Viewing Expert Alex Ruus | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Alex Ruus , Portfolio Manager

Arrow Capital Management

Bio:

 


Date Signal Chart Symbol Company Opinion Price
2016-04-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There seems to be a lot of negative news around, but the market in the last 1 ½ months has been pretty darn good. It caught a lot of managers offside as a lot of them bought into the negative sentiment. You can’t make money being on the sidelines. Ever since the 2008-2009 downturn the negative attitude has really taken over. Any time there is a small pull back, everybody is expecting it to happen again. The reality is that things are not bad. We have that low, low interest rate environment that is good from a multiple aspect.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-04-21 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

Canada’s largest auto retailer. They rollup auto dealerships. At this point he would not recommend it. This is a good consolidation play longer-term, but unfortunately almost half their exposure is in Alberta. Considers this as a value trap at this time.


Price:
$21.420
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 TOP PICK Must be logged in to use chart AD-T Alaris Royalty

This is a great, great company. A royalty owner in non-resource private companies. A really well run company with a conservative balance sheet. Trading at 13X 2007 earnings. Thinks there has been 10 dividend increases over the last 5 years. Dividend yield of 5.3%.


Price:
$30.620
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick April 7/15. Down 3.3%.) The #2 healthcare insurer in the US. In the long term, this has been a great performer. Really cheap and has been one of the beneficiaries of Obama care, as well as general healthcare trends. They help the consumer get best healthcare value. Dividend yield of 2% that grows every year. Still a Buy.


Price:
$145.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 HOLD Must be logged in to use chart BB-T BlackBerry

(Market Call Minute.) The bad news is more or less baked into the stock. Execution needs to happen over the coming year.


Price:
$9.040
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 HOLD Must be logged in to use chart BLX-T Boralex Inc.

(Market Call Minute.) An alternative energy generator. A good solid long-term business. This would be a Buy if it were down 20%.


Price:
$16.350
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

Uranium. Long-term he thinks this is a great, great company. In the short term, this is a difficult sector. Uranium is hitting 10 year lows on the spot market. If you want to invest in uranium, this is a wonderful way. In the short term, he doesn’t see the stock going up. Uranium prices are hitting new lows.


Price:
$15.660
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 BUY Must be logged in to use chart CIX-T CI Financial Corp

(Market Call Minute.) The whole asset management sector is undervalued. He likes this.


Price:
$27.540
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

A solid, solid company. Probably the best performing rail in the last 3 years. Over the last 20 years, rails have been phenomenal performers. They are good, solid, long term businesses, and he would never argue with a client owning these. In the short term, they are under a bit of pressure. Their most profitable business is hauling commodities which is under pressure. He is not in a big hurry to buy these because he thinks they continue to be a bit weak in the short term.


Price:
$191.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 WEAK BUY Must be logged in to use chart CRH-T CRH Medical Corp.

A good health care services firm. This would be a Hold to a Weak Buy at this time. Really likes what they have done longer-term. If you can get this at the bottom of the 52 week trading range, that would be his Buy point. He likes management and what they are doing long term.


Price:
$4.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

Stock was halted today because of a potential takeover. Has never liked the stock. It is an over levered company. If the takeover does not turn out to be real, he feels it will drop back down to where it was. (BNN suggests you look at today’s interview that ran from 2:00-4:00.)


Price:
$38.650
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-04-21 PAST TOP PICK Must be logged in to use chart EFN-T Element Financial

(A Top Pick April 7/15. Down 11.19%.) A commercial leasing company, and are just in the throes of splitting up into 2 companies over the coming year. Really well run by a seasoned management team. Cheap, trading at 7X 2017 earnings.


Price:
$15.040
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 WEAK BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

A partial spin-out out of Enbridge (ENB-T), and what he would consider as the high income part of Enbridge. It gives you a higher yield, but less growth. At these levels, he likes this. Won’t give you a ton of appreciation, but will give you a steady income.


Price:
$29.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-21 HOLD Must be logged in to use chart FLY-X Flyht Aerospace Solutions

A micro-cap stock. Potentially a multi-bagger. They are penetrating the commercial aerospace market. Stock has not done well because things are taking longer to develop in terms of revenues and earnings than had been expected. Just reported their 4th quarter, making a slight profit. Revenues were up 60%. He is looking for a big break-out this year. Many of the airplane manufacturers are installing their box.


Price:
$0.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This is one of the cheap stocks. A $130 billion market cap company that generates $20 billion of free cash flow every year. The stock has come off, mostly because of Hillary Clinton and other politicians going on about expensive drugs. They have a state-of-the-art drug that cures hepatitis C. 14% free cash flow yield. Dividend yield of 1.69%.


Price:
$101.740
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 566 entries
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