Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
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.

Arc Resources Ltd (ARX-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
$13.880
Owned
Unknown
WEAK BUY
WEAK BUY
October 11, 2018

It is a company that invests in cannabis opportunities. The most recent is in Australia where it is one of the few companies that is licensed there. They also announced a deal in Jamaica where production is coming on line. It is a reasonably diverse way to participate in the space, but he thinks there are better opportunities in the near term.

LGC Capital Ltd. (LG-X)
October 11, 2018

It is a company that invests in cannabis opportunities. The most recent is in Australia where it is one of the few companies that is licensed there. They also announced a deal in Jamaica where production is coming on line. It is a reasonably diverse way to participate in the space, but he thinks there are better opportunities in the near term.

Robert McWhirter
President, Selective Asset Management
Price
$0.175
Owned
Unknown
TOP PICK
TOP PICK
October 11, 2018

There is great value in the company. Earnings are expected to grow 33% in 2019 and 25% in 2020. They announced an agreement to sell their contract mining business. They should be in a net cash positive position afterwards. It is a buying opportunity. (Analysts’ target: $20.50).

Aecon Group Inc (ARE-T)
October 11, 2018

There is great value in the company. Earnings are expected to grow 33% in 2019 and 25% in 2020. They announced an agreement to sell their contract mining business. They should be in a net cash positive position afterwards. It is a buying opportunity. (Analysts’ target: $20.50).

Robert McWhirter
President, Selective Asset Management
Price
$16.170
Owned
Yes
TOP PICK
TOP PICK
October 11, 2018

Small cap company in the green space. Their sales grew 62% year over year. They expect 2018 will increase by 50-70%. Renewable gas to energy opportunities are ahead of them. The order backlog has grown 6 fold in the last year. It is a thinly traded stock.

Small cap company in the green space. Their sales grew 62% year over year. They expect 2018 will increase by 50-70%. Renewable gas to energy opportunities are ahead of them. The order backlog has grown 6 fold in the last year. It is a thinly traded stock.

Robert McWhirter
President, Selective Asset Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
October 11, 2018

[The guest could not make any comment about this selection as a top pick due to time constraints].

[The guest could not make any comment about this selection as a top pick due to time constraints].

Robert McWhirter
President, Selective Asset Management
Price
$264.970
Owned
Yes
TOP PICK
TOP PICK
October 11, 2018

Mainly in property management. Likes that they're capital-light and low capex. Can generate enough cash flow to grow. Acquire a lot of smaller companies in their sector. 25x forward earnings so not cheap, but they execute well. Managers own 20% of shares. (0.7% dividend, Analysts' price target: $108.49)

Firstservice Corp (FSV-T)
October 11, 2018

Mainly in property management. Likes that they're capital-light and low capex. Can generate enough cash flow to grow. Acquire a lot of smaller companies in their sector. 25x forward earnings so not cheap, but they execute well. Managers own 20% of shares. (0.7% dividend, Analysts' price target: $108.49)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$102.630
Owned
Yes
TOP PICK
TOP PICK
October 11, 2018

There's limited competition for them yet sustainable demand. Crude by rail helps given the lack of pipelines. Well-run with an extensive rail network. (1.7% dividend, Analysts' price target: $120.07)

There's limited competition for them yet sustainable demand. Crude by rail helps given the lack of pipelines. Well-run with an extensive rail network. (1.7% dividend, Analysts' price target: $120.07)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$109.770
Owned
Yes