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
2015-06-03 HOLD Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

A really strong franchise. When people want to search, this is the go to place to do it. It has had a pretty good run in the last year and it might be going sideways for a while, but long-term it is a great company.


Price:
$555.290
Subject:
NORTH AMERICAN
Bias:
BULLISH
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
2014-09-10 DON'T BUY Must be logged in to use chart TSLA-Q Tesla Motors Inc

He has a very strong answer on this one. DO NOT BUY THIS STOCK! You could lose a lot of money. An extremely expensive stock. Look at what happened to Ballard Power (BLD-T) around 2000. At the end of the day fuel cells are a niche business. Thinks you will make money Shorting it.


Price:
$281.100
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
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
2014-03-24 BUY on WEAKNESS Must be logged in to use chart V-N Visa Inc.

A great, great company, but feels it is really expensive here. As long as they continue to grow earnings, it is a classic US large-cap momentum stock and will do well. The threat is that at some point, more regulations will come in which will compress the margins. However, it is hard to see what is going to break it in the short term. He would only be a buyer on weakness.


Price:
$220.750
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
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
2017-08-01 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 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
2016-04-21 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

A solid, solid company. Probably the best performing rail in the last 3 years. Over the last 20 years, rails have been phenomenal performers. They are good, solid, long term businesses, and he would never argue with a client owning these. In the short term, they are under a bit of pressure. Their most profitable business is hauling commodities which is under pressure. He is not in a big hurry to buy these because he thinks they continue to be a bit weak in the short term.


Price:
$191.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
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
2017-05-15 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
2017-02-21 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
2007-07-18 COMMENT Must be logged in to use chart IPS-T IPSCO Inc Close to being taken over.
Price:
$166.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
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
2017-02-21 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
Showing 1 to 15 of 702 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.