Viewing Expert Robert McWhirter | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Robert McWhirter , President

Selective Asset Management


Date Signal Chart Symbol Company Opinion Price
2017-01-06 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. We are coming out of a 3-year period where bonds have outperformed stocks. It now looks like we are coming out the other side, which raises the question, are we going to hit 20,000 on the Dow. In the very short term the answer is yes. He is expecting a bit of a correction in the 1st quarter, but once that is behind us, it is onwards and upwards. You will have an opportunity to sell bonds over the next 2 months as the prices move back up and yields come down a bit. Take the cash and put it into equities, because he thinks there is lots more legroom and upside on equities over the next 2 years.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
_N/A
2017-01-06 COMMENT Must be logged in to use chart AD-T Alaris Royalty

Consensus earnings estimate for 2017 is $1.68, which compares to 2016 estimates of $1.61. The 6.7% dividend yield is the big question. Can it be maintained? The payout on 4 quarters of trailing cash flow is 75%. His rule of thumb is, if it pays out more than 100%, it is not sustainable. Cash flow estimate is from $1.75 in 2016, growing to $2 in 2017, a 10% increase. There is a concern that rising interest rates will affect them, but in his view, they have a greater opportunity to end up increasing their business, compared to someone who has a stable portfolio of either apartments or commercial rental properties. There are other income opportunities he would prefer.


Price:
$23.870
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 PAST TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

(A Top Pick Oct 16/15. Down 2.43%.) It looks like they are back on track as far as making money. In the near term, the next couple of quarters won’t be great, but looking out over the next 1-1.5 years, it should be interesting.


Price:
$13.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 PAST TOP PICK Must be logged in to use chart CAE-T CAE Inc

(A Top Pick Oct 16/15. Up 33.58%.) Airlines are facing a very big problem in that a whole bunch of commercial pilots are going to be retiring in the next 10 years. This company is also makes money on the military side. This is still a good opportunity.


Price:
$18.570
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Yes
2017-01-06 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

High Liner (HLF-T) or Clearwater (CLR-T)? Both stocks have had about a 22%-25% haircut in the last 90 days. Both are free cash flow generators, 8.2% for this one and 6.1% for High Liner. This has $55 million of free cash, about 50% more in absolute dollars versus High Liner. Analysts are more optimistic on earnings estimates. The big difference in the coming year, is on the ROE, where it is forecasted to be 32% for this company. In comparison, this one appears to be better value with better growth prospects.


Price:
$10.480
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2017-01-06 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)


Price:
$16.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 TOP PICK Must be logged in to use chart CS-T Capstone Mining Corp.

This has just become free cash flow positive. Cash flow grew by $.21 on a year-over-year basis and is now basically breakeven. They have $158 million in cash on hand, 32% of their market cap, so their ability to service their debt from free cash flow looks pretty good. Trading at 6.7X enterprise value to EBITDA, 4th quarter trailing. (Analysts’ price target is $1.36.)


Price:
$1.330
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 COMMENT Must be logged in to use chart DIR.UN-T Dream Industrial REIT

7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3rd of his database. Prefers others. Dividend yield of 8%+.


Price:
$8.420
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2017-01-06 COMMENT Must be logged in to use chart EIF-T Exchange Income

A growth by acquisition company, engaged in aviation manufacturing. They have some scheduled chartered airline services. The company has done extremely well. Ranks 63 in his database, roughly the top 10%. Earnings are expected to grow modestly by about 5%. A PE of 17X. ROE is reasonable at 14%. Unfortunately, free cash flow currently is -5%. This doesn’t seem cheap. Prefers others.


Price:
$41.050
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 PAST TOP PICK Must be logged in to use chart ESP-T Espial Group

(A Top Pick Oct 16/15. Down 40.26%.) Rogers was using their product, but decided they were going to do  it themselves. Ended up writing off $500,000, and are now signing up with a US company. This company still has a great product. They are selling it into Europe. Thinks there is good opportunity going out for the next 3 years. A very small, competitive industry.


Price:
$2.220
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 COMMENT Must be logged in to use chart EUO-X Eurocontrol Technics Group Inc

They put a tiny quantity of a specialized chemical into petroleum products, and then a spectrometer finds out if it is the proper concentration. They sold this part of the business to a Swiss company and have a 5+ year kind of a royalty stream. The company is working to sell some very sophisticated equipment into the semiconductor space. They are also beating the bushes in Israel, where they have had a long-term source of innovations. If they are successful in 3-D imaging and a portion of extremely sophisticated stuff they are doing in the semiconductor space, it would be optimistic. He sold his holdings.


Price:
$0.180
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Finally starting to pop, because they basically have a dynamic system. Instead of a black box that goes to the bottom of the ocean with the plane, this system does dynamic streaming from the plane to a satellite. It can get flight location as well as engine analysis and productivity calculations. The stock has gone up partly because of optimism regarding China. China buys about 40% of all planes manufactured globally, and are building out airports by about 25% over the next 3-5 years. They are now embracing this company’s products. It looks like this company will potentially end up being a supplier. Thinks there is good opportunity for the stock.


Price:
$0.270
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2017-01-06 COMMENT Must be logged in to use chart GIB.A-T CGI Group (A)

This has done well. A very consistent company. They have very long-term contracts with companies that want to outsource their server farms and other capabilities on the computer side. As a result, this company has roughly 7-9 years’ contracts of a lot of money in advance. Extremely good visibility. Year-over-year sales growth has been fairly modest. About a 5% lift in earnings. Extremely disciplined in their acquisitions, so he expects the stock will mark time for the moment, waiting for another significant acquisition opportunity.


Price:
$65.700
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2017-01-06 COMMENT Must be logged in to use chart GUD-T Knight Therapeutics

In most cases, this company attempts to acquire drugs from gigantic pharmacy companies. It ranks 480 in his database, and earnings have been revised upwards. Year-over-year sales grew 26%, and earnings grew at 54%.


Price:
$10.370
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Unknown
2017-01-06 COMMENT Must be logged in to use chart HLF-T High Liner Foods

High Liner (HLF-T) or Clearwater (CLR-T)? Sold his holdings on this about 3 months ago. Both stocks have had about a 22%-25% haircut in the last 90 days. Both are free cash flow generators, 8.2% for Clearwater and 6.1% for this one. There is $55 million of free cash flow for Clearwater, about 50% more in absolute dollars than on this one. ROE is about the same. The big difference in the coming year, is on the ROE, where it is forecasted to be 21% for this company. In comparison, Clearwater appears to be better value with better growth prospects.


Price:
$19.160
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
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