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
2016-11-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Dividend Stocks. Dividend growing stocks tend to outperform dividend stocks that keep their growth pretty stagnant. This is particularly important if interest rates start moving up. The dividend yield is important, but even on a short 1 and 3 year basis, the growth of the dividend has a 2.2 to 3.4 times greater impact on total returns than just the static yield. Most investors, unfortunately, reach for the highest yield, but it is usually high for a reason; a lower underlying growth rate. He looks for dividends that are reasonable, but more importantly rising free cash flows which can end up increasing that dividend over time.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
_N/A
2016-11-04 COMMENT Must be logged in to use chart AFN-T Ag Growth International Inc

Makes agricultural products for the storage of grains, etc. Feels commodity prices have bottomed and it looks like corn and other prices are heading up. The most recent earnings were up 25% year-over-year as of August. Earnings are expected to grow by 52% to $.86 when they report in November. 26% earnings increase expected for 2017 against a 16 PE.


Price:
$47.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 TOP PICK Must be logged in to use chart CAE-T CAE Inc

Makes simulators for either planes, defence or healthcare. Earnings have been cranked up by about 4% in the last 90 days, and are expected to grow from $.98 to $1.05. 14% ROE. On a longer-term basis, there are a whole bunch of pilots that will be retiring in the next 3-5 years, if not 10, and it is a lot cheaper to train pilots with a videogame than with flying a real plane. 1.68% dividend yield.


Price:
$18.890
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-11-04 COMMENT Must be logged in to use chart CCA-T Cogeco Cable

Ranks 262 out of 700 stocks, so kind of a lukewarm ranking. Earnings momentum and cash flow are both negative. Year-over-year cash flow, was down 13% and earnings were down 19%. There are better opportunities elsewhere.


Price:
$62.230
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 COMMENT Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Ranks 229 out of 700 stocks. Dividend yield of 10.4% which typically indicates there is something unusual going on. Payout is 27% of 4th quarter trailing cash flow. Earnings were expected to be $1.12 for the Aug 2017 year end, but have been chopped 20% in the last 90 days. Earnings reported Oct 19, were down 77%, a -27% earnings surprise. However, free cash flow yield is 26% on a 4 quarter trailing basis, which is significant. That suggests they may be able to end up supporting the dividend. You should be cautious, but it appears that the current dividend is intact.


Price:
$10.970
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 PAST TOP PICK Must be logged in to use chart CLS-T Celestica Inc

(A Top Pick Aug 7/15. Down 6.9%.) The company has worked diligently to move away from hand sets and are now more towards servers, and more importantly towards medical and aerospace. If you can design into a pacemaker or an airplane, you’re typically there for 10 years. There is less price competition, better margins and less turnover.


Price:
$15.880
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

Trades at 5.4X enterprise value to EBITDA, against a 22% EBITDA growth, which is cheap. With strong growth, this gives 2.5 EBITDA. Free cash flow up 55% over the last year. In the last 30 days, earnings estimates have been cranked up by 3%. A strong trailing free cash flow of almost 11%. 15% trailing ROE.


Price:
$15.880
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 COMMENT Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

A lot of REITs have been slow because of the fear of rising interest rates. This one ranks 270 in his database, borderline top 3rd. Dividend yield of 10.3%. Payout of 87% of 4th quarter trailing cash flow which is of concern. Currently trading at 1 year lows. Earnings growth is expected to be modest at $1.76, versus $1.70. Low PE. Be cautious on this one.


Price:
$14.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 PAST TOP PICK Must be logged in to use chart DSG-T Descartes

(A Top Pick Aug 7/15. Up 24.62%.) Transportation software, speeding things along whether shipping by truck, train, boat, plane. This is not cheap, as 85% of their revenue is recurring, and people like the visibility of that. Earnings growth is forecast to be 15% for the Jan 2018 year end against a 23 PE. It should continue to do well over the next 3 years because of the high recurring revenue.


Price:
$27.390
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 COMMENT Must be logged in to use chart EUO-X Eurocontrol Technics Group Inc

This is currently trading for cash. They have a royalty agreement with a guarantee for the next 5 years. Partnered with SICPA which is the key which has a system that puts a marker into petroleum products, to figure out whether or not the product is what it should be. Also, has the Xenemetrix side, and are hopeful that between now and the end of the calendar year they’ll have a sale of this device for over $1 million. Also, hoping for some additional sales in the next 12 months. The stock is cheap. People are waiting to see if they have success with the new products introduced. The challenge with the SICPA portion is that it is a very large and private company in Switzerland. Only if you end up seeing a massive increase in the sales and/or royalty stream, will you end up seeing any potential indication of what is happening on the SICPA front. Good relationship, but not a lot of transparency.


Price:
$0.145
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

Somewhat controversial because people are convinced the auto cycle is turning down. However, if you are convinced that Apple or anyone else is going to get into the business, someone still has to make the physicals which is where this company comes in. 13% trailing free cash flow payout. Has an attractive .17 to EBITDA growth rate. Earnings are expected to grow 13% both this year and next. 21% ROE. Dividend yield of 2.55%.


Price:
$52.220
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-11-04 COMMENT Must be logged in to use chart OEE-X Memex Inc.

An Internet of Things company. They typically take machines that are on a factory floor, and are able to stitch them together to get them to communicate to an overview system. It is important to note that the payback on this company is 400%. They have a significant number of installations in large manufacturing companies in North America. If they were to build out the rest of those opportunities within their existing client base, it would provide a significant opportunity for them. If you buy this, throw it in a box, wake up 3 years from now and you’ll be very pleased. Earnings are forecast to be $.01 by September 2017, which gives a 28X PE multiple. A strong company with a great future ahead of them.


Price:
$0.285
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-11-04 COMMENT Must be logged in to use chart PHO-X Photon Control

Financials are incredible. Earnings are forecast to be $.08 in 2017, so it is trading at less than a 10X multiple. A monster free cash flow generator. They provide optical sensors and temperature measurements on an extremely precise basis, particularly in the semiconductor space. Although people have concerns about semiconductors being a cyclical business, he thinks there is still lots of legs in that space. The stock is cheap. They are looking for potential acquisitions to use up some of their cash. Overall a great product.


Price:
$0.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-11-04 PAST TOP PICK Must be logged in to use chart PLI-T Prometic Life Sciences Inc.

(A Top Pick Aug 7/15. Up 13.81%.) There are 2 parts to the business. 1.) They can extract proteins from blood. The current method of doing this is expensive as well as the loss of a lot of the good stuff. 2.) They have a drug which basically gets rid of fibrosis, and early indications are quite good.


Price:
$2.600
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Yes
2016-11-04 COMMENT Must be logged in to use chart PYR-X PyroGenesis Canada Inc

Uses plasma torches at extremely high temperatures operating in a vacuum. They can use this to burn up bad chemicals as well as being able to reclaim a lot of aluminum from dross. They are doing a ton of work on the military side, including a process to burn up stuff on US aircraft carriers. They are talking of being able to take low grade quartz and using their process to create high grade silicon as a basis for creating solar cells. Current methodology is expensive and has to use a higher grade of silicon. There are lots of interesting opportunities for them. The stock moves around significantly in price, but he would say that in 3 years you will do okay.


Price:
$0.220
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
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