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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
2014-06-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There has been a huge rotational correction in the market. Generally speaking you have a lot of the broad indices around the world moving up. Both tech stocks and small caps that were doing really well until March, and then basically went to sleep for 3 months, are back participating in the market.


Price:
$0.020
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2014-06-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Stock selections. He does “computer assisted stock selection” with MorningStar/cpmas (?) providing the framework. Has his own recipe that then puts different weights on various characteristics, such as ROE, stock price change, PE multiple, etc. Has approximately 730 stocks in his database, and is looking for stocks that are in the top 5% which, hopefully, will have above average earnings growth. He typically invests in small to midsize companies in order to get the growth.


Price:
$0.020
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2014-06-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Technology Stocks. Since the beginning of 2013, tech stocks have done very well with lots of financing related to that. A lot of Canadian companies are starting to show good performance. US investors and venture capitalist investors are looking north of the border, which is a good source of competition and awareness. During the Internet go-go years of 1997 to 2000, you had stocks trading at unbelievably high multiples. You have that now in the US with many of the concepts stocks, but there are very few Canadian stocks caught up in that mania.


Price:
$0.020
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2014-06-10 PAST TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

(A Top Pick Oct 9/13. Up 22.18%.) High definition surveillance cameras. Sold his holdings in March at about $30. Earnings are going to drift off a bit because they are hiring a ton of sales people, and it takes about 6-9 months for a salesperson to be profitable. Still thinks it is a very good opportunity.


Price:
$22.750
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

Do outsource contract manufacturing. In the top 5% of his database. Over the last 2 years they have been diversifying away from high-volume commodity hand sets, etc., and towards a more stable and high-margin long product cycles that occur in medical and aerospace. Has a 12.5% forecast return on equity and 8.5% trailing free cash flow yield. Cash of $483 million.


Price:
$13.150
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 DON'T BUY Must be logged in to use chart CMG-T Computer Modeling Group Ltd

ROE is 54%, which is huge. A free cash flow generator, and does really well, but not sure what a fair value would be for it. PE on a trailing basis is 39X, and on a forecast basis is 36X. Earnings growth is a very modest 6%. Looks to be fully valued. Thinks there are other stocks that will perform better over the next 12 months.


Price:
$29.660
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2014-06-10 TOP PICK Must be logged in to use chart DEE-T Delphi Energy Corp.

Uses technology in the oil/gas patch. They use slick water fracing to end up injecting 5X the amount of water and 2X more sand than conventional, into the same size horizontal well. They do this under tremendous pressure, and because of this additional material, it cracks the well much further and wider, so production ends up being 3 times that of conventional fracing, and the wells pay off their cost of drilling in less than a year. Analysts have increased their earnings estimates by 23% in the past 60 days. Forecast cash flows are supposed to be 4.9X and 1.9X greater than that of the typical oil and gas company for 2014-2015.


Price:
$3.780
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2014-06-10 TOP PICK Must be logged in to use chart ET-T Evertz Technologies Ltd.

Their market is expanding beyond conventional TV broadcasters as over the top providers deliver content to consumers. As an example, Netflix now accounts for about a 3rd of Internet traffic during the peak periods, and this company’s technology easily handles the explosion of the combination of voice, video and data traffic for over the top and for Web2.0. ROE is forecast to grow by 22% and earnings forecast of 76%. Cheap stock and he thinks it will surprise when they report on June 11.


Price:
$17.440
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2014-06-10 COMMENT Must be logged in to use chart FLY-X Flyht Aerospace Solutions

Trading at 10X EBITDA. Appears to be oversold. He is waiting for a technical signal. Looks like it is close to being time to buy the stock back. Very good opportunity over the next 1-1.5 years. Doing a 4 for 1 consolidation of their stock which helps them move up to other exchanges.


Price:
$0.385
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(A Top Pick Oct 9/13. Up 1.32%.) Great company and great free cash flow generation. Ranks highly in his models.


Price:
$36.860
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 BUY Must be logged in to use chart GPS-X BSM Technologies

Have about 65,000 mobile tracking devices to keep track of trucks and other pieces as well as fixed assets. Their specialty is construction, rail, utilities and energy industries. Earnings estimates have gone down about 17%. The stock is down about 40% from its high in January. Earnings reported in May were down significantly, but it looks like estimates are now starting to bottom out. Cash is about 30% of the $90 million market cap. Its Enterprise Value to Earnings forecast for next year is 7.9X which looks pretty attractive relative to its 45% of earnings growth. They are putting a big push into the US for the ability to end up looking at where rail devices are. Acquired a new company in Western Canada which also focuses on where locomotives are.


Price:
$2.120
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 SPECULATIVE BUY Must be logged in to use chart IB-X IBC Advanced Alloys

Awarded a tooling contract for Lockheed Martin’s F 35 jet because it is part of the optical system. The material contains beryllium which is much stronger than the existing part that is machined out of gigantic block of aluminum. A greater rigidity allows for a much more accurate setting device. Doing financing because they need to spend some money for a 2nd furnace. Speculative but a good opportunity over the coming year for them.


Price:
$0.165
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2014-06-10 COMMENT Must be logged in to use chart MDA-T MacDonald Dettwiler & Assoc.

Google (GOOG-Q) purchased Skybox, who had used this company to make some of their products in the past. It was suggested that Google wanted to network a lot of these things which would almost double current production of the complete satellite industry. Thinks there is a pretty good opportunity for this company going forward.


Price:
$88.870
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 COMMENT Must be logged in to use chart MSL-T Merus Labs International

Raising $21 million for purchase opportunities. On a price to cash flow, it is trading around 6.3X on a trailing basis, which is quite attractive. Earnings are expected to be $.14 in 2015, and then grow to $.22 in 2016. Kind of a “grow by acquisition” business. Thinks there is good opportunity going forward. Ranks in the top 3rd of his database.


Price:
$1.860
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2014-06-10 COMMENT Must be logged in to use chart NLN-T Neulion

Stock has moved up significantly. Streaming of sports, especially basketball, particularly for universities. Has a very strong following. Earnings are forecast to be $.02 in 2014, which is a 50X earnings estimate. Earnings are expected to be $.05 in 2015 giving a more reasonable PE of 20X. Expect you will see the growth continue. Have some great technology and great relationships with some extremely large US sports franchises.


Price:
$1.020
Subject:
CANADIAN TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 1,505 entries
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