Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 26, 2007
Ranks well in his model at 92, the top 15%. Earnings expected to grow by about 26% against a 27 P/E giving a 1.1 X P/E to growth, so not cheap.
Ranks well in his model at 92, the top 15%. Earnings expected to grow by about 26% against a 27 P/E giving a 1.1 X P/E to growth, so not cheap.
Robert McWhirter
President, Selective Asset Management
Price
$26.240
Owned
No
HOLD
HOLD
July 26, 2007
Up for sale. Feels that someone who is a systems integrator or potentially an IBM might be interested. Their product allows the stitching together of a whole bunch of legacy systems. Should be worth $2.50 to $3.00 subject to earnings over the next 2 quarters.
Up for sale. Feels that someone who is a systems integrator or potentially an IBM might be interested. Their product allows the stitching together of a whole bunch of legacy systems. Should be worth $2.50 to $3.00 subject to earnings over the next 2 quarters.
Robert McWhirter
President, Selective Asset Management
Price
$2.420
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
Ranks middle of the pack at 336 in his model. Recent estimates have been shaved by about 8% by analysts. Earnings are expected to grow from $0.20 to $0.23 A P/E to growth of about 1.3. He looks for growth of less than 1 so thinks there is a good opportunity for continued growth. A bit expensive for purchase.
Descartes (DSG-T)
July 26, 2007
Ranks middle of the pack at 336 in his model. Recent estimates have been shaved by about 8% by analysts. Earnings are expected to grow from $0.20 to $0.23 A P/E to growth of about 1.3. He looks for growth of less than 1 so thinks there is a good opportunity for continued growth. A bit expensive for purchase.
Robert McWhirter
President, Selective Asset Management
Price
$4.360
Owned
No
COMMENT
COMMENT
July 26, 2007
He has trimmed his position in this company. Very good products. The challenge is the lack of new wells being drilled. Not a lot of free cash flow. Will be tough sledding for them in the near term.
He has trimmed his position in this company. Very good products. The challenge is the lack of new wells being drilled. Not a lot of free cash flow. Will be tough sledding for them in the near term.
Robert McWhirter
President, Selective Asset Management
Price
$0.660
Owned
Yes
WAIT
WAIT
July 26, 2007
Manufacturers high-density magnets, which has a high demand. Ranks 28 in his model, so is roughly in the top 5%. It is still unclear as to whether they can extend the patents. Expected to earn $0.27 and trades at a 14 P/E. Wait until there is a decision on the patent.
Manufacturers high-density magnets, which has a high demand. Ranks 28 in his model, so is roughly in the top 5%. It is still unclear as to whether they can extend the patents. Expected to earn $0.27 and trades at a 14 P/E. Wait until there is a decision on the patent.
Robert McWhirter
President, Selective Asset Management
Price
$4.350
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
In the bottom 10% of his database because year over year earnings had been down about 107%. Loss of a Wal-Mart contract affected the stock. Have announced new contracts with other retailers, which are significant. However, earnings estimates have been chopped by 165% in the last 90 days.
In the bottom 10% of his database because year over year earnings had been down about 107%. Loss of a Wal-Mart contract affected the stock. Have announced new contracts with other retailers, which are significant. However, earnings estimates have been chopped by 165% in the last 90 days.
Robert McWhirter
President, Selective Asset Management
Price
$11.900
Owned
No
BUY
BUY
July 26, 2007
Product answers, “Where’s my plane”. There is a system that does that in North America, but when you go into the Caribbean or China, the North American system doesn't work. It saves about 15% of maintenance costs on planes. Relatively high risk.
Product answers, “Where’s my plane”. There is a system that does that in North America, but when you go into the Caribbean or China, the North American system doesn't work. It saves about 15% of maintenance costs on planes. Relatively high risk.
Robert McWhirter
President, Selective Asset Management
Price
$0.740
Owned
Yes