Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 15, 2019
Their specialty is gasoline storage tanks -- fiberglass with double walls. Many of the steel tanks out there are going to have to be replaced. Earnings growth is expected around 11%. However, it is not free cash flow positive. It needs about another year to grow into its valuation.
ZCL Composites Inc.(ZCL-T)
February 15, 2019
Their specialty is gasoline storage tanks -- fiberglass with double walls. Many of the steel tanks out there are going to have to be replaced. Earnings growth is expected around 11%. However, it is not free cash flow positive. It needs about another year to grow into its valuation.
Robert McWhirter
President, Selective Asset Management
Price
$9.950
Owned
No
HOLD
HOLD
February 15, 2019
Their product is attached to diesel engines to inject various gases to increase fuel economy and reduce emissions. They announced a deal in India, where buses are looking at adopting the technology. The potential for 2000-4000 bus conversions is possible.
DynaCERT Inc(DYA-X)
February 15, 2019
Their product is attached to diesel engines to inject various gases to increase fuel economy and reduce emissions. They announced a deal in India, where buses are looking at adopting the technology. The potential for 2000-4000 bus conversions is possible.
Robert McWhirter
President, Selective Asset Management
Price
$0.345
Owned
Unknown
HOLD
HOLD
February 15, 2019
The business allows a USB device to reach into a database. Many of the clients were US military and security agencies. A recent acquisition gives them good forward prospects.
Route 1 Inc.(ROI-X)
February 15, 2019
The business allows a USB device to reach into a database. Many of the clients were US military and security agencies. A recent acquisition gives them good forward prospects.
Robert McWhirter
President, Selective Asset Management
Price
$0.075
Owned
Unknown
BUY
BUY
February 15, 2019
His family's second largest holding. They extract methane from garbage dumps and retrofit other existing extraction technologies. They are in discussions to take on Toronto's green bin business. Renewable natural gas in Canada is priced at $25 and Fortis is an aggressive buyer. Earnings expected to double by end-2019. They have a massive backlog of 3 years for take-or-pay contracts.
Xebec Adsorptions Inc(XBC-X)
February 15, 2019
His family's second largest holding. They extract methane from garbage dumps and retrofit other existing extraction technologies. They are in discussions to take on Toronto's green bin business. Renewable natural gas in Canada is priced at $25 and Fortis is an aggressive buyer. Earnings expected to double by end-2019. They have a massive backlog of 3 years for take-or-pay contracts.
Robert McWhirter
President, Selective Asset Management
Price
$1.050
Owned
Yes
DON'T BUY
DON'T BUY
February 15, 2019
Their payout ratio is 51% of cash flow -- well below his limit of 75% -- so he thinks it is relatively safe. Recent results were for earnings dropping 13% and a 28% drop for 2019. There will be better opportunities out there. Yield 4.2%.
Their payout ratio is 51% of cash flow -- well below his limit of 75% -- so he thinks it is relatively safe. Recent results were for earnings dropping 13% and a 28% drop for 2019. There will be better opportunities out there. Yield 4.2%.
Robert McWhirter
President, Selective Asset Management
Price
$5.960
Owned
No
HOLD
HOLD
February 15, 2019
There had been concerns in the semi-conductor space and the produce very sensitive temperature monitoring devices for semiconductors. They deal with the five big producers around the world. New management has led to increased orders and now cash is growing. The stock is reasonably priced, he thinks. A great company and well managed -- likely a future take over target. (Analysts’ price target is $2.25)
Photon Control(PHO-T)
February 15, 2019
There had been concerns in the semi-conductor space and the produce very sensitive temperature monitoring devices for semiconductors. They deal with the five big producers around the world. New management has led to increased orders and now cash is growing. The stock is reasonably priced, he thinks. A great company and well managed -- likely a future take over target. (Analysts’ price target is $2.25)
Robert McWhirter
President, Selective Asset Management
Price
$1.470
Owned
No
HOLD
HOLD
February 15, 2019
He has met management twice and they had their IPO in mid-December. They have looked into the use of CBD to use as an anti-inflammatory for heart patients. They are working on developing synthetic CBD. They think they could produce 1 millions grams of CBD this year. This creates a great opportunity and they have enough technology to advance their strategy. If they can sell the CBC, the company is fairly valued.
He has met management twice and they had their IPO in mid-December. They have looked into the use of CBD to use as an anti-inflammatory for heart patients. They are working on developing synthetic CBD. They think they could produce 1 millions grams of CBD this year. This creates a great opportunity and they have enough technology to advance their strategy. If they can sell the CBC, the company is fairly valued.
Robert McWhirter
President, Selective Asset Management
Price
$6.620
Owned
Unknown