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Robert McWhirter , President

Selective Asset Management

Date Signal Symbol Company Opinion Price
2013-02-01 COMMENT BB-T BlackBerry

Stock is down 17% since BB10 was announced. A lot of people had high expectations for the device and clearly some people were disappointed that the US launch was delayed to March or April depending on the device. Appears to be a very good product but is it enough for existing users to upgrade or for iPhone users to switch? Analysts are still forecasting that the company is going to lose money.

 Price:
$13.010
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2013-02-01 TOP PICK CDV-T Com Dev International Ltd.

As people move into high-definition, etc. that you use for satellites, they get 1.5-3 times more stuff in a satellite, this is all good news for this company. Also, they are launching their own satellite of microsatellites which allows tracking of ships. This has a high recurring revenue of high margins. Earnings have expected growth of 20% for 2013 and 22% next year. Target of $4.

 Price:
$3.280
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-02-01 COMMENT CSCO-Q Cisco

Stock is cheap at 10.7X PE multiple but analysts are forecasting glacial growth of 4% for 2013. They are trying to reinvent themselves. A lot of their products are under intense competitive scrutiny. 2.7% dividend is sustainable but he isn’t looking for any big increase.

 Price:
$20.830
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2013-02-01 PAST TOP PICK DSG-T Descartes

(A Top Pick Feb 3/12. Up 15.68%.)

 Price:
$9.350
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2013-02-01 PAST TOP PICK GWG-X Great Western Minerals Group

(A Top Pick Feb 3/12. Down 45.54%.) He got stopped out at about 25%.

 Price:
$0.305
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-02-01 COMMENT LTV-X Leonovus Inc

He is looking at investing in this one personally. Very speculative and very early stage growth opportunity. Have software that takes advantage of the “dark” cores in computers. Computers were not able to keep up to speed so ended up having computers coming with 2 and 4 cores. They will use the unused cores and installing a 3 TB hard drive so users can surf the Internet and use it as a set top box. Challenge is that most software is still written for single core. Looking for opportunities in the Far East where a large number of units would be installed with the unused capacity being sold.

 Price:
$0.230
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-02-01 PAST TOP PICK MT-T (Dead) Miranda Technologies Inc.

(A Top Pick Feb 3/12. Up 64.95%.)

 Price:
$17.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-02-01 TOP PICK PLI-T Prometic Life Sciences Inc.

Spent $460 million on technology that removes pathogens from blood. Recently got some money from a Chinese company that allows them to build out their Laval plant which will allow them to do 150,000 L a year, about $150 million capacity. P/E ratio of 35. Cheap.

 Price:
$0.390
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-02-01 TOP PICK SUM-T Solium Capital Inc

Provides services for administration and execution of equity-based incentive programs. High earnings and 62% recurring revenue. 28% return on equity on a trailing basis. 9% free cash flow yield on Q4 trailing basis. Trades at 9.4X EBITDA. Sales have grown 40% per year for the last 3 years. This is one you Buy, throw it in a box and wake up happy 1-2 years into the future.

 Price:
$3.800
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-02-01 DON'T BUY SY-X Symbility Solutions

Software that allows construction builders and insurance companies to figure out what is needed to repair damages after some kind of natural disaster. Have great opportunities in the UK and are trying to get the same kind of traction in the US. Appears to be expensive based on analysts’ estimates for the next 12 months.

 Price:
$0.470
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2013-02-01 COMMENT TGL-T Transglobe Energy

Canadian-based but most of its action is in Egypt. Company indicated they are well away from all the problems. Oil/gas industry is a large producer of earnings for the country so regardless of who is running the government, they are quite happy to have them continue. Earnings PE multiples are low. When there is more stability in the political situation, then you could look at entering the stock.

 Price:
$8.700
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2013-02-01 COMMENT WIN-T Wi-Lan Inc.

Very large number of patents in some very interesting spaces. Stock has pulled back, partially because near-term earnings are depressed, which is usually a good thing. Spending a ton of money on legal expenses. Outlook should be pretty good for 2013. Expected to earn $.43 which would be an increase of 23% year-over-year compared to 2012. Could see it hitting $7-$8. Ranks well in his models. He is waiting for improvement in technicals.

 Price:
$4.600
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2013-02-01 HOLD ZED-X Zed.i Solutions Inc

Unless a company has a market cap of $100 million, most institutional investors are not interested because there is usually not enough liquidity for them to get a meaningful position. Also, there is only one analyst that covers this company. Estimates for 2013 is for earnings of $.05 in the current estimate of $.03 for 2012. You are looking for about a 66% lift in earnings. Have the advantages of recurring revenue.

 Price:
$0.670
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2012-11-02 N/A A Commentary A Comment -- General Comments From an Expert

Markets. On September 14, the S&P 500 peaked and has made successive lower highs. The question is, is this the start of the new intermediate correction or the advance of something more significant. Seasonably November is usually a good month and is also the start usually of a good 6 months investment period however, some technical analysts have cautioned.

 Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on GOLD
Owned:
_N/A
2012-11-02 COMMENT A Commentary A Comment -- General Comments From an Expert

Gold. Down about 2% on the day but seasonally, gold bullion and gold stocks typically do well in November. Bullion is up about 8%-9%. Seasonably gold usually runs from August through until February. We had the pause in Sept/Oct and are basically having a re-acceleration. (See Top Picks.)

 Price:
$0.020
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on GOLD
Owned:
_N/A
Showing 1 to 15 of 1,416 entries
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