Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Robert McWhirter commented about whether ZL.TO, DSA.TO, QTRH.TO, DSG.TO, GIB.A.TO, APV.TO, SMT, VIAV, AJX.TO, INT-H.V, BXI.TO, ROI.V, DRWI-T Dead), SIO.V, BB.TO are stocks to buy or sell.

COMMENT
Ranks very high in his database. 15% four quarter trailing fee cash flow so is massively profitable. Transitioning over to the new QNX operating system, which is in their Playbook. Expect they will bring out new handsets in 2012 that offer blistering hot processors. Also expecting great growth in the fare east. Expect to know by February how they are making out.
SELL
Company is covered by NCP Northland Capital who expects this company may become dominant for the de facto standard for 3D globally for content distribution display. Expected to lose $0.08 in 2011 and $0.04 in 2012.
DON'T BUY
Ranks in the bottom 5% of his database. Expected to lose $0.27 in the current fiscal year. Provide Microwave for backhaul from towers. Challenge is that they have single customer concentration. Analysts chopped the earnings estimates by 15% in the last 90 days.
BUY
They are still optimistic with signing significant customers and being able to convert interest from the US government and/or enterprises. Their system allows, with a USB key, to remotely access any computer globally on a totally secure basis. Monthly recurring revenue model.
BUY
Expected to lose $0.07 in 2011 and earn anywhere from $0.01 on a median basis to $0.03 on an average basis, which puts it at 60X PE multiple. If successful in being able to produce commercial quantities, they will start construction of the 2nd plant in N. Dak and looking out will double expansion again.
COMMENT
Do the Ortsbo translation automatically on the internet. There has been a debate as to whose technology underlies their conversion. Some concern that their Ortsbo product and Google’s are almost identical.
WATCH
Make GPS systems for tractors to make sure seed rows are super accurate as well as good tilling and fertilizing. Now moving towards OEM in China as well as after market in N.A. Expected to earn $0.04 in 2011 and $0.12 in 2012. Historically has had difficulty getting traction. Thinks this company will benefit from strong prices in agriculture.
COMMENT
Huge opportunity for them in the optical space. 17X PE against June/12. Pretty crisp earnings growth with $0.77 growing to $1.14. Could be a pretty reasonable investment over a 2 year period.
DON'T BUY
A lot of their revenues come from US governments, both federally and local who have funding problems. Forecasted earnings were $0.55 for 2100 and growing to $0.84. A couple of analysts have shaved the estimates. Trading around 9X PE.
DON'T BUY
Manufacturer of solar cells, particularly in Germany. Their big challenge is that the German market is over 40% of the global installed base for solar. Governments around the world are cutting back on solar subsidies.
TOP PICK
11% of 1st quarter free cash flow yield so are throwing off a massive amount of cash allowing them to buy back stock. Earnings on July 27th expected to be $0.38, up 38% from last year. Expected to earn $1.58 as at Sept/11, up 33% from last year. 13.8X PE.
TOP PICK
Software to help customers make/receive deliveries. High free cash flow generator at 7% on a four quarter generating basis. Analysts expect a 56% increase in earnings when they report June 2nd. Jan/12 year end earnings are expected to grow 32% to $0.44. 13X PE.
TOP PICK
(A Top Pick June 18/10. Up 141.64%.) Holds patent licenses and will be listed on the NASDAQ shortly. Expected to report $0.07 on June 6 compared to $0.01 last year and is expected to grow to $0.13 when reporting on Sept 6th. 2012 PE of 13.6X PE. 29% earnings growth.
PAST TOP PICK
(A Top Pick June 18/10. Up 57.49%.) Acquired.
PAST TOP PICK
(A Top Pick June 18/10. Up 31.11%.)