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

COMMENT
Osisko Gold Royalties Ltd. (OR-T)

Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.

Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $16.090
Owned: No

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2017-09-27

BUY
Open Text (OTEX-T)

In recent years, this has been a bit of a consolidator in the industry, and has some very strong niches. He doesn’t own this, but is something he would look at.

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $39.470
Owned: No

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2017-09-27

COMMENT
Parex Resources Inc. (PXT-T)

One of the better oil/gas companies. A solid company. Canadian-based but all their operations are basically in Colombia. Really well run and they’ve been very successful. Thinks the long-term fundamentals are good. If you are going to own an oil and gas company, this is one he would want to own.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.200
Owned: Unknown

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2017-09-27

TOP PICK
United Parcel Services (UPS-N)

World’s largest package delivery company. Trading at about 9X-10X EV to EBITDA. Trading at 17-18 times earnings for a dominant position, and it is going higher. Dividend yield of 2.8%. (Analysts’ price target is $117.)

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $118.620
Owned: Yes

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2017-08-01

N/A
A Comment -- General Comments From an Expert 

Market. We are in a kind of Goldilocks environment in that there is slow economic growth. The one problem is that central banks are inclined to be raising rates. It has been a while since we have had a correction, and that could be the catalyst for our first 5% correction for some time. The US and Chinese economies are growing probably as strong as they have for a year or 2. That gives central banks the ability to start to slowly taper back to a tighter monetary policy. There are certain areas of the market that are being left behind because of the craze over ETF’s that are flooding their market into a smaller and smaller cadre of really big large cap companies that are leading the market. There is a lot of stuff getting left behind, and there is a lot of value there. It shows up in terms of takeover activity.

Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $0.020
Owned: _N/A

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2017-08-01

COMMENT
Apple (AAPL-Q)

Just reported and looks like they had a pretty decent quarter. He would caution that on a very long-term perspective, leaders eventually always get toppled. This one probably has a more sustainable handset model than any of the previous leaders. Sales climbed like crazy for many years, but are basically flat lining now. They will be under margin pressure because they’ve filled the market with their high-priced phones, but the broader population in the emerging markets can’t afford an iPhone. He sees Android taking a bigger and bigger market share. He would be cautious.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $150.050
Owned: No

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2017-08-01

TOP PICK
Alaris Royalty (AD-T)

This became public about 10 years ago and has done extremely well over the long-term. They’ve had a few issues in the last couple of years, and the stock has struggled because of that. Dividend yield of 7.1%. (Analysts’ price target is $24.00.)

Financial Services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $22.680
Owned: Yes

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2017-08-01

PAST TOP PICK
Anthem Inc (ANTM-N)

(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.

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $186.670
Owned: Yes

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2017-08-01

SELL
Boeing (BA-N)

(Market Call Minute.) Good solid company, but not a big grower and is super expensive now.

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $239.440
Owned: Unknown

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2017-08-01

COMMENT
BlackBerry (BB-T)

(Market Call Minute.) There is an interesting revival happening here. He is still doing a lot of homework on this. There is a lot of technology risk here.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $11.910
Owned: No

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2017-08-01

HOLD
CAE Inc (CAE-T)

The world leader in aircraft simulators. They have a dominant market share in that sector. Most of the major airlines buy from this company. Stock is starting to get a little pricey.

transportation equip & components
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $21.290
Owned: Unknown

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2017-08-01

BUY on WEAKNESS
Canadian Pacific Rail (CP-T)

(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).

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $195.930
Owned: Unknown

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2017-08-01

BUY
Cisco (CSCO-Q)

He likes this. As far as network deployment, they are still in the thick of things, central to everything that is going on. It had a slight correction after the last quarter after coming out with a fairly dour forecast.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $31.650
Owned: Unknown

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2017-08-01

COMMENT
CVS Health Corp (CVS-N)

A solid company. The #2 drug store in the US, as well as being involved in the pharmacy benefits management business, which has been a super profitable business over time, but is now under pressure. Feels the whole PBM business could be under a bit of profit pressure for the next several years. He would prefer a health insurer.

specialty stores
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $79.700
Owned: Unknown

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2017-08-01

PAST TOP PICK
ECN Capital (ECN-T)

(A Top Pick Sept 6/16.) Split into 2 companies. ECN Capital (ECN-T) was up 21%, while Element Fleet Management (EFN-T) was down 11%. He likes both.

Financial Services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $3.950
Owned: Yes

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