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
2017-08-25 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  A lot of the activity you are seeing is with tax arbitrage out of Ireland.  Where does the money come from you may ask.  It would be very expensive.  A 5% reduction in tax itself would be significant.  World GDP growth is forecast to be 3% which is pretty good.  Emerging economies are participating with a 4.4% annual increase in production.  Accommodating policies around the world are continuing and he expects equity prices should do better in the coming year.  US wages are going up, but that could bring inflation back.  You are seeing a lift in a number of commodities. 


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
_N/A
2017-08-25 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

He said goodbye to it.  It is too early to buy back.  The most recent earnings went down and are expected to go down again when they report.  Cash flow is negative.


Price:
$27.620
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-25 TOP PICK Must be logged in to use chart BAD-T Badger Daylighting

Management is very conservative in what they do.  It has an ROE of 15%, good free cash flow, and asset turnover is extremely efficient.  The earnings are expected to be up 11% in November.  They want to double their business in the US over the next 3-5 years.  The dividend was increased.  (Analysts’ target: $36.00).


Price:
$27.900
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 BUY Must be logged in to use chart BUS-X Grande West Transportation Group

They have a shorter bus and that is their advantage.  It is less expensive, more efficient and has a shorter turning radius.  He Has NFI-T.  The PE to growth is reasonable.  It will do well over the next few years.


Price:
$2.630
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2017-08-25 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(Top Pick Jan 6/17, Down 12%)  You have some negative earnings.  It has negative price momentum.  The upcoming earnings are expected to be down for two quarters.


Price:
$14.250
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-25 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

People are concerned about the size of the mortgage portfolio.  Earnings growth is expected to be modest this year.  7% next year.  A 9 times PE is pretty cheap, but a 7.4% free cash flow restricts dividend increases.


Price:
$105.920
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2017-08-25 PAST TOP PICK Must be logged in to use chart CS-T Capstone Mining Corp.

(Top Pick Jan 6/17, Up .75%)  It did a U-turn.  It will benefit from base metal prices over the next couple of years.


Price:
$1.330
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 BUY Must be logged in to use chart IFC-T Intact Financial

It is in the top 16% of his database.  Earnings growth is expected to be 18% this year.  The fundamentals support the break out. 


Price:
$102.460
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-25 BUY Must be logged in to use chart LNR-T Linamar Corp

There is a move toward more aluminum in cars and multiple gear transmissions.  It runs the engine in the sweet spot and gives you better fuel economy.  Earnings estimates have been increased a little bit.  They are expected to grow modestly next year.  Free cash flow is 11.5%, which is significant.


Price:
$68.590
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 DON'T BUY Must be logged in to use chart MDA-T MacDonald Dettwiler & Assoc.

It rates slightly above half for him.  The most recent quarter went down 17%.  Earnings are expected to decline 6.5% in 2018.  They have an 11 times PE multiple.  They have a great business going, but you can find better value in other stocks.


Price:
$65.450
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-25 BUY Must be logged in to use chart MDX-X Medx Health Corp.

Their numbers were up 13%.  They have a device that looks at moles for Melanoma.  They are now focusing on health and safety for workers.  There is a pilot going on with Loblaw’s. 


Price:
$0.105
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2017-08-25 COMMENT Must be logged in to use chart MFC-T Manulife Financial

It is in the top quarter in its ranking.  The latest earnings estimates have gone up a little, but sales have gone down.  They have excellent dividend coverage and yield and it may do well over 3-5 years.


Price:
$24.780
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2017-08-25 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(Top Pick Jan 6/17, Up 1.68%)  They will continue to be a great manufacturer even in the light of electric cars.  He thinks it is cheap.


Price:
$59.610
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 TOP PICK Must be logged in to use chart MRE-T Martinrea

They are doing a great job.  They ended up having earnings up 27% last report.  They are the best earnings to date.  The stock is cheap and attractive.  (Analysts’ target: $15.50).


Price:
$10.700
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 BUY Must be logged in to use chart OEE-X Memex Inc.

The product allows you to connect the shop floor to the top floor in order to raise efficiency.  The payback is less than 4 months.  The challenge at the moment is that you need in-house champions for the product.  He thinks they will continue to do well.  It declined recently because of NAFTA concerns.


Price:
$0.180
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 1,873 entries
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