• Global airline travel continues to grow, leading to strong demand for new aircraft. Following excellent share price gains for rival Boeing, we think Airbus is best positioned to provide strong capital appreciation.

This is the sixth 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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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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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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Evaluating high growth companies is challenging, given that traditional methods often yield astronomical valuations for companies generating negative cash flow, but the rewards can be quite compelling. Any slowdown in growth rates or corporate missteps can cause swift losses in investment value. Thus, it is imperative to look beyond just current financials and evaluate the long-term potential of a company and the ability of management to execute on its growth potential.

In this article, The Murray Wealth Group looks at the financials data of three companies without naming the actual companies right away.

This is the third 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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Some investors and commentators are skeptical of these technology investments, arguing that valuation levels are too high and that excessive speculation means they should be avoided. We do not agree!

This is the second in a monthly 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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