Viewing Expert Alex Ruus | StockChase
stockchase picture

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 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 46 to 60 of 702 entries
<< < 2 3 4 5 6 > >>

No Comments.


You must be logged in to comment.