Viewing Expert Matt Kacur | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Matt Kacur , President

FSA Financial Science and Art


Date Signal Chart Symbol Company Opinion Price
2017-05-18 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The latest revelations about leaks from the White House could be a trigger for equity markets to take some pain. By his valuations, the market seems really expensive. He would find stable type of companies and stick with those. Keep your powder dry and have a bit of cash to be able to move.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
_N/A
2017-05-18 DON'T BUY Must be logged in to use chart AAPL-Q Apple

Not as bullish on this company as most people. They are so big, and it is hard for them to continue to get a good return on invested capital. Pretty much a one product company. All these things make him a little nervous. Also, it is not super cheap.


Price:
$152.540
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 BUY Must be logged in to use chart ABX-T Barrick Gold

He would call this a Buy, but it is not clear-cut. It is cyclical. One concern is that they have such a high level of debt. When things go well this company is going to do great, but not so well when things are bad. It will be more volatile than the market, but overall, a good company.


Price:
$22.460
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 PAST TOP PICK Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

(A Top Pick March 13/17. Up 9%.) This has been a long-term gem, and he still likes it. Dividend yield of 4%.


Price:
$13.380
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

One of Canada’s best companies. This is because everybody has recognized what a great company it really is. The only problem is that it is kind of rich, but not too rich. It’s like buying a really nice house. You have to pay more for it.


Price:
$61.010
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT Must be logged in to use chart BB-T BlackBerry

Has not been able to support this stock for a long time. He likes management and feels they have done everything possible to keep the company alive. They are really starting to hit their stride with software, especially in autonomous cars. They are still having negative returns. However, it is definitely worth looking at.


Price:
$13.760
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 TOP PICK Must be logged in to use chart BF.B-N Brown-Forman

A great company. Some of their brands are Jack Daniels and Finlandia. Staples is probably a good place to be at this moment. It has been doing well as long as he can remember. Fantastic Return on Capital at 19% for over 9 years.


Price:
$52.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 BUY on WEAKNESS Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

The long-term track record is actually quite good. However, they are going through some tough times at the moment. Results haven’t been that great and there might have even been a lawsuit against them. They are building in the oil/gas area which has not been great. There will probably be a better opportunity to get it at a lower price. He likes this long term.


Price:
$19.350
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

The company is very consistent and very good. This is a staple, and is probably a very good idea.


Price:
$11.280
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT Must be logged in to use chart CTL-N CenturyLink Inc

Very similar to utilities in that they earn a very low rate of return. It pays a fairly high dividend. Numbers wise, this looks really good, but thinks that they need to cut down their debt a little.


Price:
$24.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 HOLD Must be logged in to use chart DOL-T Dollarama Inc.

Sell this and wait for a better re-entry price? He would say no. He wouldn’t want to sell a high-quality company speculating that it is going to sell off. Nothing has really changed. It is a great company. It looks reasonably valued in his work.


Price:
$120.200
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 BUY on WEAKNESS Must be logged in to use chart ECI-T EnerCare Inc

A pretty good company, but looks a little expensive. Return on Capital is coming in at around 11% which is pretty good. It has been ramping up and getting better, which he likes. Q1 data looked fine.


Price:
$18.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT Must be logged in to use chart EMA-T Emera Inc

A good utility. It has low return on capital, like most utilities. Good valuation and they can support their dividend. He sees no issues going forward.


Price:
$46.700
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 HOLD Must be logged in to use chart ENB-T Enbridge

Looking at this over a 25-year period, he thinks it has been one of the best stocks on the TSE. Continue sticking with this. Prefers it over Altagas (ALA-T).


Price:
$52.760
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-18 COMMENT Must be logged in to use chart FTS-T Fortis Inc.

Utilities in Canada, for some reason, are screening better than their US counterparts. As a whole, he cannot think of a Canadian utility that he would not recommend. Return on capital has been very consistent. Valuations are very reasonable. It is getting close to his top of 30% premium to invested capital. 3.5% dividend yield. He likes this one.


Price:
$43.460
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 154 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.