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

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Robert McWhirter , President

Selective Asset Management


Date Signal Chart Symbol Company Opinion Price
2015-01-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Commodities. The uptrend that has been in place for about 16 years has now been broken. As a result, we are probably facing another 16-20 years of downside in a very long sideways trading band. Copper which is currently at $2.80-$3, could go down to $1.40. Gold could be at around $700. Oil could be at $35. Overall earnings estimates have been shaved dramatically on the TSE and are down about 11%, so he is expecting a pretty modest growth of 3.5% for 2015. Canadian banks could also be facing some challenges.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
_N/A
2015-01-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. If the price of gold drops to $700 an ounce, the impact on the Canadian economy as a whole won’t be significant. However, the basket of 17 commodities looks like it has broken its uptrend, so lower prices would also apply to copper, zinc, etc. A large amount of gold companies costs are based on fuel and the cost of oil has dropped more than 40%. Also, a lot of gold companies have marginal properties and will put them into mothballs, and continue to work on the high grade opportunities. Also, there will continue to be a lot of acquisitions. A lot of gold companies will be facing a lot of challenges in the coming 12 months.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
_N/A
2015-01-02 COMMENT Must be logged in to use chart APO-X Acasti Pharma

Acasti Pharma (APO-X) and Neptune Tech & Bioresource (NTB-T) comparison? The key for both companies is the use of krill to extract fish oil. The target would be for high lipids in blood. They can be taken alone or used in combination with statin drugs. The testing has been finished and it works. This stock is covered by only one analyst who is forecasting they are going to lose $0.06 in February year end, but will turn around and earn $0.22 in 2016. Speculative.


Price:
$0.600
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-02 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

Basically does a complete solution which includes cameras, hardware for storing images and the software. If they can grow earnings by 35% in 2015, this appears to be reasonably priced at 19X PE with a 16% ROE. Thinks the underlying business will continue to grow quite well. He is waiting for an opportunity to jump back in. Has good opportunity for growth.


Price:
$18.920
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 TOP PICK Must be logged in to use chart CCT-T Catamaran Corp

A pharmacy benefits management company. Basically provides transparency for companies and communities that are looking to end up reducing drug costs. They cover 350 million prescriptions each year across 32 million members. Produces significant free cash flow. Earnings are expected to grow by 21%, and then accelerate to 34% in the coming 2 quarters. Stock appears to be breaking out of a 3 years sideways trading band.


Price:
$61.440
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

This is cheap at 6.3X enterprise value to EBITDA. 13% ROE forecasted for 2015. Has over $500 million in cash, which is about 27% of their market value. Huge free cash flow generator of over $164 million over the last 12 months, and an 8% free cash flow yield. Thinks it is breaking out. Above $14 is the point where, on large volume, you wait for that and then be an aggressive buyer.


Price:
$13.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 COMMENT Must be logged in to use chart DEE-T Delphi Energy Corp.

Being impacted by the declining price in oil. They basically use horizontal fracing, but are now also using slick water fracing. With this, the payback is less then a year and had expected to be able to be self-sufficient, with regards to free cash flow, by this time next year. It is going to be about another year before you load up on oil stocks in general, and particularly on this one.


Price:
$1.540
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2015-01-02 BUY Must be logged in to use chart ET-T Evertz Technologies Ltd.

Basically has 2 chunks of business. One brings signals into the broadcast studio and moves them around as well. They are also moving towards blisteringly fast routers. This is important because the industry is moving from about 10-40 gig speeds towards 100 to move massive amounts of video. Not only involved with data, but also data, voice and pictures all together. Not cheap at 20X PE against 1% earnings growth. Free cash flow positive. There are indications they are getting pretty strong pickup in their new product. This is one that you can buy and safely tuck away for about 3 years.


Price:
$17.330
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 PAST TOP PICK Must be logged in to use chart FLY-X Flyht Aerospace Solutions

(A Top Pick Jan 31/14. Down 28.7%.) A satellite-based system for airplanes. They need to sell more systems and are reliant on China, which has a national mandate of having 40% of their fleet hooked up by the end of 2016. Great technology and a fabulous recurring revenue model. Still likes the company.


Price:
$0.385
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 DON'T BUY Must be logged in to use chart IM-T IMRIS Inc.

A technology company that uses a robot to dramatically improve the odds in surgery. Hasn’t had significant traction as of yet. Very interesting technology, but near-term estimates of earnings don’t show a lot of joy for the company.


Price:
$0.880
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-02 PAST TOP PICK Must be logged in to use chart NRG-T Alter Nrg Corp.

(A Top Pick Jan 31/14. Down 23.58%.) Their product takes municipal garbage and with a closed system, using extremely high temperature torches, it produces gases used to drive electric generators. The challenge is that these are extremely long lead time projects. Sold his holdings.


Price:
$2.670
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 COMMENT Must be logged in to use chart NTB-T Neptune Tech & Bioresource

Acasti Pharma (APO-X) and Neptune Tech & Bioresource (NTB-T) comparison? The key for both companies is the of krill to extract fish oil. The target would be for high lipids in blood. They can be taken alone or used in combination with statin drugs.


Price:
$2.180
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-02 BUY Must be logged in to use chart PHM-X Patient Home Monitoring

Has basically grown by acquisition. In spite of having moved up significantly in price, he thinks it is still attractive. Has $100 million market cap and trades about 11 million shares per month. Has a 24% EBITDA margin with strong sales in EBITDA growth. Also, has some cash on the shelves. Trading at about 8X enterprise value to EBITDA. There is still opportunity. Most of their activity is in the US.


Price:
$0.870
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
No
2015-01-02 COMMENT Must be logged in to use chart PLI-T Prometic Life Sciences Inc.

Analysts have targets of $3-$3.50. Earnings estimates for the coming year is a loss of $0.03, so there is no E in a PE multiple. Have 2 core products. They can use their own technology to extract proteins from plasma in blood. Have applied for a variety of applications for “orphan” drugs, so that the existing method for the same protein being extracted from blood can be changed to their method which is a lot less expensive. Also, working on a drug for fibrosis. In the very early stages of testing and appears to work better than the existing gold standard. Combined with the gold standard, it works even better. Very early stage and speculative. Thinks they are finally going to have actual production and approval in 2015-2016.


Price:
$1.940
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Yes
2015-01-02 COMMENT Must be logged in to use chart PTK-X Poet Technologies

Working on a new design for semiconductors, as well as being able to integrate a combination of both analog, digital and optical. It will be a while before this kind of technology pans out. In the first quarter of 2015, they are expecting to announce some deals which would be quite positive for them. This is very, very early stage technology. Offers great opportunity.


Price:
$1.570
Subject:
CANADIAN & TECHNOLOGY
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 1,569 entries
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