Jamie Murray Predictions
Portfolio Manager, Murray Wealth Group
Track Jamie Murray's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[1:10] I think Broadcom if you look at their revenue and earnings growth trajectory over the last 15 months it should be up higher than 70%. Like it's had a lot of margin compression. Same with Nvidia. The numbers keep going up and up and up and up and the stock um particularly in the last six, seven months, it just hasn't really followed. Um we think we're just it's like a slingshot's prime for another big move higher.
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[10:20] It's trading now at the same PE ratio as Royal Bank in Canada. Like Royal is a 16p, news a 16p. News is going to grow, you know, if they hit their numbers, it's going to grow EPS 25 30% a year for the next 5 years.
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[15:37] the public stocks trading around $553 and you said the NAV is around eight. Yeah, it's around eight and um yeah, like I said, there's no reason why we've seen other RESTs close that discount and I don't I think North or Vital as it's now called will do the same thing.
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[13:35] we are going to see inflation trend back to that maybe not quite 2% or below but 2 to 3% range by 2027 2028.
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[19:36] We think they're going to have just as many autonomous vehicles on the road as Whimo does um by 2029 2020 2030.
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[24:37] They are going to probably surpass Alphabet Google in pure advertising revenue by mid 2027 on just a total dollar value. So they're going to become the largest advertising company in the world.
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[27:29] the P ratios down uh, below 20 um, for a company that's going to grow at least the top line and the cash flow is going to grow 20 25% for the next three or four years. And we trust Mark to figure out what to do with the the capex.
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[30:22] I think it's got a pathway to hitting $200 and beyond in the next uh 3 to four years. But I wouldn't be shocked if in a year we're here and it's around the same price.
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[31:23] is it going to $26 per share has been a big lid on this stock for for five years? I think it is.
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[33:49] It's about a 7 billion market cap today. They could be doing one to one.5 billion of free cash flow after capex in those years. That's like a 16% free cash flow yield. So they're going to buy back a lot of stock.
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