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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
2015-05-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. The recent rise in bond rates indicates investors seem to be suggesting a return of inflation. Part of that revolves around the US particularly because of the dramatic pickup in household formations. Since house formations and housing represent about 42% of the US CPI, expectations are that the strength will help with 1) employment and 2) will ultimately lead to higher prices which then may also lead to a higher CPI. The Fed has stopped tapering and globally there seems to be an indication of bottoming in commodity prices, and an expectation of an improvement in the economies over the next 12 months. Rates are a little more normalized now. The previous run, when there was a steepening of the yield curve in Aug/11, analysts are currently expecting 10 year bond yields,  currently around 2.25% may get as high as 3%, and in 2011 there was a 29% lift in stock prices in the following 8 months. Doesn’t know if there is going to be a 29% lift, but he is certainly expecting it will contribute to a positive backdrop for stocks, and particularly for Canadian stocks because of being providers of raw materials.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
_N/A
2015-05-15 COMMENT Must be logged in to use chart AC-T Air Canada (B)

The company has done extremely well. Now that the oil price has rebounded, it is not quite as positive as it was. However, there seems to be reasonable discipline within the company. Ranks in the top 15% of his database. Earnings are expected to grow quite significantly in 2016 from $1.33 to $3.60 giving a PE multiple of 3.5X. Thinks there is a pretty good opportunity for this stock over the next 12 months.


Price:
$12.670
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

The investigation in Québec has not been completed. His model shows earnings being shaped down by about 6% in the last 90 days, however earnings are expected to grow by 76% in 2015. That gives an 18X PE multiple. Earnings are forecast to grow by 40% in 2016, giving you a 13X PE multiple. If those earnings can be hit, it would suggest that the stock looks to be attractive.


Price:
$32.320
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart BAD-T Badger Daylighting

A lot of city construction is using this company instead of using backhoes. It consists of a high-pressure water system and a gigantic industrial vacuum mounted on a truck. It is starting to become more competitive. This company offers the advantage of being extremely disciplined in the expansion of their fleet. Earnings growth is expected to be unchanged for 2016. They have a 19 PE. ROE is roughly 23%. On a one-year basis, you will probably be happy with the results.


Price:
$28.370
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart BB-T BlackBerry

(Market Call Minute.) Continuing to struggle. Most recent quarter was positive because of expense reductions.


Price:
$12.430
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Must be logged in to use chart CAE-T CAE Inc

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.


Price:
$15.200
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(A Top Pick June 10/14. Up 15.4%.) He is very pleased with this. They end up doing well on free cash flow generation. Continuing to transition from commodities (cell phones). Their longer-term plan is to move towards aerospace and medical, where the margins are better.


Price:
$15.140
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart DBO-T D-Box Technologies

Their specialty is “Shake and Quake”. They add vibration to your theatre chair. Cineplex (CGX-T) has a variety of locations in Canada with these chairs. Unfortunately there is not a lot of coverage on the company. They are transitioning from paying for the installation, to getting their customers to pay for it. That would dramatically reduce their working capital.


Price:
$0.285
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 PAST TOP PICK Must be logged in to use chart DEE-T Delphi Energy Corp.

(A Top Pick June 10/14. Down 63.76%.) Still holds a tag end of this. These are competent operators but the challenge is the commodity price.


Price:
$1.370
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 PAST TOP PICK Must be logged in to use chart ET-T Evertz Technologies Ltd.

(A Top Pick June 10/14. Down 2.17%.) This company continues to do well. They are a free cash flow generator. There is good opportunity for the business.


Price:
$16.300
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart EZCH-Q EZchip

A fabulous semiconductor company based out of Israel. They design chips for communications, but have someone else make them. A big concern is that one of their large customers has just taken delivery of the latest model, which should keep them going for another 3 years, but when they start developing their new 1 GB solution, they are going to design this in-house. EXchip is also internally creating their own 1 GB chip, which will keep them going. Feels they will make easy money in free cash flow, but the stock price will become depressed because of that.


Price:
$15.060
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Their most recent results were positive. 6 months ago they announced an agreement that Airbus will allow their customers to order the flight solution as an option, and there were significant sales for the first parts of that. They need recurring revenue from new sales. Still waiting for a pickup in Chinese sales.


Price:
$0.255
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart GXI-T GuestLogix

This is a ”long on promise and short on delivery” company, which is why the previous founder has been given the boot and why there is a "bun-fight" going on. They changed some of the management, and thinks they are making positive changes. Earnings are expected to grow by 29% this year. That gives you a PE multiple of 34X, which is pretty rich. Earnings growth forecasts for 2017 is 12% against a 17 PE. It currently ranks in the bottom 3rd of his database. Thinks there will be a good opportunity over the next 1.5 years.


Price:
$0.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 COMMENT Must be logged in to use chart IB-X IBC Advanced Alloys

Their key is a combination of both aluminum and beryllium which gives a combination metal which can be up to 63% beryllium, giving you something that is lighter than aluminum, but 3 times stiffer. Stock is held back because they are expected to having a financing. They needed a 2nd furnace to provide capacity for the new expansion they announced. New contracts are coming very quickly. The 1st casting should be delivered within the next 30 days, which should be quite positive. Advantage of the 2nd furnace is that it will be a lot more efficient than the existing furnace. All the prototype work can be done on the old furnace allowing for much more efficiencies. If they did a financing, he would be interested in participating.


Price:
$0.130
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Must be logged in to use chart IT-T Intertain Group

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.


Price:
$18.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,620 entries
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