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Jamie Murray
@MWG_Jamie
President, Murray Wealth Group. Tweets are not investment advice. MWG may or may not have positions in securities mentioned in tweets.
Toronto, Canada
Joined September 2019
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    Nope, did not discuss $NPI.TO on BNN. I did talk $LNR.TO, DBM.TO and $NWH.TO. Nice to see my dog at top of the screen today. $16.61 is the price @NuggetCapital . Maybe you should buy 139 shares to hedge, which will pay you $100 in dividends by next Christmas.
    Replying to @MWG_Jamie
    Is that why $NPI.TO saw some alpha. lol. This is a 12-month bet. I'm not rooting against you but I will be quite surprised if that dog is able to ever hunt again and happily pay the charity bet.
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    I believe the simple answer to getting oil producers to pump more is simply adequately value their reserve base so share buybacks are less attractive relative to production growth. $CNQ $WCP $CVX
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    It's completely unacceptable that the CRA's TFSA contribution limit info remains unavailable, approaching two months now.
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    We own $CTS.TO in our Global Equity Growth Fund. With the stock cut in half ytd and a special committee announced, we want to update our views on the name. 1/n
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    1/ We are long $ATZ.TO - Three poor quarters in a row after 10 great ones. Looking at our thesis drivers... we've owned since 2018 and understand there are cycles of brand heat and abnormal comp growth. Always refer back to the long term drivers.
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    Celebrating the little things - $250M AUM in our MWG Global Equity Growth Fund! Was $36M when I joined the firm in 2017.
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    For the #OOTT #EFT Updated FCF Yield based on strip prices. Courtesy TD. DYODD. @bnn_bull
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    $TVE.TO block trade wildly oversubscribed a $2.53/share, we got 1/10 allocation - looks like the generalists are coming back. cc: @bnn_bull
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    Should Canada place tariffs on crude imports? Feels like it would solve this very quickly
    Quebec blocks western Canadian crude from being refined on the east coast so that they can instead buy over $200 million worth of sanctioned Russian oil. The hypocrisy needs to end now and this country needs to grow the f&$# up.
    00:00
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    Possible this is the bottom in CAD/USD? -Rate cuts will spur near term economic growth -Conservative majority next year -Commodities exports strong (oil, nat gas, gold) -stock market at ATH -tariffs probably aren't happening if border is sole concern.
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    $WCP.TO technical team is killing it. Excited to see what they do with Veren assets.
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    I'll take $ARX.TO, $CPG.TO and $SDE.TO in order of low/med/high risk (relative of course) and the king $CNQ.TO is a no brainer
    New 2022 Price Guide for ya from National Bank -Nice to see different takes - Some are going to like some of these 😀 and their top picks $cnq $hwx.to $su $meg.to $cj.to $bte.to $erf.to $gxe.to $tve.to $ath.to $cve $wcp.to #oil #oott #oilsands
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    Replying to @ecommerceshares
    EPS only fells because $5B delta on securities gains/losses. Operating income up 20%
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    1/ 2 weeks late on this but with $CHE.UN a top pick today, let me 6.5% delve. Long story short = 6.5% div + 5% share buyback = 11% plus non-dilutive growth (4-5%) = 15-16% IRR
    I'll write this idea up next week. Pretty simple story. $CHE.UN