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Compiling comments that experts make about stocks while on public TV.

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Alex Ruus , Executive VP & Portfolio Manager

BluMont Capital

Bio:

 


Date Signal Chart Symbol Company Opinion Price
2015-04-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. The global economy continues to expand for the 5th or 6th consecutive year. Forces are getting stronger economically. The world’s biggest economy, the US, is probably continuing to slowly accelerate. Things are as good there as they have been since the great recession. When the world’s biggest economy is moving forward, that is good for the whole global economy. It will drag all the smaller boats along with it. Markets are slightly undervalued overall and there are a lot of companies doing really, really well right now. He thinks there is great opportunity out there. Expects you will see exports out of Europe into the US being a driver of some growth, but they continue to struggle and to restructure. He doesn’t think the proper restructuring is happening in Greece. They haven’t had enough time to come to grips with what needs to be done. However, with the US going forward as strongly as it is, it is going to drag Europe forward.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2015-04-07 HOLD Must be logged in to use chart ACQ-T AutoCanada Inc.

Good solid automobile retailer. Probably the biggest owner of auto dealerships in Canada and a consolidator in the industry. Has not done well in the last 6 months, but the longer-term story is still intact. About half of their business is in Alberta, and people are extremely concerned about what is going to happen in 2015 with sales in their Alberta dealerships. Expecting a little more weakness in the stock and thinks it will continue to struggle in the near term. He initiated a very small position.


Price:
$34.150
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick March 24/14. Up 17.58%.) If he did not own this, he would be buying it today. A great free cash flow story that has executed consistently. Great management. A billion-dollar company with a growing stream of dividends passed on to unit holders. Almost a 5% dividend.


Price:
$33.600
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 HOLD Must be logged in to use chart AGU-T Agrium

A really solid company in the fertilizer space. Has had a great run the beginning of the year, so he wouldn’t be putting fresh money to work yet. They benefit from lower natural gas prices. He would prefer it a little lower down.


Price:
$131.750
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

The biggest healthcare insurance provider. A great play on helping the US control healthcare costs. Medical expenses are probably one of the biggest expenditure in the US. Historically, have done a great job for the customers as well as for their shareholders. Producing ever increasing streams of earnings and cash flows. Probably trading at the upper end of its historical PE, but he feels people are starting to realize the quality of these businesses. Trading at 14 X next year’s earnings. In the last 8 years, it has gone from 627 million shares outstanding to about 280 million because of share buyback. Yield of 1.61%.


Price:
$155.190
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 COMMENT Must be logged in to use chart BAC-N Bank of America

Prefers US banks over Canadian ones. There has been a big hold back for the really big US banks, where the feds are taking a really close look at their ability to withstand another 2008-2009 type scenario. He doesn’t own any banks and prefers specialty financing companies instead. (See Top Picks.)


Price:
$15.460
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 COMMENT Must be logged in to use chart BB-T BlackBerry

An extremely volatile stock. Have gone from being a leader in the smart phone business to a niche player in this market. The franchise is probably a little bit undervalued here. In the short term, they are still not making any significant amounts of money. They have an OK balance sheet. Feels John Chen is doing the right things. He doesn’t see any near-term catalysts for this. It might be a good trading stock.


Price:
$11.660
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 HOLD Must be logged in to use chart BBD.B-T Bombardier Inc (B)

A really, really interesting situation. There has been a lot of coverage in the media in the last 6 months. They have to raise about $1 billion of equity and $1.5 billion of debt to shore up their balance sheets. The aircraft industry is an oligopoly. Once you are in a stable situation, these companies produce a lot of free cash flow. The issue is when you are launching new airplane platforms. That is what is hitting this company. They have developed what is a world-class beating plane in the C series in the 100-175 seat category. Boeing and Airbus have inferior products in that category and they are doing everything in their power to sabotage this company by undercutting them. The market is very concerned about them losing money in the short term. The question is what is going to happen in 2015-2016 when they get into the actual production launch. He likes the company longer-term and sees a huge upside, but in the short term you have to wait and see how orders and development goes on this year.


Price:
$2.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

He would categorize this as a short term hold and long-term buy. The uranium market continues to be a bit challenged. This looks expensive because they are the biggest uranium miner in the world. Because of that, they are given a premium. Because of the problems in Japan, a lot of uranium has come off as the Japanese shut down their nuclear reactors. They are starting to restart some which should create a surge of uranium demand this year and next. Feels there is potential here.


Price:
$18.350
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 TOP PICK Must be logged in to use chart EFN-T Element Financial

One of the few financials that he likes. Specialty finance. They are an emerging leasing leader in fleet management, rail finance, commercial/vendor finance and aviation finance. There is accelerating earnings growth. Trading at 12X next year’s earnings. He sees substantial upside here.


Price:
$16.880
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 STRONG BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Tomorrow there will have be more news about the company. A fantastic company, and from his point of view the best investment opportunity in the whole aerospace area. It has been beaten up simply because there has been no news in the last 2-3 months. They do business for some very big companies, and a lot of these companies don’t like small companies to press release news. This year he expects it to start making money.


Price:
$0.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

A world leader in HIV and hepatitis. Trades at almost a 10% free cash flow yield and just started paying a dividend this year. Thinks it has a fair bit of upside. This is a really good sector that generates a lot of free cash flow. Q1 sales could exceed expectations. (See Top Picks.)


Price:
$98.690
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-04-07 PARTIAL SELL Must be logged in to use chart KBL-T K-Bro Linen Inc

Industrial laundry. He likes the business longer-term. Feels it is trading at the higher end of its valuation. If you own, consider taking a little bit of profit.


Price:
$55.250
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 HOLD Must be logged in to use chart LNR-T Linamar Corp

An excellent company. A very good auto parts manufacturer. He thinks it is going higher from here.


Price:
$76.830
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-04-07 COMMENT Must be logged in to use chart LUN-T Lundin Mining Corp.

Doesn’t own any mines. He continues to be a little bit cautious. We had a super cycle in mining from the turn-of-the-century until 2010-2011. This correction is going to last longer than people think. It went up so fast and for so long, so it is now going to take a while. This is probably the most attractive name and is probably a pretty solid play.


Price:
$5.120
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 453 entries
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