Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 28, 2018
This company focuses on natural gas incinerator technology -- making it a very good fit for a tight US regulatory environment. EPS is expected to $0.48 in 2019 -- double the 2018 rate. This would make a 6 times PE multiple -- very cheap. They are working on portable units which will make them even more efficient. They are working on taking the heat from the natural gas to vaporize water to generate electricity adding to further efficiency. They are entering the sweet spot for their business he thinks.
Questor Technology(QST-X)
December 28, 2018
This company focuses on natural gas incinerator technology -- making it a very good fit for a tight US regulatory environment. EPS is expected to $0.48 in 2019 -- double the 2018 rate. This would make a 6 times PE multiple -- very cheap. They are working on portable units which will make them even more efficient. They are working on taking the heat from the natural gas to vaporize water to generate electricity adding to further efficiency. They are entering the sweet spot for their business he thinks.
Robert McWhirter
President, Selective Asset Management
Price
$3.120
Owned
Unknown
DON'T BUY
DON'T BUY
December 28, 2018
He thinks financials are facing challenged with rising interest rates. There has been a recent bearish technical analysis, making him overall cautious on the stock. He would not be a buyer at this time.
Manulife Financial(MFC-T)
December 28, 2018
He thinks financials are facing challenged with rising interest rates. There has been a recent bearish technical analysis, making him overall cautious on the stock. He would not be a buyer at this time.
Robert McWhirter
President, Selective Asset Management
Price
$19.110
Owned
No
DON'T BUY
DON'T BUY
December 28, 2018
Overall the health care sector is a good one. EPS are expected to be $0.01 in 2019 -- making the company basically break-even. They also provide bulk purchases in a pharmacy setting with a technology application for each customer. They plan to expand into Quebec. It is not a stock to be buying just yet.
Centric Health(CHH-T)
December 28, 2018
Overall the health care sector is a good one. EPS are expected to be $0.01 in 2019 -- making the company basically break-even. They also provide bulk purchases in a pharmacy setting with a technology application for each customer. They plan to expand into Quebec. It is not a stock to be buying just yet.
Robert McWhirter
President, Selective Asset Management
Price
$0.290
Owned
No
BUY
BUY
December 28, 2018
The stock ranks high in his system. The challenge is that cash flow growth is slowing making him cautious. The ROE remains near 19%. Overall he thinks it will do well and would buy it now with a 7% trailing stop loss.
The stock ranks high in his system. The challenge is that cash flow growth is slowing making him cautious. The ROE remains near 19%. Overall he thinks it will do well and would buy it now with a 7% trailing stop loss.
Robert McWhirter
President, Selective Asset Management
Price
$41.250
Owned
Unknown
HOLD
HOLD
December 28, 2018
There is no yield, so it falls outside his ranking system. Overall growth in earnings is basically flat. The PE ratio is only 5 times so he feels the market is somewhat skeptical.
There is no yield, so it falls outside his ranking system. Overall growth in earnings is basically flat. The PE ratio is only 5 times so he feels the market is somewhat skeptical.
Robert McWhirter
President, Selective Asset Management
Price
$18.790
Owned
No
DON'T BUY
DON'T BUY
December 28, 2018
The dividend payout ratio 46% of trailing cash flows. Sales growth was up 57%. Earnings growth have been reduced lately. The PE ratio of 16 times is reasonable and the company is cash flow positive. He thinks the dividend is safe, but the slow down in earnings growth would keep him from buying this. Yield is near 10%.
Vermilion Energy Inc(VET-T)
December 28, 2018
The dividend payout ratio 46% of trailing cash flows. Sales growth was up 57%. Earnings growth have been reduced lately. The PE ratio of 16 times is reasonable and the company is cash flow positive. He thinks the dividend is safe, but the slow down in earnings growth would keep him from buying this. Yield is near 10%.
Robert McWhirter
President, Selective Asset Management
Price
$27.990
Owned
No
DON'T BUY
DON'T BUY
December 28, 2018
The concern is with recent earnings which recently reported a decline of 10%. The payout ratio is only 65% and dividend growth has been increasing. He does not own at this point, due to it trading below a significant moving average. The ROE around 8% is too low for him.
Transalta Renewables(RNW-T)
December 28, 2018
The concern is with recent earnings which recently reported a decline of 10%. The payout ratio is only 65% and dividend growth has been increasing. He does not own at this point, due to it trading below a significant moving average. The ROE around 8% is too low for him.
Robert McWhirter
President, Selective Asset Management
Price
$10.310
Owned
No