Opinions by Alex Ruus | StockChase
752
Alex Ruus

Portfolio Manager

ON STOCKCHASE SINCE Nov 2006

Arrow Capital Management


Opinions by Alex Ruus



ABOUT CHARTS : These are thumbnail sketches of the stock prices, from the time of the opinions. The charts are not detailed, and are meant only to give an oveview (note the number of datapoints). The charts show one month of information or up to six months if you are a subscriber. Recent opinions will obviously have fewer datapoints then older opinions.


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Signal Opinion Expert Chart

2007-03-01

BUY on WEAKNESS
Talisman Energy (TLM-T (Dead))
With this one, you have the prospect of a large international buying them out. It could come off another $1 or two. If you have long term-time frame, he would buy.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $19.790
Owned: Unknown

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2007-03-01

SELL
TorstarCorp (B) (TS.B-T)
Newspaper industry has been, and continues to be a value trap for the last 5 years. Business is slowly eroding. Multi-voting shares and would be difficult to sell it.
publishing/printing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $18.670
Owned: No

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2007-03-01

BUY
WebTech Wireless Inc. (WEW-T (Dead))
An excellent company that he feels is going higher.
electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $6.250
Owned: Yes

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2007-03-01

TOP PICK
Westjet Airlines (WJA-T)
(A Top Pick Jan 4/07. Down 3.1%.) At these levels, it's a table-pounding Buy at 11 X 08 earnings per share. Would argue that it is the best airline in North America.
Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $14.500
Owned: Yes

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2007-03-01

TOP PICK
ZCL Composites Inc. (ZCL-T)
(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.
misc industrial products
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $13.940
Owned: Yes

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2007-01-04

TOP PICK
Bank of America (BAC-N)
(A Top Pick Nov 22/06. Down 1.5%.) Have grown their dividends for 20 consecutive years. Trades at 11 X earnings. 4% dividend.
banks
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $53.670
Owned: Yes

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2007-01-04

DON'T BUY
Bombardier Inc (B) (BBD.B-T)
Prefers Embraer (ERJ-N), which is eating Bombardier’s lunch. Continues to have concerns on their position in the aerospace market.
transportation equip & components
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $4.160
Owned: No

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2007-01-04

BUY
Barclays Bank PLC (BCS-N)
Likes this and could own in the future. Financials are probably a pretty good area to be invested in right now.
banks
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $59.510
Owned: No

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2007-01-04

DON'T BUY
Breakwater Resources (BWR-T (Dead))
A good leveraged play on zinc pricing and if you like zinc, it's probably a good place to go. He is cautious on metal pricing so he wouldn't own.
metal mines
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $1.680
Owned: No

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2007-01-04

BUY
CitiGroup (C-N)
Likes this and could own in the future. Financials are probably a pretty good area to be invested in right now.
insurance
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $55.060
Owned: No

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2007-01-04

BUY
CAE Inc (CAE-T)
Continues to book a lot of new orders. Expect the stock to continue to go up.
transportation equip & components
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $10.750
Owned: No

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2007-01-04

PARTIAL BUY
Canadian Natural Rsrcs (CNQ-T)
One of his favourite global, large-cap oil/gas stocks. Phenomenally run. Excellent management. If you don't own and oil/gas stock, take a position and gradually add to it on weakness.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $54.380
Owned: No

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2007-01-04

BUY
Canadian National R.R. (CNR-T)
Great company. This is a sector that he highly recommends you have a holding in. Long-term outlook for rails is excellent.
Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $49.580
Owned: No

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2007-01-04

BUY
Canadian Pacific Rail (CP-T)
A sector that he highly recommends you have a holding in. Excellent investment.
Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $60.800
Owned: No

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2007-01-04

WAIT
Encana Corp (ECA-T)
One of the best international E&P companies. Very leveraged to gas. In the short term, there will probably continue to be downward pressure. Expecting at least another $5 downside.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $52.080
Owned: Unknown

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Showing 691 to 705 of 751 entries

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