Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 9, 2004
British Columbia effectively pays for the capital costs of building the casinos out of the receipts/winnings. Also get compensated for free drinks/food that are given. Earnings estimates have dropped slightly but feel they will grow on to $1.12 in '04 up to $1.77 in '05 against a 22 PE.
British Columbia effectively pays for the capital costs of building the casinos out of the receipts/winnings. Also get compensated for free drinks/food that are given. Earnings estimates have dropped slightly but feel they will grow on to $1.12 in '04 up to $1.77 in '05 against a 22 PE.
Robert McWhirter
President, Selective Asset Management
Price
$40.800
Owned
Yes
TOP PICK
TOP PICK
December 9, 2004
(A Top Pick Oct 8/04. Up 18%.) Estimating a 3 X increase in earnings over last year. Year over year sales up 107% and earnings up by a factor of 9. The biggest challenge is the pending NTP lawsuit which could go either way.
BlackBerry (BB-T)
December 9, 2004
(A Top Pick Oct 8/04. Up 18%.) Estimating a 3 X increase in earnings over last year. Year over year sales up 107% and earnings up by a factor of 9. The biggest challenge is the pending NTP lawsuit which could go either way.
Robert McWhirter
President, Selective Asset Management
Price
$109.400
Owned
Yes
DON'T BUY
DON'T BUY
December 9, 2004
Ranks in the bottom 10% of their data base. Earnings estimates have come down 7% in the last 90 days.
JDS Uniphase (JDU-T)
December 9, 2004
Ranks in the bottom 10% of their data base. Earnings estimates have come down 7% in the last 90 days.
Robert McWhirter
President, Selective Asset Management
Price
$3.800
Owned
No
HOLD
HOLD
December 9, 2004
Ranks 461 out of 700 in their data base, borderline bottom 40%. Earnings estimates have gone down by about 10% in the last 3 months. Year over year sales are flat and earnings up 8%. Expected to have growth. Should continue to benefit from offshore outsourcing.
CGI Group (A) (GIB.A-T)
December 9, 2004
Ranks 461 out of 700 in their data base, borderline bottom 40%. Earnings estimates have gone down by about 10% in the last 3 months. Year over year sales are flat and earnings up 8%. Expected to have growth. Should continue to benefit from offshore outsourcing.
Robert McWhirter
President, Selective Asset Management
Price
$8.030
Owned
No
DON'T BUY
DON'T BUY
December 9, 2004
Ranks 347 out of 700 in their data base, which is a neutral position. Year over year sales growth so, so at 4% and earnings growth up 15%.
Ranks 347 out of 700 in their data base, which is a neutral position. Year over year sales growth so, so at 4% and earnings growth up 15%.
Robert McWhirter
President, Selective Asset Management
Price
$6.550
Owned
No
BUY
BUY
December 9, 2004
Ranks in the top 15% of the data base. Year over year sales are up 25% and earnings up 17%. Keen on the internet gaming side in the software. Owns Chartwell instead which offers a better bang for a buck.
Cryptologic (CRYP-Q)
December 9, 2004
Ranks in the top 15% of the data base. Year over year sales are up 25% and earnings up 17%. Keen on the internet gaming side in the software. Owns Chartwell instead which offers a better bang for a buck.
Robert McWhirter
President, Selective Asset Management
Price
$27.250
Owned
No
BUY
BUY
December 9, 2004
Keen on the internet gaming side in the software. Prefers this company over Cryptologic as it offers a better bang for a buck.
Keen on the internet gaming side in the software. Prefers this company over Cryptologic as it offers a better bang for a buck.
Robert McWhirter
President, Selective Asset Management
Price
$5.200
Owned
Yes