Viewing Expert Matt Kacur | StockChase
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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
2017-07-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The market is looking expensive by quite a few metrics.  Sentiment is pretty strong.  In 2012 the total value of the future performance of a company was 54% and now it is 71%.  The rest of the value is fixed and working capital.  The FANG stocks are surprising okay.  He is little leery of AAPL-Q, however. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
_N/A
2017-07-24 BUY Must be logged in to use chart ABX-T Barrick Gold

He prefers a stock to the bullion.  How can you calculate what gold is worth.  The price of gold is what it is and you ask if the company can make much money.  ABX-T cannot make much money right here.  If we get a lift in the gold price then you get a bigger lift in the price of the stock.


Price:
$19.290
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 WATCH Must be logged in to use chart ALC-T Algoma Central Corp.

It is a shipper.  It is a tough business.  You often end up with empty ships doing a ‘dry’ run.  This one has been rather consistent, but their return on capital is usually 5%, and is down to 2% right now.  A year ago it was down to 1%.  He likes improving return on capital.  If it gets back to 5%, the stock would be worth about $20.  We need to see that improvement.  There is a small amount of evidence that the return on capital is improving. 


Price:
$12.250
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

It is a good time to buy.  A year or so ago it looked a little rich and he was not recommending it as strongly.  Now it keeps continuing to impress.  The valuation is improving.  Their return on capital is improving.  He admires the company.


Price:
$60.050
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 DON'T BUY Must be logged in to use chart BB-T BlackBerry

He flips back and forth on it.  They have a negative return on capital.  He does not think it is going to be able to come back.  They have not shown him enough for now.  He is not there yet.


Price:
$12.620
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-07-24 PAST TOP PICK Must be logged in to use chart BF.B-N Brown-Forman

(Top Pick May 18/17, Down 8.22%)  It was interesting at the time.  There was speculation they would be bought out.  He bought it because he liked the company regardless.  The stock came back down to normal.  He would not buy it because of speculation it would be bought out.  He would not change his mind on this one.  He still likes it.  He likes the consistency.  They have some strong brands and the stock is chronically undervalued.


Price:
$47.980
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-07-24 BUY Must be logged in to use chart CCA-T Cogeco Cable

When you compare this to the other cable companies it is obviously better.  It has a higher return on capital and is cheaper.  Technology is not going away and we are going to need bandwidth.  They are cousins of the utilities.  This one is at the top of the list of cable companies.


Price:
$87.700
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart CCL.B-T CCL Industries (B)

It is a great company.  Return on capital in 2012 was 7% and is now up to 14% and they put capital to work in that time.  They pay a dividend as well.  It is not too expensive.


Price:
$60.250
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 WATCH Must be logged in to use chart CCO-T Cameco Corporation

It is a really tough industry.  The best they have done over 20 years is a 5% return on capital and it is at 1% right now.  He would look for it to come out of a cyclical bottom in return on capital.


Price:
$12.420
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 COMMENT Must be logged in to use chart CRH-T CRH Medical Corp.

News items make it difficult for anyone to analyze.  They have one of the best returns of capital.  The rules have changed.  Probably it is okay.  Usually the rule changes sound more threatening than they really are.


Price:
$4.500
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart CVS-N CVS Health Corp

Great company.  He would buy it down here as it has been hurt the last year or two.  Walgreens had taken some of their market share.  The business is changing.  It has such a good brand.  They are everywhere you go.  His numbers are fantastic.  He thinks everything negative is priced in.


Price:
$77.100
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart DIS-N Walt Disney

The return on capital has been improving.  When you have a pullback it is a good time to get in.  He is not worried about cord cutting on ESPN.


Price:
$107.000
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart DSG-T Descartes

It is really quite a good company.  There is no question about it.  He always likes to see an upward trend in the return on capital, which we have.  Valuation is a little rich, but when you have a high quality company it tends to be justified.


Price:
$31.330
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 BUY Must be logged in to use chart EIF-T Exchange Income

It is still a buy.  It is a really good company back to 2005.  They have almost always had 10% or more return on capital. 


Price:
$27.050
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 DON'T BUY Must be logged in to use chart F-N Ford Motor

He likes a lot of the auto companies.  F-N, however has too low a return on capital.  They have so much debt be would have to pass on it.  He prefers the parts companies, as they have better return on capital.  He likes GE-N better than F-N.


Price:
$11.290
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 184 entries
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