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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
2014-09-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economic Growth. This is a slow and steady progression out of the great recession of 2008-2009. The world economy has a lot of stuff going for it, but there is some stuff pulling it back, so instead of having a robust growth which we usually see out of a recession, there have been 2 steps forward and 1 step back. Thinks this is continuing. It is mostly the US that is really picking up, which is super important because it is the biggest economy globally. There are still problems in Europe. China is maybe a little bit slower than it used to be, but is still growing robustly.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2014-09-10 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick Dec 6/13. Down 0.67%.) Still likes the stock and really, really likes the business. A financial company that invests in Private companies by providing them with Capital to help them expand, as they are not interested in going public. Banks are generally not interested in lending to them. They get a royalty-like return for it. Have an excellent track record of investing in really good returning projects. Pays out about 80% of their cash flow to shareholders, so there is an increasing stream of dividends over time.


Price:
$32.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 DON'T BUY Must be logged in to use chart BAC-N Bank of America

The banking sector in general historically has always been a pretty good place to make some money, but after the 08-09 downturn the one big thing that has changed is the amount of underlying equity capital required to support these businesses. Because of that, the return on equity is going to be much lower than it has been historically. Feels the recovery out of some of these banks is not going to be as good as some people expect. The government is going to let this bank start increasing dividends, but he prefers something like an Element Financial (EFN-T) that has a much more established and aggressive growth path in front of them. It is also cheaper and better valued.


Price:
$16.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 HOLD Must be logged in to use chart CFN-T Carfinco Financial Group

Has always admired the job the management did in building up a pretty good business. When investing in smaller cap Canadian stocks, you have to be a little patient because they get into these funks. There are so many momentum guys investing in the market now and they start to see a stock start to fall off, even if there are good fundamentals, they may start to sell. He is just starting to look at this one. There is more competition coming in to their segment of the market.


Price:
$7.620
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Just did a big equity issue, and is under water from that. This is a good Buying opportunity. Pays a nice dividend. Executing really, really well. Great positions in the Bakken and Three Forks. This year we are going to start to see some really interesting results coming out of Utah.


Price:
$42.420
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 DON'T BUY Must be logged in to use chart CUS-T Canexus Corp

They have a collection of pretty decent businesses. His issue is that they carry too much debt leverage. This will continue to be a pretty volatile name until they deleverage a little. The slightest downturn can really hurt them. The previous CEO got fired as a result of the rail terminal. Long term there is a great opportunity in developing the rail terminals for oil, but this was a new area for them. Put in a lot of capital spending to develop it and had a high leverage to begin with. New CEO will probably sell one of the businesses which will be interesting. Too risky.


Price:
$5.050
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 SELL Must be logged in to use chart DHX-T DHX Media

Excellent little Canadian media company. Doesn’t own, but if he did, he would probably be Selling it here. Has a lot of admiration for the company, but thinks it is really expensive now.


Price:
$8.130
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 COMMENT Must be logged in to use chart F-N Ford Motor

A Hold to a Weak Buy. Likes the outlook. Global auto sales continue to move forward over the coming years. North America is continuing through a very good rebound. Europe is kind of bumping along the bottom, and emerging markets continue to move forward with their auto consumption. His preference would be the auto parts manufacturers, which tends to be more stable dependable businesses. OEMs can make a lot of money from a leverage perspective, but are much more economically sensitive.


Price:
$16.630
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 STRONG BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Owns a lot of this. There is a huge opportunity here. Just turning the corner and should be turning profitable in the next 6 months. They have smart black boxes, so there was a little bit of interest in February after NH370 disappeared. Once commercial airplanes get further than 250 miles off shore, they disappear. This company’s product allows constant monitoring, but more importantly they have a higher ROI product that allows airlines to save money by detecting problems that can be repaired at the next landing.


Price:
$0.395
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Launched Solvaldi, a new drug, at the beginning of the year. This basically helps cure hepatitis. The best drug to come to the market in history. Looks like this is going to be the most successful drug launched, in the history of the industry. Will likely Sell over $10 billion in the 1st year. Street has underestimated the earnings impact. Generating a lot of free cash flow. Only trading at 11X earnings.


Price:
$108.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 BUY Must be logged in to use chart GXI-T Guestlogix

Point of sale terminals for airlines and trains. An airline/train will process your payment through a credit card and this goes through this company, which gets a small piece of each transaction. A good business.


Price:
$1.140
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-10 HOLD Must be logged in to use chart HCG-T Home Capital Group

Has looked at this from time to time. Likes the business. Has had a pretty good run over the last year, so the current dip in the stock could be some profit taking. There are still a lot of people who are very cautious about the Canadian real estate market. Rates this as a Hold here and a Buy on significant weakness.


Price:
$52.400
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 WEAK BUY Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

Would consider this as a Weak Buy. Executing quite well and building a nice little oil/gas company. From his perspective, valuations are a little bit steep compared to some of the stuff he has looked at. They are solid and building a nice business. Below $6.50 would be getting into the Buy range for him.


Price:
$6.920
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 COMMENT Must be logged in to use chart LNR-T Linamar Corp

If he owned, he would be switching to Magna (MG-T), but he likes this and Martinrea (MRE-T) along with Magna. They are all good companies and leaders in what they do. He has a very positive outlook on the auto sector.


Price:
$61.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2014-09-10 PAST TOP PICK Must be logged in to use chart LYB-N LyondellBasell Industries

(A Top Pick Dec 6/13. Up 51.29%.) Domiciled in Europe and a global leader in the petro chemical business. Great, great exposure to a super period for petro-chemicals, especially those companies with North American production. This is probably one of the best positioned companies with a percentage of production coming out of North America, where they benefit from the natural gas bubble we have here. A cheap stock and generates a lot of free cash flow. Still a Buy.


Price:
$113.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
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