Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 27, 2017

A big producer of auto seats and a solid, solid company. Has done really well over the last couple of years, executing extremely well. Prefers Magna (MG-T), which is a lot cheaper and probably a heck of a lot better. As a Canadian company, it is probably easier for a Canadian investor, plus the dividends are eligible for Canadian dividend credits.

Lear Corp. (LEA-N)
September 27, 2017

A big producer of auto seats and a solid, solid company. Has done really well over the last couple of years, executing extremely well. Prefers Magna (MG-T), which is a lot cheaper and probably a heck of a lot better. As a Canadian company, it is probably easier for a Canadian investor, plus the dividends are eligible for Canadian dividend credits.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$172.690
Owned
Unknown
COMMENT
COMMENT
September 27, 2017

One of the better oil/gas companies. A solid company. Canadian-based but all their operations are basically in Colombia. Really well run and they’ve been very successful. Thinks the long-term fundamentals are good. If you are going to own an oil and gas company, this is one he would want to own.

Parex Resources Inc. (PXT-T)
September 27, 2017

One of the better oil/gas companies. A solid company. Canadian-based but all their operations are basically in Colombia. Really well run and they’ve been very successful. Thinks the long-term fundamentals are good. If you are going to own an oil and gas company, this is one he would want to own.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$15.200
Owned
Unknown
BUY
BUY
September 27, 2017

In recent years, this has been a bit of a consolidator in the industry, and has some very strong niches. He doesn’t own this, but is something he would look at.

Open Text (OTEX-T)
September 27, 2017

In recent years, this has been a bit of a consolidator in the industry, and has some very strong niches. He doesn’t own this, but is something he would look at.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$39.470
Owned
No
COMMENT
COMMENT
September 27, 2017

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.

Enbridge (ENB-T)
September 27, 2017

This has underperformed the sector of pipelines and mid-streamers. A good company, but has a fairly convoluted structure overall, which has created a lot of confusion. Some of the bigger money managers are really questioning and worried that they might come back to market to raise more equity. Because of that, the stock has been under pressure.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$51.470
Owned
No
TOP PICK
TOP PICK
September 27, 2017

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)

Microsoft (MSFT-Q)
September 27, 2017

One thing that really capitalized Amazon (AMZN-Q) in the last 2 years, is Amazon Web Services. This company is a close #2 in that business, and there are certain aspects of their historic legacy business that puts them in a powerful position to potentially pull even or even surpass them over time. Generates a ton of free cash flow. Dividend yield of 2.3%. (Analysts’ price target is $82.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$73.850
Owned
Yes
TOP PICK
TOP PICK
September 27, 2017

North America’s largest vehicle fleet manager with a growing dominant presence. Over time they are going to increase their margins and bring a lot of value to the customers in a market that is growing. Trading at a single digit PE. Dividend yield of 3.2%. (Analysts’ price target is $10.25.)

North America’s largest vehicle fleet manager with a growing dominant presence. Over time they are going to increase their margins and bring a lot of value to the customers in a market that is growing. Trading at a single digit PE. Dividend yield of 3.2%. (Analysts’ price target is $10.25.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$9.300
Owned
Yes
TOP PICK
TOP PICK
September 27, 2017

World’s largest package delivery company. Trading at about 9X-10X EV to EBITDA. Trading at 17-18 times earnings for a dominant position, and it is going higher. Dividend yield of 2.8%. (Analysts’ price target is $117.)

World’s largest package delivery company. Trading at about 9X-10X EV to EBITDA. Trading at 17-18 times earnings for a dominant position, and it is going higher. Dividend yield of 2.8%. (Analysts’ price target is $117.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$118.620
Owned
Yes