stockchase picture

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
2016-02-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This is going to be a choppier year. There is mixed economic news. US growth seems to have slowed a little, and there are some concerns about a recession. Chinese growth has been slower than it has been. It all adds up to another year of very slow growth. The US Fed move in December concerned a lot of people. There might be a little more shakiness in February, but feels we are in a bit of a bottoming process. The US consumer is actually in pretty good shape. They are sitting on cash a little bit more than usual. Eventually, with the money that is coming into their pockets, they will be spending a little more. Expects to see an acceleration in consumer spending towards the end of the year, which will provide more confidence and the market should do better.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-02-02 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil. From a long-term perspective, this is undervalued at this time. However, in the short term, there is too much production with more supply than demand. It will correct eventually. The price will likely stay in the $25-$35 range for the next 3-6 months. Eventually this oversupply situation will solve itself. N.A. conventional production is already dropping and some companies are shutting in wells because they can’t make money on an operating basis. When we get to the end of March, there is going to be surprise on the amount of downside in North American production.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 TOP PICK Must be logged in to use chart AD-T Alaris Royalty

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.


Price:
$23.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 WEAK BUY Must be logged in to use chart AMGN-Q Amgen Inc.

A really solid biotech company. Well diversified with a number of products. (See Past Top Picks.)


Price:
$150.110
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.


Price:
$127.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

Outstanding retailer and has made some very astute international acquisitions. Likes this long-term and would be a buyer on a pullback.


Price:
$60.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-02-02 DON'T BUY Must be logged in to use chart BA-N Boeing

World’s largest commercial aerospace manufacturer. A good solid company over the long-term. but is cautious on it in the short term. We have just gone through a great commercial aerospace upside cycle in the last 7-8 years. Their 4th quarter was a concern. He thinks they are starting to lose sales. Would be interested at the $100 level, but at these levels he is cautious.


Price:
$117.520
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Airbus and Boeing are doing their best to cause a lot of problems for the company. They have developed a leading world class new plane in the C Series, a fantastic product. You are likely to see a big order in the next 3-6 months, which will drive the stock upwards. In the meantime, he is sitting on the sidelines and watching.


Price:
$0.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

Their debt is pretty well termed out to 2020. Likes the stock and would be one of the “go to” names he would buy. Excellent assets in Canada, as well as in the Eagleford in the US. Outstanding management. It will be volatile in the short term because it has a fair bit of debt, which concerns people, but will be one of the survivors.


Price:
$2.480
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-02-02 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

Good solid gas, and an increasing oil producer now. On all commodity companies, you want to make a call on where you think the commodity is going forward. Made a big acquisition about a year ago, just before things started to turn down, which left them with a bit of a levered balance sheet. Given today’s prices and were he thinks they are going in the short term; he would hold off on buying this.


Price:
$5.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 PAST TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

(A Top Pick Dec 10/14. Down 20.17%.) Just reported and had an excellent, excellent quarter. Had the best year in history. This would be his top pick in the biotech area. Trading at a crazy 6X PE despite having reported the best year in history. The global leader in HIV medication and hepatitis. Has just gone through the most successful drug launch in history. Trading at only 6X earnings.


Price:
$82.705
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 COMMENT Must be logged in to use chart JNJ-N Johnson & Johnson

For a 3-5 year hold? Good, solid healthcare conglomerate. There are very few companies with an AAA debt rating, and this is one of them. Because of that, they have low cost of capital which enables them to do a lot of things on the M&A front. A good solid hold for 3-5 years.


Price:
$103.410
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-02-02 DON'T BUY Must be logged in to use chart LVS-N Las Vegas Sands Corp.

A good company in the casino business. Has a positive disposition towards the area in the long-term, but right now you do not want to touch the stock. Macau continues to be a big black hole.


Price:
$42.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-02-02 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick Dec 10/14. Down 20.8%.) Fundamentally the company is doing really well. 3rd biggest auto parts Company globally and the largest in North America. Trading at a crazy 7X PE, and under 4X EBITDA. 2.6% dividend yield. Super cheap. Thinks this will be up 50% in the next year.


Price:
$47.540
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK Must be logged in to use chart MSFT-Q Microsoft

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.


Price:
$53.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 541 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.