Monthly Archives: September 2018

Market Research #005 – Reviewing the Technology Thesis

With additional scrutiny in the sector since we published our original piece ‘Market Research #002 – Why we like the Technology Sector’, we decided to revisit our assumptions and determine which companies are more, or less, attractive.

This is the fifth in a series of independent research produced by the Murray Wealth Group Research Team. The purpose of this series is to provide insight into our portfolio construction and how our research shapes our investment decisions.

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Market Research #004 – US Medical Device Companies

There are numerous ways to gain exposure to the healthcare sector from direct product producers (medical supply or drug companies), health insurers and pharmacies. There are also indirect ways such as real estate firms focused on health care or retirement facilities. Each sub-sector offers its own unique risks and opportunities. In this piece, we look at the medical products field and why we think it provides interesting opportunities.

This is the forth in a series of independent research produced by the Murray Wealth Group Research Team. The purpose of this series is to provide insight into our portfolio construction and how our research shapes our investment decisions.

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