stockchase picture

Compiling comments that experts make about stocks while on public TV.

Expert Index

List by First Name

List by Last Name

Robert McWhirter , President

Selective Asset Management


Date Signal Chart Symbol Company Opinion Price
2014-01-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Has been cautious because markets have advanced significantly, about 2 years without a 10% correction, which is unusual. There is usually one 10% correction per year so we are overdue. There is a lot of uncertainty with regard to tapering that is going on, as well as emerging-market currencies impact. On a technical analyst perspective, the original pain point was $1706 on the S&P 500 and we crossed that in the last couple of days. Now where to from here? The next level is down about 3% followed by a 52 week moving average down about 6%. He thinks there will be very positive surprises in the market overall but investors should be very selective.


Price:
$0.020
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
_N/A
2014-01-31 BUY Must be logged in to use chart CSU-T Constellation Software Inc.

Stock has more than doubled over the last year. Their whole purpose in life is to basically acquire companies and take the free cash flow, ploughing it back into other companies. Free cash flow yield is 2%, which is a B minus compared to the whole database. Year-over-year earnings growth was up 32% in October. Estimates have risen by 5% over the last 90 days. Earnings are expected to grow by 27% this year, so the PE of 19X against that, gives you a .7 PE to growth ratio. Generally speaking, a PEG of less than 1 is considered attractive.


Price:
$238.000
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-31 COMMENT Must be logged in to use chart DSG-T Descartes

He shows an earnings estimate of $0.87 for the Jan 2015 year end. This gives a 17.5 PE with a crisp earnings forecasts of $0.59 growing to 87%. Market has great confidence that the 15% growth in EBITDA will continue. A free cash flow positive company at just under 4%, so that even though the stock looks pricey, 80% of their revenue comes from recurring revenue. It is an extremely sticky product for the customer base in the transportation space. As a result, you will see some very high enterprise value to EBITDA of 15 to 18 times on companies like this. Likes the company. Ranks in the top 5% of his database.


Price:
$16.010
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-01-31 PAST TOP PICK Must be logged in to use chart DTX-T DeeThree Exploration

(A Top Pick Nov 2/12. Up 34.5%.) Still very positive on the company. They know how to find oil in locations where others have struggled. Payback on new wells has been quite significant. Earnings are expected growth from $0.35 in 2000 to $0.68. This is against the PE of 13.4 times.


Price:
$9.250
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-01-31 DON'T BUY Must be logged in to use chart DWI-T DragonWave Inc.

Their specialty is wireless backhaul using microwave. This company has had lots of opportunity, but unfortunately the earnings haven’t shown up. Stock has rebounded a little. Ranks in the bottom 1% of his database of about 730 stocks. Analysts continue to revise estimates downwards. Estimates for the February/15 year end is for a loss of $.31. There are better risk-adjusted returns elsewhere.


Price:
$1.720
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-31 PARTIAL SELL Must be logged in to use chart ESL-T Enghouse Systems

This is a quiet, sort of an “under the radar” type of company in spite of the fact that it has a large $840 million market cap. Ranks #7 in his database because they basically acquire companies and know how to make money. PE of 29X. Earnings are expected to grow by 21% so the PE to growth is basically 1.4 times. Free cash flow of about 4%. If you own, consider trimming back. If you don’t own, wait for a lower price.


Price:
$33.705
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-31 TOP PICK Must be logged in to use chart FLY-X Flyht Aerospace Solutions

This is a “real-time” black box for the airline industry. The US FAA has approved the use of a satellite system that can carry voice and data. On January 22, they announced “all deliverables agreed to” have been delivered on time.


Price:
$0.540
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 COMMENT Must be logged in to use chart GXI-T Guestlogix

Whether you are on a plane or train, this company allows you to buy stuff. This has been long on promise and short on delivery but this has changed because of new management. Have now broadened out beyond food. Margins on airlines are extremely skinny so they are looking for opportunities to make additional money. Thinks there are very good long-term growth opportunities. Expected to earn $0.10 in 2014 which gives you a 14X PE and earnings growth could be significant.


Price:
$1.390
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-01-31 TOP PICK Must be logged in to use chart NRG-T Alter Nrg Corp.

A “waste to energy” company. They take 1000 tons a day of municipal waste in the UK and convert it into electricity for 50,000 homes. Plant is expected to start coming on line in March. A US analyst suggests this project would have an 18% unlevered return on investments. Have announced construction of a 2nd $400 million plant next door. Also, just announced an area in a new market, an incinerator that will take ash from “nasty burning” stuff and turn it into a glass like slag that can be put into a regular garbage or into construction, etc. Can see this going to $1.30 and then potentially much higher from there.


Price:
$0.870
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 BUY Must be logged in to use chart PLI-T Prometic Life Sciences Inc.

Up 30% year to date. Believes there is still a lot of upside left. Feels there is good opportunity for them, particularly in the 2nd half of 2014 when you should see a lot of things start to happen and particularly 2015 when you actually see production potentially occurring in China.


Price:
$1.240
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-01-31 BUY Must be logged in to use chart PUR-T Pure Technologies Ltd

Has expertise both in water as well as in oil pipelines and has seen a dramatic pick up in their oil pipeline business. Investors might like to get involved in this because of new contracts they just announced. With the aging infrastructure of water pipelines around North America, this company allows municipalities to save a ton of money.


Price:
$7.220
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 PAST TOP PICK Must be logged in to use chart RDL-T Redline Communications

(A Top Pick Nov 2/12. Down 47.82%.) There were potential acquisitions but new management decided to focus on what they were doing really well. Sold his holdings at about $5.32. Still owns a very tiny position. Have a number of tests under pilot for existing roll outs, which he thinks will start to appear in 3rd and 4th quarters this year. Chopped expenses dramatically, so expects they will be earnings and cash flow breakeven in the 1st and 2nd quarter of this year. Has some interesting technology.


Price:
$2.960
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 COMMENT Must be logged in to use chart ROI-X Route 1 Inc.

Great technology. The US government uses it. It’s a recurring revenue model. They need to add more subscribers. Every subscriber that they add basically falls to the bottom line. Thinks there are opportunities for them in Europe on the banking side. Unfortunately you have to see subscriber growth and as yet they have not landed the big contracts that everyone has been waiting for.


Price:
$0.055
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2014-01-31 COMMENT Must be logged in to use chart SVC-T Sandvine Corp.

A science experiment that is finally getting traction. They do deep packet inspections as to what is happening on a network to improve quality of service. Stock ranks in the top 1% of the database. Earnings on January 9 are up 28% and the next quarter is supposed to be up 34%. Free cash flow positive with a 4% free cash flow yield. PE forecast for 2014 is about 17X against a reasonable growth rate of 37%, which gives you a PE to growth of .5. Great Outlook for the coming 12 months.


Price:
$3.080
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2014-01-31 BUY on WEAKNESS Must be logged in to use chart SY-X Symbility Solutions

Has a product that ties together contractors and insurance companies. Helps the contractors do estimates. Recently fell from $0.40 down to $0.30 because a large US customer is moving their business to someone else. Thinks this is temporary. Very active in both the UK and the US. Would prefer to get it cheaper.


Price:
$0.320
Subject:
CANADIAN TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 1,482 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.