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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
2014-06-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Thinks the economic backdrop for equities looks pretty good. You almost have to take a look at the overall economy before you make your judgment as to what the market is going to do. We have a continuation of mixed signals from different areas, but the overall thrust of the global economy is forward. These days, it is being driven mostly out of the US. He is seeing some undervaluation, and it is most pronounced in small cap areas, but the general market has done phenomenally well for the last 5 years. A lot of stocks to reflect that, but a lot of them have been backed up by good strong earnings and cash flow progression in rising stock prices. However, some stocks are definitely getting a little pricier now. There is a certain momentum behind certain stocks while others continue to be left alone and ignored. If you are willing to dig in and find those opportunities, it’s great.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2014-06-16 COMMENT Must be logged in to use chart AAPL-Q Apple

(Market Call Minute.) He is a Seller. Had a nice rebound after its troubles last year. He questions how big they can get and how long they can sustain the margins they are generating today


Price:
$92.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-16 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

A Top Pick (May 2/13. Up 4.5%.) Last six months have been a little choppy. Has been under attack by a number of Shorts that mis-analyzed the company completely. In the last 5 years, they have invested in a lot of good companies, and continue to build shareholder value. 90% of free cash flow that comes out of their investments goes back to shareholders so there is a nice stream of dividends that come out. A table pounding buy at these levels. Over 5% dividend yield.


Price:
$27.470
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-16 SELL Must be logged in to use chart AIF-T Altus Group

Good company. Stock had a good run. At this point, it is too expensive to invest in. If he owned, he would consider selling and moving on to other opportunities.


Price:
$24.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-16 HOLD Must be logged in to use chart AVO-T Avigilon Corp

Typical of small cap tech stocks. Right now it is doing extremely well. Sales have really been taking off. In the short term, he thinks the company and the stock are going to continue to do well, but this is a part of the market that has seen changes in leadership very volatile. He is cautious because he just doesn’t like the longer-term sustainability of their business.


Price:
$25.130
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-16 HOLD Must be logged in to use chart BTE-T Baytex Energy Corp

Considers it as a Canadian blue-chip. Really well run primarily heavy oil producer. Recently made a really interesting acquisition, moving into the Eagleford Shale to produce light oil and some gas. Great, great assets. Stock is not cheap, but is one of these blue chips that does well for shareholders.


Price:
$49.260
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-16 COMMENT Must be logged in to use chart CF-T Canaccord Financial Inc

Very interesting brokerage firm and a decent company. A sub segment of financial services from a public market perspective that he is not terribly keen about. Majority of investment/brokerages are silent partnerships. A shorter-term oriented industry with very highly paid employees. Whether they are public or private, they demand very high compensation. The downside is that they are using the public’s money to leverage their business. Prefers other areas of financial services, but in the short term this is a good investment, but be ready to pull the trigger and Sell.


Price:
$12.730
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-16 COMMENT Must be logged in to use chart CSCO-Q Cisco

(Market Call Minute.) Likes this and is actively looking at it. Looks really, really cheap, and he is getting closer to perhaps making it a Buy.


Price:
$24.530
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-16 BUY Must be logged in to use chart E-T Enterprise Group

He likes the company. Had a pretty good run from about a year ago. There was a recent equity raise which was a bit of a disappointment on the last quarter. Thinks that some of the fast money that came in, is dumping it out. This company is going places over the next 5 years, and well positioned to benefit from the increasing CapX in Western Canada. They have some really well-placed businesses within the overall oil/gas services area.


Price:
$0.800
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-16 STRONG BUY Must be logged in to use chart EFN-T Element Financial

Just acquired PHH’s North American fleet management business. This is an excellent acquisition, and over the coming years they are going to be able to take some costs out, and run it in a more efficient manner.


Price:
$12.710
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-16 STRONG BUY Must be logged in to use chart FRC-T Canyon Services Group

One of 3 large Canadian fracing companies. This is an industry that, over time, is doing nicely.


Price:
$17.520
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-06-16 HOLD Must be logged in to use chart HPQ-N Hewlett-Packard Co

(Market Call Minute.) Has already had a pretty good run.


Price:
$34.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-16 SELL Must be logged in to use chart KLS-T Kelso Technologies Inc

(Market Call Minute.) An interesting niche little company, but it is way overvalued here.


Price:
$5.790
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-06-16 BUY Must be logged in to use chart LNR-T Linamar Corp

Prefers Magna (MG-T) which is bigger and slightly better positioned and more liquid. This is a really good company.


Price:
$64.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-06-16 TOP PICK Must be logged in to use chart LYB-N LyondellBasell Industries

A global petrochemicals company. Very, very inexpensive. Cash flow and profits are rising. Good balance sheet. Buying back stock. Poised to benefit from the continuing glut of natural gas.


Price:
$98.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 381 entries
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