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
2017-02-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Using Schiller’s cyclically adjusted PE, US stocks are not cheap. At 28X, it is 70% higher than the long-term average. However, valuations in most cases is not a good measure for market timing. More important is what is happening to interest rates. A lot of people indicate we still have another year or 2 for the market to run before there needs to be concern about an economic slowdown. Goldman Sachs thinks interest rates would need to go to nearly 4% before the economy would be markedly slowed down.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
_N/A
2017-02-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Charts are pointing to a $75 oil in the next year. If oil breaks out, you are going to see a lot of people in Alberta having a spring back in their step.


Price:
$0.020
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
_N/A
2017-02-21 COMMENT Must be logged in to use chart AD-T Alaris Royalty

6.9% dividend yield, and the payout is 75%, so the dividend is covered, but stretched. Earnings estimates are up 1% in the last 90 days. Earnings are expected to have a very modest growth of 3% for 2017 versus 2016. Free cash flow is a modest at 2.3%. This borders in the top 3rd of his database. If looking for an income vehicle, he would look elsewhere.


Price:
$23.200
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Unknown
2017-02-21 PAST TOP PICK Must be logged in to use chart AEM-T Agnico-Eagle Mines

(A Top Pick Feb 8/16. Up 29.61%.) The forecast at the time was that the long-term price of gold had bottomed and was headed up. Still thinks there is a good opportunity for gold because of rising inflation over the next couple of years.


Price:
$61.410
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

Sold his holdings about 2 months ago. Payout ratio is 56%, reasonable within the utility part of their business. Earnings grew 75% as of October 20, and are forecast to decline by 19% when they report in February. Overall earnings for the year is forecast at $.99, and a slight decline to $.97 in 2017. Free cash flow growth is negative. He would prefer other stocks. Dividend yield of 6.7%.


Price:
$31.650
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Payout ratio is 50%. A “sleep at night” stock meaning it has a low beta, volatility is half of the market over the last 5 years. Year-over-year sales was up 9% in November and earnings were down 31% and down 21% in the coming quarter, but are expected to grow from $.42 to $.65, a 54% lift, against an 18 PE giving you a .33 PE to growth. A PE to growth that is less than 1%X is typically viewed as attractive. Ranks in the top 25% of his database. Enterprise value to EBITDA is 13X, which is pretty reasonable. Thinks there is a pretty secure future. Dividend yield of 5.2%. (See Top Picks.)


Price:
$11.830
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 PAST TOP PICK Must be logged in to use chart BLX-T Boralex Inc.

(A Top Pick Feb 8/16. Up 38.9%.) Wind and renewable energy. Continues to rank well in his overall dividend model. Yield of 3% and payout ratio of 23%. The purpose of owning this is to benefit from the rising earnings, up 36% in November, and expected to be up 75% when they report in March. Year-over-year earnings growth is expected to go from $.21 in 2016, to $.48 in 2017, giving a 42X PE multiple. Free cash flow is minus 7%. Enterprise value to EBITDA is at 13X. Still feels there are great opportunities for growth.


Price:
$20.210
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 BUY Must be logged in to use chart BPY.UN-T Brookfield Property Partners

Year-over-year sales is up 14% and earnings are expected to grow by 17% when the report in May. Year-over-year earnings are expected to grow 47% for 2017. This gives a PE of 24X and a PE to growth of .5. ROE is still pretty modest and is expected to be 3.3%, however free cash flow on a 4th quarter trailing basis is attractive at 7%. This looks like a pretty good opportunity to make some money. Dividend yield of 5.1%.


Price:
$30.810
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 COMMENT Must be logged in to use chart CBL-T Callidus Capital Corp

Payout ratio on 4th quarter trailing cash flow is 28%. The challenge is near term earnings which are forecast to grow significantly from $1.19 to $1.82, a 53% earnings growth forecast for 2017 gives a PE of 10X and a PE/Growth of .2 which is particularly attractive. ROE of 19% is forecasted for this year with 11% free cash flow yield. Dividend yield of 6.5%.


Price:
$18.380
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 COMMENT Must be logged in to use chart CJ-T Cardinal Energy Ltd

Year-over-year cash flow was down 42% in November. However, earnings estimates have gone up by 20% in the last 90 days. Expected to lose $.13 in earnings this year, and $.02 next year. Forecasted as having $1.76 of cash flow for 2018 and $1.21 in 2017. If there is a rise in oil prices, this looks like a reasonable expectation.


Price:
$8.850
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 COMMENT Must be logged in to use chart CPX-T Capital Power

In the top 10% of his database. Just acquired some new assets and it will be interesting to see how that will impact earnings. The 6.2% yield is significant, but they have significant free cash flow to support it.


Price:
$25.800
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-21 COMMENT Must be logged in to use chart CS-T Capstone Mining Corp.

This has done well but charts show it getting a little toppy. Longer-term, this is a play on copper. Copper prices look like they have broken out recently, which would be quite positive for a lot of Canadian mining and copper companies over the coming 12 months. Ranks in the top 3% of his database.


Price:
$1.730
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Unknown
2017-02-21 COMMENT Must be logged in to use chart CZO-X Ceapro Inc.

They extract the good stuff from oats for use in cosmetics. Also, extracts for use in food for reducing cholesterol. Recently increased their plant size by 10X. Still has a year’s worth of inventory stockpiled for covering risks with their new plant. There was some lumpiness in the most recent quarter with a Chinese customer not reordering. The question is, will he be back in the upcoming quarter. Thinks growth is pretty good with some interesting opportunities.


Price:
$1.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Unknown
2017-02-21 DON'T BUY Must be logged in to use chart FCR-T First Capital Realty

Ranks in the top 3rd of his database. A fairly slow growing company. Earnings growth is forecast to be negative, going from $1.03 in 2016 to $.86 in 2017. Free cash flow is a minus 3% on a 4th quarter trailing basis. Using enterprise value to EBITDA, it trades at 22X 4th quarter trailing and is down 2.6%. Dividend yield of 4.2%.


Price:
$20.570
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-21 TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

A diversified international distribution utility holding company. 25% dividend payout ratio. Reported a 15% earnings surprise on Feb 16. Sales are up 11% year-over-year, and the growth margin grew 7% year-over-year. Free cash flow was up 44% and ROE is 8%. 3.7% dividend yield. (Analysts’ price target is $48.55.)


Price:
$43.180
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
Showing 1 to 15 of 1,808 entries
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