Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
July 25, 2006
U.S. Congress voted against Internet gaming, but there is a question if the Senate has enough time to pass legislation. Ranks 323, middle of the pack of his database. Appears cheap at 10 X PE. Earnings expected to grow from $1.71 to $2.26, a 32% earnings growth rate. Wait for Oct/Nov to see what happens very
Cryptologic (CRYP-Q)
July 25, 2006
U.S. Congress voted against Internet gaming, but there is a question if the Senate has enough time to pass legislation. Ranks 323, middle of the pack of his database. Appears cheap at 10 X PE. Earnings expected to grow from $1.71 to $2.26, a 32% earnings growth rate. Wait for Oct/Nov to see what happens very
Robert McWhirter
President, Selective Asset Management
Price
$22.980
Owned
No
BUY
BUY
July 25, 2006
Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive.
Mosaid (MSD-T)
July 25, 2006
Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive.
Robert McWhirter
President, Selective Asset Management
Price
$23.590
Owned
Yes
BUY
BUY
July 25, 2006
Ranks 51 in his model, which is in the top 10%. Earnings expected to go from $.50 to $.75. Have a huge amount of recurring revenue. A non-cyclical company.
Ranks 51 in his model, which is in the top 10%. Earnings expected to go from $.50 to $.75. Have a huge amount of recurring revenue. A non-cyclical company.
Robert McWhirter
President, Selective Asset Management
Price
$13.160
Owned
Yes
WAIT
WAIT
July 25, 2006
Have very interesting training simulation programs for helicopters and repair. Not in his database.
Have very interesting training simulation programs for helicopters and repair. Not in his database.
Robert McWhirter
President, Selective Asset Management
Price
$0.460
Owned
No
BUY
BUY
July 25, 2006
Long-term play because satellite replacement cycle is one that continues. Earnings expected to grow from $.28 to $.34. Some of their end customers have announced some big contracts that could be positive for this company. Ranks in the top 1%.
Long-term play because satellite replacement cycle is one that continues. Earnings expected to grow from $.28 to $.34. Some of their end customers have announced some big contracts that could be positive for this company. Ranks in the top 1%.
Robert McWhirter
President, Selective Asset Management
Price
$5.250
Owned
Yes
DON'T BUY
DON'T BUY
July 25, 2006
The outlook continues to be murky. Ranks 577. Earnings dropped 29%.
Cognos (CSN-T)
July 25, 2006
The outlook continues to be murky. Ranks 577. Earnings dropped 29%.
Robert McWhirter
President, Selective Asset Management
Price
$32.050
Owned
No
WAIT
WAIT
July 25, 2006
A leader in its area. Estimates have been shaved by about 9% in the last 90 days. Ranks 509, bottom 30% of the database. Earnings expected to drop from $1.34 to $.89 currently in then grow to $1.08 in the coming year. Looking out 3/6 months for a possible entry point.
A leader in its area. Estimates have been shaved by about 9% in the last 90 days. Ranks 509, bottom 30% of the database. Earnings expected to drop from $1.34 to $.89 currently in then grow to $1.08 in the coming year. Looking out 3/6 months for a possible entry point.
Robert McWhirter
President, Selective Asset Management
Price
$20.530
Owned
No