Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 26, 2007
GPS products for agriculture and marine uses. In the top 10% of his database. Earnings expected to go from a loss of $0.07 in Dec/06 to $0.09 in Dec 07 and $0.19 of Dec/08. This gives it a 17 P/E and a .4 P/E to growth. Try to buy at $2.75.
GPS products for agriculture and marine uses. In the top 10% of his database. Earnings expected to go from a loss of $0.07 in Dec/06 to $0.09 in Dec 07 and $0.19 of Dec/08. This gives it a 17 P/E and a .4 P/E to growth. Try to buy at $2.75.
Robert McWhirter
President, Selective Asset Management
Price
$3.120
Owned
Yes
DON'T BUY
DON'T BUY
July 26, 2007
In the bottom 3rd of his database. Estimates have been shaved by about 5% in the last 90 days. Expected to earn $0.05 in 07 and forecasted for $0.09 in 08. Not cheap, but their traffic continues to grow.
Kaboose Inc. (KAB-T)
July 26, 2007
In the bottom 3rd of his database. Estimates have been shaved by about 5% in the last 90 days. Expected to earn $0.05 in 07 and forecasted for $0.09 in 08. Not cheap, but their traffic continues to grow.
Robert McWhirter
President, Selective Asset Management
Price
$2.450
Owned
No
COMMENT
COMMENT
July 26, 2007
Ranks quite well in his model. Expected to earn $0.15 in Nov/07 and $0.17 in 08. Gets about ¾ of their revenues from only 2 customers giving it extremely high customer concentration. Extremely good products that are getting good sales in the cable industry. Next target is DSL followed by cell phones in the next 18 months.
Ranks quite well in his model. Expected to earn $0.15 in Nov/07 and $0.17 in 08. Gets about ¾ of their revenues from only 2 customers giving it extremely high customer concentration. Extremely good products that are getting good sales in the cable industry. Next target is DSL followed by cell phones in the next 18 months.
Robert McWhirter
President, Selective Asset Management
Price
$5.680
Owned
Yes
WAIT
WAIT
July 26, 2007
Digital x-rays versus silver film. In the bottom 10% of the database. Had a loss of $0.13 in 06 and analysts are expecting break even in 07 and $0.09 in 08. If so, the 13 P/E and their success in turning the company around would make it very attractive. Wait for 1 or 2 quarters of earnings.
Digital x-rays versus silver film. In the bottom 10% of the database. Had a loss of $0.13 in 06 and analysts are expecting break even in 07 and $0.09 in 08. If so, the 13 P/E and their success in turning the company around would make it very attractive. Wait for 1 or 2 quarters of earnings.
Robert McWhirter
President, Selective Asset Management
Price
$1.080
Owned
No
COMMENT
COMMENT
July 26, 2007
Ranks neutral in his model. Has fascinating cell phone software because it is cheap making it attractive for selling in Asia. Expected to lose $0.08 for Aug/08. Early stage speculative company.
Ranks neutral in his model. Has fascinating cell phone software because it is cheap making it attractive for selling in Asia. Expected to lose $0.08 for Aug/08. Early stage speculative company.
Robert McWhirter
President, Selective Asset Management
Price
$0.620
Owned
Yes
BUY
BUY
July 26, 2007
A leading laboratory and diagnostic business. Less susceptible to changes that could occur in the health sector in the US. Very profitable with a lot of free cash flow. Very defensive.
A leading laboratory and diagnostic business. Less susceptible to changes that could occur in the health sector in the US. Very profitable with a lot of free cash flow. Very defensive.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$55.870
Owned
Yes
TOP PICK
TOP PICK
July 26, 2007
This is a business that has strong long-term secular growth because of the pharmacy. They are also doing a wonderful job on the up-front side of the business. Margins are going up. There are aggressively growing their square footage by about 10% a year.
This is a business that has strong long-term secular growth because of the pharmacy. They are also doing a wonderful job on the up-front side of the business. Margins are going up. There are aggressively growing their square footage by about 10% a year.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$52.050
Owned
Yes