Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 18, 2012
Remote access computing. Their big area of opportunity is increase sales into the US military but it is a very slow to adopt opportunity. There are no clear answers as to when there will be a big uptick.
Route 1 Inc. (ROI-X)
April 18, 2012
Remote access computing. Their big area of opportunity is increase sales into the US military but it is a very slow to adopt opportunity. There are no clear answers as to when there will be a big uptick.
Robert McWhirter
President, Selective Asset Management
Price
$0.070
Owned
Yes
BUY
BUY
April 18, 2012
Still great opportunity, but technically it looks like it’s rolled over in the very near term. The question is, will hold back to approximately its 50 day moving average. Longer term there is still great opportunity. Trading at about 13 PE with pretty good growth. Most of their margins are happening on the phone side yet coming down a little bit as they are more successful in selling iPads. Also putting a big push for TV into the home along with other applications.
Apple (AAPL-Q)
April 18, 2012
Still great opportunity, but technically it looks like it’s rolled over in the very near term. The question is, will hold back to approximately its 50 day moving average. Longer term there is still great opportunity. Trading at about 13 PE with pretty good growth. Most of their margins are happening on the phone side yet coming down a little bit as they are more successful in selling iPads. Also putting a big push for TV into the home along with other applications.
Robert McWhirter
President, Selective Asset Management
Price
$608.340
Owned
Yes
COMMENT
COMMENT
April 18, 2012
Subject to a takeover with a bunch of people looking at different chunks of the company. Likelihood of further gains on a potential takeover is pretty limited.
Viterra Inc (VT-T)
April 18, 2012
Subject to a takeover with a bunch of people looking at different chunks of the company. Likelihood of further gains on a potential takeover is pretty limited.
Robert McWhirter
President, Selective Asset Management
Price
$15.950
Owned
Unknown
COMMENT
COMMENT
April 18, 2012
Part of this company is involved in plastics and part of that is involved in making mastic houses. Have potential contracts including Haiti and others. Expected to lose $.06 in 2012 and to improve to a very large $.17 in September 2013. People are actually waiting for the sales and deliveries to start.
Part of this company is involved in plastics and part of that is involved in making mastic houses. Have potential contracts including Haiti and others. Expected to lose $.06 in 2012 and to improve to a very large $.17 in September 2013. People are actually waiting for the sales and deliveries to start.
Robert McWhirter
President, Selective Asset Management
Price
$0.610
Owned
Unknown
BUY
BUY
April 18, 2012
Continue to end up being a survivor from the big Internet go-go days. Have retrenched and attempted to become more profitable. It ranks 317 out of 2,400 stocks and is in the top 15% in his US database. ROE is attractive at 20%. PE on the trailing base is at about 12X. Earnings growth is modest at 8%.
Cisco (CSCO-Q)
April 18, 2012
Continue to end up being a survivor from the big Internet go-go days. Have retrenched and attempted to become more profitable. It ranks 317 out of 2,400 stocks and is in the top 15% in his US database. ROE is attractive at 20%. PE on the trailing base is at about 12X. Earnings growth is modest at 8%.
Robert McWhirter
President, Selective Asset Management
Price
$20.060
Owned
Yes
BUY
BUY
April 18, 2012
(Market Call Minute.) Looks interesting and ranks well in his work.
(Market Call Minute.) Looks interesting and ranks well in his work.
Robert McWhirter
President, Selective Asset Management
Price
$49.150
Owned
Unknown
HOLD
HOLD
April 18, 2012
(Market Call Minute.) Most of the oil/gas service stocks are facing a challenge. Stock ranks in the middle of his database.
(Market Call Minute.) Most of the oil/gas service stocks are facing a challenge. Stock ranks in the middle of his database.
Robert McWhirter
President, Selective Asset Management
Price
$8.870
Owned
No