Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 21, 2005
(A Top Pick Jan30/04.) Expected to earn $0.07 in '05 and $0.13 in '06. At current price it is approximately 21 X P/E. Introduced a new product which has allowed them to move into new markets with less expensive price points and larger than their existing market. Signed a new distribution agreement with the largest Xray distributor in China. Good back log. Still a Buy.
(A Top Pick Jan30/04.) Expected to earn $0.07 in '05 and $0.13 in '06. At current price it is approximately 21 X P/E. Introduced a new product which has allowed them to move into new markets with less expensive price points and larger than their existing market. Signed a new distribution agreement with the largest Xray distributor in China. Good back log. Still a Buy.
Robert McWhirter
President, Selective Asset Management
Price
$2.930
Owned
Yes
DON'T BUY
DON'T BUY
July 21, 2005
News has become worse and the stock is down about 10% today. At the bottom of his database. CEO has left and the CFO has temporarily taken his place. Earnings estimates declined by 60% in the last 90 days. Had a 15% negative earnings surprise. Expect to lose $0.06 at the year end of Apr/06.
News has become worse and the stock is down about 10% today. At the bottom of his database. CEO has left and the CFO has temporarily taken his place. Earnings estimates declined by 60% in the last 90 days. Had a 15% negative earnings surprise. Expect to lose $0.06 at the year end of Apr/06.
Robert McWhirter
President, Selective Asset Management
Price
$0.490
Owned
No
DON'T BUY
DON'T BUY
July 21, 2005
Has been a disappointment after they finished their radar contract with the US military. No re-initiation of that contract. Earnings are down. Ranks just below the mid-point on his database. Trades at a 10 X P/E. Have new health contracts and if they can show stability, earnings are expected to grow at 19%.
Has been a disappointment after they finished their radar contract with the US military. No re-initiation of that contract. Earnings are down. Ranks just below the mid-point on his database. Trades at a 10 X P/E. Have new health contracts and if they can show stability, earnings are expected to grow at 19%.
Robert McWhirter
President, Selective Asset Management
Price
$11.500
Owned
No
DON'T BUY
DON'T BUY
July 21, 2005
Have some interesting technology in encryption and are looking at licensing it. Had a negative earnings surprise when they reported their earnings. Earnings are expected to go from minus $0.13 to break even in '06. Ranks poorly in his model.
Certicom (CIC-T)
July 21, 2005
Have some interesting technology in encryption and are looking at licensing it. Had a negative earnings surprise when they reported their earnings. Earnings are expected to go from minus $0.13 to break even in '06. Ranks poorly in his model.
Robert McWhirter
President, Selective Asset Management
Price
$4.880
Owned
No
WAIT
WAIT
July 21, 2005
Have the FDA approval. The challenge in the recent quarter is that sales have been almost non-existant. Now ramping up their sales force which will be an increase in expenses. An excellent product, but a "wait and see" stock. Earnings may take a year, if not longer.
Have the FDA approval. The challenge in the recent quarter is that sales have been almost non-existant. Now ramping up their sales force which will be an increase in expenses. An excellent product, but a "wait and see" stock. Earnings may take a year, if not longer.
Robert McWhirter
President, Selective Asset Management
Price
$0.520
Owned
No
BUY
BUY
July 21, 2005
Their product allows electrical utilities to find out, on a large scale basis, where trees and undergrowth and brush is encroaching on their power lines. Has pretty good sales and backlog. Feels there is very good opportunity for them over the next couple of years.
Their product allows electrical utilities to find out, on a large scale basis, where trees and undergrowth and brush is encroaching on their power lines. Has pretty good sales and backlog. Feels there is very good opportunity for them over the next couple of years.
Robert McWhirter
President, Selective Asset Management
Price
$0.440
Owned
Yes
BUY
BUY
July 21, 2005
Performance has been disappointing. A couple of its end customers have announced new contracts for ceramic pieces for bullet proof vests. Expected to report on Aug 23 and earnings are projected to be $0.26. Ranks just out of the top quarter of his database. Feels there continues to be very good growth opportunities for it.
Performance has been disappointing. A couple of its end customers have announced new contracts for ceramic pieces for bullet proof vests. Expected to report on Aug 23 and earnings are projected to be $0.26. Ranks just out of the top quarter of his database. Feels there continues to be very good growth opportunities for it.
Robert McWhirter
President, Selective Asset Management
Price
$19.400
Owned
Yes