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
COMMENT
COMMENT
September 11, 2020
He participated in a financing when the stock was around .60c. There was a dramatic up-move in the past couple months. They make plasma torches. They have a patent for iron ore pelletization. Their customers are slow moving companies, so further orders may take a lot of time before they come in.
Show full opinionHide full opinion
He participated in a financing when the stock was around .60c. There was a dramatic up-move in the past couple months. They make plasma torches. They have a patent for iron ore pelletization. Their customers are slow moving companies, so further orders may take a lot of time before they come in.
COMMENT
COMMENT
September 11, 2020
The overall yield is 5.8%. The dividend seems to be well covered. The earnings for last quarter were 33% higher than expected. The outlook for the company is pretty good. The acquisition could offer good synergy.
Show full opinionHide full opinionThe overall yield is 5.8%. The dividend seems to be well covered. The earnings for last quarter were 33% higher than expected. The outlook for the company is pretty good. The acquisition could offer good synergy.
REAL ESTATE
COMMENT
COMMENT
September 11, 2020
The krill oil lipid trial did not work as expected. The overall portfolio is quite attractive. Over the coming year, there may be opportunities. However, there are other opportunities in other companies like ATE, which he owns.
The krill oil lipid trial did not work as expected. The overall portfolio is quite attractive. Over the coming year, there may be opportunities. However, there are other opportunities in other companies like ATE, which he owns.
Consumer Products
BUY
BUY
September 11, 2020
They reported very strong results in recent quarters. They are introducing new software. Currently, there is an existing supply that does this by hand but their software will replace this. The opportunity for profitability is probably three times what they currently have.
Show full opinionHide full opinionThey reported very strong results in recent quarters. They are introducing new software. Currently, there is an existing supply that does this by hand but their software will replace this. The opportunity for profitability is probably three times what they currently have.
electrical/electronic
COMMENT
COMMENT
September 11, 2020
A competitor to Xebec. They are expected to break even in 2021. He prefers Xebec. Both are bidding on books worth 1B.
A competitor to Xebec. They are expected to break even in 2021. He prefers Xebec. Both are bidding on books worth 1B.
PAST TOP PICK
PAST TOP PICK
September 11, 2020
(A Top Pick Sep 30/19, Up 88%) The increased volume from e-commerce has been significant. Air Canada flying less also offers further opportunities for Cargojet. To deliver vaccines to other countries also will increase demand. There is further upside for the company.
(A Top Pick Sep 30/19, Up 88%) The increased volume from e-commerce has been significant. Air Canada flying less also offers further opportunities for Cargojet. To deliver vaccines to other countries also will increase demand. There is further upside for the company.
Transportation & Environmental Services
PAST TOP PICK
PAST TOP PICK
September 11, 2020
(A Top Pick Sep 30/19, Down 22%) People are not going to restaurants because of coronavirus. He is very cautious with all stocks related to entertainment, including restaurants and shopping malls. There won't be a quick snap back in the restaurant sector.
Show full opinionHide full opinion(A Top Pick Sep 30/19, Down 22%) People are not going to restaurants because of coronavirus. He is very cautious with all stocks related to entertainment, including restaurants and shopping malls. There won't be a quick snap back in the restaurant sector.
food services
PAST TOP PICK
PAST TOP PICK
September 11, 2020
(A Top Pick Sep 30/19, Up 16%) There is still good opportunities in the engineering consulting side. There is potential large spending in infrastructure. The model average return is 26%.
Show full opinionHide full opinion(A Top Pick Sep 30/19, Up 16%) There is still good opportunities in the engineering consulting side. There is potential large spending in infrastructure. The model average return is 26%.
Business Services
TOP PICK
TOP PICK
September 11, 2020
Has a 900M market cap. They make pressure sensitive and water activated sealing tape used in e-commerce shipping. They have 11% free cashflow yield that they would use to pay down debt. Earnings are expected to grow well through 2021. Technical analysis notes that it has reversed a 3 year down trend. Potential 30-34% upside. An e-commerce play. (Analysts’ price target is $18.19)
Show full opinionHide full opinionHas a 900M market cap. They make pressure sensitive and water activated sealing tape used in e-commerce shipping. They have 11% free cashflow yield that they would use to pay down debt. Earnings are expected to grow well through 2021. Technical analysis notes that it has reversed a 3 year down trend. Potential 30-34% upside. An e-commerce play. (Analysts’ price target is $18.19)
packaging/containers
TOP PICK
TOP PICK
September 11, 2020
$20B market cap that operates in N Ontario and California. A very big free cash flow yield. Earnings, sales are both up nicely. They are undertaking a new drilling program that could potentially offer high grade underground deposits. A potential 10-17% upside. (Analysts’ price target is $79.82)
Show full opinionHide full opinion$20B market cap that operates in N Ontario and California. A very big free cash flow yield. Earnings, sales are both up nicely. They are undertaking a new drilling program that could potentially offer high grade underground deposits. A potential 10-17% upside. (Analysts’ price target is $79.82)
precious metals
TOP PICK
TOP PICK
September 11, 2020
They have not owned a financial service stock in a long time. They have a $30B market cap. 4% yield. Free cashflow has been growing and earnings are expected to grow through 2021. A potential 13% upside. (Analysts’ price target is $59.11)
Show full opinionHide full opinionThey have not owned a financial service stock in a long time. They have a $30B market cap. 4% yield. Free cashflow has been growing and earnings are expected to grow through 2021. A potential 13% upside. (Analysts’ price target is $59.11)
insurance
BUY
BUY
September 11, 2020
Their speciality is IP phones and they have been doing well. Earnings will almost double from 4 cents to 8 cents, with further doubling in 2022. P/E is at 29x for 2021. If they are able to deliver it, the stock is attractively priced.
Show full opinionHide full opinionTheir speciality is IP phones and they have been doing well. Earnings will almost double from 4 cents to 8 cents, with further doubling in 2022. P/E is at 29x for 2021. If they are able to deliver it, the stock is attractively priced.
Telecommunications
COMMENT
COMMENT
June 30, 2020
The future of gold: he's been keen on gold for two months. Gold has broken $1,750 and on track to have its highest quarterly rise. He sees further upside in gold as well as copper. Often, both are mined and found at the same time. Teranga and Centerra will be huge cash flow generators in 2021. The small-cap gold stocks will also do well but are more leveraged than the large-caps who should do better. (Check his top picks today.) The long-term bull market is intact, but he feels we're now in a 5-7% pullback in the next 4-6 weeks, because North American stocks are overbought. But gold will continue to be strong. Long-term, the bull market still has 18 months to go.
Show full opinionHide full opinionThe future of gold: he's been keen on gold for two months. Gold has broken $1,750 and on track to have its highest quarterly rise. He sees further upside in gold as well as copper. Often, both are mined and found at the same time. Teranga and Centerra will be huge cash flow generators in 2021. The small-cap gold stocks will also do well but are more leveraged than the large-caps who should do better. (Check his top picks today.) The long-term bull market is intact, but he feels we're now in a 5-7% pullback in the next 4-6 weeks, because North American stocks are overbought. But gold will continue to be strong. Long-term, the bull market still has 18 months to go.
BUY
BUY
June 30, 2020
It's doing better now. Their sonor device looks for underwater mines and does underground mapping of pipelines. Earnings are expected to leap to 5 cents in 2021 to give it a 10x PE. If so, then there's a $1 target minimum. Lots of upside.
Show full opinionHide full opinionIt's doing better now. Their sonor device looks for underwater mines and does underground mapping of pipelines. Earnings are expected to leap to 5 cents in 2021 to give it a 10x PE. If so, then there's a $1 target minimum. Lots of upside.
Technology
DON'T BUY
DON'T BUY
June 30, 2020
It took a big haircut in earnings in the last 90 days, down 57% this year and a projected 20% in 2021. Cash flow will shrink this year but expected to grown next year, but still lags its peers. NVA is a reasonable speculation, but he sees a better play in natural gas names in the next 12 months, considered The Energy Trade of the Decade.
Show full opinionHide full opinionIt took a big haircut in earnings in the last 90 days, down 57% this year and a projected 20% in 2021. Cash flow will shrink this year but expected to grown next year, but still lags its peers. NVA is a reasonable speculation, but he sees a better play in natural gas names in the next 12 months, considered The Energy Trade of the Decade.
oil/gas
PixFuture exclusive partner.
© Stockchase Inc.