Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 26, 2019
It's been a tough performer the past year, compounded in the last month. They had a satellite crash and lost on those contracted revenues--to add to their woes. They carry a lot of debt. It'll be a long road for them. They face competitors, too.
Maxar Technologies(MAXR-T)
February 26, 2019
It's been a tough performer the past year, compounded in the last month. They had a satellite crash and lost on those contracted revenues--to add to their woes. They carry a lot of debt. It'll be a long road for them. They face competitors, too.
Jamie Murray
Head of research, Murray Wealth Group
Price
$9.740
Owned
No
BUY
BUY
February 26, 2019
A REIT that owns hotels in secondary US cities. They've upgraded old hotels, many on railway lines. They took a cash-flow hit and the street wasn't ready for that. The stock took a big hit in 2018. Good sustainable yield of 11%. As these investments pay off this and next year, they'll see higher income and share price. But they need to show payback and results in their next earnings report.
A REIT that owns hotels in secondary US cities. They've upgraded old hotels, many on railway lines. They took a cash-flow hit and the street wasn't ready for that. The stock took a big hit in 2018. Good sustainable yield of 11%. As these investments pay off this and next year, they'll see higher income and share price. But they need to show payback and results in their next earnings report.
Jamie Murray
Head of research, Murray Wealth Group
Price
$7.520
Owned
Yes
DON'T BUY
DON'T BUY
February 26, 2019
It's been a great growth story in the past decade, but fell victim to those large numbers--it's hard to keep opening new stores and raising prices forever. It's come to the point where their products are close to those at Walmart. Also, Dollar Tree will give them competition. A well-run company that has some defensiveness, but there are better opprortunities.
Dollarama Inc.(DOL-T)
February 26, 2019
It's been a great growth story in the past decade, but fell victim to those large numbers--it's hard to keep opening new stores and raising prices forever. It's come to the point where their products are close to those at Walmart. Also, Dollar Tree will give them competition. A well-run company that has some defensiveness, but there are better opprortunities.
Jamie Murray
Head of research, Murray Wealth Group
Price
$36.480
Owned
No
HOLD
HOLD
February 26, 2019
5-year outlook He's trimmed his holdings as it rallied to $16. There's competition coming in South Dakota. Long-term it depends on how well they acquire new surgical centres.
5-year outlook He's trimmed his holdings as it rallied to $16. There's competition coming in South Dakota. Long-term it depends on how well they acquire new surgical centres.
Jamie Murray
Head of research, Murray Wealth Group
Price
$16.370
Owned
Yes
WATCH
WATCH
February 26, 2019
Pays a safe 8% yield. He's taking a hard look at this. They're impacted by oil production and Alberta's isn't growing as expected. IPL is building a large propane facility for $3.5 billion that'll come onstream at end-2021. IPL will come down to project execution.
Inter Pipeline(IPL-T)
February 26, 2019
Pays a safe 8% yield. He's taking a hard look at this. They're impacted by oil production and Alberta's isn't growing as expected. IPL is building a large propane facility for $3.5 billion that'll come onstream at end-2021. IPL will come down to project execution.
Jamie Murray
Head of research, Murray Wealth Group
Price
$21.100
Owned
No
COMMENT
COMMENT
February 26, 2019
US banks, like the Canadians, won't see a lot of growth due to flatter yield curves. Now, though they're safe, holding lots of capital given regulations since the Recession. He prefers Morgan Stanley who've done well transitioning to the wealth management business.
CitiGroup(C-N)
February 26, 2019
US banks, like the Canadians, won't see a lot of growth due to flatter yield curves. Now, though they're safe, holding lots of capital given regulations since the Recession. He prefers Morgan Stanley who've done well transitioning to the wealth management business.
Jamie Murray
Head of research, Murray Wealth Group
Price
$64.120
Owned
Unknown
DON'T BUY
DON'T BUY
February 26, 2019
It comes down to consumer tastes changing and competition from private brands. The consumer staples sector is overvalued as a whole.
Kraft Heinz Company(KHC-Q)
February 26, 2019
It comes down to consumer tastes changing and competition from private brands. The consumer staples sector is overvalued as a whole.
Jamie Murray
Head of research, Murray Wealth Group
Price
$33.120
Owned
No