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
2017-09-27 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.Since last year’s election, the message has been clear. Trump is trying to push a pro-growth agenda and it is having an effect. They’ve had some difficulty in getting legislation through the 3 houses, which is always the case in the US. On the executive branch, he is pushing the regulation and helping to get things approved, as opposed to holding things up. The market has had some pretty decent growth, and we are seeing economic growth and earnings progression in companies. Even though there is a lot of conjecture back and forth, we are now into a slow tightening cycle on the monetary side. In this interest rate environment, the multiples on a lot of the stocks look pretty reasonable. For investors that are looking for individual securities that are fantastic companies and trading at really, really low valuations, this is a great environment. There are great opportunities.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-09-27 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Which bank would you buy based on earnings and dividend growth?His favourite Canadian bank is Toronto Dominion (TD-T), which has had the best execution over time. They are well positioned both in Canada and the US. In the short term, there is probably more upside in a number of the US banks, and he feels the US economy is going to be stronger than the Canadian economy. In that case, something like a Wells Fargo (WFC-N) or one of the mid tier US banks would be a good opportunity.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 BUY Must be logged in to use chart ACST-X Acasti Pharma

A spin-out out of Neptune (NEPT-T), which still owns 35% of the company. There are positive developments going on and they are getting very close to going forward with phase 3. Discussions have been going on with the FDA. It’s fallen off the radar screen and there isn’t much in terms of analysts’ coverage. Expects there will be news this fall and winter which should really catalyze the stock. A good time to accumulate the stock.


Price:
$1.630
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 WEAK BUY Must be logged in to use chart ALA-T Altagas Ltd

A good combination of a mid-streamer as well as a utility. They’ve migrated more into the power producer and utility area. They continued to make that migration by making a big US acquisition, which should close some time next year. The stock has been in neutral as investors wait to make sure the deal closes. Pays a good dividend. Will probably move sideways until the deal closes, and then do better after that.


Price:
$28.720
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick Dec 5/16. Up 31%.) The 2nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.


Price:
$186.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-27 SELL Must be logged in to use chart BA-N Boeing

There is a lot of focus around this company and Bombardier. A very interesting political issue. Dirty politics are being played. As an investment, it has done really well over the last 2 years. The world’s leader and biggest commercial aerospace company. It has had a heck of a run, and his target price was around $240. If he owned this, he would definitely be selling it.


Price:
$255.280
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-27 COMMENT Must be logged in to use chart DBO-T D-Box Technologies

There have been outflows from US international investors out of Canadian energy, and a lot of the generals have kind of fled the small-cap market because of better performance of the larger caps. A lot of the smaller caps are experiencing money flow issues, and there are a lot of buyers around. This is a good, decent little company, but very, very small. It is growing steadily, but it is still too small to attract attention of the bigger investors. You have to be very patient with this.


Price:
$0.335
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

North America’s largest vehicle fleet manager with a growing dominant presence. Over time they are going to increase their margins and bring a lot of value to the customers in a market that is growing. Trading at a single digit PE. Dividend yield of 3.2%. (Analysts’ price target is $10.25.)


Price:
$9.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-27 COMMENT Must be logged in to use chart ENB-T Enbridge

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.


Price:
$51.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-09-27 PAST TOP PICK Must be logged in to use chart FRU-T Freehold Royalties

(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.


Price:
$15.050
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-27 HOLD Must be logged in to use chart HON-N Honeywell International

Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.


Price:
$139.570
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 HOLD Must be logged in to use chart HXL-N Hexcel Corp

Favourite defence stock?He likes defence, but a lot of them have had huge runs in the last year. You need to be cautious. They are probably “Holds” at best. Trading at pretty close to 52-week highs, and he wouldn’t be a buyer. You probably would be okay holding them, but wait for a pullback. His favourite is Hexcel, but it has had a big, big run and he would treat it as a hold.


Price:
$57.560
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 COMMENT Must be logged in to use chart LEA-N Lear Corp.

A big producer of auto seats and a solid, solid company. Has done really well over the last couple of years, executing extremely well. Prefers Magna (MG-T), which is a lot cheaper and probably a heck of a lot better. As a Canadian company, it is probably easier for a Canadian investor, plus the dividends are eligible for Canadian dividend credits.


Price:
$172.690
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-27 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick Dec 5/16. Up 21%.) The #2 auto parts Company globally, and a great global success story. They will continue to do well going forward. Thinks it is going to do better in the next year. A table pounding Buy. Trading at less than 10X forward earnings.


Price:
$66.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-27 HOLD Must be logged in to use chart MMM-N 3M Co.

A fantastic, huge multinational industrial. Operates in a number of specialty industrial areas, as well as some consumer products. A classic, long term growth company, but given the run, you have to be really careful. Wait for some sort of correction.


Price:
$209.480
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 723 entries
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