Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 2, 2016

Airbus and Boeing are doing their best to cause a lot of problems for the company. They have developed a leading world class new plane in the C Series, a fantastic product. You are likely to see a big order in the next 3-6 months, which will drive the stock upwards. In the meantime, he is sitting on the sidelines and watching.

Airbus and Boeing are doing their best to cause a lot of problems for the company. They have developed a leading world class new plane in the C Series, a fantastic product. You are likely to see a big order in the next 3-6 months, which will drive the stock upwards. In the meantime, he is sitting on the sidelines and watching.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.910
Owned
Unknown
COMMENT
COMMENT
February 2, 2016

Good solid consumer products company. Don’t get too caught up in what happens in the short term. When you get into this type of market, you get the “baby being thrown out with the bathwater” type of scenario.

Newell Brands Inc (NWL-N)
February 2, 2016

Good solid consumer products company. Don’t get too caught up in what happens in the short term. When you get into this type of market, you get the “baby being thrown out with the bathwater” type of scenario.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$37.250
Owned
Unknown
TOP PICK
TOP PICK
February 2, 2016

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.

Microsoft (MSFT-Q)
February 2, 2016

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$53.000
Owned
Yes
TOP PICK
TOP PICK
February 2, 2016

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.

Alaris Royalty (AD-T)
February 2, 2016

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$23.820
Owned
Yes
TOP PICK
TOP PICK
February 2, 2016

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

Anthem Inc (ANTM-N)
February 2, 2016

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$127.010
Owned
Yes