stockchase picture

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

Expert Index

List by First Name

List by Last Name

Alex Ruus , Executive VP & Portfolio Manager

BluMont Capital

Bio:

 


Date Signal Chart Symbol Company Opinion Price
2015-06-03 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He is relatively bullish. The combination of a solid macro overview with relatively attractive valuations and low interest environment makes a great set up for equity markets. Even though markets have done well for the last year, there is not a lot of compelling reasons to force them down. Growth has been grudgingly slow, and this has been the story since the 2008-2009 recession. Every year we are recovering, but we are not getting that traditional 5%-6% strong growth out of the recovery. This year the US is going to be the driver. China is kind of weakening a little. Europe is showing some signs of strengthening, but is still bumping along the bottom. It seems that every region is contributing a little bit. You don’t have them all lined up at the same time, which is good in some ways, but bad in other ways. He has had remarkable continuity in the construction of his portfolios over the last several years.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2015-06-03 COMMENT Must be logged in to use chart AFN-T Ag Growth International Inc

Good solid supplier of a number of different pieces of equipment to the agricultural industry. A small to mid cap dividend grower over time. Just made a good acquisition. Stock has had a pretty good run, so it might be a little bit pricey here, but long-term it is a good business.


Price:
$51.350
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick June 16/14. Up 56.11%.) One of the US’s largest healthcare insurers. A free cash flow story and a great, great business. One of the solutions to the high healthcare spending in the US. They do all the negotiating with the doctors, hospitals, etc. Have used their free cash flow to buy back a lot of stock, but also now recently to pay dividends. Thinks it is going higher. This is a great holding.


Price:
$163.760
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-06-03 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

Good solid Canadian tech company in the camera and camera software business for industrial uses. Has done really well over the last 5 years. The guy who runs the company is a little unpredictable, and doesn’t like to listen to other people too much. This has caused a lot of upset in the stock, and a lot of institutional investors are uncomfortable investing in it. Not super cheap here. Kind of likes it longer-term for the business.


Price:
$18.150
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-03 COMMENT Must be logged in to use chart BCE-T BCE Inc.

A good solid telecom company. We continue to use more and more mobile communication services in our everyday lives. This is his favourite out of the 3 Canadian ones. The best dividend payer. They will continue to do well.


Price:
$55.320
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

A great long-term investment area, because they are not really building a lot of new rail lines, and they tend to be very valuable franchises. Over the last 4-5 years they have done phenomenally well, and are going through their first rough patch in a while. In the short term there is still going to be a little bit of selling pressure.


Price:
$73.660
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-03 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

On this one, you really have to have an outlook on where you think oil is going. If you are bullish on oil, this is one of the plays to own. A dominant producer in the Bakken in Saskatchewan. Recently acquired Legacy, which had good assets that were complementary to this company’s holdings. He sees oil in the next 6 months as flat to slightly down, but as we go into next year it should start to rise. This would be one of the positions he would be comfortable owning here.


Price:
$28.030
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 PARTIAL BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

The retirement residence business in general is a growth area because of the aging population. They tend to be good businesses over the long-term. Seeing that the stock has been under pressure, legging in is probably the right thing to do. His preference would be Extendicare (EXE-T).


Price:
$10.910
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 DON'T BUY Must be logged in to use chart DGC-T Detour Gold

One of the better pure play golds in North American. He is still cautious on gold. Gold has been in a general downtrend for about 3 or 4 years now, and showing signs that it might be bottoming here, but could be going to new lows again.


Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-03 COMMENT Must be logged in to use chart F-N Ford Motor

Generally doesn’t buy the OEMs in the auto industry. If you look at autos in general, the OEMs tend to have big, big sales, but very low margins. If you can catch the cycle and the company right, you can make a lot of money. This company has already had a big part of that recovery and has been in a $10-$20 range for the last 10 years now. It seems they are going through a bit of a good of cycle here, so out of the big automakers this would probably be his favourite. He prefers auto parts manufacturers. (See Top Picks.)


Price:
$15.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 WAIT Must be logged in to use chart FB-Q Facebook

Advertising is a huge market and what we are seeing is a massive shift. 20 years ago print was the big ad market. This company is one of the beneficiaries on that shift. He is still on the fence on this. He would like to see more out of them before investing. A really expensive stock, so he would wait for a pullback before getting involved.


Price:
$82.440
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-03 TOP PICK Must be logged in to use chart FLY-X Flyht Aerospace Solutions

This has not done well in the last year. It had a speculative run up last year after Malaysian Airlines 370 disappeared and people got all excited. If their equipment had been on that flight, we would have known the minute that flight went off its intended course and exactly where the flight went down, and would have had everything recovered. However, this stock is about enhancing efficiency for airlines. They provide a cost savings for airlines that provide better up time for their fleet, better maintenance, reduced fuel consumption and lower insurance rates. Until now, the stock has not made money. Last quarter was their best in history, with $2.5 million in sales. They lost $100,000. They are on the verge of becoming profitable. He has a one-year target of $1.10.


Price:
$0.265
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-06-03 HOLD Must be logged in to use chart FSZ-T Fiera Sceptre Inc.

A Montréal-based rollup of investment managers around North America. Mostly pension fund type assets. He much prefers going with an organic growth story. 4% dividend yield.


Price:
$13.200
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2015-06-03 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Last December this stock had a bit of a hiccup, which was due to the push back on pricing. Last year they came out with a new class of hepatitis drug that is revolutionary. They are curing what are life-threatening diseases and are worth every penny of what they are worth. There has been some pricing pressure and is probably down to about $70,000 per treatment. Even after factoring this in, it is still trading at 9.9X next year’s earnings. Has a free cash flow yield of approximately 10%. They are buying back stock. He has a $149 target on it.


Price:
$114.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-06-03 HOLD Must be logged in to use chart GOOGL-Q Google

A really strong franchise. When people want to search, this is the go to place to do it. It has had a pretty good run in the last year and it might be going sideways for a while, but long-term it is a great company.


Price:
$555.290
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 481 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.