Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 18, 2018

They make devices that measure the temperatures of the leading semi-conductor chips. The market concern is that they are providing to a cyclical industry--but there's clear sailing for the next two years in this space. PHO boasts a very high ROE. Trading at 22x earnings. Expects 30% growth this year.

Photon Control(PHO-X)
May 18, 2018

They make devices that measure the temperatures of the leading semi-conductor chips. The market concern is that they are providing to a cyclical industry--but there's clear sailing for the next two years in this space. PHO boasts a very high ROE. Trading at 22x earnings. Expects 30% growth this year.

Robert McWhirter
President, Selective Asset Management
Price
$2.220
Owned
Unknown
DON'T BUY
DON'T BUY
May 18, 2018

They continue to lose subscribers. A great product, though, which he uses. But the decline in subscribers make this a non-buy.

Route 1 Inc.(ROI-X)
May 18, 2018

They continue to lose subscribers. A great product, though, which he uses. But the decline in subscribers make this a non-buy.

Robert McWhirter
President, Selective Asset Management
Price
$0.035
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 18, 2018

(Past Top Pick on April 26, 2017, Down 12%) Expenses rose $100 million due to increased costs to cover higher minimum wages. Also suffered from increased competition. He sold his shares  along with other food stocks. Earnings will grow 3% this year.

(Past Top Pick on April 26, 2017, Down 12%) Expenses rose $100 million due to increased costs to cover higher minimum wages. Also suffered from increased competition. He sold his shares  along with other food stocks. Earnings will grow 3% this year.

Robert McWhirter
President, Selective Asset Management
Price
$65.780
Owned
No
PAST TOP PICK
PAST TOP PICK
May 18, 2018

(Past Top Pick on April 26, 2017, Up 14%) Still opportunity here for the next few years. A core holding for him. Governments are upgrading their fleets, including green buses, which NFI is developing (i.e. battery-driven buses). Most of their customers are in the U.S.

(Past Top Pick on April 26, 2017, Up 14%) Still opportunity here for the next few years. A core holding for him. Governments are upgrading their fleets, including green buses, which NFI is developing (i.e. battery-driven buses). Most of their customers are in the U.S.

Robert McWhirter
President, Selective Asset Management
Price
$56.680
Owned
Yes
DON'T BUY
DON'T BUY
May 18, 2018

Earnings to grow 25% in 2018. Main challenge: it's still unprofitable as earnings are pressured. Cash flow is $1.10 this year but will decline to 84-cents in 2019. There are better opportunities in oil elsewhere.

Earnings to grow 25% in 2018. Main challenge: it's still unprofitable as earnings are pressured. Cash flow is $1.10 this year but will decline to 84-cents in 2019. There are better opportunities in oil elsewhere.

Robert McWhirter
President, Selective Asset Management
Price
$1.580
Owned
Unknown
WATCH
WATCH
May 18, 2018

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.

BTL Group Ltd.(BTL-X)
May 18, 2018

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.

Robert McWhirter
President, Selective Asset Management
Price
$5.920
Owned
Unknown
WATCH
WATCH
May 18, 2018

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.

BTL Group Ltd.(BTL-X)
May 18, 2018

They're working on a petroleum blockchain trading system in the U.K. If they succeed here, this is a great opportunity. It won't follow the Bitcoin trade, though it sharply spiked at the end of 2017 along with Bitcoin.

Robert McWhirter
President, Selective Asset Management
Price
$5.920
Owned
Unknown