Viewing Expert Alex Ruus | StockChase
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
2017-02-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There is more bullishness. Canadians, with our much more centric political viewpoint, have taken the Trump election much more cautiously than the US, which are putting the pedal to the metal, as they are realizing it is really, really good for business. Canadians are slowly starting to clue in that it is really good for the US economy, and consequently good for Canadian and global economies. We will get indigestion in certain areas as we move on through 2017, but in other areas we will get some very positive results.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-02-21 SELL Must be logged in to use chart AAPL-Q Apple

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price:
$136.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick Feb 2/16. Up 3.97%.) This has been a phenomenal long-term performer. The market has become very quantitative and momentum driven. The stock is now stabilizing and it is a great buying opportunity.


Price:
$23.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick Feb 2/16. Up 31.82%.) The #2 healthcare insurer in the US. Healthcare has been out of favour in the last year, but even with that this has made decent money. A testament to what a great quality business is. A fantastic cash generating business. Undervalued, trading at 12X 2018 earnings. Dividend increases every year, and they buy back stock.


Price:
$164.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 BUY Must be logged in to use chart BIR-T Birchcliff Energy Ltd.

(Market Call Minute.) A solid, solid gas producer on the West Coast.


Price:
$7.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart BMY-N Bristol Myers Squibb

A big legacy pharmaceutical company that has undergone a bit of a Renaissance in the last 5 years. One of the 2 big pharmas (along with Merck (MRK-N)) that have become leaders in cancer immunotherapy area, a fast growing area. In mid-2016 the stock really dropped because of a negative trial result. He likes this longer-term, but you have to be cautious because they are going through some turbulence. The stock still isn’t cheap. If it got down to around the 52-week low, that would be an area to start looking.


Price:
$54.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 BUY Must be logged in to use chart BUD-N Anheuser Busch Companies Inc.

(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.


Price:
$68.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of Canada’s preeminent oil companies. The largest landholder on the Canadian Bakken play in Saskatchewan, and have built a very big company on the back of that. One of the more profitable oil plays. We are now in a bottoming and slowly rising process now with oil prices. This is probably one of the better plays in the Canadian energy patch. A lot of institutions have a sour taste because of past transactions. A good investment.


Price:
$16.310
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart CRT.UN-T CT Real Estate Invest Trust

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.


Price:
$15.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 BUY on WEAKNESS Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

(Market Call Minute.) A great, long term, Canadian retail franchise. It’s close to its 52- week high.


Price:
$156.740
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)


Price:
$14.030
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 HOLD Must be logged in to use chart EIF-T Exchange Income

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.


Price:
$39.640
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

An “Internet of things” company in a way, but for the aircraft industry. Provides critical data streaming from planes to the ground, and are the leader in that segment. Over time, this will become a global standard. They struggled for a number of years and just became profitable this year. It has great things ahead of it. Thinks the stock goes significantly higher.


Price:
$0.270
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart HBC-T Hudson Bay Co.

(Market Call Minute.) Going through a bit of choppiness. Real estate is probably worth a lot, relative to the share price. Until you actually see that realized, weakness in their retail operations could put pressure on the stock.


Price:
$12.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 SELL Must be logged in to use chart IBM-N IBM

This has done pretty well in the last year, but that is after a five-year period of choppy performance. It has rallied out of the Trump election, and is probably not sustainable over a longer-term basis. They are a little behind the curve in terms of where technology is moving these days. It is more of a trading range stock now, and is at the higher end of its range. If it got closer to its 52 week lows, it would be a Buy again.


Price:
$180.260
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 649 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.