Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 7, 2015

Volatility was partly because the contract with the NHL had moved over to the baseball league. The baseball guys have a pretty good method of keeping on top of all the digital rights for their own crew of baseball players, and the hockey players are asking for this on a totally integrated basis. He still thinks the “over-the-top” trend continues. This company will continue to benefit as people will want to continue to track their team. Earnings estimates have been shaved from $.05 to $.03 over the last short period because of the loss of the contract. A good opportunity to get the stock on weakness.

Neulion (NLN-T)
August 7, 2015

Volatility was partly because the contract with the NHL had moved over to the baseball league. The baseball guys have a pretty good method of keeping on top of all the digital rights for their own crew of baseball players, and the hockey players are asking for this on a totally integrated basis. He still thinks the “over-the-top” trend continues. This company will continue to benefit as people will want to continue to track their team. Earnings estimates have been shaved from $.05 to $.03 over the last short period because of the loss of the contract. A good opportunity to get the stock on weakness.

Robert McWhirter
President, Selective Asset Management
Price
$0.820
Owned
No
PAST TOP PICK
PAST TOP PICK
August 7, 2015

(A Top Pick Aug 29/14. Down 76.69%.) His purpose in recommending this was that it was basically a manufacturing play and they knew exactly what they had. Sold his holdings about 3 months ago.

(A Top Pick Aug 29/14. Down 76.69%.) His purpose in recommending this was that it was basically a manufacturing play and they knew exactly what they had. Sold his holdings about 3 months ago.

Robert McWhirter
President, Selective Asset Management
Price
$0.920
Owned
No
TOP PICK
TOP PICK
August 7, 2015

(A Top Pick Aug 29/14. Up 55.74%.) They effectively can take a bag of plasma, and for about $100 can derive a whole bunch of proteins, and the payback is considerable. Just got approval from the European commission and have been granted orphan drug status for their plasma derived Plasminogen. Also, have a separate drug PBI4050, which offers some very interesting opportunities against fibrosis, which has the potential of being a very big drug as well.

(A Top Pick Aug 29/14. Up 55.74%.) They effectively can take a bag of plasma, and for about $100 can derive a whole bunch of proteins, and the payback is considerable. Just got approval from the European commission and have been granted orphan drug status for their plasma derived Plasminogen. Also, have a separate drug PBI4050, which offers some very interesting opportunities against fibrosis, which has the potential of being a very big drug as well.

Robert McWhirter
President, Selective Asset Management
Price
$2.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 7, 2015

(A Top Pick Aug 29/14. Down 61.90%.) Makes incinerators to burn off flare gas, and the industry has been very slow to take this up. In the last 3 months, a large US oil company was fined $70 million US for not properly using incinerators, and it looks like other oil companies are now looking at this company’s technology.

(A Top Pick Aug 29/14. Down 61.90%.) Makes incinerators to burn off flare gas, and the industry has been very slow to take this up. In the last 3 months, a large US oil company was fined $70 million US for not properly using incinerators, and it looks like other oil companies are now looking at this company’s technology.

Robert McWhirter
President, Selective Asset Management
Price
$1.750
Owned
No
WATCH
WATCH
August 7, 2015

The company is happy with their current results, but the challenge is going to be the upcoming quarter. Some of the sales they were expecting in Q3 have been pulled forward into Q2, which bulks up the near term results, but means that Q3 might be more of a challenge. ROE of 10%. The PE is 22X against earnings growth forecast of 79%, as earnings are expected to go from $.83 to $1.48 in 2016. For 2017, earnings are expected to grow at 39% against a 15 PE. This gives a PE to growth rate of .5, and typically a growth rate of less than 1 is viewed as favourable. Thinks there is still pretty good long-term opportunity for them. It ranks 131, roughly the top 10% of his database. He would look at technical analysis to see when it is time to jump in.

Sierra Wireless (SW-T)
August 7, 2015

The company is happy with their current results, but the challenge is going to be the upcoming quarter. Some of the sales they were expecting in Q3 have been pulled forward into Q2, which bulks up the near term results, but means that Q3 might be more of a challenge. ROE of 10%. The PE is 22X against earnings growth forecast of 79%, as earnings are expected to go from $.83 to $1.48 in 2016. For 2017, earnings are expected to grow at 39% against a 15 PE. This gives a PE to growth rate of .5, and typically a growth rate of less than 1 is viewed as favourable. Thinks there is still pretty good long-term opportunity for them. It ranks 131, roughly the top 10% of his database. He would look at technical analysis to see when it is time to jump in.

Robert McWhirter
President, Selective Asset Management
Price
$29.120
Owned
No
COMMENT
COMMENT
August 7, 2015

Their specialty is mapping and 3-D mapping, particularly in the US and Britain, trying to figure out where the floodplains are. Their customers include insurance companies. This is not covered by any analyst. Overall earnings growth has not been great and free cash flow is not positive. It really evolves around them getting big contracts.

Their specialty is mapping and 3-D mapping, particularly in the US and Britain, trying to figure out where the floodplains are. Their customers include insurance companies. This is not covered by any analyst. Overall earnings growth has not been great and free cash flow is not positive. It really evolves around them getting big contracts.

Robert McWhirter
President, Selective Asset Management
Price
$0.640
Owned
Unknown
WATCH
WATCH
August 7, 2015

Have a new CEO. The previous one was long on promise and short on delivery for a very long time. This basically provides point-of-sale opportunities on airplanes, railroads, etc. Earnings estimate for 2015 is $.03 growing to $.08, more than a doubling of earnings if they can deliver, which has been a big historical IF. Against a $.77 stock price, it gives you about 9X. Assuming they can actually deliver, and odds appear to be better for that, this is tilting more towards the Buy.

GuestLogix (GXI-T)
August 7, 2015

Have a new CEO. The previous one was long on promise and short on delivery for a very long time. This basically provides point-of-sale opportunities on airplanes, railroads, etc. Earnings estimate for 2015 is $.03 growing to $.08, more than a doubling of earnings if they can deliver, which has been a big historical IF. Against a $.77 stock price, it gives you about 9X. Assuming they can actually deliver, and odds appear to be better for that, this is tilting more towards the Buy.

Robert McWhirter
President, Selective Asset Management
Price
$0.770
Owned
No