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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
2014-08-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. The US is improving and economic numbers are looking increasingly normal, however, there is a disconnect between the improving economic numbers. The numbers for both the US and Canadian economies were better than expected. Meanwhile bond yields are going down. As a result, there is a risk that yields may end up increasing, and as a result, he ends up favouring stocks over bonds. Stocks are reasonably priced at about a 15 multiple both in Canada and the US and thinks that earnings will continue to grow quite well. On tech stocks, we are now seeing a lot of the large-cap stocks breaking out of a 7-10 year sideways band. While they are increasing in price, he feels there are others that will end up doing better.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
_N/A
2014-08-29 PAST TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

(A Top Pick Aug 2/13. Down 0.32%.) Sold his holdings at about $31. A year ago, it was growing like crazy but also producing free cash flow. The company then hired a ton of sales people to help their growth, so their expenses went up. Thinks it is a buying opportunity. Likes the underlying technology, and extremely high definition security system and they have new software that ties it all together.


Price:
$18.550
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2014-08-29 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(A Top Pick Aug 2/13. Up 7.75%.) Thinks this is still a Buy. Has broken out of a very long sideways base of 10-12 years. Gradually transitioning from a handset manufacturer towards medical and aerospace, where there is less competition.


Price:
$11.960
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2014-08-29 PAST TOP PICK Must be logged in to use chart CXS-T Counsel Corporation

(A Top Pick Aug 2/13. Down 16.69%.) This has been a disappointment, however this is a reasonable opportunity, but he would not buy it today.


Price:
$1.700
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2014-08-29 TOP PICK Must be logged in to use chart DEE-T Delphi Energy Corp.

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.


Price:
$4.530
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 COMMENT Must be logged in to use chart DHX-T DHX Media

Children’s media and entertainment. The advantage is they have a library that can be used for children. Also, have significant government incentives federally and provincially, allowing them to build up their library of programs at almost no cost. Continues to grow by acquisition. Their target is to grow big enough to be acquired. Earnings are forecast to grow from $.09 to $0.28 in 2014 and 19% growth in 2015.


Price:
$7.610
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Must be logged in to use chart EFL-T Electrovaya Inc.

Lithium batteries. Stock has pulled back significantly since mid June. Management still thinks opportunities are still pretty good for cars, but are really excited about the opportunity for backup power and smoothing the power grid, particularly in the UK. If that unfolds as expected, this would be a very interesting opportunity. The problem is that there is no one really following this company from an earnings viewpoint, so it is difficult to get a feel for it. If they are successful beyond cars, this offers a good opportunity.


Price:
$0.930
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Must be logged in to use chart ESI-T Ensign Resource Service Group

Oil/gas service. He favours some of the other names. It ranks 277, so it is in the top 3rd of his database. 17X PE. Earnings are virtually flat for 2014 versus 2013, but are expected to snap back to 38% earnings growth in 2015. Assuming they can deliver the numbers in the coming year, he thinks there will be an improvement in his Quant ranks.


Price:
$16.310
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Must be logged in to use chart ET-T Evertz Technologies Ltd.

Decent dividends which has been raised over time. Ranks 36, top 5% of his database. 2014 earnings are expected to grow by 9% and to accelerate by 14% next year.


Price:
$17.490
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Blackbox for airplanes, which operates on a satellite communication system. They continue getting contracts. The market is expecting progress with regards to the Chinese market whose government have announced that by the end of 2016 all planes must have a similar system in them. Extremely interesting because of the recurring revenue model.


Price:
$0.420
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
No
2014-08-29 HOLD Must be logged in to use chart GIL-T Gildan Activewear Inc.

Ranks in the top 5% of his database. Earnings are expected to grow 19% in 2014 and 13% in 2015. Reasonable PE of 23%, well above normal. They continue to grow by 1) acquisition and 2) by internal expansion. Thinks it has a great outlook by moving into areas beyond T-shirts.


Price:
$62.340
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Must be logged in to use chart IB-X IBC Advanced Alloys

Recently sold his holdings, but continues to hold warrants. Their system uses beryllium allowing them to cast aluminium rather than boring it. Looking for a contract with Lockheed (LMT-N) for fighter jets.


Price:
$0.190
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 COMMENT Must be logged in to use chart LRE-T Long Run Exploration

Doesn’t follow this one intimately, but it ranks 199, top one third of his database. Recent earnings were down 70% year-over-year. The coming quarter is supposed to snap back 36%. Looks like a reasonable opportunity with a two-year timeframe.


Price:
$5.270
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2014-08-29 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

Thinks there is great opportunity for this company. Ranks well in his Quant model. Earnings growth is forecast at 19% this year. 1.3% dividend yield.


Price:
$123.280
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Must be logged in to use chart PLI-T Prometic Life Sciences Inc.

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.


Price:
$1.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 1,525 entries
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