Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(Past Top Pick, November 16, 2017, Up 22%) A free cash-flow machine: a $50-billion stock with 58% fewer shares outstanding than 12 years ago. They've done this without levering the balance sheet. The second-largest health insurer in the U.S. Trades at only 15x foward earnings.

Anthem Inc (ANTM-N)
September 5, 2018

(Past Top Pick, November 16, 2017, Up 22%) A free cash-flow machine: a $50-billion stock with 58% fewer shares outstanding than 12 years ago. They've done this without levering the balance sheet. The second-largest health insurer in the U.S. Trades at only 15x foward earnings.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$267.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(Past Top Pick, November 16, 2017, Down 23%) Pays a 5.5% yield. Today it hit a 52-week low. He's happy to buy it this cheap.

Freehold Royalties (FRU-T)
September 5, 2018

(Past Top Pick, November 16, 2017, Down 23%) Pays a 5.5% yield. Today it hit a 52-week low. He's happy to buy it this cheap.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$11.160
Owned
Yes
TOP PICK
TOP PICK
September 5, 2018

Unknown in Canada so it's subject to volatility. It's the North American and Australian leader in fleet management. Generates a lot of free cash flow. Trades at a discount to book value at 8x next year's earnings. (4.3% dividend, Analysts' price target: $7.55)

Unknown in Canada so it's subject to volatility. It's the North American and Australian leader in fleet management. Generates a lot of free cash flow. Trades at a discount to book value at 8x next year's earnings. (4.3% dividend, Analysts' price target: $7.55)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$6.980
Owned
Yes
TOP PICK
TOP PICK
September 5, 2018

The world leader in deliveries. they will continue to grow and will transition from brick and mortar to online. Trades at only 15x forward earnings and 4% free cash flow yield. A cheap stock. A strong buy. (2.9% dividend, Analysts' price target: $128.05)

The world leader in deliveries. they will continue to grow and will transition from brick and mortar to online. Trades at only 15x forward earnings and 4% free cash flow yield. A cheap stock. A strong buy. (2.9% dividend, Analysts' price target: $128.05)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$124.660
Owned
Yes
TOP PICK
TOP PICK
September 5, 2018

Trade fears have led to a sell-off. Trump doesn't believe in facts and is a loudmouth. Magna has good fundamentals, and the volatility creates a fine opportunity. Magna is a bargain now. (2.5% dividend, Analysts' price target: $87.65)

Magna Int'l. (A) (MG-T)
September 5, 2018

Trade fears have led to a sell-off. Trump doesn't believe in facts and is a loudmouth. Magna has good fundamentals, and the volatility creates a fine opportunity. Magna is a bargain now. (2.5% dividend, Analysts' price target: $87.65)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$69.970
Owned
Yes