Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 5, 2018

How to analyze this company? GD is a complex company, but look at the industry: What are threats from new competition? Disruption from the consumer side? How is it successful in their industry? Who are the sector leader(s)? What is the relative valuation? GD is a global leader in military aerospace. They own Gulf Stream (which competes with Bombardier). U.S. defense stocks have done very well and have run up, so he would hold most of them now. So, buy them on a pullback.

How to analyze this company? GD is a complex company, but look at the industry: What are threats from new competition? Disruption from the consumer side? How is it successful in their industry? Who are the sector leader(s)? What is the relative valuation? GD is a global leader in military aerospace. They own Gulf Stream (which competes with Bombardier). U.S. defense stocks have done very well and have run up, so he would hold most of them now. So, buy them on a pullback.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$193.980
Owned
Unknown
WATCH
WATCH
September 5, 2018

A leader in generic pharmaceuticals. It's sold off the past few years and he hasn't look at it recently. Hold on. It's bottoming. Look at its fundamentals. This is the right sector, but do your homework on it.

A leader in generic pharmaceuticals. It's sold off the past few years and he hasn't look at it recently. Hold on. It's bottoming. Look at its fundamentals. This is the right sector, but do your homework on it.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$22.640
Owned
Unknown
DON'T BUY
DON'T BUY
September 5, 2018

He prefers the U.S. banks because there's more growth in that economy. Also, U.S. bank stocks were beaten down. More upside there. They've also pulled back the past six months, so they're now attractive. Canadian banks are an
oligopoly, so are good long-term. LB is regional and hasn't looked at his closely. It's also lagged the big Canadian banks.

Laurentian Bank (LB-T)
September 5, 2018

He prefers the U.S. banks because there's more growth in that economy. Also, U.S. bank stocks were beaten down. More upside there. They've also pulled back the past six months, so they're now attractive. Canadian banks are an
oligopoly, so are good long-term. LB is regional and hasn't looked at his closely. It's also lagged the big Canadian banks.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$43.350
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
September 5, 2018

A cheap stock. This is a great leveraged play on the price of zinc. Buying this depends on where you think the price of zinc will go.

Trevali Mining Corp (TV-T)
September 5, 2018

A cheap stock. This is a great leveraged play on the price of zinc. Buying this depends on where you think the price of zinc will go.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.740
Owned
Unknown
BUY
BUY
September 5, 2018

It's been beaten up with all oil stocks. It's irrational that investors are piling into tech and ignoring energy. This is an excellent company with global assets. Cheap here.

It's been beaten up with all oil stocks. It's irrational that investors are piling into tech and ignoring energy. This is an excellent company with global assets. Cheap here.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$40.500
Owned
Unknown
BUY
BUY
September 5, 2018

Pretty disappointing after last fall's announcement to have an Asian pharma company come in and get the rights to CaPre, their phase-3 development drug to treat cholesterol. It looked promising, but ACST hold off on the deal after a few new parties showed interest in CaPre. The market is disappointed the deal didn't happen and punished this stock. He believes this company could be worth $1 billion in two three years. The promise is still there, but you have to wait. Watch the phase 3 drug trials into next year.

Acasti Pharma (ACST-X)
September 5, 2018

Pretty disappointing after last fall's announcement to have an Asian pharma company come in and get the rights to CaPre, their phase-3 development drug to treat cholesterol. It looked promising, but ACST hold off on the deal after a few new parties showed interest in CaPre. The market is disappointed the deal didn't happen and punished this stock. He believes this company could be worth $1 billion in two three years. The promise is still there, but you have to wait. Watch the phase 3 drug trials into next year.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$0.720
Owned
Yes
BUY
BUY
September 5, 2018

It's selling into airlines, which are notoriously hard to sell to. A disappointing stock, though it just ticked up due to a recent Boeing project, a black box that continuously streams data from the cockpit to the ground. Only a few airlines have jumped in, but the strongest growth is coming from China where the airlines are facing stricter regulation. He expects a breakthrough in the coming year, but he felt that way last year, too. The CEO just bought stock.

It's selling into airlines, which are notoriously hard to sell to. A disappointing stock, though it just ticked up due to a recent Boeing project, a black box that continuously streams data from the cockpit to the ground. Only a few airlines have jumped in, but the strongest growth is coming from China where the airlines are facing stricter regulation. He expects a breakthrough in the coming year, but he felt that way last year, too. The CEO just bought stock.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$1.440
Owned
Unknown