TopPicks from Jamie Murray, portfolio manager, Murray Wealth Group
Jamie Murray, portfolio manager at Murray Wealth Group, discusses his top picks: Adyen ADR, Gibson Energy, and Morgan Stanley.Adyen is a high-growth payments processor for large global companies like Nike, Uber and Netflix. The company was bootstrapped with just $250 million of capital and now generates close to $1 billion in free cash flow. Adyen’s advantage comes down to its deep vertical integration and built-from-the-ground-up software base.
Gibson‘s yield of seven per cent equals ~60 per cent of its cash flow, very defensive given the recurring nature of its infrastructure portfolio. While growth expectations are low in the absence of new oil sands projects, Gibson will use its excess free cash flow to buy back shares. Its marketing arm has generated in excess of $100 million in EBITDA in good years and is a free option in our view. Debt levels are below target as well at 2.
المملكة العربية السعودية أحدث الأخبار, المملكة العربية السعودية عناوين
Similar News:يمكنك أيضًا قراءة قصص إخبارية مشابهة لهذه التي قمنا بجمعها من مصادر إخبارية أخرى.
Climate change will keep inflation high, Norway sovereign wealth fund chief warnsThe head of the world\u0027s largest sovereign wealth fund warned that inflation will remain high, fed by climate change, greedflation. Read on.
اقرأ أكثر »
Nuggets eliminate Wolves 112-109 behind Murray, JokicCanadian Jamal Murray scores 35 points as Denver Nuggets beat Minnesota Timberwolves 112-109 to win series in five games
اقرأ أكثر »
Jamie Sarkonak: Liberal gun grab serves no purpose — they just want our propertyThere’s no market, only one buyer, and participation is mandatory
اقرأ أكثر »
Brett Girard's Top Picks: April 25, 2023 - BNN BloombergTopPicks from Brett Girard, chief financial officer and portfolio manager, Liberty International Investment
اقرأ أكثر »
Dennis da Silva's Top Picks: April 26, 2023 - BNN BloombergTopPicks from Dennis da Silva, senior portfolio manager, Middlefield Capital Corporation
اقرأ أكثر »
Top 5 Mother’s Day gifts that are thoughtful and usefulNo kitsch or tchotchkes, just utility and beauty
اقرأ أكثر »