Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 2, 2013

Company has struggled. Recently acquired a bunch of companies. Thinks they are refreshing their product line and there will be significant opportunity. Stock has broken out since the end of March in recognition of the improved earnings outlook. Thinks it will do well but feels there are other better risk-adjusted return possibilities in smaller companies.

Cisco (CSCO-Q)
August 2, 2013

Company has struggled. Recently acquired a bunch of companies. Thinks they are refreshing their product line and there will be significant opportunity. Stock has broken out since the end of March in recognition of the improved earnings outlook. Thinks it will do well but feels there are other better risk-adjusted return possibilities in smaller companies.

Robert McWhirter
President, Selective Asset Management
Price
$26.190
Owned
No
COMMENT
COMMENT
August 2, 2013

They basically take krill (small shrimp), extracts the oil from them which is then used to reduce cholesterol in a natural way. There is a potential for combining their product with conventional statins for different methodology. Analysts are expecting this company will lose $0.15 for the Feb/14 year and another $0.02 a year later. Interesting opportunity but not profitable for the foreseeable future.

They basically take krill (small shrimp), extracts the oil from them which is then used to reduce cholesterol in a natural way. There is a potential for combining their product with conventional statins for different methodology. Analysts are expecting this company will lose $0.15 for the Feb/14 year and another $0.02 a year later. Interesting opportunity but not profitable for the foreseeable future.

Robert McWhirter
President, Selective Asset Management
Price
$4.170
Owned
No
COMMENT
COMMENT
August 2, 2013

Manufactures crystals that are part of MRIs and they are in a fight with a French company which may be using their patents. Feels there are potentially large markets for orders over a large number of years. Royalties would be significant.

Manufactures crystals that are part of MRIs and they are in a fight with a French company which may be using their patents. Feels there are potentially large markets for orders over a large number of years. Royalties would be significant.

Robert McWhirter
President, Selective Asset Management
Price
$0.590
Owned
Yes
COMMENT
COMMENT
August 2, 2013

Very acquisitive and there are concerns that acquisition targets could run out but these are very small companies that are tucked in. They retain management and continue to do well. Historically they have been extremely good. Three-year cash flow has grown quite well. Margins are good. ROE is extremely high. Sales growth is at the end of July was a 45%.

Very acquisitive and there are concerns that acquisition targets could run out but these are very small companies that are tucked in. They retain management and continue to do well. Historically they have been extremely good. Three-year cash flow has grown quite well. Margins are good. ROE is extremely high. Sales growth is at the end of July was a 45%.

Robert McWhirter
President, Selective Asset Management
Price
$158.790
Owned
No
PAST TOP PICK
PAST TOP PICK
August 2, 2013

(A Top Pick June 4/12. Up 52.07%.) Have historically grown by a significant amount of acquisitions. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

CGI Group (A) (GIB.A-T)
August 2, 2013

(A Top Pick June 4/12. Up 52.07%.) Have historically grown by a significant amount of acquisitions. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

Robert McWhirter
President, Selective Asset Management
Price
$35.210
Owned
No
PAST TOP PICK
PAST TOP PICK
August 2, 2013

(A Top Pick June 4/12. Up 49.03%.) They are extremely good about taking earnings, ploughing them back and acquiring small companies that have interesting technology. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

Descartes (DSG-T)
August 2, 2013

(A Top Pick June 4/12. Up 49.03%.) They are extremely good about taking earnings, ploughing them back and acquiring small companies that have interesting technology. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

Robert McWhirter
President, Selective Asset Management
Price
$12.230
Owned
No
PAST TOP PICK
PAST TOP PICK
August 2, 2013

(A Top Pick June 4/12. Up 31.99%.) Did a 2-for-1 split in Oct/12. Still has very good upside potential. Based on the extremely high recurring revenue, as they get bigger, they are able to buy more drugs at cheaper prices and pass on those savings to customers. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

Catamaran Corp (CCT-T)
August 2, 2013

(A Top Pick June 4/12. Up 31.99%.) Did a 2-for-1 split in Oct/12. Still has very good upside potential. Based on the extremely high recurring revenue, as they get bigger, they are able to buy more drugs at cheaper prices and pass on those savings to customers. Doesn’t own as he thinks there are multiple opportunities in smaller companies, to really go up but it’s not to downplay these Top Picks.

Robert McWhirter
President, Selective Asset Management
Price
$60.510
Owned
No