Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 7, 2007
The whole industry still suffers from over capacity. Main challenges are from Mexico. Ranks #253, middle of the pack, and earnings have not changed in the last 90 days. Earnings are expected to from $0.23 to $0.47.
Celestica Inc (CLS-T)
November 7, 2007
The whole industry still suffers from over capacity. Main challenges are from Mexico. Ranks #253, middle of the pack, and earnings have not changed in the last 90 days. Earnings are expected to from $0.23 to $0.47.
Robert McWhirter
President, Selective Asset Management
Price
$6.630
Owned
No
WATCH
WATCH
November 7, 2007
Strong Cdn$ continues to be a pain. Earnings estimates have been shaved by 13% over the last 90 days. October year-end earnings are expected to go from $0.17 to $0.35. Overall the stock looks cheap but still a bit early. Market for satellites should continue strong.
Strong Cdn$ continues to be a pain. Earnings estimates have been shaved by 13% over the last 90 days. October year-end earnings are expected to go from $0.17 to $0.35. Overall the stock looks cheap but still a bit early. Market for satellites should continue strong.
Robert McWhirter
President, Selective Asset Management
Price
$4.440
Owned
No
PAST TOP PICK
PAST TOP PICK
November 7, 2007
(A Top Pick Feb 28/07.) Currently dropped to less than 10%.
CASH (CASH)
November 7, 2007
(A Top Pick Feb 28/07.) Currently dropped to less than 10%.
Robert McWhirter
President, Selective Asset Management
Price
$38.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 7, 2007
(A Top Pick Feb 28/07. Up 53.5%.) Was a fallen angel stock and there is still pretty good opportunity. Expecting the FedEx contract for GPS to still come through.
(A Top Pick Feb 28/07. Up 53.5%.) Was a fallen angel stock and there is still pretty good opportunity. Expecting the FedEx contract for GPS to still come through.
Robert McWhirter
President, Selective Asset Management
Price
$2.940
Owned
Yes
BUY
BUY
November 7, 2007
Manufacture neodymium for high intensity magnets. Used for automobile power seats, power doors, etc. There is a question as to whether they are actually going to make their numbers this quarter as some customers may have been pre-buying. But their largest customer is expected to have strong sales. Ranks #23.
Manufacture neodymium for high intensity magnets. Used for automobile power seats, power doors, etc. There is a question as to whether they are actually going to make their numbers this quarter as some customers may have been pre-buying. But their largest customer is expected to have strong sales. Ranks #23.
Robert McWhirter
President, Selective Asset Management
Price
$5.040
Owned
Yes
HOLD
HOLD
November 7, 2007
Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth.
Calian Group Ltd (CGY-T)
November 7, 2007
Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth.
Robert McWhirter
President, Selective Asset Management
Price
$13.050
Owned
No
BUY
BUY
November 7, 2007
Sold his holdings prior to the earnings because of a rumour they were going to lose a contract with AT&T. Got a contract with a new USB device, which should do quite well. Ranks #83 in the database. Things should continue to accelerate for them.
Sierra Wireless (SW-T)
November 7, 2007
Sold his holdings prior to the earnings because of a rumour they were going to lose a contract with AT&T. Got a contract with a new USB device, which should do quite well. Ranks #83 in the database. Things should continue to accelerate for them.
Robert McWhirter
President, Selective Asset Management
Price
$19.950
Owned
Yes