Viewing Expert Robert McWhirter | StockChase
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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
2016-07-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Toronto has been outperforming the US, and a lot of that is because of the improving economic outlook. In particular, you will see gold stocks doing really well, but also an improvement in some of the base metal stocks. Also, Teck Resources (TCK.B-T) (?) has done really, really well to date.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
_N/A
2016-07-21 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. On December 29, he had suggested that a new quarterly, monthly and weekly Buy was unfolding on gold the metal. Because of the quarterly, that typically means it usually lasts longer and goes much farther. There is more to come. We are within about 6% in Cdn$ terms, of what the old Cdn$ high was. So when you see gold stocks reporting their Q2 results for the end of June, there will be significant surprises on the upside. A lot of gold stocks themselves, even based on the Q1 results, are now producing positive free cash flow. Thinks there is still a 2nd and 3rd up leg in the backdrop of an overall strong equity market over the next year, if not 2.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart AGU-T Agrium

(Market Call Minute.) It looks like corn and other commodities are turning down. There is a need for increased food production globally on a longer-term basis, but if it turns out that the farmers don’t have the cash in their jeans to be able to afford it, he would be cautious in the near term on all fertilizer stocks.


Price:
$122.030
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart AXY-T Alterra Power Corp.

(Market Call Minute.) Looks reasonably priced. Not a Top Buy, but reasonably priced.


Price:
$0.560
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 PAST TOP PICK Must be logged in to use chart CAE-T CAE Inc

(A Top Pick May 15/15. Up 14.34%.) Still likes this. There are a large number of pilots who will be retiring over the next 3-7 years, and it is a lot cheaper to train someone using this company’s simulators, rather than actual airplanes. They are doing really well on both commercial and military sides.


Price:
$16.950
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 COMMENT Must be logged in to use chart CBX-X Cortex Business Solutions

New management has been in for about a year, and have reduced expenses. The big challenge is that this company basically connects end customers, mainly in the oil patch, where there has been a reduction in drilling activity. He guesses that two thirds of their business is in the oil patch. They are now diversifying into other industries. If their transactions increase, then with a lower cost base, you will see significant positive business levered.


Price:
$2.280
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart CSW.A-T Corby Spirit and Wine (A)

(Market Call Minute.) There is a pretty good outlook for this stock in the near term.


Price:
$20.400
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart CZO-X Ceapro Inc.

The appeal of the stock is that it is in a non-cyclical industry. Has a proprietary process where they extract the good stuff from oatmeal. Also, has some other interesting technology. Has a new plant, which will increase their capacity by a factor of 10, which he expects to be up by the end of the year. Will be running the old plant to do custom work. Thinks there are pretty good barriers to entry. Upcoming earnings are supposed to be good, with acceleration into the 2nd half of the year. You should see this doing well on a 3-year basis.


Price:
$2.080
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 COMMENT Must be logged in to use chart DHX.B-T DHX Media

Expected to earn $.35 in June/2016, growing to $.40 in 2017, about a 15% lift. Dividend is probably as big as you are going to see in the near term. They grow by acquisition, and it should continue to do well. Has a library of children’s videos, which they can continue to build out at almost no cost. They hope to get big enough that someone like Disney (DIS-N) will buy out their videos. There is also the potential of someone like Netflix (NFLX-Q) taking a run at them. Stock seems to be relatively expensive.


Price:
$7.220
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart ESL-T Enghouse Systems

This has done well, but the stock has pulled back because of recent negative earnings surprise. However, it still ranks at 50 out of 700 stocks, being in the top 10%. PE on a trailing basis is not cheap at 35X earnings, compared to 13% earnings growth. The stock looks expensive. This typically grows by acquisition.


Price:
$52.770
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

This has a black box in an airplane, and can use the system for either voice communication or a connection through a satellite, a kind of interconnect to monitor the health of engines, etc. It can be installed on an OEM basis for Airbus, where approximately half of their 320’s has had the product installed on the factory floor, but mainly for voice. They are now returning to those users, and offering them upgrades to do many other things. In addition to Airbus, they are also attempting to getting installed on other airframes, the biggest one being Boeing (BA-N). If they get this, there will be a significant lift in the stock. Hopefully, we will know by the end of September if they are successful. Good product and great recurring revenue, but they need more of a rollout.


Price:
$0.185
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 COMMENT Must be logged in to use chart GPH-X Graphite One Resources Inc.

He doesn’t follow this company, but generic comments on graphite is that if you are keen on Elon Musk and Tesla, you should be keen on graphite. There is literally more graphite in lithium ion batteries than there is lithium. However, graphite is not all the same. You want really, really course graphite for batteries. You can use really, really fine graphite, to make pencils. Thinks this is a great opportunity, and hopefully the market will end up coming to the realization that you need graphite.


Price:
$0.090
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 DON'T BUY Must be logged in to use chart HBM-T Hudbay Minerals Inc.

Base metals stocks have done well. Typically, you see a large correlation of base metals stocks, whether copper, lead, nickel or zinc, all running together, and this company is running along with them. It looks like the US$ is starting to pick up strength, which could be the end in the near term of the commodities play. It is not likely that China will be coming back building lots of stuff. He would go elsewhere.


Price:
$6.590
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-07-21 TOP PICK Must be logged in to use chart HRX-T Heroux-Devtek Inc.

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.


Price:
$15.300
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 BUY Must be logged in to use chart IMP-T Intermap Technologies

(Market Call Minute.) Have a huge deal they are working on, and it seems they are getting awfully close to getting that deal nailed down. If so, it would be quite significant for them going forward. A reasonable speculation to buy.


Price:
$0.480
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,743 entries
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