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
2016-12-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are in a strong seasonal period, and with the Trump election, people have come to the realization that although there are quite a few unknowns, net/net it is a pretty positive development for markets in the near term for a potential stimulus and confidence in the economy. In the last 5 years, we have had an economic recovery, but it has been a grudgingly slow economic recovery. A lot of that had to do with business confidence. One potentially exciting thing that comes out of the Trump election is that we could get some higher confidence, where businesses start to invest a little more. Thinks Trump and both houses are positive for the economy, and we are going to see slightly better than expected growth. Also, with the potential tweaking of tax rates, there could be stronger than expected growth, which is very positive in this low interest rate environment.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2016-12-05 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Marijuana? These have had huge runs. None of them are really making money, and some of the valuations are absolutely nuts. If he were doing anything in the sector, he would be Shorting some of these. To him it is just inevitable that eventually the valuations are going to go down.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-05 WAIT Must be logged in to use chart ACQ-T AutoCanada Inc.

Canada’s largest retailer of automobiles, using somewhat of a rollup strategy. Western based retailer, with almost 50% of sales exposure in Alberta, which explains the meltdown in the last 2 years. The chart looks like it is starting to bottom, but he is still on the sidelines. Wait until next year before getting involved.


Price:
$20.240
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-05 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick Dec 7/15. Up 6.72%.) Great long-term growth story, that went through a bit of a hiccup in the last year. Has been buying in the last month. This has been operating and growing continuously for 13 years. This may be the 1st year that they end up with flat, too little bit down, earnings. Pays a 7%+ dividend, and trades at around 12X earnings, and at 1 or 2X Book. Good management.


Price:
$23.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

This has been a long term holding for him, and has done really well owning it. He took some profits about 1.5 years ago during the merger mania, when this company announced its merger with Cigna, and since that time you can see the peak, and the stock has tailed off until just recently. The Obama administration were really pushing back against mergers, and there is a much better prospect that the mergers will go forward. The stock is really cheap trading at 12X earnings, and it should trade closer to a market multiple. Dividend yield of 1.8%. (Analysts’ price target is $155.88.)


Price:
$144.090
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 BUY Must be logged in to use chart BAC-N Bank of America

(Market Call Minute.) He likes the US banks.


Price:
$21.840
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-05 COMMENT Must be logged in to use chart C-N CitiGroup

One of the largest banks in the US, and in the world. This sector is probably a good area to be involved in for the next year or so. US banks were under a bit of pressure with a slower than expected rise in rates. Now, with a Trump victory, the prospects are for slightly faster growth. Has a relatively low dividend level, but it is a safe dividend and you are likely to see increases in the coming years.


Price:
$57.280
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-05 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

For a 5+ year hold? On a 5-year basis, even on a 1-year basis, he would say this is definitely a Buy. It has undergone a fair bit of pressure in the last year, which has to do with the Spot uranium price, which has been very, very weak. Also, they are going through a tax battle with revenue Canada.


Price:
$12.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-05 DON'T BUY Must be logged in to use chart CET-T Cathedral Energy Services

There is starting to be some interest in oilfield services. His initial reaction is to continue to stay away. A lot of these companies are continuing to lose a fair bit of cash. A lot of stocks are starting to turn in anticipation of improving conditions. While drilling activity has started to pick up, and there are talks of potential price increases at the field level, it will be a muted approach and a muted response in pricing, which will restrain profitability for quite a while. Essential Services (ESN-T) would be a more substantial, safer pick in this area.


Price:
$0.510
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-05 SELL Must be logged in to use chart CRH-T CRH Medical Corp.

A good little Canadian medical story. Operates primarily in the US, and has been rolling up some healthcare services. He is cautious in this area right now. The US health business is pretty complicated right now, as there are a bunch of pieces to it, unlike the Canadian system. One segment of this company has a fair bit of “off network” business, which pays much better than being paid by Medicare and Medicaid, but sometimes it is hard to get paid, as insurers take their time. Companies like this could be under a bit of pressure next year, so he would be cautious. At this point he wouldn’t be owning it.


Price:
$7.530
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-05 COMMENT Must be logged in to use chart ECI-T EnerCare Inc

(Market Call Minute.) He likes this and thinks it is going higher over the next year.


Price:
$18.150
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 PAST TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

(A Top Pick Dec 7/15. Down 9.54%.) Broke into 2 pieces. One is Element Financial and the other is Element Fleet Management (EFN-T), North America’s biggest fleet management. The other is ECN Capital (ECN-T) with railcar and equipment leasing. They missed in the last quarter which is why the stock seemed a little weak, but the long-term growth story in both companies is excellent, and he has been adding both to his portfolio.


Price:
$11.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 COMMENT Must be logged in to use chart ESN-T Essential Energy Services Ltd.

An oilfield services company. Longer-term, he likes this. They are the Western Canadian leader in the coil tubing service business. Long-term, there is a good opportunity in this space. In the short term, he would be a little bit cautious on the entire services space. Profitability is pretty muted.


Price:
$0.600
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-12-05 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

He likes this very much. Things are going great for them. Their Chinese business has been a particularly bright area. Potentially it looks to accelerate some more next year. With increasing pressure for increased regulation, at some point in the next 2-3 years, you could see something happen that would accelerate adoption in some of their solutions. It is likely going to finish the year profitably.


Price:
$0.195
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

An oil/gas royalty company, one of the larger ones in Western Canada. Trading at a discount to its closest comparable, PrairieSky (PSK-T). Dividend yield of 3.43%, and he thinks it could increase next year. (Analysts’ price target is $15.61.)


Price:
$13.990
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 624 entries
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