Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 29, 2018

19% yield. The street expects a cut here. Change in the media business is affecting them as an old-time media business. They look cheap now. Hasn’t done a lot of work on this name. There is risk here.

19% yield. The street expects a cut here. Change in the media business is affecting them as an old-time media business. They look cheap now. Hasn’t done a lot of work on this name. There is risk here.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$6.050
Owned
No
COMMENT
COMMENT
March 29, 2018

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$94.160
Owned
Unknown
COMMENT
COMMENT
March 29, 2018

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

TC Energy (TRP-T)
March 29, 2018

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$53.280
Owned
Unknown
TOP PICK
TOP PICK
March 29, 2018

Large cap that is the number two health insurer in the US. Long-term holding in the fund. Growth strongly. One of the solutions to rising health-care costs. Trades at 14 times next year earnings. (Analysts’ price target is $274.63)

Anthem Inc (ANTM-N)
March 29, 2018

Large cap that is the number two health insurer in the US. Long-term holding in the fund. Growth strongly. One of the solutions to rising health-care costs. Trades at 14 times next year earnings. (Analysts’ price target is $274.63)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$219.700
Owned
Yes
TOP PICK
TOP PICK
March 29, 2018

Providing power in Central America. They are bringing down the price of power in Nicaragua. Management is doing an outstanding job. 17% cash flow yield so lots of upside here. Dividend Yield if 4.2% (Analysts’ price target is $26.00)

Providing power in Central America. They are bringing down the price of power in Nicaragua. Management is doing an outstanding job. 17% cash flow yield so lots of upside here. Dividend Yield if 4.2% (Analysts’ price target is $26.00)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$20.000
Owned
Yes
TOP PICK
TOP PICK
March 29, 2018

A company with no revenue now. Drug developer. They are into phase 3 trials. A $33 million market cap company with half that in cash in their balance sheet. Probably going to be taken out by a large pharma once the drug is approved. (Analysts’ price target is $5.21)

Acasti Pharma (ACST-X)
March 29, 2018

A company with no revenue now. Drug developer. They are into phase 3 trials. A $33 million market cap company with half that in cash in their balance sheet. Probably going to be taken out by a large pharma once the drug is approved. (Analysts’ price target is $5.21)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.300
Owned
Yes