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
2017-02-21 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

One of Canada’s preeminent oil companies. The largest landholder on the Canadian Bakken play in Saskatchewan, and have built a very big company on the back of that. One of the more profitable oil plays. We are now in a bottoming and slowly rising process now with oil prices. This is probably one of the better plays in the Canadian energy patch. A lot of institutions have a sour taste because of past transactions. A good investment.


Price:
$16.310
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart CRT.UN-T CT Real Estate Invest Trust

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.


Price:
$15.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 BUY on WEAKNESS Must be logged in to use chart CTC.A-T Canadian Tire Corporation Ltd. (A)

(Market Call Minute.) A great, long term, Canadian retail franchise. It’s close to its 52- week high.


Price:
$156.740
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)


Price:
$14.030
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 HOLD Must be logged in to use chart EIF-T Exchange Income

(Market Call Minute.) A good, well-run company. It has had a heck of a run over the last year.


Price:
$39.640
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

An “Internet of things” company in a way, but for the aircraft industry. Provides critical data streaming from planes to the ground, and are the leader in that segment. Over time, this will become a global standard. They struggled for a number of years and just became profitable this year. It has great things ahead of it. Thinks the stock goes significantly higher.


Price:
$0.270
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart HBC-T Hudson Bay Co.

(Market Call Minute.) Going through a bit of choppiness. Real estate is probably worth a lot, relative to the share price. Until you actually see that realized, weakness in their retail operations could put pressure on the stock.


Price:
$12.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 SELL Must be logged in to use chart IBM-N IBM

This has done pretty well in the last year, but that is after a five-year period of choppy performance. It has rallied out of the Trump election, and is probably not sustainable over a longer-term basis. They are a little behind the curve in terms of where technology is moving these days. It is more of a trading range stock now, and is at the higher end of its range. If it got closer to its 52 week lows, it would be a Buy again.


Price:
$180.260
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-21 HOLD Must be logged in to use chart MCK-N McKesson Corp

One of 3 really big pharmaceutical distributors in the US. A perfect example of short-term versus long-term investing. Healthcare has been a tough sector for the last year. Politically, it always has a big target on it back. He expects the sector as a whole to do a lot better this year. They are working in an oligopoly type structure now. They’ve had a lot of margin expansion over time, which may have ended. Longer-term he likes this, but in the short term it is going to struggle.


Price:
$150.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

The biggest auto parts manufacturer in Canada, and the 2nd globally. One of the most underappreciated Canadian success stories. He continues to be defied by the valuation in this market where we have Shopify (SHOP-T) trading at 100X 3-4 years out earnings, and you can buy this one at 7X next year’s earnings with a dividend that increases every year and they buy back stock. Dividend yield of 2.25%. (Analysts’ price target is $65.37.)


Price:
$59.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 PAST TOP PICK Must be logged in to use chart MSFT-Q Microsoft

(A Top Pick Feb 2/16. Up 25.38%.) A nice performer. One of those great tech companies that is sticking with what is working and evolving with technology. They and Amazon (AMZN-Q) are neck and neck for Web services now. Amazon has the early lead in that business, but this company is better positioned to potentially become the longer-term winner because of their historic legacy relationships with businesses. 10% of their market cap is in cash. They pay a nice dividend and buy back a lot of shares. Thinks it is going higher.


Price:
$64.490
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 COMMENT Must be logged in to use chart NEPT-T Neptune Tech & Bioresource

He is quite excited about this. His 52-week target is $3. They had a really good quarter. The 3-year chart shows it has been a little tough. The old management left something to be desired. New management came in about 1.5 years ago, and have done a phenomenally good job of getting it turned around. It is now making money. Made a great acquisition last year and made some great strategic moves. They are settling all the lawsuits and making peace with the industry and moving forward. They’ve diversified the business and made a great acquisition last year for making special formulations of special health products. A cheap stock, trading at about 10X next year’s earnings.


Price:
$1.350
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 DON'T BUY Must be logged in to use chart RIO-N Rio Tinto

One of the globes biggest mining companies. Before investing in any of these things, you have to figure out what resource prices are going to do over the course of the coming year. The mining sector tends to be a real momentum play. The stocks right now are running in a positive direction. Feels that they have surged up too far now.


Price:
$46.150
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 SELL Must be logged in to use chart SHOP-T Shopify Inc.

This will soon be a great company, but he finds the valuation they receive interesting. Unfortunately, they don’t make money yet. They’ve been losing money every day so far. Have a lot of cash on the balance sheet and are rapidly increasing sales, and a year from now they should be profitable. Feels the valuation is out of control. If we get any kind of pullback, look for a sharp correction because there is no earnings support. Even looking out over 5 years, he can’t justify the valuation.


Price:
$82.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-21 SELL Must be logged in to use chart SIS-T Savaria Corp

A very interesting little Canadian company out of Montréal. Has done a great job of growing their business. They provide chairlifts for old and disabled people in homes, and small elevators for residences. Have been growing nicely over the last several years. He likes the business longer-term, but the stock has had one heck of a run, and the stock is pretty expensive. If you own the stock, he would be trimming, if not Selling it.


Price:
$10.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
Showing 61 to 75 of 702 entries
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