Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
May 15, 2017

A hot, hot space in the Canadian market these days. He owns nothing in marijuana. If he did, he would be trimming his positions if not exiting altogether. The stocks have had massive runs. There is an opportunity in the longer-term, but if you look at the market valuations relative to the actual profit generation opportunity over the next 5-10 years, they are super expensive. He would urge taking profits.

A hot, hot space in the Canadian market these days. He owns nothing in marijuana. If he did, he would be trimming his positions if not exiting altogether. The stocks have had massive runs. There is an opportunity in the longer-term, but if you look at the market valuations relative to the actual profit generation opportunity over the next 5-10 years, they are super expensive. He would urge taking profits.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$8.260
Owned
No
HOLD
HOLD
May 15, 2017

A great little small cap in the energy sector. They own a nice block of land in the Montney, and have done a good job of moving the story forward. Drilling a number of wells this year, and tying in production.

A great little small cap in the energy sector. They own a nice block of land in the Montney, and have done a good job of moving the story forward. Drilling a number of wells this year, and tying in production.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.490
Owned
Unknown
COMMENT
COMMENT
May 15, 2017

A good, little, oil/gas producer in Southern Saskatchewan. A well-run company with good management. Trying to pick a bottom on this is a tough one, but a year from now, he would expect the stock to be higher.

A good, little, oil/gas producer in Southern Saskatchewan. A well-run company with good management. Trying to pick a bottom on this is a tough one, but a year from now, he would expect the stock to be higher.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$2.420
Owned
Unknown
HOLD
HOLD
May 15, 2017

The 2nd largest driller in Canada with significant international drilling operations as well. This is a derivative play on the energy sector. Unlike some of the other service companies, it has not performed that well from a stock perspective.

The 2nd largest driller in Canada with significant international drilling operations as well. This is a derivative play on the energy sector. Unlike some of the other service companies, it has not performed that well from a stock perspective.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$7.240
Owned
Unknown
TOP PICK
TOP PICK
May 15, 2017

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Anthem Inc (ANTM-N)
May 15, 2017

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$182.300
Owned
Yes
TOP PICK
TOP PICK
May 15, 2017

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)

Microsoft (MSFT-Q)
May 15, 2017

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$68.430
Owned
Yes
TOP PICK
TOP PICK
May 15, 2017

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$14.010
Owned
Yes