Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Mar 21/18, Down 8%) The world's largest producer of particle board. There has been a slow down in US housing. He has not seen a real bottom in lumber fundamentals yet. He sold it in June for a 3% loss.
Norbord Inc(OSB-T)
February 15, 2019
(A Top Pick Mar 21/18, Down 8%) The world's largest producer of particle board. There has been a slow down in US housing. He has not seen a real bottom in lumber fundamentals yet. He sold it in June for a 3% loss.
Robert McWhirter
President, Selective Asset Management
Price
$37.820
Owned
No
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Mar 21/18, Down 7%) He thinks it will continue to grow through acquisition. It is a potential buy again. The payout ratio is 35%. Yield 7.5%
Exchange Income(EIF-T)
February 15, 2019
(A Top Pick Mar 21/18, Down 7%) He thinks it will continue to grow through acquisition. It is a potential buy again. The payout ratio is 35%. Yield 7.5%
Robert McWhirter
President, Selective Asset Management
Price
$29.340
Owned
No
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Mar 21/18, Down 1%) It produces a fuel octane booster. He sold out on a gain of 9.5%. It does not rank as high today as sales are increasing but earnings are falling. Not a candidate for purchase today.
Methanex Corp(MX-T)
February 15, 2019
(A Top Pick Mar 21/18, Down 1%) It produces a fuel octane booster. He sold out on a gain of 9.5%. It does not rank as high today as sales are increasing but earnings are falling. Not a candidate for purchase today.
Robert McWhirter
President, Selective Asset Management
Price
$75.900
Owned
No
HOLD
HOLD
February 15, 2019
Their payout ratio is 65%, which he thinks is sustainable. Sales were down 3% and forward earnings are expected up 4% in 2019. They are producing free cash flow. Yield 8.63% (Analysts’ price target is $21.07)
Alaris Royalty(AD-T)
February 15, 2019
Their payout ratio is 65%, which he thinks is sustainable. Sales were down 3% and forward earnings are expected up 4% in 2019. They are producing free cash flow. Yield 8.63% (Analysts’ price target is $21.07)
Robert McWhirter
President, Selective Asset Management
Price
$19.370
Owned
No
WATCH
WATCH
February 15, 2019
He spoke recently with the CEO. Their technology expanded to find drugs, explosives, and devices can measure items in parts per trillion. This could be used at airport security, for example. He thinks it is too expensive right now and forecasts for 2020 earnings are suggesting a 20 times multiple. Interesting technology, but he is still waiting for real orders to justify the valuation.
He spoke recently with the CEO. Their technology expanded to find drugs, explosives, and devices can measure items in parts per trillion. This could be used at airport security, for example. He thinks it is too expensive right now and forecasts for 2020 earnings are suggesting a 20 times multiple. Interesting technology, but he is still waiting for real orders to justify the valuation.
Robert McWhirter
President, Selective Asset Management
Price
$2.240
Owned
No
BUY
BUY
February 15, 2019
They are internet phone protocol specialists. They have a 40 times PE, but the 2020 PE is estimated at 12 times. Technically it recently broke through resistance near $12. Great technology and cheap stock and he thinks it is getting traction.
They are internet phone protocol specialists. They have a 40 times PE, but the 2020 PE is estimated at 12 times. Technically it recently broke through resistance near $12. Great technology and cheap stock and he thinks it is getting traction.
Robert McWhirter
President, Selective Asset Management
Price
$1.730
Owned
No
HOLD
HOLD
February 15, 2019
They use sonar technology to find sub-surface mines and have technology for low level battery technology. Earnings are expected to be a 11 PE in 2020. Interesting technology and good opportunity going forward.
Kraken Robotics Inc.(PNG-X)
February 15, 2019
They use sonar technology to find sub-surface mines and have technology for low level battery technology. Earnings are expected to be a 11 PE in 2020. Interesting technology and good opportunity going forward.
Robert McWhirter
President, Selective Asset Management
Price
$0.660
Owned
Unknown