Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 18, 2018

(Disclosure: he works as a paid consultant here.) They're working on a product involving AI (machine-learning capabilities). They switched to the Thomson Reuters database, so they now have exposure to 190,000 Thomson Reuters terminals. Blackstone has paid $20 billion to acquire the division from TR that ALY will be interfacing with. With this product, TR increases its access to small and mid-cap companies. Big opportunity here. Canada is seen as a hotbed for AI, particularly Toronto and Montreal.

(Disclosure: he works as a paid consultant here.) They're working on a product involving AI (machine-learning capabilities). They switched to the Thomson Reuters database, so they now have exposure to 190,000 Thomson Reuters terminals. Blackstone has paid $20 billion to acquire the division from TR that ALY will be interfacing with. With this product, TR increases its access to small and mid-cap companies. Big opportunity here. Canada is seen as a hotbed for AI, particularly Toronto and Montreal.

Robert McWhirter
President, Selective Asset Management
Price
$0.510
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 18, 2018

(Past Top Pick on April 26, 2017, Down 47%) Provides Cloud software to large U.S. blue-chip brokers. They make great software, but suffers from lumpiness in the size of the contracts they get. Suffers declining revenues and earnings estimates. He sold his holdings a while ago.

(Past Top Pick on April 26, 2017, Down 47%) Provides Cloud software to large U.S. blue-chip brokers. They make great software, but suffers from lumpiness in the size of the contracts they get. Suffers declining revenues and earnings estimates. He sold his holdings a while ago.

Robert McWhirter
President, Selective Asset Management
Price
$2.260
Owned
No
COMMENT
COMMENT
May 18, 2018

It's not part of his database. Earnings appear to be attractive. End of year (June 2018) is expected to earn 7 cents, expecting to grow to 9 cents in June 2019. 14x PE and 30% earnings growth. Stock is rising. Little analyst coverage on this.

It's not part of his database. Earnings appear to be attractive. End of year (June 2018) is expected to earn 7 cents, expecting to grow to 9 cents in June 2019. 14x PE and 30% earnings growth. Stock is rising. Little analyst coverage on this.

Robert McWhirter
President, Selective Asset Management
Price
$1.100
Owned
No
COMMENT
COMMENT
May 18, 2018

Tow boats use sonar to sweep ocean floors for water mines from naval warfare. A niche product which creates barriers to entry from competitors. Just approved by the U.S. Navy for some of its products. The market is finally paying attention to this.

Tow boats use sonar to sweep ocean floors for water mines from naval warfare. A niche product which creates barriers to entry from competitors. Just approved by the U.S. Navy for some of its products. The market is finally paying attention to this.

Robert McWhirter
President, Selective Asset Management
Price
$0.170
Owned
No
BUY
BUY
May 18, 2018

They have a great opportunity in Quebec where they've just secured a big contract to supply cannabis to the retail market here. There's a good chance of it being bought out. Stock is relatively cheap compared to the big 5 as this industry consolidates.

Hexo Corp (HEXO-T)
May 18, 2018

They have a great opportunity in Quebec where they've just secured a big contract to supply cannabis to the retail market here. There's a good chance of it being bought out. Stock is relatively cheap compared to the big 5 as this industry consolidates.

Robert McWhirter
President, Selective Asset Management
Price
$5.890
Owned
Unknown
TOP PICK
TOP PICK
May 18, 2018

Reporting earlier this month with YOY sales up 40%. Free cash flow grew 300% to $1.4 billion. RBC noted that on a $70 WTI, CNQ will generate $70 billion cash flow in 2019. They could buy back stock. Its cash flow will outpace the
sector's. Expect 25-45% upside with rising oil prices. (Analysts' price target $54.37)

Reporting earlier this month with YOY sales up 40%. Free cash flow grew 300% to $1.4 billion. RBC noted that on a $70 WTI, CNQ will generate $70 billion cash flow in 2019. They could buy back stock. Its cash flow will outpace the
sector's. Expect 25-45% upside with rising oil prices. (Analysts' price target $54.37)

Robert McWhirter
President, Selective Asset Management
Price
$48.160
Owned
Yes
TOP PICK
TOP PICK
May 18, 2018

Earnings up 36% based on Q1 report. PE of less than 15x compared to 20x earnings growth forecast. Has reduced its debt by 9% in the past year. They've had a major technical break-out. Sees large upside. (Analysts' price target $40.31)

Earnings up 36% based on Q1 report. PE of less than 15x compared to 20x earnings growth forecast. Has reduced its debt by 9% in the past year. They've had a major technical break-out. Sees large upside. (Analysts' price target $40.31)

Robert McWhirter
President, Selective Asset Management
Price
$38.150
Owned
No