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COMMENT
Market weakness. He believes we will continue to see weakness in the next couple days. Markets have largely given up the gains from August in a matter of days. It's probably healthy to see a correction.
Jamie Murray Unknown
DON'T BUY
There is a lot of hype and expectations are very big for this company. They will have to execute everything perfectly like a robo-taxi service, software platform and a dominance in self-driving cars to justify their high multiple.
Jamie Murray No
Consumer Products
HOLD
A very well-run company with a great management team. There are some concerns around the electrification of vehicles. Lower gas demand may be a headwind for the company.
Jamie Murray No
food stores
COMMENT
There is always headline risk for pipelines. If the Keystone XL pipeline is cancelled, the stock may take a hit. However, the company is looking at growing dividends by 5-6% annually.
Jamie Murray No
oilgas pipelines
DON'T BUY
BUY ON WEAKNESS
A well-run company headquartered in Ottawa. They don't have to pay a premium for software talent. All their activities have been executed well. There is a large market they can expand into. In a long-term basis, it is expected to continue to grow at a good rate. If there is a 20% pull-back from the peak, it is a good buying opportunity.
Jamie Murray Owned
0
DON'T BUY
A huge winner in the pandemic with e-commerce. The stock has pulled back heavily from August highs. They were investing in a bitcoin financial exchange that was controversial. Not his favourite way to play e-commerce and there are better quality names.
Jamie Murray No
investment companiesfunds
HOLD
The financial complex has been hit with low interest rates that has made it harder to make money on the lending spread. The liabilities are also valued at future claims so when interest rates go down, it is a headwind. The company is doing all the right things by reducing exposure to markets and their Asian operations are doing well.
Jamie Murray Owned
insurance
COMMENT
Tech bubble. There are different pockets of instability in the markets. Fundamentals have not changed but there is more expectation in the market now pushing the price higher. The companies today like Google or Amazon have good cashflow and are redeploying capital to grow. It is more by stock than the broader market.
Jamie Murray Unknown
COMMENT
Sports betting markets in the US are expected to have great growth. More and more states will legalize this. The industry characteristics are very favourable. The stock has performed well. It's expensive and it rests on states legalizing and sustained high growth.
Jamie Murray No
Technology
BUY
One of the largest pharma companies in the world. They have done a good job rebuilding their pipeline of drugs. It's now better built with constant new products. They took a hit due to a cancer drug that didn't prove itself. You get a nice dividend. In the medical space, there are other names like Boston Scientific that could be a good alternative.
Jamie Murray Owned
biotechnologypharmaceutical
DON'T BUY
A turnaround story. They have done a good job stabilizing the company. It has a lot of debt and legal issues to resolve. The debt levels are probably still too high. They are spinning out their eyecare business which is their crown jewel. There is some more work to do before taking a position.
Jamie Murray No
Healthcare
BUY ON WEAKNESS
A great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.
Jamie Murray Owned
0
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