Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 6, 2013

Doesn’t own any banks because he has found better opportunities elsewhere. He is neutral on banks. Looking at the yield curve and the spreads, it is a tough environment right now. Doesn’t see a lot of fundamentals for strong profit growth. There will be a pickup in lending, which is good for banks. Feels there are better places elsewhere.

Bank of America (BAC-N)
December 6, 2013

Doesn’t own any banks because he has found better opportunities elsewhere. He is neutral on banks. Looking at the yield curve and the spreads, it is a tough environment right now. Doesn’t see a lot of fundamentals for strong profit growth. There will be a pickup in lending, which is good for banks. Feels there are better places elsewhere.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$15.560
Owned
No
BUY WEAKNESS
BUY WEAKNESS
December 6, 2013

Good, big, solid insurer. After going through a fair amount of indigestion through the last several years, lifecos seem to be off to the races now. Wait for a pullback before buying.

Manulife Financial (MFC-T)
December 6, 2013

Good, big, solid insurer. After going through a fair amount of indigestion through the last several years, lifecos seem to be off to the races now. Wait for a pullback before buying.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$20.340
Owned
No
PARTIAL SELL
PARTIAL SELL
December 6, 2013

One of the more solid mid to large cap growth income paying companies. Before buying commodity companies, make your call on commodities first. Not keen on oil/gas right now. If you own, consider taking some profits here.

Enerplus Corp (ERF-T)
December 6, 2013

One of the more solid mid to large cap growth income paying companies. Before buying commodity companies, make your call on commodities first. Not keen on oil/gas right now. If you own, consider taking some profits here.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$19.470
Owned
Unknown
COMMENT
COMMENT
December 6, 2013

Just entered into a partnership with Sirocco (SIM-T), an iodine company. This is a great transaction for them because they had balance sheet issues.

RB Energy (RBI-T)
December 6, 2013

Just entered into a partnership with Sirocco (SIM-T), an iodine company. This is a great transaction for them because they had balance sheet issues.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.365
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 6, 2013

(A Top Pick Sept 4/13. Up 4.42%.) A free cash flow machine. Expects it to continue to move upwards. Pays a dividend that will increase next year and they are buying back shares. Cheap at 10X next years earnings.

Anthem Inc (ANTM-N)
December 6, 2013

(A Top Pick Sept 4/13. Up 4.42%.) A free cash flow machine. Expects it to continue to move upwards. Pays a dividend that will increase next year and they are buying back shares. Cheap at 10X next years earnings.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$90.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 6, 2013

(A Top Pick Sept 4/13. Up 33.6%.) Cautious to the overall energy sector right now and this is his biggest holding. A really, really well run company. Most money has been made by guys who provide the services. This company innovated the whole remote accommodation industry by coming up with the concept of executive camps and have out executed their competitors. This is in the backdrop of the concept of Canadian oil sands going from 1.5 million barrels a day to 3 million barrels, which will require a lot of picks and shovels along with people and places for them to sleep. There will be more good news.

(A Top Pick Sept 4/13. Up 33.6%.) Cautious to the overall energy sector right now and this is his biggest holding. A really, really well run company. Most money has been made by guys who provide the services. This company innovated the whole remote accommodation industry by coming up with the concept of executive camps and have out executed their competitors. This is in the backdrop of the concept of Canadian oil sands going from 1.5 million barrels a day to 3 million barrels, which will require a lot of picks and shovels along with people and places for them to sleep. There will be more good news.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$9.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 6, 2013

(A Top Pick Sept 4/13. Down 14.29%.) Would characterize this as the most exciting stock in his portfolio. Their majority owned subsidiary, Acasti Pharmaceuticals (APO-X) is developing a revolutionary cholesterol/glycerids treatment (CaPre) and have to finance to raise money for a phase 3 trial. Feels both companies are table pounding buys. Stocks have been beaten up on short-term concerns. Expects them both to double or triple in the next year.

(A Top Pick Sept 4/13. Down 14.29%.) Would characterize this as the most exciting stock in his portfolio. Their majority owned subsidiary, Acasti Pharmaceuticals (APO-X) is developing a revolutionary cholesterol/glycerids treatment (CaPre) and have to finance to raise money for a phase 3 trial. Feels both companies are table pounding buys. Stocks have been beaten up on short-term concerns. Expects them both to double or triple in the next year.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$2.900
Owned
Yes