Opinions by Robert McWhirter | StockChase
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Robert McWhirter

President

ON STOCKCHASE SINCE Nov 2000

Selective Asset Management


Opinions by Robert McWhirter


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2017-11-15

N/A
A Comment -- General Comments From an Expert 

Market. At the moment we are in an intermediate up leg, a very short-term type of correction. As a result, there is a rotation going on from more cyclical stocks into the consumer staples and utilities. There is a 90% likelihood interest rates are going to be raised in December, and typically everyone is concerned about rising rates being bad for stocks. Historically, that has not been the case. He is quite positive on stocks for the next 12 months.

Robert McWhirter

President, Selective Asset Management

Price: $0.020
Owned: _N/A

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2017-11-15

PAST TOP PICK
Celestica Inc (CLS-T)

(A Top Pick Jan 6/17. Down 17%.) Recent earnings have been a disappointment, down 25% on Oct 25. He used a stop loss to sell the stock earlier.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $13.450
Owned: No

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2017-11-15

PAST TOP PICK
Capstone Mining Corp. (CS-T)

(A Top Pick Jan 6/17. Up 4%.) Still quite positive on base metals, including zinc and copper. Now people are chatting up copper and saying that if car sales hit the number that the electric car makers are suggesting, then copper would be in short supply.

precious metals
Robert McWhirter

President, Selective Asset Management

Price: $1.380
Owned: No

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2017-11-15

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

Runs a variety of retirement homes and long-term care facilities in Canada. Ranks 258 out of 700 stocks. Analysts are bumping up their numbers, but he doesn’t think the stock is inexpensive at this point. Free cash flow is negative at -3.3%. There are other investment income companies he would prefer.

property mngmnt/investment
Robert McWhirter

President, Selective Asset Management

Price: $15.680
Owned: Unknown

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2017-11-15

COMMENT
DynaCERT Inc (DYA-X)

Takes oxygen and hydrogen and inserts it into intake systems, particularly of large diesel engines. They’re also working on an application for smaller engines. This increases fuel economy but, most importantly, reduces particulate emissions dramatically. They are currently testing a 2nd application, on refrigerated engines on tractor-trailer units. Initial tests have been quite positive and the Company they’re working with has given them a completely different unit to verify results. If results come out as expected, that would be something quite positive. He thinks this will be a great opportunity.

machinery
Robert McWhirter

President, Selective Asset Management

Price: $0.540
Owned: Unknown

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2017-11-15

DON'T BUY
Enbridge (ENB-T)

There’ve been negative estimate revisions recently. Ranks 210 out of 700 stocks. Sales were down 39% year-over-year, when they reported on Nov 2. Earnings were down 22%, and estimates have been shaved by 3%. PE is 18X for 2018. Thinks you can find other stocks with rising earnings and free cash flow giving you a better return.

oil/gas pipelines
Robert McWhirter

President, Selective Asset Management

Price: $44.060
Owned: No

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2017-11-15

BUY
Flyht Aerospace Solutions (FLY-X)

Recently traded at $2.50, earnings were a disappointment, so it drifted down to about $1.95. They continue being in tests with Boeing (BA-N) and a courier company. Also working with one of the satellite companies. They offer a black box installed in planes for 1) communication and 2) to keep track of where the plane is. There are new regulations coming that says you have to know where a plane is. Believes this is a time to buy.

Transportation
Robert McWhirter

President, Selective Asset Management

Price: $1.940
Owned: Unknown

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2017-11-15

COMMENT
BSM Technologies (GPS-T)

Uses their GPS system to figure out where trains are, and to more accurately schedule trains and service vehicles for people working on the rails. Reported on Aug 14 and earnings were down 10%. That was against a 32% increase in sales. In the coming quarter, earnings are expected to be down 75% year-over-year. Great technology. He is still waiting for the traction that is expected.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $1.240
Owned: No

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2017-11-15

COMMENT
Hardwoods Distribution (HWD-T)

Latest results were a disappointment, and the stock sold off. Analysts have said the 9% increase in earnings, even though sales went down 4%, is something not to get worked up about. Because of the higher ranking and what the analysts have said, he thinks this will do quite well.

merchandising/lodging
Robert McWhirter

President, Selective Asset Management

Price: $19.220
Owned: No

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2017-11-15

BUY on WEAKNESS
Leonovus Inc (LTV-X)

They make distributed storage. Recently announced a deal with National Bank (NA-T). If National Bank has a number of PCs behind their own firewall, they can use this. Once those are filled up to a reasonable level, they can use extra storage outside of the firewall and into the cloud. It has moved significantly from $.05 to a high of $.16, and is now trading at $.47, as they did a financing of $.50 recently. They introduced blockchain to their technology, so have a very good method of fracturing data. Blockchain allows them transparency and move lots of data quickly, as well as tracing where it went and where it came from. Has raised some money so are now aggressively continuing to build out R&D. By the end of March, they should have a product out there. He would guess this would be an Accumulate in the $.40 range.

Robert McWhirter

President, Selective Asset Management

Price: $0.510
Owned: Yes

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2017-11-15

PAST TOP PICK
Magna Int'l. (A) (MG-T)

(A Top Pick Jan 6/17. Up 15%.) They’ve said that regardless of whether it is internal combustion or an electric motor, they will quite happily end up doing well. Thinks it still has a bright future.

Automotive
Robert McWhirter

President, Selective Asset Management

Price: $67.610
Owned: Yes

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2017-11-15

TOP PICK
Metro Inc (A) (MRU-T)

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield of 1.6%. (Analysts’ price target is $46.)

food stores
Robert McWhirter

President, Selective Asset Management

Price: $41.550
Owned: Yes

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2017-11-15

COMMENT
Memex Inc. (OEE-X)

A great product with a huge payback, but despite being champions with various customers where it has been installed, it seems customers are still dragging their heels, partly because of tax legislation in the US.

Robert McWhirter

President, Selective Asset Management

Price: $0.150
Owned: Unknown

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2017-11-15

COMMENT
Patient Home Monitoring (PHM-X)

Ranks 135 out of 700 stocks. Overall numbers seem reasonable. The latest earnings were slightly negative at -2.4%. Earnings estimates are expected to be $.03, but it is only covered by one analyst. Seems to be expensive.

other services
Robert McWhirter

President, Selective Asset Management

Price: $0.285
Owned: No

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2017-11-15

COMMENT
Photon Control (PHO-X)

Their specialty is extremely precise temperature measurement when making semiconductor chips. They deal with 5 big guys in the world, and have now got new management. Cleaned up their capital structure. Have clients asking for designed-in operations. Trading at $1.66 and earnings are expected to be $.11 this year, so the stock is trading at roughly 16X earnings. That compares favourably, because earnings last year were $.05. They produce a very large amount of free cash flow. There are still great opportunities in semiconductors, particularly when looking at the Internet of Things. This appears to be cheap. Looks like it has clear sailing.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $1.650
Owned: No

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