Recent Opinions | StockChase

Home > Recent Opinions

Opinions Table


Signal Opinion Expert

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

This operates in the capital-intensive business of oil and gas but, because they are a royalty company, their capital intensive is extremely low. They have the lowest operating cost in the industry. Has a 6% free cash flow yield. Dividend yield of 3.9%, which he expects to be increased again next year. (Analysts’ price target is $17.75.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

2017-11-16

PAST TOP PICK
Colabor Group Inc. (GCL-T)

(A Past Top Pick Dec 2/16, Down 45%)  It was a turnaround that checked all the boxes.  It started off okay but the wheels have fallen off.  A vice chair has invested a lot of money and this gives him hope.  Q3 of this year was supposed to have been the bottom.  If they turn it around the stock could triple.

wholesale distributors
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $0.760
Owned: Yes

2017-11-16

WAIT
Gap (GPS-N)

This is a cheap retail stock. Has a pretty good franchise, but like a lot of brick-and-mortar retail, their numbers have stagnated. This is probably one of the longer-term survivors, but the general sector still seems to be under pressure.

specialty stores
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $27.480
Owned: Unknown

2017-11-16

BUY
GreenPower Motor Company Inc. (GPV-X)

They make electric busses.  They have a functioning product, they have sales and insiders are investing their own money.  VW had to pay fines due to their scandal and the money is earmarked for green transportation.

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $0.405
Owned: Yes

2017-11-16

DON'T BUY
Gluskin Sheff and Associates (GS-T)

A long-term manager of high net worth clients, who historically has done pretty well. He would avoid the stock right now. In the last year there has been a lot of infighting. The 2 founders are suing the company. Performance numbers have not been impressive. He worries what is going to happen to their asset flows, given some of the stuff that has happened.

Financial Services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.520
Owned: Unknown

2017-11-16

TOP PICK
goeasy (GSY-T)

Leasing furniture and sub-prime lending it is more economically sensitive than a bank.  They just raised a large amount of money.  Whenever they make a loan they grow their earnings.  Their loan book should grow and so should their earnings.  A very well run company and a cheap stock at 11 times earrings.  You might get a larger multiple.  (Analysts’ target: $39.00).

merchandising/lodging
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $33.230
Owned: Yes

2017-11-16

HOLD
Halliburton Co (HAL-N)

The #2 oil/gas services company globally, and the leader in US fracturing services. The stock has done nothing for a while because it is a pretty big conglomerate with a lot of debt and multiple services, with some areas still in the doldrums. Prefers some of the more pure-play companies in the US.

oil/gas field services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $41.510
Owned: Unknown

2017-11-16

COMMENT
HIVE Blockchain Technologies (HIVE-X)

He has never made such a return in such a short time.  They have done an amazing job.  They promoted the story well and did so for the right reasons.  He has seen insiders buying it and they are doing all the right things but he can’t recommend a stock that he bought at one tenth the price it is at now.  There is money to be made in this space.

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $3.760
Owned: Yes

2017-11-16

WATCH
Helius Medical Technologies (HSM-T)

They put out some numbers from their trial that the one analyst covering it who called the trial a failure.  The company doesn't agree, and there was a lot of confusion. The group getting the actual treatment showed a 75% result but the sham group had a 60% result. As It's an electrical current, they had to give the control group some electrical current otherwise they would know. The company felt that was great news as it showed that the device worked even at a lower frequency. It enhances physiotherapy for people who have motor issuws.  There is more data coming out and in a year we will know more.

Healthcare
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $3.050
Owned: Unknown

2017-11-16

BUY
Assure Holdings Corp (IOM-X)

It is a new company that supply services to surgeons.  It is undervalued.  They are profitable.  They have very high margins.  It is cheap because they have a lot of receivables.  If they hang on longer, the insurers give them more money.  If you see the receivables coming in then it will grow.

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $4.170
Owned: Unknown

2017-11-16

WATCH
Intertape Polymer Group (ITP-T)

It is a well run company.  They had a hiccup with one of their plants.  At some point the dividend will go up.  He likes the management team.

packaging/containers
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $20.600
Owned: No

2017-11-16

BUY
Global X Lithium E.T.F. (LIT-N)

(Market Call Minute.) This has had a pretty good run. The greater picture on electronic vehicles is that it is going to create a lot of demand for lithium. This would be a positive place to invest.

E.T.F.'s
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $39.570
Owned: Unknown

2017-11-16

SPECULATIVE BUY
Leitch Tech (LTV-T)

It has been around for a while.  They announced a contract with a bank.  It is interesting with a good CEO.  Demand for Cyber security is going up.  It is riskier but if you can handle it, it is interesting.

electrical/electronic
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $13.990
Owned: Unknown

2017-11-16

PAST TOP PICK
Magna Int'l. (A) (MG-T)

(A Top Pick Feb 21/17. Up 16%.) This is going to pay off more in the coming year. Earnings are going up and it has a great balance sheet. Trading at 8X next year’s earnings and 5X EV to EBITDA. It’s the 2nd biggest auto parts company globally and is really well positioned. Pays a small 2% yield that increases every year.

Automotive
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $68.050
Owned: Yes

2017-11-16

TOP PICK
Microsoft (MSFT-Q)

He likes companies that produce a lot of free cash flow, because it generates a lot of shareholder wealth. This is the world’s largest software company, and they generate increasing streams of revenue and free cash flow. Trades at about a 6% free cash flow yield. Has recently started to accelerate their business as they’ve accelerated their web business. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $83.200
Owned: Yes

2017-11-16

BUY on WEAKNESS
MTY Food Group (MTY-T)

(Market Call Minute.) This operates a number of different fast food franchises in food courts. He likes it longer-term. It has had a bit of a run and he would be a buyer on weakness.

food services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $54.710
Owned: Unknown

2017-11-16

COMMENT
Neptune Tech & Bioresource (NEPT-T)

This is undergoing a transition. They have vested the lions share of their Neptune krill oil business, and entered into partnerships with other players in that market. Has a plant in Sherbrooke which is a very good oil processor, and they want to become a leader in the marijuana oil processing market. An evolving company and he likes the story longer-term.

biotechnology/pharmaceutical
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $1.320
Owned: Yes

2017-11-16

HOLD
New Flyer Industries Inc. (NFI-T)

It was a great turnaround story.  The easy money has been made on this, though.  He feels it is fully valued.  Others in the space might be more interesting.

income trust
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $50.290
Owned: No

2017-11-16

SELL
Pengrowth Energy (PGF-T)

If you are bullish on oil this one will move more.  Don’t sell it if you think oil is going to go but otherwise you have to let it go.

oil/gas
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $1.070
Owned: Unknown

2017-11-16

BUY
Royal Dutch Shell PLC (A) (RDS.A-N)

Oil prices should grind their way higher in the next couple of years.  Shale does not produce a real return for investors so he thinks it will fade away.  The gasoline engine will take 50 years to fade away.  He owns SU-T and CNQ-T.  If you are in early you are going to make a lot of money.

integrated oils
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $61.560
Owned: No

2017-11-16

TOP PICK
Rocky Mountain Dealerships (RME-T)

They had trouble a few years ago and sorted them out.  They have a dividend as well.  The industry is solid and stable and the company has turned around, solving their problems.  He thinks there is upside to come.  (Analysts’ target: $14.00).

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $12.900
Owned: Yes

2017-11-16

PARTIAL SELL
Raytheon (RTN-N)

A very solid US defence company. Probably one of the stronger subsectors within defence. They are one of the leaders in the missile defence systems. If he had owned this for the last year, he would probably take half his position off.

electrical/electronic
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $184.270
Owned: No

2017-11-16

BUY
Shawcor Ltd. (A) (SCL-T)

The world leader and a top player in this space.  He thinks the oil industry will start to pick up again so it is a good buy here. 

oil/gas field services
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $25.450
Owned: Unknown

2017-11-16

HOLD
TheScore Inc. (SCR-X)

He is a long suffering shareholder.  They are having trouble commercializing it and getting their revenues.  It is tougher than they thought it would be.  It’s a great management team.

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $0.125
Owned: Yes

2017-11-16

HOLD
Siyata Mobile Inc (SIM-X)

An in car touch to talk radio.  It is going to cellular.  If they sign a contract with a big cellular company in the US then the stock will move.  This is the real upside on this company.

communications/media
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $0.560
Owned: Unknown

2017-11-16

WEAK BUY
Teck Resources Ltd. (B) (TECK.B-T)

Zinc prices have done well in the last couple of months.  It is a commodity to watch.  He owns a smaller operator in the north.  ZINC-T (Pinepoint mining) is his preferred way to play it.

precious metals
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $27.060
Owned: Unknown

2017-11-16

DON'T BUY
Tesla Motors Inc (TSLA-Q)

A very high profile stock. Thinks the company could go bankrupt. They are really doing things to push forward the adoption of electric vehicles, and have burned through $5 billion of capital in the last 12 months. Expects they will burn through another $5 billion in the next 1-2 years. They are going to have to do multiple capital raises. So far, the market has been willing to give boatloads of cash to them.

Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $312.500
Owned: No

2017-11-16

PAST TOP PICK
United Parcel Services (UPS-N)

(A Top Pick Feb 21/17. Up 8%.) Given the advent of e-retailing there are more package deliveries going on. Amazon has been the high profile player in e-commerce, but he would argue that the safer players would be companies like this and FedEx. Trading at 16X 2018 earnings with a 3% dividend yield that gets increased every year.

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $113.700
Owned: Yes

2017-11-16

COMMENT
Westshore Terminals Inc. (WTE-T)

A really good asset. Terminals at ports are kind of scarce assets. Long-term, they are good investable assets. This one primarily serves the coal market. With the downturn in coal there was some panic and worries they would lose a lot of business. The stock really got battered, but has had a nice rebound back.

investment companies/funds
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $24.730
Owned: Unknown

2017-11-15

N/A
A Comment -- General Comments From an Expert 

Energy. He made the decision to leverage up earlier this year and buy some oil stocks, on the belief that the macro for oil was and is continuing to improve with the continued drawdown in the oil glut. With the passage in time due to strong demand growth, compliance by OPEC and by faltering US production growth, means inventories will draw, and would normalize towards a more normal oil market. At the end of October, the OEC inventory glut fell by 60% and should continue. Oil is up on the year, and yet his fund is still down 38%, a huge disconnect between the commodity price and stocks. This is because energy has been the worst performing sector on the planet. There is an OPEC meeting on the 30th and an element of uncertainty as to whether the agreement will be extended to the end of 2018. Oil is up 2 days ago, making a two-year high. Inventories are falling at the fastest pace in history. He is hoping that in the next couple of weeks buyers will come back, recognizing the opportunities that are available.

Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $0.020
Owned: _N/A

2017-11-15

N/A
A Comment -- General Comments From an Expert 

Market. At the moment we are in an intermediate up leg, a very short-term type of correction. As a result, there is a rotation going on from more cyclical stocks into the consumer staples and utilities. There is a 90% likelihood interest rates are going to be raised in December, and typically everyone is concerned about rising rates being bad for stocks. Historically, that has not been the case. He is quite positive on stocks for the next 12 months.

Robert McWhirter

President, Selective Asset Management

Price: $0.020
Owned: _N/A

2017-11-15

COMMENT
Athabasca Oil Sands Corp (ATH-T)

A heavy oil producer, primarily in the oil sands. Their leverage to the oil price is higher than others. It’s one of the high beta names that people typically trade around, as opposed to investing in.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $1.170
Owned: No

2017-11-15

PAST TOP PICK
Birchcliff Energy Ltd. (BIR-T)

(A Top Pick Oct 7/16. Down 45%.) The only natural gas name he owns. He gets excited when sentiment gets so universally bearish, and worst-case expectations get built into the stock price. He finds this name attractive.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $5.030
Owned: Yes

2017-11-15

HOLD
Calfrac Well Services Ltd (CFW-T)

The hang-up on this is debt. That’s been restraining their ability to grow. He was optimistic that they may be able to monetize their Russian or south American operations, or even their US operations in order to pay down debt. Unless they are able to monetize their US operations, he can’t see how they will get a re-rating of the story. If you own it, he would just let it ride, as the backdrop in pressure pumping is very strong in Canada.

oil/gas field services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $5.640
Owned: No

2017-11-15

TOP PICK
C & J Energy Services (CJ-N)

A US pressure pumper with ancillary services trading at about 4.5X next year’s EBITDA. The frac market in the US is tight, and will remain tight throughout all of next year. These companies will be able to push through more price increases. A good way to gain exposure to US pressure pumpers. (Analysts’ price target is $39.)

Energy Infrastructure, Industrials & Utilities
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $29.350
Owned: Yes

2017-11-15

PAST TOP PICK
Cardinal Energy Ltd (CJ-T)

(A Top Pick Oct 7/16. Down 44%.) One of the few Canadian names he has actually added to recently. Oil is down about 1%, while this name is down 57%. Over that time period, they did an acquisition. The balance sheet has always been pretty good. Yielding 8.9%, which is sustainable.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $4.690
Owned: Yes

2017-11-15

PAST TOP PICK
Celestica Inc (CLS-T)

(A Top Pick Jan 6/17. Down 17%.) Recent earnings have been a disappointment, down 25% on Oct 25. He used a stop loss to sell the stock earlier.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $13.450
Owned: No

2017-11-15

COMMENT
Crescent Point Energy Corp (CPG-T)

You have oil generally flattish in Cdn$ terms, but because of the total apathy towards the space, there has been a selloff in a lot of names. He can see the attraction of this, because it is trading at a 5X inner pipe to cash flow using strip. It used to trade 8X or 9X. If you look at what the assets should be valued at, you basically have cash cows that is funding their user (?) basin where they are getting some pretty good results. If you blacked out the basin, well results relative to well costs looks pretty good. This is undervalued relative to where oil is. Due to the management discount on it, he struggles to see how it would outperform long-term. 

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $9.630
Owned: Unknown

2017-11-15

DON'T BUY
Crew Energy Inc. (CR-T)

Not one of his favourite ways to gain exposure to gas. They have slightly higher average than their peer group to ECO pricing. You are basically getting no production for the next year because they shelved one of their main infrastructure projects.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $3.980
Owned: No

2017-11-15

PAST TOP PICK
Capstone Mining Corp. (CS-T)

(A Top Pick Jan 6/17. Up 4%.) Still quite positive on base metals, including zinc and copper. Now people are chatting up copper and saying that if car sales hit the number that the electric car makers are suggesting, then copper would be in short supply.

precious metals
Robert McWhirter

President, Selective Asset Management

Price: $1.380
Owned: No

2017-11-15

COMMENT
Chartwell Seniors Housing (CSH.UN-T)

Runs a variety of retirement homes and long-term care facilities in Canada. Ranks 258 out of 700 stocks. Analysts are bumping up their numbers, but he doesn’t think the stock is inexpensive at this point. Free cash flow is negative at -3.3%. There are other investment income companies he would prefer.

property mngmnt/investment
Robert McWhirter

President, Selective Asset Management

Price: $15.680
Owned: Unknown

2017-11-15

COMMENT
DynaCERT Inc (DYA-X)

Takes oxygen and hydrogen and inserts it into intake systems, particularly of large diesel engines. They’re also working on an application for smaller engines. This increases fuel economy but, most importantly, reduces particulate emissions dramatically. They are currently testing a 2nd application, on refrigerated engines on tractor-trailer units. Initial tests have been quite positive and the Company they’re working with has given them a completely different unit to verify results. If results come out as expected, that would be something quite positive. He thinks this will be a great opportunity.

machinery
Robert McWhirter

President, Selective Asset Management

Price: $0.540
Owned: Unknown

2017-11-15

DON'T BUY
Enbridge (ENB-T)

There’ve been negative estimate revisions recently. Ranks 210 out of 700 stocks. Sales were down 39% year-over-year, when they reported on Nov 2. Earnings were down 22%, and estimates have been shaved by 3%. PE is 18X for 2018. Thinks you can find other stocks with rising earnings and free cash flow giving you a better return.

oil/gas pipelines
Robert McWhirter

President, Selective Asset Management

Price: $44.060
Owned: No

2017-11-15

BUY
Flyht Aerospace Solutions (FLY-X)

Recently traded at $2.50, earnings were a disappointment, so it drifted down to about $1.95. They continue being in tests with Boeing (BA-N) and a courier company. Also working with one of the satellite companies. They offer a black box installed in planes for 1) communication and 2) to keep track of where the plane is. There are new regulations coming that says you have to know where a plane is. Believes this is a time to buy.

Transportation
Robert McWhirter

President, Selective Asset Management

Price: $1.940
Owned: Unknown

2017-11-15

PAST TOP PICK
Canyon Services Group (FRC-T (Dead))

(A Top Pick Oct 7/16. Up 19%.) This was acquired by Trican.

oil/gas field services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $6.660
Owned: No

2017-11-15

COMMENT
BSM Technologies (GPS-T)

Uses their GPS system to figure out where trains are, and to more accurately schedule trains and service vehicles for people working on the rails. Reported on Aug 14 and earnings were down 10%. That was against a 32% increase in sales. In the coming quarter, earnings are expected to be down 75% year-over-year. Great technology. He is still waiting for the traction that is expected.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $1.240
Owned: No

2017-11-15

DON'T BUY
Granite Oil Corp (GXO-T)

Hasn’t followed this super closely due to the market cap concern. He is surprised at how quickly production is falling off. Their priority now is to try and pay the dividend and pay down debt as a consequence. He wouldn’t be devoting capital towards this.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $3.030
Owned: No

2017-11-15

SELL
Husky Energy (HSE-T)

Sell? The consensus is $17.50, an 8% upside, versus a large cap peer average of 15%. He doesn’t know what is exciting on the story, and would Sell and move on.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $15.880
Owned: No

2017-11-15

COMMENT
Hardwoods Distribution (HWD-T)

Latest results were a disappointment, and the stock sold off. Analysts have said the 9% increase in earnings, even though sales went down 4%, is something not to get worked up about. Because of the higher ranking and what the analysts have said, he thinks this will do quite well.

merchandising/lodging
Robert McWhirter

President, Selective Asset Management

Price: $19.220
Owned: No

2017-11-15

COMMENT
Kelt Exploration (KEL-T)

Has a management team he can’t speak highly enough about. They’ve created a tremendous amount of value. There is not a great enough rate of change to be able to justify it on a cash flow basis, you have to take more of an asset approach. They are still in the learning curve of delineating their acreage. Well results this year have been very good. Due to where they are drilling, they are getting more liquids and less natural gas. However, you are paying a bit of a premium relative to some of their peers. He finds other names a little more attractive.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $7.050
Owned: No

2017-11-15

BUY on WEAKNESS
Leonovus Inc (LTV-X)

They make distributed storage. Recently announced a deal with National Bank (NA-T). If National Bank has a number of PCs behind their own firewall, they can use this. Once those are filled up to a reasonable level, they can use extra storage outside of the firewall and into the cloud. It has moved significantly from $.05 to a high of $.16, and is now trading at $.47, as they did a financing of $.50 recently. They introduced blockchain to their technology, so have a very good method of fracturing data. Blockchain allows them transparency and move lots of data quickly, as well as tracing where it went and where it came from. Has raised some money so are now aggressively continuing to build out R&D. By the end of March, they should have a product out there. He would guess this would be an Accumulate in the $.40 range.

Robert McWhirter

President, Selective Asset Management

Price: $0.510
Owned: Yes

2017-11-15

PAST TOP PICK
Magna Int'l. (A) (MG-T)

(A Top Pick Jan 6/17. Up 15%.) They’ve said that regardless of whether it is internal combustion or an electric motor, they will quite happily end up doing well. Thinks it still has a bright future.

Automotive
Robert McWhirter

President, Selective Asset Management

Price: $67.610
Owned: Yes

2017-11-15

TOP PICK
Metro Inc (A) (MRU-T)

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield of 1.6%. (Analysts’ price target is $46.)

food stores
Robert McWhirter

President, Selective Asset Management

Price: $41.550
Owned: Yes

2017-11-15

COMMENT
Memex Inc. (OEE-X)

A great product with a huge payback, but despite being champions with various customers where it has been installed, it seems customers are still dragging their heels, partly because of tax legislation in the US.

Robert McWhirter

President, Selective Asset Management

Price: $0.150
Owned: Unknown

2017-11-15

COMMENT
Precision Drilling (PD-T)

Very bullish on the surface sector in general, but less so towards drillers. Trends over the past couple of years have been getting more efficient. While it’s benefited the pressure pumpers, it works against the drillers because it is taking fewer days to drill a well. Overall demand for rigs has been falling. There is still too much equipment available. 

oil/gas field services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $3.510
Owned: No

2017-11-15

COMMENT
Patient Home Monitoring (PHM-X)

Ranks 135 out of 700 stocks. Overall numbers seem reasonable. The latest earnings were slightly negative at -2.4%. Earnings estimates are expected to be $.03, but it is only covered by one analyst. Seems to be expensive.

other services
Robert McWhirter

President, Selective Asset Management

Price: $0.285
Owned: No

2017-11-15

COMMENT
Photon Control (PHO-X)

Their specialty is extremely precise temperature measurement when making semiconductor chips. They deal with 5 big guys in the world, and have now got new management. Cleaned up their capital structure. Have clients asking for designed-in operations. Trading at $1.66 and earnings are expected to be $.11 this year, so the stock is trading at roughly 16X earnings. That compares favourably, because earnings last year were $.05. They produce a very large amount of free cash flow. There are still great opportunities in semiconductors, particularly when looking at the Internet of Things. This appears to be cheap. Looks like it has clear sailing.

electrical/electronic
Robert McWhirter

President, Selective Asset Management

Price: $1.650
Owned: No

2017-11-15

COMMENT
Questor Technology (QST-X)

Has a very interesting technology. When drilling for oil and gas, you typically find either gas or sour gas, which is effectively sulphur. There are wells in downtown Calgary which have so much sulphur that, if it escapes, will knock over both livestock and people. Their system is extremely precise so no matter what you throw at it, it will burn it up. The competition has to add additional natural gas to try and maintain it, and if the flow rate changes, it causes all kinds of problems. Ranks 14 out of 700 stocks in his database. Earnings have turned around. In addition, they’re working on a product that will reclaim some of the heat which will reduce energy costs. He likes this stock.

oil/gas field services
Robert McWhirter

President, Selective Asset Management

Price: $2.350
Owned: Unknown

2017-11-15

TOP PICK
Rocky Mountain Dealerships (RME-T)

Basically sells and leases agricultural and industrial equipment, particularly in Western Canada. Their next report will be March 2018, and earnings are expected to grow by 69%. 3.7% yield and 35% payout. Dividend yield of 3.7%. (Analysts’ price target is $14.)

Robert McWhirter

President, Selective Asset Management

Price: $12.400
Owned: No

2017-11-15

TOP PICK
Russel Metals (RUS-T)

The company’s energy side is getting traction. Earnings are expected on Feb 15 and expected to more than triple. Free cash flow grew 108%. 5.7% dividend yield. (Analysts’ price target is $32.38.)

steel
Robert McWhirter

President, Selective Asset Management

Price: $28.010
Owned: Yes

Showing 121 to 180 of 170,546 entries
<< < 1 2 3 4 5 > >>
 
Successfully Saved Company