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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
2014-11-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. We are seeing the longest stretch of underlying strength since 1995. It looks like there is reasonable underlying strength to the US economy. Japan is ramping up their stimulus and Europe is doing the same. The US is going to be a stronger economy relative to other markets, which is why Japan did the surprise stimulus announcement. Europe continues to struggle, and one of their challenges is that they have sanctions going on with Russia, which is a very large trading partner. Because of a combination of slower trade and lower oil prices, Russia is on the brink of recession. Feels the Canadian market is in pretty good shape, with reasonable forward multiples at about 14.7. Sees exciting opportunities within Canadian technology, particularly in the smaller cap companies. Four to five months ago, the Russell 2000 smaller cap index in the US started to underperform a lot, so a lot of Canadian small-cap stocks, separate of the oil and gas area and/or base metals, had a tough time, and as a result, that creates great opportunity as long as you are willing to end up with lower trading volumes and less liquidity in the stock.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
_N/A
2014-11-10 TOP PICK Must be logged in to use chart ABT-T Absolute Software Corp.

Makes firmware embedded security, particularly for laptops and tablets as well as for the management of computer and mobile devices. New CEO. Reported 10% sales growth. Free cash flow yield of 2.7%. Cash of $80 million is 23% of their market cap. Cash flow is expected to grow at 17% in 2015, and accelerate to 19% for the June/16 year. Shares are trading at an enterprise value of 7X. Looks reasonably priced.


Price:
$7.180
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 PAST TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

(A Top Pick Oct 9/13. Down 6.77%.) These 3 picks were large cap liquid stocks that hopefully would not give you a surprise. There was a technical Sell mid-April. CFO also left the company. Sold his holdings. Ranks well in his Quant model, but still needs to move about $21 to convince him that the long-term trend is back on. Have excellent products, and thinks there will still be lots of growth ahead of them.


Price:
$17.360
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart CPHR-Q Cipher Pharmaceuticals Inc.

Have a significant drug in the US that is doing extremely well. This is kind of growth by acquisition, but is interesting because in a lot of cases there really isn't an open bidding process for some of the drugs that come up for sale. It's all about personal relationships and the CEO of this company has some pretty good contacts. Earnings are expected to be pretty much unchanged in 2015. The real key is, can they acquire more drugs in order to grow.


Price:
$15.040
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2014-11-10 COMMENT Must be logged in to use chart CSU-T Constellation Software Inc.

Growth by acquisition. Have done a very good job historically of buying companies. Ranks in the top 25% of his quantitative database. On a price to cash flow basis, it is trading about 14X 2015 earnings estimates, which is above the typical company. There is about a 13% cash flow growth forecast for 2015. He thinks they will continue to have organic growth as well as growth by acquisition.


Price:
$321.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart DHX.B-T DHX Media

This company basically creates children's cartoons, videos and animations. Growing by acquisition. Because of the various incentives by both federal and provincial governments, they are able to end up having programmers and animators create additional libraries and content. Have a streaming deal opportunity in China.


Price:
$9.500
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 TOP PICK Must be logged in to use chart DSG-T Descartes

A global logistics software company, with high recurring revenue. Has been about half as volatile as compared to the market, with a five-year beta of 0.4. Also, has a low earnings variability that has an attractive rank of A-. Cash flow was up 13% year-over-year to 3.6%. Cash is about 12% of its overall market. Cash flow is forecast to grow at 16% for January for the 2000 (?) fiscal year and ranks in the top 10% of his Quant model.


Price:
$17.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

This company offers a device to keep track of where an airplane is. The advantage is that their system is based from a satellite and eliminates any dark spots. Planes disappearing wouldn't happen with this system. They hope to have material volume of sales to the L3 Airbus airframe. Also, hoping to get implementation into the Chinese fleet. The beauty of this is that it is a recurring revenue model. The challenge is that the big opportunity is in China, and when you see progress with that it is a fair while before the company is expected to be profitable.


Price:
$0.425
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
Unknown
2014-11-10 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick Oct 9/13. Up 11.02%.) These 3 picks were large cap liquid stocks that hopefully would not give you a surprise. A very solid company. They typically acquire very large positions in companies about every 3 years. Very disciplined approach. Thinks there are still good opportunity. Ranks well in his Quant model.


Price:
$40.390
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart IB-X IBC Advanced Alloys

There are 2 parts to the business. 1.) Beryllium, an extremely high strength additive to either copper or aluminum. 2.) A contract to provide a casting to replace a machined part, which would take a lot less metal and is a much higher functioning part, which is going into the F 35 program. They have a great opportunity to sell castings like this into other military type applications. Company has said they need to raise some additional money for a foundry in order to have a 2nd source of backup. Once they get that financing out-of-the-way, you should see reasonable growth in 2015-2016.


Price:
$0.140
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 DON'T BUY Must be logged in to use chart K-T Kinross Gold

A lot of gold stocks are struggling because the price of gold has come down to about $1200. There are still concerns as to whether or not the company is going to end up making money. Recently reported their estimates and earnings have been shaved by 33% in the last 90 days. Earnings are expected to grow by a modest 5% in 2015.


Price:
$2.650
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart LTV-X Leonovus Inc

Has a small position in this. Company is based out of California even though it is listed in Canada. They provide “storage in the cloud”, but on a very diverse basis at a very reasonable price and low CapX. Very speculative.


Price:
$0.270
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2014-11-10 COMMENT Must be logged in to use chart MSL-T Merus Labs International

They typically acquire less active smaller drugs, which are usually spun out by larger companies. The company is doing quite well.


Price:
$1.720
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart NRG-T Alter Nrg Corp.

Not in his database and not actively covered by analysts. Have some extremely interesting technology they acquired a number of years ago from Westinghouse. It typically involves extremely high temperature plasma torches. They have a project that they are working on as a supplier in the UK with a company called Sealed Air which has put up $4 million to take 100 tons of municipal garbage per day and put it through the NRG process. It doesn't burn the garbage, but gets it so hot that it breaks down into its basic carbon pieces. Sealed system, so there are no concerns about pollution. It does produce a Sin gas which has a high amount of hydrogen, which can be used to spin a gas turbine to produce electricity. Also, have projects in China. Good opportunity. Thinks 2015 will be the traction for them.


Price:
$2.440
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 COMMENT Must be logged in to use chart PHO-X Photon Control

Company is making decent money. Year-over-year sales growth is up 90%, and earnings growth is up 150%. Trades at a 6X Enterprise Value to EBITDA with a 32% ROE. An interesting small-cap company that looks like it still has good growth opportunities.


Price:
$0.500
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
Showing 1 to 15 of 1,547 entries
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