Viewing Expert Robert McWhirter | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Robert McWhirter , President

Selective Asset Management


Date Signal Chart Symbol Company Opinion Price
2017-10-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.From a techno analysis perspective, it looks like the Canadian market is doing a rotation from growth stocks towards value, which places us in the camps of both banks and energy, which combined are over half the weight of the TSX. It looks like it is time to shine for the TSX for the next 3-6 months.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
_N/A
2017-10-06 DON'T BUY Must be logged in to use chart AGT-T AGT Food & Ingredients

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.


Price:
$22.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-06 DON'T BUY Must be logged in to use chart AGT-T AGT Food & Ingredients

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.


Price:
$22.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-06 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Ranks in the top 10% of his quant model. Year-over-year earnings gain of 62% plus 43% sales growth. The outlook is positive. Earnings are expected to grow 15% in the coming year. There is a great opportunity for them to be able to continue to grow for the next 2-3 years.


Price:
$13.400
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

Makes video surveillance and access controlled software, and their products include facial recognition. Year-over-year sales have done quite well. Expecting earnings growth of 27% in 2018, with a further 26% in 2019. (Analysts’ price target is $20.)


Price:
$18.450
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 COMMENT Must be logged in to use chart BB-T BlackBerry

It looks like they are coming out the other side, particularly with the software side of their business. Has a market cap of $7.4 billion, so a very large company in Canada as well as globally. Have produced some significant free cash flow and is now free cash flow positive. This has a price/cash flow that is pretty attractive, at roughly around 7X or 8X.


Price:
$13.890
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 COMMENT Must be logged in to use chart BUS-X Grande West Transportation Group

Their specialty is smaller 30-foot buses instead of a typical 40-foot bus. Has a smaller turning circle and is less expensive. They are creative in getting lower costs in manufacturing. Bought a frame from China, but ended up adding a bunch of US parts to get a “Made in USA” certification. Earnings are expected to almost triple from $.05 in 2017 to $.15 in 2018, relatively expensive, compared to the stock price. Analysts are predicting $.24 for 2019, giving a more reasonable 10X PE multiple. Thinks there is very good growth for them as well as their competitor, New Flyer (NFI-T).


Price:
$2.860
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-06 COMMENT Must be logged in to use chart CRL-CN Carl Data Solutions Inc

(Listed on the CSE Exchange.)Helps clients analyse environmental data working with cloud-based mass storage systems. 80% of sales are recurring revenues under long-term contracts. There is a great opportunity in the water space, and they should have a pretty good opportunity over the 12-24 months to continue to grow in the space.


Price:
$0.340
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-06 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

Grows by acquisition. Expected to have earnings growth of 17%. Earnings are expected to go from $27.50 to $32, which is a 17% lift, but you are paying a 22X price earnings multiple. In the top 10% of his database.


Price:
$709.430
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 COMMENT Must be logged in to use chart DYA-X DynaCERT Inc

This takes water, and through electrolysis creates hydrogen, which they inject into the intake system, typically of diesel engines. They are attempting to get a reduction of both fuel consumption and emissions. Working on a new version and doing some testing on small engines that are used on the refrigerated portions of a truck. Their first preliminary result was a 20% reduction in fuel consumption, which is significant. Also had significant reduction in emissions. Expects to be in commercial production by the end of the year. If they can achieve a fuel consumption savings of 20%, and particularly the emissions reduction, it will be quite significant.


Price:
$0.600
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-06 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

He is very positive on its outlook. The key is the recurring revenue opportunities, particularly in China, where he sees a huge explosion in the number of planes that will be fitted with their system. They are currently installed as an option on the Airbus airframe. Now doing tests with Boeing (BA-N) which could be significant. By 2020, all planes must have the ability to be tracked, and this company’s advantage is that they have a link that goes out to a satellite allowing them to be found very quickly. Also, their equipment can save money on fuel, scheduling maintenance, etc.


Price:
$2.450
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 PAST TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

(A Top Pick Feb 21/17. Up 6.89%.) Recently sold this.


Price:
$45.340
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 TOP PICK Must be logged in to use chart MRE-T Martinrea

They use Memex as real-time manufacturing software to improve productivity. Shares have gone up and there is more to come. Dividend yield of 1%. (Analysts’ price target is $15.50.)


Price:
$12.580
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 PAST TOP PICK Must be logged in to use chart NFI-T New Flyer Industries Inc.

(A Top Pick Feb 21/17. Up 17.43%.) This ranks in the top 5% of his database. There is still great opportunity for them going forward.


Price:
$51.690
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 TOP PICK Must be logged in to use chart OSB-T Norbord Inc

The largest OSB maker in the world, with 17 plants in Canada and the US. He is looking for a break out in the homebuilders’ ETF. Analysts have cranked up estimates by 33% in the last 90 days. Has a 38% ROE on a trailing basis. Dividend yield of 4%. (Analysts’ price target is $51.21.)


Price:
$49.850
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,897 entries
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