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
       

2007-05-07

COMMENT
Teck Resources Ltd. (B) (TECK.B-T)
You have to have a stance on where you think the metal markets are going over the next year. He is pretty cautious on this area. This would be one of the stocks he would like as it is diversified.
precious metals
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $45.200
Owned: Unknown

Must be logged in to use chart

2007-07-18

HOLD
Harvest Energy Trust (HTE.UN-T)
Yield of about 13%. This is one of the more interesting energy trusts because of the refining asset they bought. Expect it will go higher.
investment companies/funds
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $34.000
Owned: No

Must be logged in to use chart

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

Must be logged in to use chart

2006-11-22

DON'T BUY
Verizon Communications (VZ-N)
Would not own any of the handset providers. Prefers the service providers.
telephone utilities
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $34.750
Owned: No

Must be logged in to use chart

2007-05-07

HOLD
Russel Metals (RUS-T)
Would buy it back at the right price. Had a big run recently. Pretty good dividend.
steel
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $33.810
Owned: No

Must be logged in to use chart

2008-02-04

SELL
Precision Drilling (PD-T)
Would avoid this stock. Their plan is to increase their international business, but is primarily leveraged to Canada. Will take a while before it turns.
oil/gas field services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $18.650
Owned: No

Must be logged in to use chart

2008-02-25

TOP PICK
Altria Group Inc (MO-N)
World's largest tobacco company. Undergoing another transition and is being broken up in mid-March into Phillip Morris International and Phillip Morris USA. The sum of the pieces is worth a lot more than the combined entity.
tobacco
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $74.260
Owned: Yes

Must be logged in to use 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

Must be logged in to use chart

2007-05-07

BUY
Petro-Canada (PCA-T)
Will generally perform with the energy market. He has a bullish outlook on energy over the medium to long-term. Trades at a discount because of limited ownership rules.
integrated oils
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $51.450
Owned: Unknown

Must be logged in to use chart

2007-09-04

BUY
Western Gold Fields (WGI-T)
Will be in production early next year and provides good upside in the near term.
precious metals
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $2.580
Owned: Yes

Must be logged in to use chart

2006-11-22

BUY
Russel Metals (RUS-T)
Where they play in the steel sector makes them a lot less cyclical. Cash flow shows a pretty stable business. Undervalued long-term. Great dividend.
steel
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $27.970
Owned: Yes

Must be logged in to use chart

2007-11-05

COMMENT
Peerless Energy Inc. (PRY.A-T)
Well run company. Into a good play in the right area. Can’t comment on the valuation, as he hasn’t looked at it recently. Probably a take out in the longer term.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $5.460
Owned: No

Must be logged in to use chart

2007-09-04

HOLD
Canadian Pacific Rail (CP-T)
Well run company.
Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $73.470
Owned: No

Must be logged in to use chart

2007-11-05

HOLD
3M Co. (MMM-N)
Very solid company. Well-managed. Can't comment on the valuation level, as he hasn't evaluated the company for a number of months. Expect they are having good upside on their earnings with their global holdings.
mngmnt/diversified
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $85.050
Owned: No

Must be logged in to use chart

2007-11-05

SELL
Falcon Oil & Gas (FO-X)
Very interesting play, but it’s broken right now. The issue is they have spent a lot of money drilling in Hungary. Potentially a huge amount of gas. All results so far are uneconomical, so would be hesitant to put his money on it.
oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $0.590
Owned: No

Must be logged in to use chart
Showing 1 to 15 of 751 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company