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
2016-09-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is meeting a lot of super cautious people that think the end of the world is coming. When the market is undervalued and the individual investor is afraid to put their money to work, private equity steps up, the corporations step up and jump into the void and take advantage of that. The last time we were at these valuations, interest rates were 5% higher than they are now. If you apply Capital Asset Pricing Models (CAPM), multiples should actually be quite a bit higher. Because of that, you could make that the market is undervalued. Companies are looking at this and can borrow money at very low interest rates to make undervalued acquisitions. Investors don’t have to Buy the market. There are a bunch of stocks that are trading at single digit PEs, so you are not paying up for the stuff. It people are willing to spend the time, dig and find the value they can outperform the market over the long-term.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-09-06 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick Sept 21/15. Down 20.42%.) This has a good business model, good management, and a demonstrated record of producing results over time. He is puzzled as to why the stock has come off. Has owned this for 10 years and recently added to his holdings. 7.5% dividend yield and a 10% PE and an almost 10% free cash flow yield. Still a strong Buy.


Price:
$21.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-06 TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

A healthcare stock. Very compelling value. Trading at 10X earnings. The US’s #2 managed care organizational health insurer. One of those good news healthcare stories. They are part of the solution of controlling the healthcare system costs. They work in ratcheting down costs for their members. The buyback on this stock has reduced its shares outstanding by 58% in the last 9 years. Dividend yield of 2%.


Price:
$124.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-06 HOLD Must be logged in to use chart BABA-N Alibaba Group Holding

(Market Call Minute.) He likes the long-term business model, but you have to be comfortable with China and the risk that is entailed with investing in China.


Price:
$103.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-06 SELL Must be logged in to use chart BMY-N Bristol Myers Squibb

A very good, well-run, large cap pharma company. A lot of the big caps have been in the doldrums for the last 10 years, and then in the last 2 years, things have kind of picked up for a bunch of them. This one has probably been the best performer of the old-line pharmas. They have become the leader in the cancer treatment called immunotherapy, probably the most rapidly growing area of cancer. Their immunotherapy had a bad trial on another type of cancer, which threw up some caution signs. A super expensive company trading in the 20+ PE. Prefers other players in the area. He wouldn’t hold this one. (See Top Picks.)


Price:
$56.960
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 SPECULATIVE BUY Must be logged in to use chart CCO-T Cameco Corporation

The world’s largest producer of uranium. The spot price on uranium has been pretty brutal as of late. It goes back to Fukushima several years ago. The Japanese really haven’t started up their nuclear reactors yet. Long-term, this is a screaming Buy. Short-term, this is probably range bound. The next year could be choppy because the spot price is under pressure. Feels that if you bought it today, you would make money on it in 5 years.


Price:
$12.210
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-06 BUY on WEAKNESS Must be logged in to use chart CRH-T CRH Medical Corp.

A good, small-cap, Canadian health care stock. A teensy bit too expensive for him right now. He likes where the business is going. Would be a buyer at the bottom of the 52-week trading range. He likes management and the board. (See Top Picks.)


Price:
$4.750
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 DON'T BUY Must be logged in to use chart CXR-T Concordia Healthcare

This has big red flashing danger signals. From a long-term investor’s perspective, it is a perfect example of a stock to really watch for when investing. Avoid bad balance sheets. This was built on making aggressive acquisitions with a lot of debt to back it up.


Price:
$10.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 TOP PICK Must be logged in to use chart EFN-T Element Financial

Very successful emerging leasing leader. After the 08/09 downturn, the historic leasing companies blew up and this company jumped into the void with a very seasoned management team. It has had a pullback on a recent earnings miss. Trading at 8X next year’s earnings. Going to split into 2 pieces, which he thinks could be a catalyst for the stock in the coming year.


Price:
$13.830
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-06 HOLD Must be logged in to use chart EMP.A-T Empire Company (A)

(Market Call Minute.) Being punished because of the Safeway acquisition.


Price:
$21.650
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-06 STRONG BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

They provide mostly commercial airlines, along with defence, the ability to download all the critical data off all their planes in real time. This results in reliability and cost savings for the airline. This is a really good opportunity. It has been in a kind of bottoming process for the last 6 months, despite the last couple of quarters hitting new record sales, etc. Really, really cheap. Brought in a new high profile CEO in the last year. Have just had their 1st profitable quarter in their history.


Price:
$0.180
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-06 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This stock hasn’t performed that well in the last year over concerns that hepatitis sales are slowing down. This is the world leader in 2 huge areas, HIV and hepatitis. It has a demonstrated track record over the last 20 years of building great franchises. It has been unnecessarily punished because people think hepatitis sales will be down. The HIV is worth $70. Dividend yield of 2.41%.


Price:
$77.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-06 DON'T BUY Must be logged in to use chart GUD-T Knight Therapeutics

A Canadian health care holding company run by Jonathan Goodman, who formerly ran Paladin, a Canadian success story. It is a little expensive here. A holding company sitting on a lot of cash, and there is a lot of goodwill built into what people think he is going to do with the money. He would prefer to wait to see where he invests. (See Top Picks.)


Price:
$8.970
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 BUY on WEAKNESS Must be logged in to use chart H-T Hydro One

Probably a great widows and orphans stock. A great one to put in your RRSP and just sit on it. Pays a nice dividend and will probably go up over time. He views it as being a bit expensive right now. A very “steady Eddie” type of business. A good solid investment. The province of Ontario will probably put more stock into the market, and that would be the opportunity.


Price:
$26.350
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-09-06 BUY on WEAKNESS Must be logged in to use chart HON-N Honeywell International

(Market Call Minute.) A great long-term play on technology and aerospace and automation, but fully valued. He would buy on a pullback.


Price:
$115.710
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
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