensitive so it sold off recently. We are moving more and more to packaged goods delivery. He thinks it is fine at these prices. (Analysts’ price target is $52.00)
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$34.690
Owned
Unknown