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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2006-11-22

DON'T BUY
Amerigo Resources (ARG-T)
Just sold his holdings. Looks cheap. If you believe copper prices will stay high, you should continue to hold. He has a negative outlook for copper for the coming year. US housing is one of the primary consumers of copper.
metal mines
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $1.860
Owned: No

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2006-11-22

BUY
Alltel Corp. (AT-N (Dead))
Not a fan of handset providers. Prefers service providers. If he were going to own one, this would be the one. 5th or 6th largest wireless provider in the US..
telephone utilities
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $56.570
Owned: No

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2006-11-22

TOP PICK
Bank of America (BAC-N)
A dividend growth story that he likes. 4.1% yield. Trades at 11 X earnings, cheaper than any other banks. Under appreciated management.
banks
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $54.630
Owned: Yes

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2006-11-22

BUY
CI Financial Income Fund (CIX.UN-T)
A great business in a good area. Expect they will take advantage of the 4-year window given on income trusts.
investment companies/funds
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $26.840
Owned: Yes

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2006-11-22

DON'T BUY
Canadian Imperial Bank of Commerce (CM-T)
Banks are great long-term investments. Historically they increase their dividends every year. This is his least favourite.
banks
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $91.900
Owned: No

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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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2006-11-22

BUY
Crew Energy Inc. (CR-T)
For gas exposure, 2 stocks would be ProEx Energy (PXE-T) and Crew Energy (CR-T). Well run with good land position.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $13.000
Owned: No

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2006-11-22

COMMENT
Magellan Aerospa (MAL-T)
Prefers Northstar Aerospace (NAS-T) which is a better investment. Likes the aerospace sector right now.
transportation equip & components
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $2.500
Owned: No

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2006-11-22

STRONG BUY
Neptune Tech & Bioresource (NEPT-T)
Very bullish on this company. There are 3 different businesses and each one is worth more than the market cap of the company.
biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $3.290
Owned: Yes

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2006-11-22

DON'T BUY
Nokia (NOK-N)
Would not own any of the handset providers. Prefers the service providers.
Telecommunications
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $20.870
Owned: No

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2006-11-22

WATCH
Nexen Inc (NXY-T (Dead))
Great oil/gas producer. Among the Canadian seniors they probably have the best growth profile. 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: $60.250
Owned: No

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2006-11-22

DON'T BUY
NYSE Group (NYX-N (Dead))
A great business with long-term drivers. Will benefit from increased market activity. Has recently had a huge run. Pretty expensive.
other services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $108.960
Owned: No

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2006-11-22

BUY
Petrobank Energy and Resources (PBG-T (Dead))
Levered to heavy oil. An oil sands producer with some cutting edge technology. Also own a big chunk of Petrominerales, a Colombian oil/gas producer.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $17.000
Owned: Yes

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2006-11-22

BUY
Petro-Canada (PCA-T)
Pretty good production profile coming in to next year. Exposure to oil sands. Good long term investment. Cheap
integrated oils
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $50.870
Owned: Unknown

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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

Must be logged in to use chart
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