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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
2015-12-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Expects 2016 will be more of the same, i.e., volatility and uncertainty. There seems to be a lot of interesting things from a techno analysis perspective going on. The US 10 year 200 day moving average has turned up, which is usually a pretty good indicator that the trend has turned, and that happened at the end of October, in advance of the Fed raising rates in December. The two-year US yields have been rising for quite a long time, and popped again quite recently from October onwards in anticipation, so the yield curve is flattening. As long as it doesn’t get to the point where short rates go above long rates, then we are happy. Gold seems to be very close to giving a quarterly techno analysis Buy signal, and that will be the surprise in the 1st quarter of the new year. The Commodity Research Bureau (CRB) Index, a basket of commodities, is pretty close to giving a new monthly Buy signal. Thinks inflation might be a surprise in 2016.


Price:
$0.020
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
_N/A
2015-12-29 TOP PICK Must be logged in to use chart AGT-T AGT Food & Ingredients

(The background of the 3 top picks is that they are dividend paying stocks.) 1.7% dividend yield and a 25% trailing cash flow payout. They process pulses which are high in protein.


Price:
$35.560
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 COMMENT Must be logged in to use chart AGU-T Agrium

The world needs more protein and this company can help. Ranks fairly well and is very close to being purchased for his dividend portfolio. Growth forecast is a modest 6%. Relatively expensive PE to Growth. An interesting opportunity, but not a table pounding screaming Buy. Dividend yield of 3.7%.


Price:
$126.360
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 SELL Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

Ranks 448 in his overall model, borderline bottom 3rd. 1.5% dividend yield is a mere 16% of cash flow paid out. Earnings are expected to decline by 6% in the coming 12 months, against a 20% PE. It seems to be a pricey stock without a lot of growth.


Price:
$44.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 TOP PICK Must be logged in to use chart CAE-T CAE Inc

(The background of the 3 top picks is that they are dividend paying stocks.) This is cheap. Trading at 9.6X enterprise value to EBITDA. Earnings are forecast to grow at 12% both this year and next. Free cash flow yield of 3.3%, up 125% year-over-year. 14% ROE is forecasted. Dividend yield of 1.94%.


Price:
$15.450
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-29 PAST TOP PICK Must be logged in to use chart CCT-T (Dead) Catamaran Corp

(A Top Pick Jan 2/15. Up 30.5%.)


Price:
$80.180
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(A Top Pick Jan 2/15. Up 13.33%.)


Price:
$15.640
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 SELL Must be logged in to use chart DH-T DH Corporation

It’s borderline in the top 3rd of his database. Earnings are forecast to grow by a modest 7% this year and next. His guess is that the stock is going to tread water and you are better to consider selling and moving on to something better in the dividend paying world. 4.1% dividend yield.


Price:
$31.850
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

Not cheap, which is why it has paused and declined by about 10%. Numbers reported were better than expected. Management indicated the outlook was not quite as rosy because of currency, and they were going to be a little more cautious on their outlook. Trading at 25X 2016 earnings estimates, which are expected to grow at 11%, so you have growth rate of 2.3X. ROE is huge at 65%, but the forecast for 2017 is 15% against a 22% PE.


Price:
$80.350
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-29 SELL ON STRENGTH Must be logged in to use chart ECA-T Encana Corp

In the bottom 15% of his database. Earnings estimates have been chopped 122% in the last 90 days. They are expected to lose $0.16 in 2016. That is an improvement off the loss of $.23, which is an improvement, but still a loss. The real key to this stock is the price of oil. His suggestion is that you Sell on strength. 1.2% dividend yield.


Price:
$6.930
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-29 COMMENT Must be logged in to use chart EFN-T Element Financial

Ranks 648 in his quant model, so it is in the basement. Earnings are expected to grow from $1.02 in 2015 to $1.61 giving a 10.6 PE and a .2 PE to growth. Next year earnings are expected to grow by 22%. Looks like a reasonable opportunity, but because it doesn’t fit all the characteristics of his quant model, it is not a stock in his portfolio.


Price:
$17.000
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-12-29 COMMENT Must be logged in to use chart EUO-X Eurocontrol Technics Group Inc

Their specialty in the division they sold to a Swiss company is that they take 4 parts per million and put it into petroleum products to find out whether or not there has been dilution of the product and to make sure that people are paying the proper tax. A very big recurring revenue model. They receive a guaranteed minimum 5% royalty over the next 5 years. This gives a cash value of 24.5 cents and the stock closed today at $0.18. They are now looking at taking on some acquisitions. His 2nd largest holding.


Price:
$0.180
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-29 WATCH Must be logged in to use chart FLY-X Flyht Aerospace Solutions

They have a special black box for airplanes. The black box can be used all the time, but has a series of measurements whereas if a plane is in distress, it automatically starts streaming information right away. Also, have a bunch of modules that improve an airplane’s efficiency. This is a recurring revenue model. There is now an OEM installation on Airbus planes, as well as retrofit on existing planes. People are waiting for China, because China has said that all Chinese planes have to be fitted out with the same type of communication capability by the end of 2016. Consider buying if you have a time frame of 2 years, but he would wait for further indications.


Price:
$0.210
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-29 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

From a techno analyse perspective this has given a new weekly Buy signal, and thinks that will end up carrying the stock allowing it to be held in his list. Earnings forecasted to grow 15% in 2016, against a 16.5 PE, so the PE to growth is 1.1 X, a bit more than you would prefer to pay. However ROE at 13% is pretty good. Have benefited from Target’s departure and are spending a lot of money revamping their stores. 1.5% dividend yield. He is potentially looking at selling his holdings.


Price:
$67.000
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-29 TOP PICK Must be logged in to use chart MFI-T Maple Leaf Foods

(The background of the 3 top picks is that they are dividend paying stocks.) 1.33% dividend yield. The largest consumer meat and protein products company in Canada. Earnings are expected to grow from $0.54 in 2015 to $1.06. Trading at .95X enterprise value at trailing sales. Forecasted ROE is 8%.


Price:
$23.960
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,685 entries
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