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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
2015-08-07 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This is still a market where growth is hard to come by. The economy continues to muddle along at around 2.3% GDP. Consumer confidence seems to be fairly low, in spite of gasoline prices being down about 25% year-over-year. They’re spending a lot of money on new cars, so a lot of extra free cash is going towards car payments rather than spending at the mall. Costco reported June numbers, and year-over-year is literally unchanged, which is unusual. Retailers are concerned about “back to School” growth as well as a couple of retailers that specialize in teens, who are not flocking to the malls either. Small business loans have grown to a new 10 year high. That is good, because it typically leads GDP growth and CapX growth by about 2 to 5 months. The question is what might get this market to break out of that trading band if it turns out that we see an acceleration of GDP growth in the 2nd half of the year. As long as inflation doesn’t come roaring back with that, he thinks the markets have the ability to move higher. The market is expecting a slight increase in interest rates at the end of the year, but that is not a cold shower on the market historically. In the last 2 days, the leader in Healthcare seems to have given back what it has gained. High beta stocks across the board have been hit, but longer-term he thinks demographics continue to be quite good for healthcare stocks.


Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
_N/A
2015-08-07 COMMENT Must be logged in to use chart AVO-T Avigilon Corp

Basically in the spy camera/surveillance business. The advantage is that they have extremely high definition cameras as well as a complete integrated network, which is very easy to install. Latest earnings were pretty good, and the upcoming forecast is that earnings growth this year is an 11% decline giving a 21 PE. Looking out to next year there is a forecast of a 39% earnings growth against a 15 PE as well as ROE of about 12% and growing, which is pretty good. The company continues to end up chasing the carrot of sales of $500,000. His one-year view is that you will be a happy investor. Ranks in the top 5% of his database.


Price:
$15.380
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK Must be logged in to use chart CLS-T Celestica Inc

$2.2 Billion Market Cap. A Contract Manufacturer for Computer Equipment, Servers, Communications, Healthcare and Aerospace. In Healthcare and Aerospace, it is a much longer contract to get designed into, but the advantage is that once you are designed in, you are good for 7 to 10 years, and margins are much better than in the electronic space. Have about $500 Million in cash, about 24% of the Market Cap. Looking at the Enterprise Value to Earnings, earnings are expected to be $2.26. This appears to be heading higher.


Price:
$17.250
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 PAST TOP PICK Must be logged in to use chart DEE-T Delphi Energy Corp.

(A Top Pick Aug 29/14. Down 76.69%.) His purpose in recommending this was that it was basically a manufacturing play and they knew exactly what they had. Sold his holdings about 3 months ago.


Price:
$0.920
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK Must be logged in to use chart DSG-T Descartes

Basically a cloud-based network to improve productivity, performance and security for transportation/logistic companies. Government regulations work in their favour because on transportation of goods, the receiving country wants to know what’s in it before it gets even close to the border. Have been growing organically as well as by acquisitions. Their 4th quarter free cash flow yield is 3.3%. The 12% forecasted ROE looks attractive. Earnings are forecast to grow about 15%. Trading at 25X Enterprise Value to the February 2017 fiscal year-end earnings estimates of $1.07.


Price:
$22.090
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 COMMENT Must be logged in to use chart EUO-X Eurocontrol Technics Group Inc

His 2nd largest personal holding, which he picked up in Jan-Feb in the $.05-$.07 range. The most recent quarter of earnings was in excess of 40%, and they were also given an award for their great technology. Cash flow positive. About 85% of their business is recurring because of the Petromark side. It takes 4 parts per million and puts it in oil or diesel fuel so they can figure out if people are diluting or doing things they shouldn’t be. Have 3 large clients who spend about $1 million a year for the product, but are able to capture about $10 million a year of additional tax revenue. With the decline in oil prices, the push for governments to end up invoking the system is even greater.


Price:
$0.140
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2015-08-07 COMMENT Must be logged in to use chart GPS-X BSM Technologies

Basically they help to figure out where your stuff is. Their specialty is in Canada and moving down into the US, is in the rail industry. A lot of it has been in the supply trucks that run on the rail system. Their challenge has been that they have spent a ton of money in expanding. Analysts are wondering when there will be a return on that money. Earnings forecasts are fairly modest at $.01 for 2016, and are forecasted to grow by $.02. $.02 against an $0.84 stock price gives you a 34 PE multiple, and the company is not free cash flow positive.


Price:
$0.890
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 WATCH Must be logged in to use chart GXI-T GuestLogix

Have a new CEO. The previous one was long on promise and short on delivery for a very long time. This basically provides point-of-sale opportunities on airplanes, railroads, etc. Earnings estimate for 2015 is $.03 growing to $.08, more than a doubling of earnings if they can deliver, which has been a big historical IF. Against a $.77 stock price, it gives you about 9X. Assuming they can actually deliver, and odds appear to be better for that, this is tilting more towards the Buy.


Price:
$0.770
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 COMMENT Must be logged in to use chart IMP-T Intermap Technologies

Their specialty is mapping and 3-D mapping, particularly in the US and Britain, trying to figure out where the floodplains are. Their customers include insurance companies. This is not covered by any analyst. Overall earnings growth has not been great and free cash flow is not positive. It really evolves around them getting big contracts.


Price:
$0.640
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 COMMENT Must be logged in to use chart MFC-T Manulife Financial

In spite of being a free cash flow generator, they have a 9.7% free cash flow yield. The challenge is that earnings growth is like watching paint dry. The most recent 4 quarters was down 11%. The upcoming quarter is expected to be down 7%. Year-over-year, 2016 earnings are expected are to be down 1%. 2017 looks a little rosier provided they can deliver. Earnings are expected to grow 16% against an 11PE, which is a little more realistic. Thinks the stock will mark time or decline as people end up looking for an alternative.


Price:
$23.030
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 COMMENT Must be logged in to use chart NFI-T New Flyer Industries Inc.

His conservative dividend model ranks this company with a 3.7% yield and a 7% free cash flow yield in the top 5% of his database. They seem to have some pretty good opportunity for growth. Earnings are expected to go from $1.12 in $2015 to $1.31 in 2016. The overall outlook is pretty good. Earnings growth was up from $.11 to $.35, almost a triple. The coming quarter should be $.30 compared to $.21. Looks like a pretty good opportunity to make some decent money.


Price:
$17.880
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 BUY Must be logged in to use chart NLN-T Neulion

Volatility was partly because the contract with the NHL had moved over to the baseball league. The baseball guys have a pretty good method of keeping on top of all the digital rights for their own crew of baseball players, and the hockey players are asking for this on a totally integrated basis. He still thinks the “over-the-top” trend continues. This company will continue to benefit as people will want to continue to track their team. Earnings estimates have been shaved from $.05 to $.03 over the last short period because of the loss of the contract. A good opportunity to get the stock on weakness.


Price:
$0.820
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 COMMENT Must be logged in to use chart PHM-X Patient Home Monitoring

This stock has been taken out to the woodshed. There was concern that insiders had sold a chunk of the stock. That seems to give you an opportunity. Likes the underlying business. Earnings for a June fiscal year is expected to be $0.11 this year with growth next year. That gives you a 9.4X PE and a 7.4X Price to Cash Flow. Looks cheap, but the underlying mechanics of the business and fundamentals are in good shape.


Price:
$0.930
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 WATCH Must be logged in to use chart PHO-X Photon Control

Basically specialize in measurement for the semiconductor industry, and are making a bucket of money. Have about 5 big customers and getting larger sales with a new customer that they recently added. Massively free cash flow positive. Have a ton of cash on the balance sheet, and the question is what they are going to do with it. The industry is notoriously cyclical. Thinks there is still a great opportunity going forward. This is one to watch. Very profitable, inexpensive and growing very quickly.


Price:
$0.740
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK Must be logged in to use chart PLI-T Prometic Life Sciences Inc.

(A Top Pick Aug 29/14. Up 55.74%.) They effectively can take a bag of plasma, and for about $100 can derive a whole bunch of proteins, and the payback is considerable. Just got approval from the European commission and have been granted orphan drug status for their plasma derived Plasminogen. Also, have a separate drug PBI4050, which offers some very interesting opportunities against fibrosis, which has the potential of being a very big drug as well.


Price:
$2.280
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
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