Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 2, 2016

(A Top Pick Dec 10/14. Down 26.57%.) Healthcare company. Has a lot of upside because they are developing a drug for treatment of hypertriglyceridemia. It should hopefully go into phase 3 trials by next year. Technically it is starting to outperform now. New CEO. A table pounder at this price.

(A Top Pick Dec 10/14. Down 26.57%.) Healthcare company. Has a lot of upside because they are developing a drug for treatment of hypertriglyceridemia. It should hopefully go into phase 3 trials by next year. Technically it is starting to outperform now. New CEO. A table pounder at this price.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.570
Owned
Yes
COMMENT
COMMENT
February 2, 2016

For a 3-5 year hold? Good, solid healthcare conglomerate. There are very few companies with an AAA debt rating, and this is one of them. Because of that, they have low cost of capital which enables them to do a lot of things on the M&A front. A good solid hold for 3-5 years.

Johnson & Johnson (JNJ-N)
February 2, 2016

For a 3-5 year hold? Good, solid healthcare conglomerate. There are very few companies with an AAA debt rating, and this is one of them. Because of that, they have low cost of capital which enables them to do a lot of things on the M&A front. A good solid hold for 3-5 years.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$103.410
Owned
Unknown
COMMENT
COMMENT
February 2, 2016

Their debt is pretty well termed out to 2020. Likes the stock and would be one of the “go to” names he would buy. Excellent assets in Canada, as well as in the Eagleford in the US. Outstanding management. It will be volatile in the short term because it has a fair bit of debt, which concerns people, but will be one of the survivors.

Baytex Energy Corp (BTE-T)
February 2, 2016

Their debt is pretty well termed out to 2020. Likes the stock and would be one of the “go to” names he would buy. Excellent assets in Canada, as well as in the Eagleford in the US. Outstanding management. It will be volatile in the short term because it has a fair bit of debt, which concerns people, but will be one of the survivors.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$2.480
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 2, 2016

Outstanding retailer and has made some very astute international acquisitions. Likes this long-term and would be a buyer on a pullback.

Outstanding retailer and has made some very astute international acquisitions. Likes this long-term and would be a buyer on a pullback.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$60.230
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 2, 2016

The biggest provider of buses in North America. Stock has had a huge run up. Likes the company but finds it overvalued. Wait for more of a pullback.

The biggest provider of buses in North America. Stock has had a huge run up. Likes the company but finds it overvalued. Wait for more of a pullback.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$26.160
Owned
No
DON'T BUY
DON'T BUY
February 2, 2016

A rollup health care services company. Had a high profile last year and people made a lot of money on it, but in the last 6 months there has been a lot of negative news. Has concerns about the management set up. Not sure they have the structure in place for it to be a successful long-term business. He would want to see better execution for a number of quarters.

A rollup health care services company. Had a high profile last year and people made a lot of money on it, but in the last 6 months there has been a lot of negative news. Has concerns about the management set up. Not sure they have the structure in place for it to be a successful long-term business. He would want to see better execution for a number of quarters.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.475
Owned
No
WAIT
WAIT
February 2, 2016

This should make it through the energy situation, but they have some debt on the balance sheet and they are a small company, relatively levered. Sit back, wait and watch for 6 months, before jumping in.

Surge Energy Inc (SGY-T)
February 2, 2016

This should make it through the energy situation, but they have some debt on the balance sheet and they are a small company, relatively levered. Sit back, wait and watch for 6 months, before jumping in.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$2.070
Owned
No