Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 2, 2016

Good solid gas, and an increasing oil producer now. On all commodity companies, you want to make a call on where you think the commodity is going forward. Made a big acquisition about a year ago, just before things started to turn down, which left them with a bit of a levered balance sheet. Given today’s prices and were he thinks they are going in the short term; he would hold off on buying this.

Encana Corp (ECA-T)
February 2, 2016

Good solid gas, and an increasing oil producer now. On all commodity companies, you want to make a call on where you think the commodity is going forward. Made a big acquisition about a year ago, just before things started to turn down, which left them with a bit of a levered balance sheet. Given today’s prices and were he thinks they are going in the short term; he would hold off on buying this.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$5.590
Owned
Unknown
WEAK BUY
WEAK BUY
February 2, 2016

A really solid biotech company. Well diversified with a number of products. (See Past Top Picks.)

Amgen Inc. (AMGN-Q)
February 2, 2016

A really solid biotech company. Well diversified with a number of products. (See Past Top Picks.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$150.110
Owned
Unknown
BUY
BUY
February 2, 2016

Real estate management based out of Toronto. They run closed-end funds for multi-institutional clients. Have started to do some direct real estate projects for shareholders. A good US presence and smart real estate investors. The stock is undervalued and this is a good buying opportunity. There is great upside in the US. Dividend yield of about 2.9%.

Real estate management based out of Toronto. They run closed-end funds for multi-institutional clients. Have started to do some direct real estate projects for shareholders. A good US presence and smart real estate investors. The stock is undervalued and this is a good buying opportunity. There is great upside in the US. Dividend yield of about 2.9%.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$8.210
Owned
Unknown
DON'T BUY
DON'T BUY
February 2, 2016

World’s largest commercial aerospace manufacturer. A good solid company over the long-term. but is cautious on it in the short term. We have just gone through a great commercial aerospace upside cycle in the last 7-8 years. Their 4th quarter was a concern. He thinks they are starting to lose sales. Would be interested at the $100 level, but at these levels he is cautious.

Boeing (BA-N)
February 2, 2016

World’s largest commercial aerospace manufacturer. A good solid company over the long-term. but is cautious on it in the short term. We have just gone through a great commercial aerospace upside cycle in the last 7-8 years. Their 4th quarter was a concern. He thinks they are starting to lose sales. Would be interested at the $100 level, but at these levels he is cautious.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$117.520
Owned
Unknown
HOLD
HOLD
February 2, 2016

Biggest methanol producer globally. Well-run, but with a slowing global economy, it is an area you want to be a little cautious of.

Methanex Corp (MX-T)
February 2, 2016

Biggest methanol producer globally. Well-run, but with a slowing global economy, it is an area you want to be a little cautious of.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$32.980
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 2, 2016

(A Top Pick Dec 10/14. Down 20.17%.) Just reported and had an excellent, excellent quarter. Had the best year in history. This would be his top pick in the biotech area. Trading at a crazy 6X PE despite having reported the best year in history. The global leader in HIV medication and hepatitis. Has just gone through the most successful drug launch in history. Trading at only 6X earnings.

(A Top Pick Dec 10/14. Down 20.17%.) Just reported and had an excellent, excellent quarter. Had the best year in history. This would be his top pick in the biotech area. Trading at a crazy 6X PE despite having reported the best year in history. The global leader in HIV medication and hepatitis. Has just gone through the most successful drug launch in history. Trading at only 6X earnings.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$82.705
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 2, 2016

(A Top Pick Dec 10/14. Down 20.8%.) Fundamentally the company is doing really well. 3rd biggest auto parts Company globally and the largest in North America. Trading at a crazy 7X PE, and under 4X EBITDA. 2.6% dividend yield. Super cheap. Thinks this will be up 50% in the next year.

Magna Int'l. (A) (MG-T)
February 2, 2016

(A Top Pick Dec 10/14. Down 20.8%.) Fundamentally the company is doing really well. 3rd biggest auto parts Company globally and the largest in North America. Trading at a crazy 7X PE, and under 4X EBITDA. 2.6% dividend yield. Super cheap. Thinks this will be up 50% in the next year.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$47.540
Owned
Yes