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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
2014-03-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Roughly playing out as he expected. Had a bit of correction in January, but there is still a lot of money on the sidelines at very low rates and people are starting now to feel they are missing the boat. There are still a lot of spots that have good value. Feels economic growth will be more of the same. Ever since 2008 we have all these people worried about the world changing and things are never going to be good again. Every year, for the last 5 years, there is a slow, grudging growth around the economy. Initially it was powered by China and emerging markets. This year, you are really going to see the US pull the world forward, and that is pretty exciting. Consumer confidence is now starting to come along and he thinks the US is actually going to surprise us.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
_N/A
2014-03-24 TOP PICK Must be logged in to use chart AD-T Alaris Royalty

A really good niche finance company. They help private companies finance. Have been doing this for 5-10 years very successfully. Got hit in the last 4 months because of an investment that went bad last fall. It represented only 3% of their portfolio and the stock should have dropped 3%-4%, but instead of that it dropped 30% because a lot of Short managers jumped on it with allegations about it being just the start of a whole series of write-offs.


Price:
$29.930
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-03-24 HOLD Must be logged in to use chart ALA-T Altagas Ltd

(Market Call Minute.) Likes it. Thinks it is a little bit expensive here.


Price:
$45.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 BUY on WEAKNESS Must be logged in to use chart BBD.B-T Bombardier Inc (B)

(Market Call Minute.) Would look to buy it in the mid-$3’s.


Price:
$4.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

A very blue chip Canadian oil/gas. Likes it. Recently made an opportunistic approach to Aurora Oil & Gas (AEF-T) that owns a significant Eagleford oil and gas project, which is one of the best gas plays going in North America right now. Aurora had struggled for several years. This will be an accretive acquisition for them. A solid investment.


Price:
$45.250
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 COMMENT Must be logged in to use chart COS-T Canadian Oil Sands

Good, solid investment in oil. From his perspective, it is a bit of a capped investment. Growth in oil production is relatively muted here. Doing expansions at Syncrude but it is basically buying a piece of it. Syncrude has been kind of stagnant in terms of where it’s at for the last 5 years. Maintenance capital expenditure for the last 10 years has been much higher than had been expected. Has no problem with the company, but just don’t look for a lot of growth out of it.


Price:
$22.210
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 BUY Must be logged in to use chart CSX-N CSX Corp

Rail sector is a good place to be involved in. Not his keen on this company’s overall assets, as compared to some of the others. His favourite is Norfolk Southern (NSC-N) followed by Union Pacific (UNP-N). The variation between individual rails isn’t that great. You can own any of these rails.


Price:
$28.690
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 BUY Must be logged in to use chart E-T Enterprise Group

(Market Call Minute.) Likes it. The company is going places.


Price:
$0.995
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-03-24 COMMENT Must be logged in to use chart EFN-T Element Financial

Very, very solid non-bank financial. Doesn’t own any of the banks, but owns this and Alaris Royalty (AD-T) in a big way. They are unique companies, really well managed that have leading market positions in their niches. This company is making tuck in acquisitions that they are able to enhance value on. (See Top Picks.)


Price:
$14.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-03-24 DON'T BUY Must be logged in to use chart FB-Q Facebook

Fascinating company. Doesn’t own, but if he did he would probably Sell. They’ve had a bit of a miraculous recovery last year and their financials have come in better than what he had expected. One of the giants of social networking but he worries about this franchise longer-term and about the sustainability of what they are doing. Very, very expensive. There are safer places to play.


Price:
$64.100
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 BUY on WEAKNESS Must be logged in to use chart GE-N General Electric

(Market Call Minute.) Likes the business.


Price:
$25.410
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 PAST TOP PICK Must be logged in to use chart HNL-T Horizon North Logistics

(A Top Pick March 27/13. Up 48.2%.) Had announced that 2014 was going to be a little bit weaker than 2013, but looking forward to 2015-2016, they are going to be great years. This weakness offers another buying opportunity.


Price:
$7.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-03-24 BUY on WEAKNESS Must be logged in to use chart KBH-N KB Home

First and foremost, you want to have a view on what you think is going to happen to new US housing. This company had a great, great run coming out of the bottom of 2008. Now it is subject to profit taking. Prefers Tricon Capital Group (TCN-T).


Price:
$16.980
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 HOLD Must be logged in to use chart LPX-N Louisiana Pacific Corp

Positively predisposed towards this sector for the next year or 2. There is a bit of a North American super cycle going on in terms of the right segments of forest products. The stock has had a huge, huge run, especially last year. This has been subject to profit taking and has gone sideways for the last year. Would probably be a buyer at the bottom of its trading range.


Price:
$16.520
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-03-24 TOP PICK Must be logged in to use chart LYB-N LyondellBasell Industries

Global petrochemical company. Primarily in base petrochemical materials like polyethylene. A really good play on energy in North America. There is a glut of natural gas in North America and we are trying to find ways for it to get out. One of the bigger beneficiaries is households getting cheaper gas prices. But petrochemical companies use natural gas to produce chemicals and this is probably one of the best plays on that. Very cheap. Trading at under 10X 2015 earnings. 8% free cash flow yield. 2.7% dividend yield.


Price:
$89.570
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 352 entries
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