Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy.
ZCL Composites Inc. (ZCL-T)
December 13, 2007
(A Top Pick Nov 22/06. Up 1.6%.) Manufactures fibreglass storage tanks. With their technology have a dominant market share in Canada and have moved into the US. There is a lot of environmental legislation and a lot of leaking gasoline storage tanks. Had a bit of weakness in their upstream oil/gas supply business as well as a weaker US$. At these levels, it is a table-pounding Buy.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$9.630
Owned
Yes
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Up 42.7%.) Trading at 14X earnings. Fantastic fundamentals. There is a duopoly in the Canadian Airlines business.
Westjet Airlines (WJA-T)
December 13, 2007
(A Top Pick Nov 22/06. Up 42.7%.) Trading at 14X earnings. Fantastic fundamentals. There is a duopoly in the Canadian Airlines business.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$22.200
Owned
Yes
TOP PICK
TOP PICK
December 13, 2007
(A Top Pick Nov 22/06. Down 22.9%.) Investors are very scared of the subprime, etc. problems and they have some components on their balance sheet. This won't take them down as this is a more conservatively run company. Trades at under 9X earnings. 6% dividend. Thinks it is close to a bottom here.
Bank of America (BAC-N)
December 13, 2007
(A Top Pick Nov 22/06. Down 22.9%.) Investors are very scared of the subprime, etc. problems and they have some components on their balance sheet. This won't take them down as this is a more conservatively run company. Trades at under 9X earnings. 6% dividend. Thinks it is close to a bottom here.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$43.050
Owned
Yes
COMMENT
COMMENT
December 13, 2007
A great business that is generating good growing cash flows. They have patents that he views that the business could fall right off the table in 2013/2014. Apparently have made some developments that give it a more sustainable story. Will be revisiting this stock.
A great business that is generating good growing cash flows. They have patents that he views that the business could fall right off the table in 2013/2014. Apparently have made some developments that give it a more sustainable story. Will be revisiting this stock.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$4.800
Owned
No
WEAK BUY
WEAK BUY
December 13, 2007
Very important to have energy weighting in your portfolio. Good refining downstream business as well as a decent upstream business. Wasn't too crazy about their acquisitions 5 years in Syria and Libya. Prefers Pacific Energy (PFE-T) (PFE.S-T) and Petrobank (PBG-T) where you will make a lot more money over the next 3 years.
Petro-Canada (PCA-T)
December 13, 2007
Very important to have energy weighting in your portfolio. Good refining downstream business as well as a decent upstream business. Wasn't too crazy about their acquisitions 5 years in Syria and Libya. Prefers Pacific Energy (PFE-T) (PFE.S-T) and Petrobank (PBG-T) where you will make a lot more money over the next 3 years.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$51.900
Owned
No
COMMENT
COMMENT
December 13, 2007
Prefers Petrobank Energy (PBG-T), which has 77% ownership in this company.
Petrominerales Ltd. (PMG-T)
December 13, 2007
Prefers Petrobank Energy (PBG-T), which has 77% ownership in this company.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$20.220
Owned
Unknown
BUY
BUY
December 13, 2007
Has 77% ownership in Petrominerales (PMG-T) plus you get access to the fire flooding technology. This story has a lot longer to run and if it is as good as he thinks it is, it could be a real winner over the next year.
Has 77% ownership in Petrominerales (PMG-T) plus you get access to the fire flooding technology. This story has a lot longer to run and if it is as good as he thinks it is, it could be a real winner over the next year.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$55.100
Owned
Yes