Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
October 6, 2017

(Listed on the CSE Exchange.)Helps clients analyse environmental data working with cloud-based mass storage systems. 80% of sales are recurring revenues under long-term contracts. There is a great opportunity in the water space, and they should have a pretty good opportunity over the 12-24 months to continue to grow in the space.

(Listed on the CSE Exchange.)Helps clients analyse environmental data working with cloud-based mass storage systems. 80% of sales are recurring revenues under long-term contracts. There is a great opportunity in the water space, and they should have a pretty good opportunity over the 12-24 months to continue to grow in the space.

Robert McWhirter
President, Selective Asset Management
Price
$0.340
Owned
Unknown
COMMENT
COMMENT
October 6, 2017

Small-cap zinc company with properties in eastern Canada and doing quite well. It hit recent highs, almost doubling in the last 12 months. Demand for zinc is going up, and supply is limited. China has a big push on to try and reduce the amount of pollution, and as a result, some of their mines have been put out of business. You could also consider Americas Silver (USA-T) which has by products of zinc and lead. He is keen on the space.

Small-cap zinc company with properties in eastern Canada and doing quite well. It hit recent highs, almost doubling in the last 12 months. Demand for zinc is going up, and supply is limited. China has a big push on to try and reduce the amount of pollution, and as a result, some of their mines have been put out of business. You could also consider Americas Silver (USA-T) which has by products of zinc and lead. He is keen on the space.

Robert McWhirter
President, Selective Asset Management
Price
$1.620
Owned
Unknown
COMMENT
COMMENT
October 6, 2017

There is still great opportunity for the company. They’ve gone through a lot of changes and have new management. Expected to earn $.10 in 2018, which puts it at a 15X multiple, roughly doubling earnings. Produces extremely precise temperature sensing for the measurement and creation in new silicon chips. Thinks there is pretty clear sailing going forward.

Photon Control (PHO-T)
October 6, 2017

There is still great opportunity for the company. They’ve gone through a lot of changes and have new management. Expected to earn $.10 in 2018, which puts it at a 15X multiple, roughly doubling earnings. Produces extremely precise temperature sensing for the measurement and creation in new silicon chips. Thinks there is pretty clear sailing going forward.

Robert McWhirter
President, Selective Asset Management
Price
$1.650
Owned
Unknown
COMMENT
COMMENT
October 6, 2017

It looks like they are coming out the other side, particularly with the software side of their business. Has a market cap of $7.4 billion, so a very large company in Canada as well as globally. Have produced some significant free cash flow and is now free cash flow positive. This has a price/cash flow that is pretty attractive, at roughly around 7X or 8X.

BlackBerry (BB-T)
October 6, 2017

It looks like they are coming out the other side, particularly with the software side of their business. Has a market cap of $7.4 billion, so a very large company in Canada as well as globally. Have produced some significant free cash flow and is now free cash flow positive. This has a price/cash flow that is pretty attractive, at roughly around 7X or 8X.

Robert McWhirter
President, Selective Asset Management
Price
$13.890
Owned
No
COMMENT
COMMENT
October 6, 2017

Grows by acquisition. Expected to have earnings growth of 17%. Earnings are expected to go from $27.50 to $32, which is a 17% lift, but you are paying a 22X price earnings multiple. In the top 10% of his database.

Grows by acquisition. Expected to have earnings growth of 17%. Earnings are expected to go from $27.50 to $32, which is a 17% lift, but you are paying a 22X price earnings multiple. In the top 10% of his database.

Robert McWhirter
President, Selective Asset Management
Price
$709.430
Owned
No
DON'T BUY
DON'T BUY
October 6, 2017

Earnings estimates are expected to be $4.32, a 6% lift. That is positive, but not the kind of 15% growth rate that you are looking for in a Dollarama, etc. A great stable kind of company with a very stable dividend. There are better opportunities elsewhere.

Earnings estimates are expected to be $4.32, a 6% lift. That is positive, but not the kind of 15% growth rate that you are looking for in a Dollarama, etc. A great stable kind of company with a very stable dividend. There are better opportunities elsewhere.

Robert McWhirter
President, Selective Asset Management
Price
$49.900
Owned
Unknown
COMMENT
COMMENT
October 6, 2017

This still has legs. There’s been a break out in the 10-year decline we have seen in base metal prices, which should be positive for all the base metal companies, particularly the Canadian ones which could have by-products of zinc, lead or other things that can bring a fair dollar.

This still has legs. There’s been a break out in the 10-year decline we have seen in base metal prices, which should be positive for all the base metal companies, particularly the Canadian ones which could have by-products of zinc, lead or other things that can bring a fair dollar.

Robert McWhirter
President, Selective Asset Management
Price
$2.850
Owned
Unknown