Opinions by Alex Ruus | StockChase
752
Alex Ruus

Portfolio Manager

ON STOCKCHASE SINCE Nov 2006

Arrow Capital Management


Opinions by Alex Ruus



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2017-09-27

WEAK BUY
Altagas Ltd (ALA-T)

A good combination of a mid-streamer as well as a utility. They’ve migrated more into the power producer and utility area. They continued to make that migration by making a big US acquisition, which should close some time next year. The stock has been in neutral as investors wait to make sure the deal closes. Pays a good dividend. Will probably move sideways until the deal closes, and then do better after that.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $28.720
Owned: Unknown

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2016-02-02

WEAK BUY
Amgen Inc. (AMGN-Q)

A really solid biotech company. Well diversified with a number of products. (See Past Top Picks.)

biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $150.110
Owned: Unknown

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2013-09-04

WEAK BUY
American Tower (AMT-N)

(Market Call Minute.) Likes the business. Good leverage to increased cell phone activity over time.

Telecommunications
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $69.240
Owned: Unknown

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2007-12-13

WEAK BUY
Bombardier Inc (B) (BBD.B-T)
(Market Call Minute.) Good space, but prefers Embraer (ERJ-N), which is a better company.
transportation equip & components
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $6.030
Owned: Unknown

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2016-04-21

WEAK BUY
CRH Medical Corp. (CRH-T)

A good health care services firm. This would be a Hold to a Weak Buy at this time. Really likes what they have done longer-term. If you can get this at the bottom of the 52 week trading range, that would be his Buy point. He likes management and what they are doing long term.

biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $4.000
Owned: Unknown

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2016-04-21

WEAK BUY
Enbridge Income Fund Holdings (ENF-T)

A partial spin-out out of Enbridge (ENB-T), and what he would consider as the high income part of Enbridge. It gives you a higher yield, but less growth. At these levels, he likes this. Won’t give you a ton of appreciation, but will give you a steady income.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $29.230
Owned: Unknown

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2017-11-16

WEAK BUY
Enerplus Corp (ERF-T)

(Market Call Minute.) A good, solid oil and gas company with good exposure in the right areas. He would call this a soft Buy.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $11.510
Owned: Unknown

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2007-11-05

WEAK BUY
Hudbay Minerals Inc. (HBM-T)
Discovered a large amount of zinc in Manitoba. Relatively cheap. He is more cautious on the mining side. Feels that eventually a correction will come. If you are going to play this sector, this would be a good one.
precious metals
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $25.230
Owned: No

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2015-06-03

WEAK BUY
IGM Financial Inc. (IGM-T)

One of the solid Canadian mutual fund companies. It has done well and is probably towards the higher end of its valuation right now. He would call this a “soft buy” here.

investment companies/funds
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $42.720
Owned: No

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2014-09-10

WEAK BUY
Legacy Oil and Gas Inc. (LEG-T (Dead))

Would consider this as a Weak Buy. Executing quite well and building a nice little oil/gas company. From his perspective, valuations are a little bit steep compared to some of the stuff he has looked at. They are solid and building a nice business. Below $6.50 would be getting into the Buy range for him.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $6.920
Owned: No

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2016-04-21

WEAK BUY
Lithium X Energy Corp (LIX-X)

An exploration company for lithium. Lithium is a very trendy area these days, kind of on the back of Tesla launching the model 3. A lot of the stocks have doubled or tripled in the last month or 2. Lithium is basically an industrial mineral, and there is quite a bit of it available globally. Most of the market is controlled by 3 major producers. It is a little opaque trying to find out what is going on. Speculative.

Mining
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $2.110
Owned: No

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2007-12-13

WEAK BUY
Petro-Canada (PCA-T)
Very important to have energy weighting in your portfolio. Good refining downstream business as well as a decent upstream business. Wasn't too crazy about their acquisitions 5 years in Syria and Libya. Prefers Pacific Energy (PFE-T) (PFE.S-T) and Petrobank (PBG-T) where you will make a lot more money over the next 3 years.
integrated oils
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $51.900
Owned: No

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2006-11-22

WEAK BUY
Pfizer Inc (PFE-N)
Pharmaceutical sector is trading at very low valuations. Prefers Wyeth (WYE-N), which has a better growth profile, better portfolio of drugs. Also don’t have the problem of patent expirations that Pfizer does.
biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $27.100
Owned: No

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2007-12-13

WEAK BUY
Telus Corp (T-T)
(Market Call Minute.) This would be a Hold to moderate Buy. Suffering a bit from the spectrum announcement and probably increasing capital expenditure for wireless extension.
telephone utilities
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $43.910
Owned: Unknown

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2006-11-22

WATCH
Canadian Natural Rsrcs (CNQ-T)
Probably one of the best run big oil/gas companies in the world. Have enough properties that they can continue to grow over the next 10 years. In the short term, he is cautious on oil, but the medium to long term is tremendously bullish.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $58.230
Owned: Yes

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