Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 11, 2018

The key is their ability to take a bag of plasma and extract a bunch of proteins.  They can sell as much as they can produce.  The market is concerned about their spending in R&D.  It appears to be a long way away from payday.

The key is their ability to take a bag of plasma and extract a bunch of proteins.  They can sell as much as they can produce.  The market is concerned about their spending in R&D.  It appears to be a long way away from payday.

Robert McWhirter
President, Selective Asset Management
Price
$0.460
Owned
Unknown
WEAK BUY
WEAK BUY
October 11, 2018

The trailing PE is 68 times.  Earnings are forecast to grow by 50% next year.  It has a reasonable yield.  50% payout.  If the price of oil stays up it should do okay but there is great debate.

The trailing PE is 68 times.  Earnings are forecast to grow by 50% next year.  It has a reasonable yield.  50% payout.  If the price of oil stays up it should do okay but there is great debate.

Robert McWhirter
President, Selective Asset Management
Price
$39.900
Owned
No
WATCH
WATCH
October 11, 2018

He believes they are up to some interesting things.  They make hard to make crystals for core scanners.  There is a backlog of demand from clients.  He thinks there is a good opportunity but the company does not disclose their backlog.

Zecotek Photonics (ZMS-X)
October 11, 2018

He believes they are up to some interesting things.  They make hard to make crystals for core scanners.  There is a backlog of demand from clients.  He thinks there is a good opportunity but the company does not disclose their backlog.

Robert McWhirter
President, Selective Asset Management
Price
$0.140
Owned
No
DON'T BUY
DON'T BUY
October 11, 2018

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

Metro Inc (A) (MRU-T)
October 11, 2018

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

Robert McWhirter
President, Selective Asset Management
Price
$39.250
Owned
Unknown
DON'T BUY
DON'T BUY
October 11, 2018

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

Loblaw Companies Ltd (L-T)
October 11, 2018

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

Robert McWhirter
President, Selective Asset Management
Price
$62.670
Owned
Unknown
DON'T BUY
DON'T BUY
October 11, 2018

It is within about 5% of setting a new low.  It appears to be the poorest ranked stock in his model.  They had problems in the Caribbean. 

It is within about 5% of setting a new low.  It appears to be the poorest ranked stock in his model.  They had problems in the Caribbean. 

Robert McWhirter
President, Selective Asset Management
Price
$71.990
Owned
No
WAIT
WAIT
October 11, 2018

ALA-T vs. ARX-T.  ALA-T is going through a reorganization.  It complicates his model.  The trailing PE is 19 times and it is cash flow positive.  The yield is very high at 10.2% with payout at 60%.  The ROE is okay at 6%.  He would wait until the financing of the spin out is complete and the market should be more comfortable.  He does not follow ARX-T.

Altagas Ltd (ALA-T)
October 11, 2018

ALA-T vs. ARX-T.  ALA-T is going through a reorganization.  It complicates his model.  The trailing PE is 19 times and it is cash flow positive.  The yield is very high at 10.2% with payout at 60%.  The ROE is okay at 6%.  He would wait until the financing of the spin out is complete and the market should be more comfortable.  He does not follow ARX-T.

Robert McWhirter
President, Selective Asset Management
Price
$20.990
Owned
Unknown