Stock Opinions by Matt Kacur - Stockchase Experts

Signal	Opinion	Expert	Chart
COMMENT	General Market Comment November 26, 2018 Market Outlook. He has been waiting for the correction that happened last week. Trade wars, ballooning deficits, telegraphed interest rate increases, all predicted that this would happen. He thinks the US tax cuts kept the market up this long as these cuts flowed through to earnings. He would not be sounding the all clear yet. Today is an up day. Volatility is increasing. He doesn’t think the next 12 months will be too great. 0 0 0 0 0 0 comments	Market Outlook. He has been waiting for the correction that happened last week. Trade wars, ballooning deficits, telegraphed interest rate increases, all predicted that this would happen. He thinks the US tax cuts kept the market up this long as these cuts flowed through to earnings. He would not be sounding the all clear yet. Today is an up day. Volatility is increasing. He doesn’t think the next 12 months will be too great. Unknown 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS	Dollarama Inc.(DOL-T) November 26, 2018 This is still quite good. He would not buy into the stock right not. Financials are a little weaker and growth has slowed down. This company will be fine long term. He thinks could still get it at a lower price. It is a great company. Consumer Products 0 0 0 0 0 0 comments	This is still quite good. He would not buy into the stock right not. Financials are a little weaker and growth has slowed down. This company will be fine long term. He thinks could still get it at a lower price. It is a great company. Consumer Products 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $33.900 Owned No	Sign up or Log in to enjoy full view of charts.
BUY on WEAKNESS	Apple(AAPL-Q) November 26, 2018 He is not concerned about the price of Apple, but more concerned about their actions he would like to see them do. They have so much cash on their balance sheet. They are a victim of their own success. He would like to see either a bigger dividend, or some plan for all the cash. Their service revenue has been ramping up, which is encouraging. electrical/electronic 0 0 0 0 0 0 comments	He is not concerned about the price of Apple, but more concerned about their actions he would like to see them do. They have so much cash on their balance sheet. They are a victim of their own success. He would like to see either a bigger dividend, or some plan for all the cash. Their service revenue has been ramping up, which is encouraging. electrical/electronic 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $173.119 Owned No	Sign up or Log in to enjoy full view of charts.
WAIT	Teck Resources Ltd. (B)(TECK.B-T) November 26, 2018 This is a tough case. He likes the company and the results have been good. It looks quite cheap. The underlying commodities, zinc and copper, are just so low. He would be more comfortable if there was firming in the commodity pricing. precious metals 0 0 0 0 0 0 comments	This is a tough case. He likes the company and the results have been good. It looks quite cheap. The underlying commodities, zinc and copper, are just so low. He would be more comfortable if there was firming in the commodity pricing. precious metals 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $26.630 Owned No	Sign up or Log in to enjoy full view of charts.
SELL	Altagas Ltd(ALA-T) November 26, 2018 He would be inclined to sell. This is not one of the strongest utilities, there are other options. He would like to see what their US acquisition does for them. Their balance sheet is quite over levered. He does not think the current dividend yield of almost 15% is sustainable. oil/gas 0 0 0 0 0 0 comments	He would be inclined to sell. This is not one of the strongest utilities, there are other options. He would like to see what their US acquisition does for them. Their balance sheet is quite over levered. He does not think the current dividend yield of almost 15% is sustainable. oil/gas 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $14.600 Owned No	Sign up or Log in to enjoy full view of charts.
PARTIAL BUY	Square Inc(SQ-N) November 26, 2018 He is a big supporter of this company. There is barely any cash flow, it is all about investment, because they are in the early stages. He likes the model. He would probably not take a full position at this time. 0 0 0 0 0 0 comments	He is a big supporter of this company. There is barely any cash flow, it is all about investment, because they are in the early stages. He likes the model. He would probably not take a full position at this time. 0 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $65.455 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Alimentation Couche-Tard (B)(ATD.B-T) November 26, 2018 (A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company. food stores 0 0 0 0 0 0 comments	(A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company. food stores 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $66.350 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Broadcom(AVGO-Q) November 26, 2018 (A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem. 0 0 0 0 0 0 comments	(A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem. 0 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $235.030 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Generac(GNRC-N) November 26, 2018 (A Top Pick Oct 13/17, Up 9%) High quality, very consistent company. Came into most people’s radar screens with the big hurricanes last year. They are a generator company. High quality product, strong financials and undervalued. Probably the number one generator company. 0 0 0 0 0 0 comments	(A Top Pick Oct 13/17, Up 9%) High quality, very consistent company. Came into most people’s radar screens with the big hurricanes last year. They are a generator company. High quality product, strong financials and undervalued. Probably the number one generator company. 0 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $55.130 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	First Data Corp(FDC-N) November 26, 2018 This is a good company but he has trouble with the valuation. The return on capital has been improving the last few years which is a good sign. It looks very expensive. They have a lot of debt. He has some concern and would probably not buy. computer software/processing 0 0 0 0 0 0 comments	This is a good company but he has trouble with the valuation. The return on capital has been improving the last few years which is a good sign. It looks very expensive. They have a lot of debt. He has some concern and would probably not buy. computer software/processing 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $0.000 Owned No	Sign up or Log in to enjoy full view of charts.
WEAK BUY	Suncor Energy Inc(SU-T) November 26, 2018 This is a global player in energy. He expects the stock will go mainly sideways. You get a dividend. He would not expect a large appreciation in stock price but should be part of a balanced portfolio. integrated oils 0 0 0 0 0 0 comments	This is a global player in energy. He expects the stock will go mainly sideways. You get a dividend. He would not expect a large appreciation in stock price but should be part of a balanced portfolio. integrated oils 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $43.150 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Vermilion Energy Inc(VET-T) November 26, 2018 This is primarily a Canadian energy company and therefore getting low prices for oil. It is hard to support the valuation. Yield is almost 8.5%, so should be cautious. Their debt level is not too bad. They are in a very tough sector. oil/gas 0 0 0 0 0 0 comments	This is primarily a Canadian energy company and therefore getting low prices for oil. It is hard to support the valuation. Yield is almost 8.5%, so should be cautious. Their debt level is not too bad. They are in a very tough sector. oil/gas 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $32.700 Owned No	Sign up or Log in to enjoy full view of charts.
WAIT	Gilead Sciences Inc.(GILD-Q) November 26, 2018 Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position. biotechnology/pharmaceutical 0 0 0 0 0 0 comments	Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position. biotechnology/pharmaceutical 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $66.530 Owned No	Sign up or Log in to enjoy full view of charts.
BUY	CVS Health Corp(CVS-N) November 26, 2018 He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level. specialty stores 0 0 0 0 0 0 comments	He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level. specialty stores 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $77.840 Owned No	Sign up or Log in to enjoy full view of charts.
WAIT	BlackBerry(BB-T) November 26, 2018 He can not endorse this company right now. It looks like a good company but does not see a lot of financial disclosure regarding their recent acquisition. It does seem to make strategic sense. He has to wait to see what happens. electrical/electronic 0 0 0 0 0 0 comments	He can not endorse this company right now. It looks like a good company but does not see a lot of financial disclosure regarding their recent acquisition. It does seem to make strategic sense. He has to wait to see what happens. electrical/electronic 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $11.790 Owned No	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by Matt Kacur - Stockchase Experts