Robert McWhirter is president and portfolio manager of Selective Asset Management Inc. Today we look at Northwest Specialty Innovations Fund.
Globe 5-Star Rating
TOP six HOLDINGS
Neo Material Tech2.69%
Research In Motion2.55
|Fund||Group||BMO Cdn. small cap|
Allen-Vanguard is a counterterrorism products supplier. Mr. McWhirter says that "this company has potential for a larger market."
Hemisphere GPS (HEM-TSX)
Mr. McWhirter believes as farmers' incomes rise, the demand for the agricultural GPS products maker will heighten.
Open Text (OTC-TSX)
The money manager believes that along with being a vibrant software company, the key opportunity here lies in the possibility of a takeover.
PAST PICKS: FEB. 28, 2007
Then: $5.40 Now: $10.25
WebTech Wireless (WEW-TSX)
Then: $6.48 Now: $2.94
Mr. McWhirter expects equity indexes to move higher to the end of the calendar year and that U.S. 10-year bond yields will also rise. U.S. tech stocks delivered strong earnings in the third quarter and he is anticipating they will outperform over the next six to 12 months.
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