Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 21, 2017

(Market Call Minute.) An outstanding Edmonton-based company. A leader in the underground fibre glass storage tank market. Below $10, he would be a strong buyer.

ZCL Composites Inc. (ZCL-T)
February 21, 2017

(Market Call Minute.) An outstanding Edmonton-based company. A leader in the underground fibre glass storage tank market. Below $10, he would be a strong buyer.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$12.700
Owned
Unknown
HOLD
HOLD
February 21, 2017

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.

(Market Call Minute.) Owns a lot of Canadian Tire retail holdings.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$15.330
Owned
Unknown
TOP PICK
TOP PICK
February 21, 2017

The biggest auto parts manufacturer in Canada, and the 2nd globally. One of the most underappreciated Canadian success stories. He continues to be defied by the valuation in this market where we have Shopify (SHOP-T) trading at 100X 3-4 years out earnings, and you can buy this one at 7X next year’s earnings with a dividend that increases every year and they buy back stock. Dividend yield of 2.25%. (Analysts’ price target is $65.37.)

Magna Int'l. (A) (MG-T)
February 21, 2017

The biggest auto parts manufacturer in Canada, and the 2nd globally. One of the most underappreciated Canadian success stories. He continues to be defied by the valuation in this market where we have Shopify (SHOP-T) trading at 100X 3-4 years out earnings, and you can buy this one at 7X next year’s earnings with a dividend that increases every year and they buy back stock. Dividend yield of 2.25%. (Analysts’ price target is $65.37.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$59.890
Owned
Yes
TOP PICK
TOP PICK
February 21, 2017

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$14.030
Owned
Yes
TOP PICK
TOP PICK
February 21, 2017

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$107.720
Owned
Yes