Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 24, 2018

The dividend is 10%, and the payout is 84% of trailing cash flow. He prefers to buy stocks that pay less than 75% of their cash flow. Earnings grew significantly last quarter, but estimated earnings decline this year and grow modestly next year. There is an extremely wide spread of earnings estimates, making valuation of the company more challenging. He thinks there are better risk-adjusted returns in other stocks. He thinks it is likely that the dividend will be maintained, but at an 84% payout ratio, there is a risk that it will not be maintained and reduction of the dividend would cause a drop in the price of the stock.

Alaris Royalty (AD-T)
July 24, 2018

The dividend is 10%, and the payout is 84% of trailing cash flow. He prefers to buy stocks that pay less than 75% of their cash flow. Earnings grew significantly last quarter, but estimated earnings decline this year and grow modestly next year. There is an extremely wide spread of earnings estimates, making valuation of the company more challenging. He thinks there are better risk-adjusted returns in other stocks. He thinks it is likely that the dividend will be maintained, but at an 84% payout ratio, there is a risk that it will not be maintained and reduction of the dividend would cause a drop in the price of the stock.

Robert McWhirter
President, Selective Asset Management
Price
$17.070
Owned
No
PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back.

Cogeco Cable (CCA-T)
July 24, 2018

(A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back.

Robert McWhirter
President, Selective Asset Management
Price
$71.760
Owned
No
PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.

(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.

Robert McWhirter
President, Selective Asset Management
Price
$99.260
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Top Pick July 14, 2017. Up 35%). He sees ongoing opportunity for this infrastructure company, with new technology that can help in maintenance and expansion of roads and bridges.

(A Top Pick July 14, 2017. Up 35%). He sees ongoing opportunity for this infrastructure company, with new technology that can help in maintenance and expansion of roads and bridges.

Robert McWhirter
President, Selective Asset Management
Price
$67.540
Owned
Yes
DON'T BUY
DON'T BUY
July 24, 2018

The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)

TheScore Inc. (SCR-X)
July 24, 2018

The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)

Robert McWhirter
President, Selective Asset Management
Price
$0.360
Owned
No
DON'T BUY
DON'T BUY
July 24, 2018

GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.

GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.

Robert McWhirter
President, Selective Asset Management
Price
$8.540
Owned
No
BUY
BUY
July 24, 2018

Provides breathing masks and other respiratory support services. He expects significant growth and sees it as reasonably priced relative to projected earnings.

Provides breathing masks and other respiratory support services. He expects significant growth and sees it as reasonably priced relative to projected earnings.

Robert McWhirter
President, Selective Asset Management
Price
$4.530
Owned
No