Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
October 8, 2019

A high-growth, mature software stock, so it hasn't sold it as much as, say, Shopify. They have a great customer base and a strong acquisition track record that fuels growth. Great recurring revenue base. He's looking at it.

Adobe Systems (ADBE-Q)
October 8, 2019

A high-growth, mature software stock, so it hasn't sold it as much as, say, Shopify. They have a great customer base and a strong acquisition track record that fuels growth. Great recurring revenue base. He's looking at it.

Jamie Murray
Head of research, Murray Wealth Group
Price
$270.830
Owned
No
DON'T BUY
DON'T BUY
October 8, 2019
There's too much debt and not enough growth to pay it off. The stock has sold off as their generic products face new competition.
There's too much debt and not enough growth to pay it off. The stock has sold off as their generic products face new competition.
Jamie Murray
Head of research, Murray Wealth Group
Price
$25.880
Owned
Unknown
DON'T BUY
DON'T BUY
October 8, 2019

He avoids Chinese companies--heard too many horror stories. Google is growing faster than Baidu, and he prefers Google if you want an internet stock.

Baidu.com (BIDU-Q)
October 8, 2019

He avoids Chinese companies--heard too many horror stories. Google is growing faster than Baidu, and he prefers Google if you want an internet stock.

Jamie Murray
Head of research, Murray Wealth Group
Price
$99.530
Owned
No
TOP PICK
TOP PICK
October 8, 2019

He prefers it to Visa, though both are fine. MA boasts more growth. Both dominate payments. Despite new, smart e-payment companies, customers still need a card like MA--cards won't go away soon. For MA, he forecasts 10-12% annual revenue growth for the next 2-3 years and strong free cash flow, growing earnings at 30x 2020's revenues. Chip away at this when you can, because this doesn't pullback much. (Analysts’ price target is $309.22)

Mastercard Inc. (MA-N)
October 8, 2019

He prefers it to Visa, though both are fine. MA boasts more growth. Both dominate payments. Despite new, smart e-payment companies, customers still need a card like MA--cards won't go away soon. For MA, he forecasts 10-12% annual revenue growth for the next 2-3 years and strong free cash flow, growing earnings at 30x 2020's revenues. Chip away at this when you can, because this doesn't pullback much. (Analysts’ price target is $309.22)

Jamie Murray
Head of research, Murray Wealth Group
Price
$267.070
Owned
Yes
TOP PICK
TOP PICK
October 8, 2019

The most hated stock on the S&P. IBM is doing a lot of things right. It trades much lower vs. its peers, so it doesn't take a lot to get a 20-30% return out of it. The bar is set so low. The EPS is around 10-11x. They just closed on the Red Hat cloud deal. Revenue growth is 2-3% annual, but they are cutting out big-revenue, but low-margin contracts which should improve their bottom line. Red Hat's CEO could be the next IBM head, which is a plus. (Analysts’ price target is $154.76)

IBM (IBM-N)
October 8, 2019

The most hated stock on the S&P. IBM is doing a lot of things right. It trades much lower vs. its peers, so it doesn't take a lot to get a 20-30% return out of it. The bar is set so low. The EPS is around 10-11x. They just closed on the Red Hat cloud deal. Revenue growth is 2-3% annual, but they are cutting out big-revenue, but low-margin contracts which should improve their bottom line. Red Hat's CEO could be the next IBM head, which is a plus. (Analysts’ price target is $154.76)

Jamie Murray
Head of research, Murray Wealth Group
Price
$138.380
Owned
Yes
TOP PICK
TOP PICK
October 8, 2019
Advertisers are roaring back after they realize that they still need TV exposure. Corus sold off hard after Shaw sold its stake, but that was down to CRTC rules. Corus trades at a cheap 20% free cash flow yield. He expects good numbers from Friday's earnings report. (Analysts’ price target is $8.32)
Advertisers are roaring back after they realize that they still need TV exposure. Corus sold off hard after Shaw sold its stake, but that was down to CRTC rules. Corus trades at a cheap 20% free cash flow yield. He expects good numbers from Friday's earnings report. (Analysts’ price target is $8.32)
Jamie Murray
Head of research, Murray Wealth Group
Price
$5.240
Owned
Yes
BUY
BUY
October 8, 2019

One of his favourite tech names that well generate a lot of free cash flow into 2021 like Microsoft. They're reinvesting aggressively, pushing into delivery through the Prime program that they're also pushing with success. All tech has come under pressure and there have been allegations of poorly paying their workers; they've raised their minimum wage to $15/hour, but under tough working conditions. Plus, there's regulatory scrutiny over them using data from third-party vendors. But he consider this short-term noise.

Amazon.com (AMZN-Q)
October 8, 2019

One of his favourite tech names that well generate a lot of free cash flow into 2021 like Microsoft. They're reinvesting aggressively, pushing into delivery through the Prime program that they're also pushing with success. All tech has come under pressure and there have been allegations of poorly paying their workers; they've raised their minimum wage to $15/hour, but under tough working conditions. Plus, there's regulatory scrutiny over them using data from third-party vendors. But he consider this short-term noise.

Jamie Murray
Head of research, Murray Wealth Group
Price
$1705.510
Owned
Yes