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
2006-11-22 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. Very bullish on his outlook. Largest producer of fibreglass storage tanks in Canada with a 90% share in the downstream oil/gas market. Also in pulp and paper. Have patented technology. Starting a new tank lining business where they repair old storage tanks.
Price:
$9.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2007-01-04 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick Nov 22/06. Down .01%.) Leading provider of underground storage tanks in Canada. Starting to expand internationally. Have a 30% cost advantage over global competition due to patented technology. Also getting into relining existing storage tanks at filling stations, giving them a huge growth opportunity.
Price:
$9.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2007-03-01 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick Jan 4/07. Up 42.5%.) The recent run has been due to their acquisition of a large US tank manufacturer. They have a lot of margin improvement opportunities.
Price:
$13.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2007-05-07 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick Nov 22/06. Up 57.4%.) Their technology allows costs to be 30% lower than the nearest competitor. In January they acquired a large US tank manufacturer, which should give them accelerated growth.
Price:
$14.950
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2007-07-18 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. Manufacturer fibreglass storage tanks. 90% market share in Canada in the gasoline station market.
Price:
$10.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2007-09-04 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick Nov 22/06. Up 5.2%.) A table pounder. Really undervalued when you look at the long-term earnings and cash flow that are going to come out of it. Low-cost producer with a patented technology. Hugely undervalued.
Price:
$10.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2007-11-05 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Past Top Pick Nov of22/06. Up 26%.) An under appreciated Canadian success story. Manufactures fibreglass storage tanks with a patented technology allowing them to be a low-cost producer. Expanding internationally.
Price:
$11.900
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2007-12-13 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy.
Price:
$9.630
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2008-02-04 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. (A Top Pick May 7/07. Down 34.8 %.) Fibreglass underground storage tanks. Poorly understood stock. Did a $10 issue last January to help finance an acquisition of a US competitor. Also had a couple of earnings disappointments creating a small panic. Expect to see a huge ramp in earnings over the next 5 years. Long-term value stock. Strong Buy.
Price:
$10.000
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2008-02-25 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. #1 producer of fibreglass storage tanks. Have a technology advantage, which makes them a low-cost producer. Trading at under 10X earnings per year. Looking at the company over the next 3 years the story will get better and better. Will look quite cheap in 09. Should make $.50 in 08 and somewhere between $.60 and $.80 in 09.
Price:
$9.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on GAS
Owned:
Yes
2008-04-22 TOP PICK Must be logged in to use chart ZCL-T ZCL Composites Inc. Leading provider of fibreglass storage tanks in North America. Have a technology that allows them to be the low-cost producer. Have parlayed their low costs and pure quality into a dominant position in Canada. Entered US last year and are just getting going. Trading at under 10X earnings. 1.5% dividend.
Price:
$8.500
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2013-03-27 BUY Must be logged in to use chart ZCL-T ZCL Composites Inc.

Primary market is gas stations where they install 90% of the underground storage tanks. Increasing market share in the US. Made an ill-timed and expensive acquisition 5 years ago and put the company into a lot of difficulty. Stock has recovered nicely in the last several years. Repaired the balance sheet and the business is growing nicely now. Cheap.


Price:
$5.150
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-03-24 BUY Must be logged in to use chart ZCL-T ZCL Composites Inc.

(Market Call Minute.) Likes the company longer-term.


Price:
$6.230
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-02-21 HOLD Must be logged in to use chart ZCL-T ZCL Composites Inc.

(Market Call Minute.) An outstanding Edmonton-based company. A leader in the underground fibre glass storage tank market. Below $10, he would be a strong buyer.


Price:
$12.700
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-10 HOLD Must be logged in to use chart YUM-N Yum! Brands

Excellent restaurant company with very good brands. One of the best exposed to longer term growth in China. They are having some short term issues, primarily in China, where same store sales are down. Having some issues with their KFC franchise so short term growth is stagnating a bit.


Price:
$72.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 702 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.