Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 31, 2011
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.
BlackBerry (BB-T)
May 31, 2011
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.
Robert McWhirter
President, Selective Asset Management
Price
$41.350
Owned
Yes
SELL
SELL
May 31, 2011
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$0.650
Owned
No
DON'T BUY
DON'T BUY
May 31, 2011
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$6.580
Owned
No
BUY
BUY
May 31, 2011
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.
Route 1 Inc. (ROI-X)
May 31, 2011
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.
Robert McWhirter
President, Selective Asset Management
Price
$0.195
Owned
Yes
BUY
BUY
May 31, 2011
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$1.760
Owned
Yes
COMMENT
COMMENT
May 31, 2011
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$0.980
Owned
Unknown
WATCH
WATCH
May 31, 2011
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.
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.
Robert McWhirter
President, Selective Asset Management
Price
$1.190
Owned
No