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
2017-08-01 PAST TOP PICK Must be logged in to use chart GILD-Q Gilead Sciences Inc.

(A Top Pick Sept 6/16. Down 0.4%.) This was in a downtrend, but has finally broken into an uptrend. A cheap, cheap stock, trading at a single digit PE. The #1 provider of HIV drugs globally, and the #1 provider of hepatitis drugs. About 2-3 years ago, they introduced a revolutionary Hepatitis C drug which cured, so the inflow of patients dropped off. Pays about a 3% dividend. Cheap, cheap stock.


Price:
$75.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 HOLD Must be logged in to use chart HD-N Home Depot

(Market Call Minute.) A leader in home improvement retail. A little ahead of where he would like to buy it. Weak Buy to a Hold.


Price:
$149.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart LUN-T Lundin Mining Corp.

Mining is a difficult business. When he is investing in resources, he much prefers oil and gas. The companies tend to be much more diversified on a property perspective. This company is an example of one that has been well-managed. They keep their capital allocation hat on and really go after the best properties. He would have this as a Hold to a Buy.


Price:
$9.160
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 TOP PICK Must be logged in to use chart MSFT-Q Microsoft

He likes the Web services. This has had a good run over the last year, but thinks it is justified by the evolution of the company picking up LinkedIn. A real competitor to Amazon and Web services. Dividend yield of 2.1%. (Analysts’ price target is $82.00.)


Price:
$72.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 BUY Must be logged in to use chart NEPT-T Neptune Tech & Bioresource

A super frustrating stock. It has been discarded by the market because it has taken much longer to recover. New management came in about 2 years ago, and have done an excellent job. Last year they more than doubled revenues and turned it profitable after a number of years of struggling. The really exciting part is that they own 35% of Acasti Pharmaceuticals. In his viewpoint, this is a huge opportunity. The stock is trading around a $25 million market cap, and they have almost $10 million in cash. Going into phase 3 trials, and thinks their drug has multi-billion-dollar potential.


Price:
$1.080
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart NVDA-Q Nvidia Corp

Great tech company, but really expensive. It has had a huge run and he would stay on the sidelines until there is a huge ramp up in earnings to justify the ramp up in the stock price.


Price:
$164.490
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 BUY on WEAKNESS Must be logged in to use chart ORCL-N Oracle

He likes this, but doesn’t own it. A leader in databases and a number of other areas in software. They are starting to make some progress, and he would categorize this as a more conservative way to play technology. It has had a run, so he wouldn’t be a buyer here. In the lower $40, it would be quite interesting.


Price:
$50.160
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-08-01 HOLD Must be logged in to use chart SBUX-Q Starbucks

(Market Call Minute.) A great company, and he would classify it as a Weak Buy to a Hold. If it dropped another 10% he would definitely be a buyer.


Price:
$54.730
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 DON'T BUY Must be logged in to use chart SHOP-T Shopify Inc.

The market leader in what it does. They help small businesses get an online presence effectively. They’ll become profitable eventually. At these levels, you are factoring in 10-20 years of growth, and taking a lot of risk. The company has not made a penny of earnings yet. If it went down 50%-60% he would be interested, but not at these levels.


Price:
$130.610
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-08-01 BUY Must be logged in to use chart SPE-T Spartan Energy Corp

A solid Junior to intermediate oil producer. The energy sector took quite a beating in the 1st half. Feels energy is probably in a bottoming process. This is one of the companies that has kept themselves in good shape from a balance sheet perspective. A relatively low cost operation. Good properties in southern Saskatchewan.


Price:
$6.010
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 HOLD Must be logged in to use chart V-N Visa Inc.

Great, great company. One of the central players in the electronic commerce. Purchases of anything are happening increasingly electronically, and the credit cards are right at the front of that. Great franchise and great business, but it is trading at a 52-week all-time high. Expensive.


Price:
$100.870
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart WFC-N Wells Fargo

(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:
$54.080
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 COMMENT Must be logged in to use chart WMT-N Wal-Mart Stores Inc.

Widely viewed as an old time conventional huge retailer. He is positively predisposed towards it. They are one of the biggest Internet retailers. Feels this is going to be right up there as being one of the successful long-term e-retailers.


Price:
$80.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
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
2017-05-15 STRONG BUY Must be logged in to use chart NEPT-T Neptune Tech & Bioresource

This is really, really undervalued here. This owns 35% of Acasti Pharmaceuticals, manufacturer of a drug which has great test results in reduction of hypertriglyceridemia, as well as having positive benefits for lowering your LDL and increasing HEL cholesterol. They are going to be going into phase 3 in the next 12 months. Over half the value of the company is represented by cash on the balance sheet. Their main business is krill oil and nutraceuticals, which was struggling for a while. They’ve turned this around and are starting to make some acquisitions.


Price:
$1.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 HOLD Must be logged in to use chart OTEX-T Open Text

One of the largest Canadian software companies which has a combination of some organic growth along with a consolidation play. Very well-run. The stock has done extremely well, and is probably going to be in a sideways pattern for a while.


Price:
$44.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY Must be logged in to use chart PEY-T Peyto Exploration & Develop.

Very, very solid Western Canadian gas producer. Like a lot of the energy stocks, the past 6 months have been very painful. It is undervalued, and you get paid a nice dividend to wait.


Price:
$26.110
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 BUY Must be logged in to use chart QCOM-Q Qualcomm

The global leader in wireless technology licensing. They have 2 businesses, licensing their wireless technology to other companies and producing conductor chips for the wireless area. The stock has been choppy over the last year. Apple (AAPL-Q) has basically stopped paying them, being unhappy with the terms. A good franchise, and with a pullback, this is good value here. 4.1% dividend yield.


Price:
$55.400
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 DON'T BUY Must be logged in to use chart SHOP-T Shopify Inc.

A great Canadian success story. It enables small retailers to sell online. He wouldn’t touch this here as it is crazy, crazy expensive. The company has yet to turn profitable, but is expected to this year.


Price:
$128.970
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 COMMENT Must be logged in to use chart SPE-T Spartan Energy Corp

A good, little, oil/gas producer in Southern Saskatchewan. A well-run company with good management. Trying to pick a bottom on this is a tough one, but a year from now, he would expect the stock to be higher.


Price:
$2.420
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 HOLD Must be logged in to use chart SU-T Suncor Energy Inc

Canada’s largest oil producer. Solid, solid company. This has done really well over the last year, and is probably going to be in a holding pattern for a while. Relatively expensive compared to other stocks in the sector. Depending on commodity prices, it should gravitate upwards.


Price:
$43.850
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-05-15 DON'T BUY Must be logged in to use chart TWTR-N Twitter, Inc

Despite having a fairly prominent name and a place in the media, they really haven’t learned to make money yet. He has never owned this stock. He continues to watch it with interest, but at these levels he wouldn’t touch it.


Price:
$19.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-05-15 BUY Must be logged in to use chart VZ-N Verizon Communications

US’s largest cell phone provider. He likes the sector. Growth in North American wireless has slowed down quite a bit. We are reaching a relatively high level of penetration, and there is not going to be as much growth as there has been over the last 10 years. However, these companies continue to generate a lot of free cash flow. They are great businesses, and he likes to buy the market leader in this type of business. From his perspective, this company has the best network, so they get the highest value customers.


Price:
$45.380
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 SELL Must be logged in to use chart WEED-T Canopy Growth Corp.

A hot, hot space in the Canadian market these days. He owns nothing in marijuana. If he did, he would be trimming his positions if not exiting altogether. The stocks have had massive runs. There is an opportunity in the longer-term, but if you look at the market valuations relative to the actual profit generation opportunity over the next 5-10 years, they are super expensive. He would urge taking profits.


Price:
$8.260
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There is more bullishness. Canadians, with our much more centric political viewpoint, have taken the Trump election much more cautiously than the US, which are putting the pedal to the metal, as they are realizing it is really, really good for business. Canadians are slowly starting to clue in that it is really good for the US economy, and consequently good for Canadian and global economies. We will get indigestion in certain areas as we move on through 2017, but in other areas we will get some very positive results.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
_N/A
2017-02-21 SELL Must be logged in to use chart AAPL-Q Apple

(Market Call Minute.) A great company, but it is coming up to an unsustainable earnings level and their margins are going to be under pressure in the future.


Price:
$136.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 PAST TOP PICK Must be logged in to use chart AD-T Alaris Royalty

(A Top Pick Feb 2/16. Up 3.97%.) This has been a phenomenal long-term performer. The market has become very quantitative and momentum driven. The stock is now stabilizing and it is a great buying opportunity.


Price:
$23.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 PAST TOP PICK Must be logged in to use chart ANTM-N Anthem Inc

(A Top Pick Feb 2/16. Up 31.82%.) The #2 healthcare insurer in the US. Healthcare has been out of favour in the last year, but even with that this has made decent money. A testament to what a great quality business is. A fantastic cash generating business. Undervalued, trading at 12X 2018 earnings. Dividend increases every year, and they buy back stock.


Price:
$164.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 BUY Must be logged in to use chart BIR-T Birchcliff Energy Ltd.

(Market Call Minute.) A solid, solid gas producer on the West Coast.


Price:
$7.580
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart BMY-N Bristol Myers Squibb

A big legacy pharmaceutical company that has undergone a bit of a Renaissance in the last 5 years. One of the 2 big pharmas (along with Merck (MRK-N)) that have become leaders in cancer immunotherapy area, a fast growing area. In mid-2016 the stock really dropped because of a negative trial result. He likes this longer-term, but you have to be cautious because they are going through some turbulence. The stock still isn’t cheap. If it got down to around the 52-week low, that would be an area to start looking.


Price:
$54.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 BUY Must be logged in to use chart BUD-N Anheuser Busch Companies Inc.

(Market Call Minute.) This would be a Buy on weakness, and we are now at that weak point.


Price:
$109.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 60 of 702 entries
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