Robert McWhirter
Member since: Nov '00
President at
Selective Asset Management
Selective Asset Management
Reveal Expert Rating
2520 Opinions
Latest Top Picks
(A Top Pick Apr 24/20, Down 9%) There's a tradable rally in gold now, he says citing an analyst, and he sees upside in gold. Overall, you can trade gold for the next 3-6 months. In this space, he prefers Wheaton Precious Metals.
(A Top Pick Apr 24/20, Up 55%) The industry has done well on Biden's election and his green energy platform, but the space has recently pulled back. BLX now has further upside as does the green energy space.
(A Top Pick Apr 24/20, Up 4%) It was doing well until its recent report. Its costs are rising, so CAS is getting squeezed. He still owns it, but if the price continues to weaken, he'll sell it.
Pays a 2.5% dividend, but generates a lot of cash flow at 17.1% cash flow yield. Earnings to grow 14% in 2022 or 11.7x PE. Analysts have bumped up earnings estimates by 2% in the past 90 days. An analyst today said this is trading at historic oversold levels in the past decade. (Analysts’ price target is $190.58)
They're involved in Covid testing. Sales should more than double by Sept. 2021 year end to $25 million with a further 32% growth in sales of 2022 to $34 million. He expects Covid testing will continue to be common for employees and travellers. This stock could double from current levels. Other analysts target even higher, but this is a speculative stock. (Analysts’ price target is $0.80)
Signal
Opinion
Expert
Chart
BUY
BUY
January 5, 2021
Disclosure: He's helped with 2-3 of their financings recently. They make a credit-card sized pouch inserted under the skin that produces insulin to reduce extreme high or low insulin levels. That pouch can be used for many other applications in the future. Results are coming soon. SVA has broken out from 30 cents to 70 before the reports. There are strong opportunities for them in the coming year with potential deals with drugmakers and distributors.
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Disclosure: He's helped with 2-3 of their financings recently. They make a credit-card sized pouch inserted under the skin that produces insulin to reduce extreme high or low insulin levels. That pouch can be used for many other applications in the future. Results are coming soon. SVA has broken out from 30 cents to 70 before the reports. There are strong opportunities for them in the coming year with potential deals with drugmakers and distributors.
WATCH
WATCH
January 5, 2021
Canopy ex-CEO Bruce Linton is associated with MTLO as an investor. MTLO is a smallcap that makes software that monitors to do diagnostics of networks . MTLO is now profitable and did a recent acquisition. Watch this. This will be valued on their price-to-sales. Interesting technology.
Technology
BUY
BUY
January 5, 2021
He nearly invested in their recent financing. They're building a facility that will recycle batteries in order to harvest valuable rare earth. Great opportunities lie ahead. They could build plants in Europe or China in the future.
Show full opinionHide full opinionHe nearly invested in their recent financing. They're building a facility that will recycle batteries in order to harvest valuable rare earth. Great opportunities lie ahead. They could build plants in Europe or China in the future.
TOP PICK
TOP PICK
January 5, 2021
They're making money with a 3.8% free cash flow yield or $610 million FCF. In their December quarterly report, sales were up 14% and earnings 23% (15% above the street's expectations). Earnings are expected to grow 15% in 2021 + 17% in 2022. High ROE of 11%. (Analysts’ price target is $59.93)
They're making money with a 3.8% free cash flow yield or $610 million FCF. In their December quarterly report, sales were up 14% and earnings 23% (15% above the street's expectations). Earnings are expected to grow 15% in 2021 + 17% in 2022. High ROE of 11%. (Analysts’ price target is $59.93)
Consumer Products
TOP PICK
TOP PICK
January 5, 2021
They have three gold mines around the world. A huge 13.7% free cash flow yield; FCF grew over 200% YOY to $244 million. Sales were up 63% in the recent quarter. Cash flow is expected to grow in 2021 26%, and the ROE to be 26% in the coming year. Gold has momentum, says the street. (Analysts’ price target is $13.61)
Show full opinionHide full opinionThey have three gold mines around the world. A huge 13.7% free cash flow yield; FCF grew over 200% YOY to $244 million. Sales were up 63% in the recent quarter. Cash flow is expected to grow in 2021 26%, and the ROE to be 26% in the coming year. Gold has momentum, says the street. (Analysts’ price target is $13.61)
precious metals
TOP PICK
TOP PICK
January 5, 2021
The price of copper is rising and could break new highs in a new bull run. LUN says they will raise their dividend which is currently small. Free cash flow grew a lot to $165 million and expected to grow 68% in 2021, though sales dropped 13%. Shares are breaking out of a 10-year trading range, with potential 41% upside. (Analysts’ price target is $11.01)
Show full opinionHide full opinionThe price of copper is rising and could break new highs in a new bull run. LUN says they will raise their dividend which is currently small. Free cash flow grew a lot to $165 million and expected to grow 68% in 2021, though sales dropped 13%. Shares are breaking out of a 10-year trading range, with potential 41% upside. (Analysts’ price target is $11.01)
metal mines
BUY
BUY
January 5, 2021
Recommend an A.I. micro-cap They have a big contract with a large U.S. bank.
Show full opinionHide full opinionRecommend an A.I. micro-cap They have a big contract with a large U.S. bank.
Technology
COMMENT
COMMENT
September 11, 2020
Year to date, 30 stocks are up more than 100% and another 90 stocks are up more than 40%. However, none of the big 5 have gone up by 100%. The 5 top stocks are up because of speculation from better margins, faster sales and earning growths and less debt. The market is probably stretched. The bond yields will probably go higher. Equities are technically overbought. Trading below the 50-day moving average would signal a correction of around 11%.
Show full opinionHide full opinionYear to date, 30 stocks are up more than 100% and another 90 stocks are up more than 40%. However, none of the big 5 have gone up by 100%. The 5 top stocks are up because of speculation from better margins, faster sales and earning growths and less debt. The market is probably stretched. The bond yields will probably go higher. Equities are technically overbought. Trading below the 50-day moving average would signal a correction of around 11%.
COMMENT
COMMENT
September 11, 2020
The correction may last over 1-2 months, but stocks should rise over the course of the year. There is no other alternative because of low yields from bonds. Stocks offer a compelling argument against bonds or short-term money. Looking at price to earnings growth, the big names are still at reasonable levels.
Show full opinionHide full opinionThe correction may last over 1-2 months, but stocks should rise over the course of the year. There is no other alternative because of low yields from bonds. Stocks offer a compelling argument against bonds or short-term money. Looking at price to earnings growth, the big names are still at reasonable levels.
BUY
BUY
September 11, 2020
He has participated in two financing in the past month. Their focus is in solar locations on commercial buildings in NYC or in parking lots. The company has changed from just developing and selling the locations to operating them as well. It is a small company with small market cap, but their backlog is huge. Within two years, if all the projects materialize, they have 11 million dollars worth of high recurring revenue. Has good upside potential.
Show full opinionHide full opinionHe has participated in two financing in the past month. Their focus is in solar locations on commercial buildings in NYC or in parking lots. The company has changed from just developing and selling the locations to operating them as well. It is a small company with small market cap, but their backlog is huge. Within two years, if all the projects materialize, they have 11 million dollars worth of high recurring revenue. Has good upside potential.
COMMENT
COMMENT
September 11, 2020
Earnings expectations for the quarter is $1.19 which is a decline of 25% year over year. The banks have reported okay earnings in the recent quarters but there is uncertainty on mortgage default, lending to commercial real estate companies, etc. Overall, estimates have not been shaved a lot. The PE is reasonable based on 2020 earnings.
Show full opinionHide full opinionEarnings expectations for the quarter is $1.19 which is a decline of 25% year over year. The banks have reported okay earnings in the recent quarters but there is uncertainty on mortgage default, lending to commercial real estate companies, etc. Overall, estimates have not been shaved a lot. The PE is reasonable based on 2020 earnings.
banks
SELL
SELL
September 11, 2020
It's currently in the midst of a potential merger with Air Canada. COVID has also decreased air travel significantly. Current cash positions will help the company weather the crisis. However, they will probably burn through their cash by the end of this year. There is also competition from private companies who can undersell them by up to 40%.
It's currently in the midst of a potential merger with Air Canada. COVID has also decreased air travel significantly. Current cash positions will help the company weather the crisis. However, they will probably burn through their cash by the end of this year. There is also competition from private companies who can undersell them by up to 40%.
Transportation
BUY
BUY
September 11, 2020
There is probably still significant upside. They recently closed a contract of 4 million dollars. Their back log is around 82M. The company has very good opportunity, and NA governments are spending money on infrastructure. (Analysts’ price target is $1.20)
Show full opinionHide full opinionThere is probably still significant upside. They recently closed a contract of 4 million dollars. Their back log is around 82M. The company has very good opportunity, and NA governments are spending money on infrastructure. (Analysts’ price target is $1.20)
INDUSTRIAL PRODUCTS
BUY
BUY
September 11, 2020
The only company that takes gas off garbage dumps and separates the methane gas. There is recurring revenue with their service side business. They are planning on doing more acquisitions. Service is over 40% of the business. Competitors do not offer servicing usually. It is also big on hydrogen. He would be a buyer around $3.75 - $4.00.
Show full opinionHide full opinionThe only company that takes gas off garbage dumps and separates the methane gas. There is recurring revenue with their service side business. They are planning on doing more acquisitions. Service is over 40% of the business. Competitors do not offer servicing usually. It is also big on hydrogen. He would be a buyer around $3.75 - $4.00.
BUY WEAKNESS
BUY WEAKNESS
September 11, 2020
They are in the midst of doing a financing. It is still very attractive. They have high recurring revenue and have added new products to their offerings. The new product has not seen as much uptick as expected. The price has probably drifted off because of the financing.
Show full opinionHide full opinionThey are in the midst of doing a financing. It is still very attractive. They have high recurring revenue and have added new products to their offerings. The new product has not seen as much uptick as expected. The price has probably drifted off because of the financing.
Technology
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