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
2017-05-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The 3 US government houses are aligned, which is a big deal. That is good for the economy, and we have already seen a pickup in business in consumer confidence. We are starting to see a pickup in economic growth in the US. When the US gets better, that is great for Canada as its biggest trading partner, and that will be positive for stock markets. The corporate tax cut plan of 35% to 15% could probably be brought down to 20%. The direction is the important part. Probably most important from a tax perspective is some movement on the repatriation of capital from foreign subsidiaries.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-05-15 COMMENT Must be logged in to use chart AABA-Q Altaba Inc

From a sum of the parts basis, this is undervalued. The risk is that you have to be careful of Chinese companies. The primary value in this company is there shareholding in Ali Baba (BABA-N). There is a lot of great growth in China, but Ali Baba does not pay a dividend. If something bad happens in China, the primary determinant in this stock is going to get hit.


Price:
$49.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-05-15 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick April 21/16. Down 29.47%.) A company that has done really well building a really well run business. Kind of a unique model. It is kind of like a royalty on non-resource companies. A great buying opportunity. Dividend yield of 8% which is sustainable. The stock is worth about $30.


Price:
$20.070
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)


Price:
$182.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 HOLD Must be logged in to use chart BBI-X Blackbird Energy Inc

A great little small cap in the energy sector. They own a nice block of land in the Montney, and have done a good job of moving the story forward. Drilling a number of wells this year, and tying in production.


Price:
$0.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

A well-run Canadian company. Involved in packaging, and recently developed some innovative technology aspects in packaging. He likes the company, but at these prices this would definitely be at least a Hold if not a Sell. It is really rich compared to historic trading valuations.


Price:
$305.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

Great company. One of 6 major rails in North America. From a long-term perspective, they are all great holdings. This had a fantastic run from 2011 to 2015. It is still in a consolidation phase. The entire rail space is pricey from his perspective, and he has a hard time finding anything to buy in the sector. This would be a Hold to a Weak Sell. On pullbacks, these are very interesting stocks.


Price:
$217.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY Must be logged in to use chart ECI-T EnerCare Inc

Good solid company. They made a big acquisition to enter the US market last year. Now is probably a good time to be buying the stock as it has had a pullback off its recent high.


Price:
$18.670
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 HOLD Must be logged in to use chart ESI-T Ensign Resource Service Group

The 2nd largest driller in Canada with significant international drilling operations as well. This is a derivative play on the energy sector. Unlike some of the other service companies, it has not performed that well from a stock perspective.


Price:
$7.240
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY on WEAKNESS Must be logged in to use chart FB-Q Facebook

A great company. A leader in social media and continuing to grow strongly. A lot has been reflected in the stock. They are continuing to perform really well. In the next 2 to-3 years, the stock will go higher again. He would wait for a pullback.


Price:
$150.190
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY Must be logged in to use chart FLY-X Flyht Aerospace Solutions

A great little aerospace technology story, based out of Calgary. They have a smart “black box” which has following capabilities as well as flight data monitoring capabilities. They allow airlines to operate more efficiently. It has taken a while for them to develop a market, but it has now turned profitable in the last year. The stock is quite undervalued here. If you buy it today, 12 to 24 months out you will be very, very happy.


Price:
$0.240
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)


Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 PAST TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

(A Top Pick April 21/16. Down 33.5%.) World’s largest provider of HIV medication. In the last 3-4 years, it became the market leader in providing hepatitis C medication, which actually cures the patient. It has a 13% free cash flow yield and trades at about 8X earnings with over a 3% dividend that will increase every year for the next several years. This is worth in the $90’s.


Price:
$65.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick April 21/16. Up 16.76%.) This continues to grow, despite all the skeptics saying the auto cycle is coming to an end. Trading at 7X next year’s earnings and 3.9X EBITDA, which is unheard of for this size of company. 2.5% dividend, which increases every year.


Price:
$62.540
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Must be logged in to use chart MSFT-Q Microsoft

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)


Price:
$68.430
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
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