Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 6, 2017

$0.33 of earnings in 2016 is expected to more than double. Roughly a median estimate of $.82 against $10.45, about a 13X PE multiple. It has existing drugs with sales related to that.

Medicure Inc(MPH-X)
January 6, 2017

$0.33 of earnings in 2016 is expected to more than double. Roughly a median estimate of $.82 against $10.45, about a 13X PE multiple. It has existing drugs with sales related to that.

Robert McWhirter
President, Selective Asset Management
Price
$10.490
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

In most cases, this company attempts to acquire drugs from gigantic pharmacy companies. It ranks 480 in his database, and earnings have been revised upwards. Year-over-year sales grew 26%, and earnings grew at 54%.

In most cases, this company attempts to acquire drugs from gigantic pharmacy companies. It ranks 480 in his database, and earnings have been revised upwards. Year-over-year sales grew 26%, and earnings grew at 54%.

Robert McWhirter
President, Selective Asset Management
Price
$10.370
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3rd of his database. Prefers others. Dividend yield of 8%+.

7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3rd of his database. Prefers others. Dividend yield of 8%+.

Robert McWhirter
President, Selective Asset Management
Price
$8.420
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

Finally starting to pop, because they basically have a dynamic system. Instead of a black box that goes to the bottom of the ocean with the plane, this system does dynamic streaming from the plane to a satellite. It can get flight location as well as engine analysis and productivity calculations. The stock has gone up partly because of optimism regarding China. China buys about 40% of all planes manufactured globally, and are building out airports by about 25% over the next 3-5 years. They are now embracing this company’s products. It looks like this company will potentially end up being a supplier. Thinks there is good opportunity for the stock.

Finally starting to pop, because they basically have a dynamic system. Instead of a black box that goes to the bottom of the ocean with the plane, this system does dynamic streaming from the plane to a satellite. It can get flight location as well as engine analysis and productivity calculations. The stock has gone up partly because of optimism regarding China. China buys about 40% of all planes manufactured globally, and are building out airports by about 25% over the next 3-5 years. They are now embracing this company’s products. It looks like this company will potentially end up being a supplier. Thinks there is good opportunity for the stock.

Robert McWhirter
President, Selective Asset Management
Price
$0.270
Owned
Unknown
TOP PICK
TOP PICK
January 6, 2017

This has just become free cash flow positive. Cash flow grew by $.21 on a year-over-year basis and is now basically breakeven. They have $158 million in cash on hand, 32% of their market cap, so their ability to service their debt from free cash flow looks pretty good. Trading at 6.7X enterprise value to EBITDA, 4th quarter trailing. (Analysts’ price target is $1.36.)

This has just become free cash flow positive. Cash flow grew by $.21 on a year-over-year basis and is now basically breakeven. They have $158 million in cash on hand, 32% of their market cap, so their ability to service their debt from free cash flow looks pretty good. Trading at 6.7X enterprise value to EBITDA, 4th quarter trailing. (Analysts’ price target is $1.36.)

Robert McWhirter
President, Selective Asset Management
Price
$1.330
Owned
No
TOP PICK
TOP PICK
January 6, 2017

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)

Celestica Inc(CLS-T)
January 6, 2017

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)

Robert McWhirter
President, Selective Asset Management
Price
$16.170
Owned
No
TOP PICK
TOP PICK
January 6, 2017

This is an outsourcer, producing $1.4 billion of free cash flow. Has a 6% free cash flow yield, and can end up paying off their debt easily. Has about a 21% ROE on a trailing basis. Earnings are up 33% on a 22% increase in sales. 5.3X enterprise value to EBITDA on a trailing basis. Their cash flow is forecast to grow at 11% in 2017. Dividend yield of 2.6%. (Analysts’ price target is $65.33.)

Magna Int'l. (A)(MG-T)
January 6, 2017

This is an outsourcer, producing $1.4 billion of free cash flow. Has a 6% free cash flow yield, and can end up paying off their debt easily. Has about a 21% ROE on a trailing basis. Earnings are up 33% on a 22% increase in sales. 5.3X enterprise value to EBITDA on a trailing basis. Their cash flow is forecast to grow at 11% in 2017. Dividend yield of 2.6%. (Analysts’ price target is $65.33.)

Robert McWhirter
President, Selective Asset Management
Price
$59.620
Owned
Yes