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
2017-08-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are in a kind of Goldilocks environment in that there is slow economic growth. The one problem is that central banks are inclined to be raising rates. It has been a while since we have had a correction, and that could be the catalyst for our first 5% correction for some time. The US and Chinese economies are growing probably as strong as they have for a year or 2. That gives central banks the ability to start to slowly taper back to a tighter monetary policy. There are certain areas of the market that are being left behind because of the craze over ETF’s that are flooding their market into a smaller and smaller cadre of really big large cap companies that are leading the market. There is a lot of stuff getting left behind, and there is a lot of value there. It shows up in terms of takeover activity.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
_N/A
2017-08-01 COMMENT Must be logged in to use chart AAPL-Q Apple

Just reported and looks like they had a pretty decent quarter. He would caution that on a very long-term perspective, leaders eventually always get toppled. This one probably has a more sustainable handset model than any of the previous leaders. Sales climbed like crazy for many years, but are basically flat lining now. They will be under margin pressure because they’ve filled the market with their high-priced phones, but the broader population in the emerging markets can’t afford an iPhone. He sees Android taking a bigger and bigger market share. He would be cautious.


Price:
$150.050
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-08-01 TOP PICK Must be logged in to use chart AD-T Alaris Royalty

This became public about 10 years ago and has done extremely well over the long-term. They’ve had a few issues in the last couple of years, and the stock has struggled because of that. Dividend yield of 7.1%. (Analysts’ price target is $24.00.)


Price:
$22.680
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick Sept 6/16. Up 53%.) The number 2 health insurer in the US. They are primarily in 13-14 states and tend to be the #1 provider. Has about a 2% dividend yield. Trading at only around 14X earnings.


Price:
$186.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 SELL Must be logged in to use chart BA-N Boeing

(Market Call Minute.) Good solid company, but not a big grower and is super expensive now.


Price:
$239.440
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart BB-T BlackBerry

(Market Call Minute.) There is an interesting revival happening here. He is still doing a lot of homework on this. There is a lot of technology risk here.


Price:
$11.910
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-08-01 HOLD Must be logged in to use chart CAE-T CAE Inc

The world leader in aircraft simulators. They have a dominant market share in that sector. Most of the major airlines buy from this company. Stock is starting to get a little pricey.


Price:
$21.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 BUY on WEAKNESS Must be logged in to use chart CP-T Canadian Pacific Rail

(Market Call Minute.) Rails are a great business, and this one has corrected a bit. Would prefer something like Union Pacific (UNP-N) or Canadian National (CNR-T).


Price:
$195.930
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 BUY Must be logged in to use chart CSCO-Q Cisco

He likes this. As far as network deployment, they are still in the thick of things, central to everything that is going on. It had a slight correction after the last quarter after coming out with a fairly dour forecast.


Price:
$31.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

A solid company. The #2 drug store in the US, as well as being involved in the pharmacy benefits management business, which has been a super profitable business over time, but is now under pressure. Feels the whole PBM business could be under a bit of profit pressure for the next several years. He would prefer a health insurer.


Price:
$79.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 PAST TOP PICK Must be logged in to use chart ECN-T ECN Capital

(A Top Pick Sept 6/16.) Split into 2 companies. ECN Capital (ECN-T) was up 21%, while Element Fleet Management (EFN-T) was down 11%. He likes both.


Price:
$3.950
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 PAST TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

(A Top Pick Sept 6/16.) Split into 2 companies. ECN Capital (ECN-T) was up 21%, while Element Fleet Management (EFN-T) was down 11%. He likes both.


Price:
$9.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

A great little Calgary-based company. An Infotech provider to aerospace. It has been around for about 15 years, and just recently emerged into profitability. This is the type of leader of tomorrow that he likes to invest in. A very cheap stock. It provides smart black box streaming off planes. They sell their product to the airlines as a streaming service, which helps the airlines maximize profitability of their planes.


Price:
$2.420
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

Very similar characteristics to PrairieSky (PSK-T). Historically people preferred PrairieSky because it was bigger and was absolutely a 100% pure royalty story. This one has had some working interest properties, and they are now getting rid of those, and is already 90% royalties, and will soon be 100%. Dividend yield of 4.2%. (Analysts’ price target is $16.50.)


Price:
$14.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 WAIT Must be logged in to use chart GD-N General Dynamics Corp.

This has had a great run. It has done really well since Mr. Trump was elected in November. He would stay away over the next 3 months. We are coming up to the US debt ceiling limit in the fall, and it is going to be very interesting to see what happens. One of the worst places to be, could be defence stocks. The stock did really well over the past year, so it is really expensive now.


Price:
$196.530
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 702 entries
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