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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 Symbol Company Opinion Price
2013-05-02 N/A A Commentary A Comment -- General Comments From an Expert

Markets. We are coming into a seasonally weaker part of the year. He is probably feeling a little more positive than average. Sees evidence that the US economy is doing quite well and expanding nicely. China and the US, the 2 biggest economies globally, are moving forward in a very progressive fashion. Those 2 ships by themselves should pull the whole world along with them. Economically we are looking at a fairly decent year. His portfolios are fairly long-term oriented. He looks for really undervalued well-run companies that are growing their earnings over time.

 Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2013-05-02 TOP PICK AD-T Alaris Royalty

They find really good non-resource private companies that are looking for financing and get a royalty stream off the company. A leader in the market and have a great track record of investing in great deals. Had a pull back from its highs of 2 months ago which he thinks is unwarranted. 4.56 % dividend.

 Price:
$27.640
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-05-02 BUY on WEAKNESS AGU-T Agrium

(Market Call Minute.) Likes the company. Macro overview is a little bit weak in the short term. If it dropped another $5 he would probably be a buyer.

 Price:
$90.270
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-05-02 SELL BB-T BlackBerry

The Android system and Apple have really overwhelmed them. Jury is still out. Their new launches are really, really important and if they’re not successful, the company is probably going to be bleeding cash.

 Price:
$15.830
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 HOLD CGX-T Cineplex Inc

Has a lot of admiration for this company. Really solid company. Feels the stock is a little bit ahead of itself at this time.

 Price:
$34.270
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 COMMENT CHR.B-T Chorus Aviation Inc

Operates Jazz, original operation of Air Canada. Right now this company and Air Canada are having a bit of a dispute and is in arbitration, which will have a significant affect on what happens to the stock. He has an optimistic outlook in that the arbitration will be in favour of this company, in which case the stock will go up significantly.

 Price:
$3.750
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 COMMENT CNQ-T Canadian Natural Rsrcs

Fantastic Canadian oil company. Stock is where it is because of oil and gas prices concerns on where they will be over the next year. In his opinion this is the best run oil/gas company. Great investment.

 Price:
$29.470
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-05-02 COMMENT CPG-T Crescent Point Energy Corp

Excellent, well run oil/gas producer. Dominant producer in the Saskatchewan Bakken oil play. Really, really likes the company but finds it a little expensive right now. Also. he is a little bit cautious on the commodity outlook right now.

 Price:
$38.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 COMMENT CSH.UN-T Chartwell Seniors Housing

Retirement area is a good long-term secular growth area. Nice distribution. REITs have had very good runs in the last several years so, first and foremost, you want to have an outlook on interest rates as this is an interest-rate sensitive stock.

 Price:
$11.340
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-05-02 HOLD DEO-N Diageo PLC

(Market Call Minute.) Likes the business but it is too expensive for him.

 Price:
$122.810
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 PAST TOP PICK HNL-T Horizon North Logistics

(A Top Pick March 27/13. Up 8.89%.) Just reported and beat expectations. Cheap, cheap stock. Still a table pounding Buy.

 Price:
$6.060
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-05-02 BUY LPX-N Louisiana Pacific Corp

Forest products and fairly well-positioned. One of the few resource sectors that are working right now. Produce a lot of fibre which is an area that he has a very positive outlook on for the next year. You have to be a little careful. A cyclical stock that has doubled in the last year. This pull back is now a buying opportunity.

 Price:
$17.910
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 PARTIAL SELL MCB-T McCoy Corp.

Hasn’t looked at this for a year or two. A decent business, but you have to remember this is an oil field services business. This sector has been absolutely battered in the last year. This is a very small company. Hitting a 52-week high is an aberration. If you own, he would consider taking some profits at this point.

 Price:
$4.650
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-05-02 HOLD MCD-N McDonalds

Has a lot of admiration for this company. Summer tends to be a bit weaker and the stock has had a good run in the last 6 months so there could potentially be a bit of a pull back.

 Price:
$102.060
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2013-05-02 HOLD MFC-T Manulife Financial

Good, solid, big Canadian financial. Has had a great run over the last year. Just had a weak quarter so in the short term he expects a little bit of weakness. Good, solid, blue chip company. Most of the damage was done 5 years ago in the 2008-2009 pull back. Could see a bit of a pull back this summer.

 Price:
$15.330
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 271 entries
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