Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 5, 2007
(A Past Top Pick Nov of22/06. Up 26%.) An under appreciated Canadian success story. Manufactures fibreglass storage tanks with a patented technology allowing them to be a low-cost producer. Expanding internationally.
(A Past Top Pick Nov of22/06. Up 26%.) An under appreciated Canadian success story. Manufactures fibreglass storage tanks with a patented technology allowing them to be a low-cost producer. Expanding internationally.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$11.900
Owned
Yes
TOP PICK
TOP PICK
November 5, 2007
(A Past Top Pick Nov of22/06. Up 42%.) One of the cheapest mid to large-cap stocks in Canada with a proven business model. Trades at about 13X next year's earnings.
Westjet Airlines (WJA-T)
November 5, 2007
(A Past Top Pick Nov of22/06. Up 42%.) One of the cheapest mid to large-cap stocks in Canada with a proven business model. Trades at about 13X next year's earnings.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$19.830
Owned
Yes
TOP PICK
TOP PICK
November 5, 2007
(A Past Top Pick Nov of22/06. Down 70%.) This is a great buying opportunity in the US financials. When things bottom out, he will be adding to his position. Expects to be buying in the next couple of weeks. Trades at 9X earnings. 5.7% dividend yield.
Bank of America (BAC-N)
November 5, 2007
(A Past Top Pick Nov of22/06. Down 70%.) This is a great buying opportunity in the US financials. When things bottom out, he will be adding to his position. Expects to be buying in the next couple of weeks. Trades at 9X earnings. 5.7% dividend yield.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$44.450
Owned
Yes
WEAK BUY
WEAK BUY
November 5, 2007
Discovered a large amount of zinc in Manitoba. Relatively cheap. He is more cautious on the mining side. Feels that eventually a correction will come. If you are going to play this sector, this would be a good one.
Discovered a large amount of zinc in Manitoba. Relatively cheap. He is more cautious on the mining side. Feels that eventually a correction will come. If you are going to play this sector, this would be a good one.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$25.230
Owned
No
HOLD
HOLD
November 5, 2007
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.
3M Co. (MMM-N)
November 5, 2007
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.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$85.050
Owned
No
BUY
BUY
November 5, 2007
His favourite Canadian bank. Looking at their long-term strategy, they know where they're going in the next 5 years and execute on that.
Toronto Dominion (TD-T)
November 5, 2007
His favourite Canadian bank. Looking at their long-term strategy, they know where they're going in the next 5 years and execute on that.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$69.520
Owned
Yes
COMMENT
COMMENT
November 5, 2007
US banks are very undervalued. This one has some serious issues on their balance sheet. A whole group has sold off in a big, big way. Feels the market has overreacted to the whole situation. He prefers buying when the stock starts to come back a little bit. (See Top Picks.)
CitiGroup (C-N)
November 5, 2007
US banks are very undervalued. This one has some serious issues on their balance sheet. A whole group has sold off in a big, big way. Feels the market has overreacted to the whole situation. He prefers buying when the stock starts to come back a little bit. (See Top Picks.)
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$35.900
Owned
Unknown