Stock Opinions by Robert McWhirter - Stockchase Experts
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Robert McWhirter @

On Stockchase since : Nov 2000

President at Selective Asset Management

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Stock Opinions by Robert McWhirter - Stockchase Experts

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General Market Comment 

March 18, 2019

Market. Feb 25th the market said it was too much too soon and so we are now in a consolidation correction. He thinks the US China trade dispute will be resolved. World indicators in 6 months should improve and there is about a year's worth of long term significant up moves in North American markets. Oil is trying hard to get above $60 and looks pretty good. He thinks gold will 'catch a bid'.
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Market. Feb 25th the market said it was too much too soon and so we are now in a consolidation correction. He thinks the US China trade dispute will be resolved. World indicators in 6 months should improve and there is about a year's worth of long term significant up moves in North American markets. Oil is trying hard to get above $60 and looks pretty good. He thinks gold will 'catch a bid'.
Unknown
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
_N/A

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DON'T BUY
Magellan Aerospa(MAL-T) 

March 18, 2019

A yield of about 2%, 15% payout and it ranks well in his model. Analysts suggest a 24% upside. But the earnings outlook is modest. Their PEG ratio suggests they are expensive.
transportation equip & components
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A yield of about 2%, 15% payout and it ranks well in his model. Analysts suggest a 24% upside. But the earnings outlook is modest. Their PEG ratio suggests they are expensive.
transportation equip & components
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$17.340
Owned Owned
Unknown

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DON'T BUY
The concern is the 8.2% yield at 85% payout. It may be sustainable. Earnings estimates have been shaved by 2% in the last 90 days. Growth is forecast to drop. It is 5 times PE to Growth next year so he prefers others.
investment companies/funds
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The concern is the 8.2% yield at 85% payout. It may be sustainable. Earnings estimates have been shaved by 2% in the last 90 days. Growth is forecast to drop. It is 5 times PE to Growth next year so he prefers others.
investment companies/funds
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$16.960
Owned Owned
Unknown

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BUY
Instead of using existing NSAIDs for arthritis and getting holes in your stomach, their drug is coated with sulfur and it is effective, even in lower doses. Phase II studies should be completed by end of year or there may even be news by end of June. He thinks it is a very sound science.
Pharma & Healthcare
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Instead of using existing NSAIDs for arthritis and getting holes in your stomach, their drug is coated with sulfur and it is effective, even in lower doses. Phase II studies should be completed by end of year or there may even be news by end of June. He thinks it is a very sound science.
Pharma & Healthcare
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.275
Owned Owned
Yes

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STRONG BUY
They extract methane from gasses from rotting garbage or municipal garbage. Their equipment pulls nitrogen from kitchen waste. They have almost completed an installation with a US client. It is projected to give them a 30% revenue increase. It is his second largest holding. It is thinly traded.
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They extract methane from gasses from rotting garbage or municipal garbage. Their equipment pulls nitrogen from kitchen waste. They have almost completed an installation with a US client. It is projected to give them a 30% revenue increase. It is his second largest holding. It is thinly traded.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$1.450
Owned Owned
Yes

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STRONG BUY
Questor Technology(QST-X) 

March 18, 2019

They are specialists in helping burn and treat methane generated at an oil and gas location. Competing products don't do it completely. It does not need added fuel or assisted air velocity. In Mexico they are going to use it to also generate electricity. 10 times PE. The ROE is 48%. (Analysts’ price target is $6.50)
oil/gas field services
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They are specialists in helping burn and treat methane generated at an oil and gas location. Competing products don't do it completely. It does not need added fuel or assisted air velocity. In Mexico they are going to use it to also generate electricity. 10 times PE. The ROE is 48%. (Analysts’ price target is $6.50)
oil/gas field services
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$4.250
Owned Owned
Unknown

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DON'T BUY
Their local town council has said no in the near term to their new process involving fewer odours and less light. Construction should have been done long ago and competitors are stepping in to meet demand. He sold his holding but still owns some warrants.
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Their local town council has said no in the near term to their new process involving fewer odours and less light. Construction should have been done long ago and competitors are stepping in to meet demand. He sold his holding but still owns some warrants.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
No

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DON'T BUY
It has an April year-end. They are forecasting a 10% lift in earnings. It is extremely in demand. They payout chunky dividends about once a year. He prefers others.
electrical/electronic
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It has an April year-end. They are forecasting a 10% lift in earnings. It is extremely in demand. They payout chunky dividends about once a year. He prefers others.
electrical/electronic
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$16.800
Owned Owned
No

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PAST TOP PICK
(A Top Pick May 18/18, Down 21%) There are concerns about restriction in western Canada about how much you can ship. There is seasonality to Nat Gas stocks and so there should be a pick-up in CNQ-T because of that. He sold last October.
oil/gas
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(A Top Pick May 18/18, Down 21%) There are concerns about restriction in western Canada about how much you can ship. There is seasonality to Nat Gas stocks and so there should be a pick-up in CNQ-T because of that. He sold last October.
oil/gas
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$37.570
Owned Owned
No

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PAST TOP PICK
(A Top Pick May 18/18, Up 8%) It continues to rank well in his work. There is good opportunity in the shipping space in North America.
Transportation
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(A Top Pick May 18/18, Up 8%) It continues to rank well in his work. There is good opportunity in the shipping space in North America.
Transportation
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$40.650
Owned Owned
Yes

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PAST TOP PICK
Waste Connections(WCN-T) 

March 18, 2019

(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers.
Transportation & Environmental Services
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(A Top Pick May 18/18, Up 17%) The industry continues to consolidate. It looks good going forward. They own dumps and needing dumps is a barrier to entry by new comers.
Transportation & Environmental Services
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$113.080
Owned Owned
Yes

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COMMENT
They struck a deal with Noramco, to sell into Canada and Mexico, synthetic CPD (for heart medication). They have enough cash to self finance the heart research.
biotechnology
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They struck a deal with Noramco, to sell into Canada and Mexico, synthetic CPD (for heart medication). They have enough cash to self finance the heart research.
biotechnology
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$5.770
Owned Owned
Unknown

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SELL
Velan Inc(VLN-T) 

March 18, 2019

They are struggling. In January, profit was down 79% even though sales were up 10%. Earnings estimates are expected to improve this year but still be a negative.
INDUSTRIAL PRODUCTS
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They are struggling. In January, profit was down 79% even though sales were up 10%. Earnings estimates are expected to improve this year but still be a negative.
INDUSTRIAL PRODUCTS
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$9.250
Owned Owned
Unknown

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BUY
Their recent acquisition was a huge benefit to the company. China has said by the end of 2019 all planes must have satellite based voice communication. This is the only company that offers it. They did testing with Boeing and Airbus four months ago and passed with flying colours. This solution would have prevented the recent 737 crash having to have the flight recorder dug up from the crash site and sent to France for analysis. It's time to buy this stock.
Transportation
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Their recent acquisition was a huge benefit to the company. China has said by the end of 2019 all planes must have satellite based voice communication. This is the only company that offers it. They did testing with Boeing and Airbus four months ago and passed with flying colours. This solution would have prevented the recent 737 crash having to have the flight recorder dug up from the crash site and sent to France for analysis. It's time to buy this stock.
Transportation
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$1.350
Owned Owned
No

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COMMENT
Argonaut Gold(AR-T) 

March 18, 2019

They are producing. They are a medium sized producer. It looks like a reasonable buy but he does not follow it.
Mining
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They are producing. They are a medium sized producer. It looks like a reasonable buy but he does not follow it.
Mining
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0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$1.690
Owned Owned
No

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