Opinions by Alex Ruus | StockChase
752
Alex Ruus

Portfolio Manager

ON STOCKCHASE SINCE Nov 2006

Arrow Capital Management


Opinions by Alex Ruus


Signal Opinion Expert Chart
       

2017-09-27

BUY
Acasti Pharma (ACST-X)

A spin-out out of Neptune (NEPT-T), which still owns 35% of the company. There are positive developments going on and they are getting very close to going forward with phase 3. Discussions have been going on with the FDA. It’s fallen off the radar screen and there isn’t much in terms of analysts’ coverage. Expects there will be news this fall and winter which should really catalyze the stock. A good time to accumulate the stock.

Consumer Products
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $1.630
Owned: Unknown

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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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2017-09-27

PAST TOP PICK
Anthem Inc (ANTM-N)

(A Top Pick Dec 5/16. Up 31%.) The 2nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $186.450
Owned: Yes

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2017-09-27

SELL
Boeing (BA-N)

There is a lot of focus around this company and Bombardier. A very interesting political issue. Dirty politics are being played. As an investment, it has done really well over the last 2 years. The world’s leader and biggest commercial aerospace company. It has had a heck of a run, and his target price was around $240. If he owned this, he would definitely be selling it.

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $255.280
Owned: No

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2017-09-27

COMMENT
D-Box Technologies (DBO-T)

There have been outflows from US international investors out of Canadian energy, and a lot of the generals have kind of fled the small-cap market because of better performance of the larger caps. A lot of the smaller caps are experiencing money flow issues, and there are a lot of buyers around. This is a good, decent little company, but very, very small. It is growing steadily, but it is still too small to attract attention of the bigger investors. You have to be very patient with this.

Consumer Products
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $0.335
Owned: Unknown

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2017-09-27

TOP PICK
Element Fleet Management (EFN-T)

North America’s largest vehicle fleet manager with a growing dominant presence. Over time they are going to increase their margins and bring a lot of value to the customers in a market that is growing. Trading at a single digit PE. Dividend yield of 3.2%. (Analysts’ price target is $10.25.)

Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $9.300
Owned: Yes

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2017-09-27

COMMENT
Enbridge (ENB-T)

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.

oil/gas pipelines
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $51.470
Owned: No

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2017-09-27

PAST TOP PICK
Freehold Royalties (FRU-T)

(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.050
Owned: Yes

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2017-09-27

HOLD
Honeywell International (HON-N)

Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.

mngmnt/diversified
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $139.570
Owned: Unknown

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2017-09-27

HOLD
Hexcel Corp (HXL-N)

Favourite defence stock?He likes defence, but a lot of them have had huge runs in the last year. You need to be cautious. They are probably “Holds” at best. Trading at pretty close to 52-week highs, and he wouldn’t be a buyer. You probably would be okay holding them, but wait for a pullback. His favourite is Hexcel, but it has had a big, big run and he would treat it as a hold.

Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $57.560
Owned: Unknown

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2017-09-27

COMMENT
Lear Corp. (LEA-N)

A big producer of auto seats and a solid, solid company. Has done really well over the last couple of years, executing extremely well. Prefers Magna (MG-T), which is a lot cheaper and probably a heck of a lot better. As a Canadian company, it is probably easier for a Canadian investor, plus the dividends are eligible for Canadian dividend credits.

Automotive
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $172.690
Owned: Unknown

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2017-09-27

PAST TOP PICK
Magna Int'l. (A) (MG-T)

(A Top Pick Dec 5/16. Up 21%.) The #2 auto parts Company globally, and a great global success story. They will continue to do well going forward. Thinks it is going to do better in the next year. A table pounding Buy. Trading at less than 10X forward earnings.

Automotive
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $66.880
Owned: Yes

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2017-09-27

HOLD
3M Co. (MMM-N)

A fantastic, huge multinational industrial. Operates in a number of specialty industrial areas, as well as some consumer products. A classic, long term growth company, but given the run, you have to be really careful. Wait for some sort of correction.

mngmnt/diversified
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $209.480
Owned: Unknown

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2017-09-27

TOP PICK
Microsoft (MSFT-Q)

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $73.850
Owned: Yes

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2017-09-27

COMMENT
Neptune Tech & Bioresource (NEPT-T)

Has been an under performer over the last several years. However, it is moving forward and they’ve grown over the last year. New management came in about 1.5 years ago made all the right changes in moving the company forward. Unfortunately, the stock hasn’t performed. They’ve been caught up in this money flow issue of a flow away from small-cap companies. There will be a catalyst that comes along. Management and the board have been buyers of the stock over the last year, which is a pretty positive signal.

biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $1.080
Owned: Yes

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