Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 21, 2017

In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.

Capital Power (CPX-T)
February 21, 2017

In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.

Robert McWhirter
President, Selective Asset Management
Price
$25.800
Owned
Yes
COMMENT
COMMENT
February 21, 2017

Year-over-year sales were down 11% and earnings were down 28% in November. For the coming quarter, earnings are expected to be down 13% year-over-year. PE is relatively modest at 9.9%, but growth is forecasted at 23%. If they can actually deliver that growth, the stock appears to be attractive, but with estimates being chopped, analysts are sceptical.

Mitel Networks (MNW-T)
February 21, 2017

Year-over-year sales were down 11% and earnings were down 28% in November. For the coming quarter, earnings are expected to be down 13% year-over-year. PE is relatively modest at 9.9%, but growth is forecasted at 23%. If they can actually deliver that growth, the stock appears to be attractive, but with estimates being chopped, analysts are sceptical.

Robert McWhirter
President, Selective Asset Management
Price
$9.520
Owned
Unknown
COMMENT
COMMENT
February 21, 2017

6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.

Alaris Royalty (AD-T)
February 21, 2017

6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.

Robert McWhirter
President, Selective Asset Management
Price
$23.200
Owned
Unknown
COMMENT
COMMENT
February 21, 2017

This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.

This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.

Robert McWhirter
President, Selective Asset Management
Price
$1.730
Owned
Unknown
COMMENT
COMMENT
February 21, 2017

This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.

Photon Control (PHO-T)
February 21, 2017

This makes stuff that makes stuff, particularly in the semiconductor space. Their key is extremely precise temperature and measurement pieces. Extremely profitable with a large free cash flow generation. Also, has a lot of cash on the shelf. They may end up acquiring something, or they may be acquired. They are dealing with 4 of the 5 large semiconductor makers. Thinks they have now signed the 5th giving them all of them, and they continue to try to get greater market share within those 5. The latest earnings results for a couple of their clients has been quite positive. Earnings are expected to be $.09 against $1.29, and he thinks there is still pretty good opportunity for the stock going forward.

Robert McWhirter
President, Selective Asset Management
Price
$1.240
Owned
Unknown
COMMENT
COMMENT
February 21, 2017

Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.

Knight Therapeutics (GUD-T)
February 21, 2017

Basically a company that acquires pharmaceutical products, typically from other large established companies. Ranks in the top 3rd of his database. Earnings have been a bit challenged for the coming quarter. Most recently, sales were up 26% and earnings were up 54%. In the coming quarter,it is expected to have a step back, and earnings are expected to be $.03 versus $.08 last year. Earnings estimates have been shaved by 15%, and earnings for 2017 versus 2016 are literally unchanged at $.13 per share. Against a $10 stock price, that gives you and 82X PE multiple with low to no growth. There is a lot of competition and better opportunities in others.

Robert McWhirter
President, Selective Asset Management
Price
$10.820
Owned
Unknown
COMMENT
COMMENT
February 21, 2017

Great technology. Makes an extremely efficient incinerator for burning flared gas, in particular for getting rid of sulphur dioxide, etc. In spite of having great technology, not a lot of people are using it. Part of that relates to the declining price of oil and natural gas. With his expectation of rising oil prices, that should be beneficial for them. At the moment, earnings are expected to be $.02 against a $.75 stock price, giving a 38X PE multiple and a 4% ROE. He is waiting for an increase in overall sales volume to turn the company around.

Questor Technology (QST-X)
February 21, 2017

Great technology. Makes an extremely efficient incinerator for burning flared gas, in particular for getting rid of sulphur dioxide, etc. In spite of having great technology, not a lot of people are using it. Part of that relates to the declining price of oil and natural gas. With his expectation of rising oil prices, that should be beneficial for them. At the moment, earnings are expected to be $.02 against a $.75 stock price, giving a 38X PE multiple and a 4% ROE. He is waiting for an increase in overall sales volume to turn the company around.

Robert McWhirter
President, Selective Asset Management
Price
$0.750
Owned
Unknown