Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 9, 2010
(A top Pick Nov 17/09. Up 6.87%.) Sold his holdings as unit sales of cars dropped. Prefers others such as Magna (MG-T).
Martinrea (MRE-T)
December 9, 2010
(A top Pick Nov 17/09. Up 6.87%.) Sold his holdings as unit sales of cars dropped. Prefers others such as Magna (MG-T).
Robert McWhirter
President, Selective Asset Management
Price
$8.550
Owned
No
PARTIAL BUY
PARTIAL BUY
December 9, 2010
More of a bet because it is more of a backhaul on a wireless basis. Their biggest customer Clearwire (CLWR-Q) looks like they are going ahead with a gigantic financing to continue to build out their network, which would be positive for Dragon Wave. Speculative.
More of a bet because it is more of a backhaul on a wireless basis. Their biggest customer Clearwire (CLWR-Q) looks like they are going ahead with a gigantic financing to continue to build out their network, which would be positive for Dragon Wave. Speculative.
Robert McWhirter
President, Selective Asset Management
Price
$8.440
Owned
No
COMMENT
COMMENT
December 9, 2010
Solar farm operator. Has 2 additional contracts being built in Italy and by June of 2011 are expected to have 58 mega watts. One analyst’s 1-year target is $1.85 based on 12X EBITDA. Looks like a reasonably interesting opportunity.
Etrion (ETX-T)
December 9, 2010
Solar farm operator. Has 2 additional contracts being built in Italy and by June of 2011 are expected to have 58 mega watts. One analyst’s 1-year target is $1.85 based on 12X EBITDA. Looks like a reasonably interesting opportunity.
Robert McWhirter
President, Selective Asset Management
Price
$0.610
Owned
No
BUY
BUY
December 9, 2010
Have a large series of lawsuits going on and it is expected that some negotiations are going on and will be settled before the trial date in early January. Did a financing to bulk up the balance sheet and now have over $100 million as a war chest. Analysts are suggesting a $400-$600 million over a 5 to 10 year period.
Quarterhill Inc (QTRH-T)
December 9, 2010
Have a large series of lawsuits going on and it is expected that some negotiations are going on and will be settled before the trial date in early January. Did a financing to bulk up the balance sheet and now have over $100 million as a war chest. Analysts are suggesting a $400-$600 million over a 5 to 10 year period.
Robert McWhirter
President, Selective Asset Management
Price
$4.360
Owned
Yes
WATCH
WATCH
December 9, 2010
In the early stages of using a local deposit in BC to read the frac sands. Just met them. In the midst of doing a financing. Great opportunity for the company on a 2 year basis but still need to get environmental, mining permits, etc. so it’s a long ways out.
Stikine Energy (SKY.H-X)
December 9, 2010
In the early stages of using a local deposit in BC to read the frac sands. Just met them. In the midst of doing a financing. Great opportunity for the company on a 2 year basis but still need to get environmental, mining permits, etc. so it’s a long ways out.
Robert McWhirter
President, Selective Asset Management
Price
$0.370
Owned
No
BUY
BUY
December 9, 2010
Specialty is cameras to catch images and particularly moving towards infrared images for weather satellites as well as for manufacturing processes. Earnings estimates growing from $1.01 to $1.18, a 17% earnings growth for 2011 and 23% into 2012. 12X PE. ROE of about 13%. Cheap
Dalsa Corp (DSA-T)
December 9, 2010
Specialty is cameras to catch images and particularly moving towards infrared images for weather satellites as well as for manufacturing processes. Earnings estimates growing from $1.01 to $1.18, a 17% earnings growth for 2011 and 23% into 2012. 12X PE. ROE of about 13%. Cheap
Robert McWhirter
President, Selective Asset Management
Price
$14.450
Owned
Yes
SELL
SELL
December 9, 2010
Extracts protein and oil from canola. Plant is just ramping up to production. Recently scaled back his holdings, partly due to analysts shaving back earnings estimates by about 15% in the last 90 days and also 2011 being forecast as just break-even. Expects the 2nd plant in North Dakota will be built.
Extracts protein and oil from canola. Plant is just ramping up to production. Recently scaled back his holdings, partly due to analysts shaving back earnings estimates by about 15% in the last 90 days and also 2011 being forecast as just break-even. Expects the 2nd plant in North Dakota will be built.
Robert McWhirter
President, Selective Asset Management
Price
$2.260
Owned
Yes