Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 26, 2007
Electronic jammers for bombs. Ranks in the top 5% of his model. Earnings expected to grow to $0.12 in 2007 and $0.66 in 2008 giving an 11 P/E.
Electronic jammers for bombs. Ranks in the top 5% of his model. Earnings expected to grow to $0.12 in 2007 and $0.66 in 2008 giving an 11 P/E.
Robert McWhirter
President, Selective Asset Management
Price
$6.950
Owned
Yes
TOP PICK
TOP PICK
July 26, 2007
One of the largest producers of Hydro Electric plus thermal power as well as wind power. Year over year earnings growth is up 33%. ROE is reasonable at 9%.
Boralex Inc. (BLX-T)
July 26, 2007
One of the largest producers of Hydro Electric plus thermal power as well as wind power. Year over year earnings growth is up 33%. ROE is reasonable at 9%.
Robert McWhirter
President, Selective Asset Management
Price
$16.690
Owned
Yes
TOP PICK
TOP PICK
July 26, 2007
(A Top Pick July 25/06.) Over 25% of its portfolio is in cash. His indicators tell him there is rough sledding ahead. Spread between corporate bonds and US Govt bonds appear to have broken a long-term downtrend and indicate caution.
CASH (CASH)
July 26, 2007
(A Top Pick July 25/06.) Over 25% of its portfolio is in cash. His indicators tell him there is rough sledding ahead. Spread between corporate bonds and US Govt bonds appear to have broken a long-term downtrend and indicate caution.
Robert McWhirter
President, Selective Asset Management
Price
$40.200
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
Had a big drop. He dramatically cut back on his position because of the uncertainty of the future. Got a recent contract that may be up to 10,000 units. Has a fair amount of cash on the books. Better opportunities elsewhere.
Had a big drop. He dramatically cut back on his position because of the uncertainty of the future. Got a recent contract that may be up to 10,000 units. Has a fair amount of cash on the books. Better opportunities elsewhere.
Robert McWhirter
President, Selective Asset Management
Price
$2.550
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
Ranks 288 which is roughly the middle of the pack. Earnings are expected to grow by 15% against a 21 P/E gives you a P/E to growth of about 1.3, which is fairly pricey. The business is stable and growing and there is a clear need for their product. Better opportunities elsewhere.
Cognos (CSN-T)
July 26, 2007
Ranks 288 which is roughly the middle of the pack. Earnings are expected to grow by 15% against a 21 P/E gives you a P/E to growth of about 1.3, which is fairly pricey. The business is stable and growing and there is a clear need for their product. Better opportunities elsewhere.
Robert McWhirter
President, Selective Asset Management
Price
$42.670
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 26, 2007
(A Top Pick July 25/06. Down 15.6%.) No one has come in to change management and improve the outlook of the company. Stock ranks poorly in his model.
(A Top Pick July 25/06. Down 15.6%.) No one has come in to change management and improve the outlook of the company. Stock ranks poorly in his model.
Robert McWhirter
President, Selective Asset Management
Price
$1.500
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 26, 2007
(A Top Pick July 25/06. Up 35%.) Recently added to his position. Has gone through a revolving door of management teams. New management is stable. Cheap.
(A Top Pick July 25/06. Up 35%.) Recently added to his position. Has gone through a revolving door of management teams. New management is stable. Cheap.
Robert McWhirter
President, Selective Asset Management
Price
$7.000
Owned
Yes