Episode Details

Looking beyond the market's biggest names? Jamie Murray, President of The Murray Wealth Group, shares the investing framework he uses to uncover overlooked companies with strong cash flow, attractive valuations and long-term growth potential. From AI winners and consumer stocks to airlines, REITs and international opportunities, he explains what makes a stock worth buying—and why some of the market's best opportunities are often the ones investors aren't paying attention to.

In the Mailbag, Jamie weighs in on some of the market's most talked-about names, including Uber (UBER), Meta (META), Aritzia (ATZ.TO), Air Canada (AC.TO), Exchange Income Corp. (EIF.TO), Go Residential REIT and UnitedHealth Group (UNH). He explains why Uber and Meta remain core holdings, discusses whether Air Canada is finally becoming investable, shares his outlook for Aritzia after its recent run, and breaks down why he's finding opportunity in real estate through Go Residential REIT. He also offers his take on UnitedHealth following its dramatic selloff and explains why he recently sold Exchange Income after a big run up.  

In Pro Picks, Jamie revisits his Past Picks Broadcom (AVGO), Starbucks (SBUX) and 3i Group (III.L), sharing why he remains bullish on Broadcom and 3i Group while explaining why he exited Starbucks. He then reveals three new high-conviction ideas: Nu Holdings (NU), Opera (OPRA) and Vital Healthcare Property Trust (NZX)—companies he believes have the potential to quietly outperform over the years ahead.

Timestamps

00:00 Trailer
02:15 Intro
03:20 What’s going on in the markets right now?
06:40 What does Jamie’s portfolio look like right now and why software?
09:20 Small caps as an AI trade
10:50 Why isn’t the market more roiled by the new flare up between the U.S. and Iran
15:00 What’s a classic Jamie Murray stock?
15:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX
17:50 ITM Mailbag: Uber stock (UBER)
23:20 Meta stock (META)
27:50 Aritzia stock (ATZ)
30:35 Air Canada stock (AC)
35:30 Exchange Income Corp (EIF)
39:30 GO Residential REIT (GO.U)
44:00 UnitedHealth Group stock (UNH) 

46:20 Jamie’s Past & Pro Picks (AVGO, SBUX, NU, OPRA, VITL.UN)

Sponsors

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more information

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

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DISCLAIMERS 

The content provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. 

Hamilton ETFs Disclaimer

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

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