Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 2, 2013

(Worst call ever made.) Used computers to help sift stocks and this one looked relatively attractive. The lesson learned was to have significant Stop/Loss levels based on market relative, industry relative and moving averages.

(Worst call ever made.) Used computers to help sift stocks and this one looked relatively attractive. The lesson learned was to have significant Stop/Loss levels based on market relative, industry relative and moving averages.

Robert McWhirter
President, Selective Asset Management
Price
$4.880
Owned
No
COMMENT
COMMENT
August 2, 2013

(Best call ever made.) A friend had arranged a 10% convertible debenture financing. He bought into this on a personal basis. Now looks like they are embarking on a growth by acquisition campaign and just raised $10 million.

(Best call ever made.) A friend had arranged a 10% convertible debenture financing. He bought into this on a personal basis. Now looks like they are embarking on a growth by acquisition campaign and just raised $10 million.

Robert McWhirter
President, Selective Asset Management
Price
$5.450
Owned
Yes
BUY
BUY
August 2, 2013

The technology uses extremely high temperature torches to burn stuff. The advantage is that you can convert waste into energy and create a syn gas that can be burned or use to convert into other forms of energy. A very long lead type of company. Currently have a UK customer that is spending $400 million to the technology to create enough electricity for about 50,000 homes and get rid of tons of garbage. Also, have existing projects in Japan that have been operating for well over a decade. Also, some new facilities in India. Thinks there are great opportunities between now and the calendar year end for additional contracts.

Alter Nrg Corp. (NRG-T)
August 2, 2013

The technology uses extremely high temperature torches to burn stuff. The advantage is that you can convert waste into energy and create a syn gas that can be burned or use to convert into other forms of energy. A very long lead type of company. Currently have a UK customer that is spending $400 million to the technology to create enough electricity for about 50,000 homes and get rid of tons of garbage. Also, have existing projects in Japan that have been operating for well over a decade. Also, some new facilities in India. Thinks there are great opportunities between now and the calendar year end for additional contracts.

Robert McWhirter
President, Selective Asset Management
Price
$0.340
Owned
Yes
COMMENT
COMMENT
August 2, 2013

Manufactures chips for communication products. PE is reasonable at 14.5X but near-term growth for 2013 is okay at 11% but going up in 2014. Earnings growth is pretty modest. Doesn’t see a lot of huge near-term catalysts. Dividend yield of 2.1%.

Qualcomm (QCOM-Q)
August 2, 2013

Manufactures chips for communication products. PE is reasonable at 14.5X but near-term growth for 2013 is okay at 11% but going up in 2014. Earnings growth is pretty modest. Doesn’t see a lot of huge near-term catalysts. Dividend yield of 2.1%.

Robert McWhirter
President, Selective Asset Management
Price
$66.750
Owned
Unknown
WATCH
WATCH
August 2, 2013

Very interesting company. The challenge at the moment is that the only analyst covering it is no longer with the brokerage firm. The product itself is installed in a variety of stores and is basically used for in-store advertising. Still waiting for a catalyst and he thinks that will occur based on some of the testing that has been done.

Very interesting company. The challenge at the moment is that the only analyst covering it is no longer with the brokerage firm. The product itself is installed in a variety of stores and is basically used for in-store advertising. Still waiting for a catalyst and he thinks that will occur based on some of the testing that has been done.

Robert McWhirter
President, Selective Asset Management
Price
$0.200
Owned
No
COMMENT
COMMENT
August 2, 2013

Some technicians have recently flagged this as looking like it is going to be breaking out of a longer-term pattern. They have a product that will find out if your computer, tablet or galaxy phone has gone missing. Also, have new software which allows companies to keep track of who has what equipment and separating what is personal and what is corporate. Interesting company. Earnings don’t look like they are up too much but that is because of accounting rules but looking closer, he thinks it is quite attractive. Have about $50 million in cash.

Some technicians have recently flagged this as looking like it is going to be breaking out of a longer-term pattern. They have a product that will find out if your computer, tablet or galaxy phone has gone missing. Also, have new software which allows companies to keep track of who has what equipment and separating what is personal and what is corporate. Interesting company. Earnings don’t look like they are up too much but that is because of accounting rules but looking closer, he thinks it is quite attractive. Have about $50 million in cash.

Robert McWhirter
President, Selective Asset Management
Price
$7.350
Owned
No
COMMENT
COMMENT
August 2, 2013

Have a black box so they can figure out what happened to an airplane when it crashes. Also, have measurement tools to help lower maintenance costs and lower fuel costs and are currently in the process of getting certified with Airbus for installation by the end of the year. He is convinced that they are going to have great things happen to them in 2014.

Have a black box so they can figure out what happened to an airplane when it crashes. Also, have measurement tools to help lower maintenance costs and lower fuel costs and are currently in the process of getting certified with Airbus for installation by the end of the year. He is convinced that they are going to have great things happen to them in 2014.

Robert McWhirter
President, Selective Asset Management
Price
$0.195
Owned
Yes