Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 6, 2017

Had like this before, and is still okay with it. It is really a good company. The reason for the down side was mostly on their hep C drug that didn’t meet expectations. Competition came into the space and sales came down. The overall company is very, very strong. Thinks investors have priced in the downside at this point. Stock looks pretty good here.

Had like this before, and is still okay with it. It is really a good company. The reason for the down side was mostly on their hep C drug that didn’t meet expectations. Competition came into the space and sales came down. The overall company is very, very strong. Thinks investors have priced in the downside at this point. Stock looks pretty good here.

Matt Kacur
President, FSA Financial Science and Art
Price
$75.490
Owned
Unknown
BUY
BUY
January 6, 2017

Still thinks there is upside, but this is not a screaming buy. You are getting a great company, and he will Buy a great company that looks a little rich from time to time. He would still buy this.

Still thinks there is upside, but this is not a screaming buy. You are getting a great company, and he will Buy a great company that looks a little rich from time to time. He would still buy this.

Matt Kacur
President, FSA Financial Science and Art
Price
$60.660
Owned
Unknown
BUY
BUY
January 6, 2017

He likes this quite a bit. Interest rates look like they are going to go up, but you are getting a higher yield here. He thinks the stock is undervalued. Dividend yield of 4.8%.

He likes this quite a bit. Interest rates look like they are going to go up, but you are getting a higher yield here. He thinks the stock is undervalued. Dividend yield of 4.8%.

Matt Kacur
President, FSA Financial Science and Art
Price
$11.210
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

Has been a big fan of this company and has supported them through some of the downturn, but they cannot seem to turn it around. Very speculative. It is hard to run this company with negative cash flows quarter after quarter after quarter.

BlackBerry (BB-T)
January 6, 2017

Has been a big fan of this company and has supported them through some of the downturn, but they cannot seem to turn it around. Very speculative. It is hard to run this company with negative cash flows quarter after quarter after quarter.

Matt Kacur
President, FSA Financial Science and Art
Price
$9.470
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 6, 2017

A company that he would own in general, just because it is a really good company. It has had a tremendous run. Any time a company has had a run like this, you want to be a little cautious. However, the valuation of this company still looks pretty cheap. He would go into it slowly and build a position on low pullbacks. Their track record is tremendous, probably because there is not a lot of competition.

A company that he would own in general, just because it is a really good company. It has had a tremendous run. Any time a company has had a run like this, you want to be a little cautious. However, the valuation of this company still looks pretty cheap. He would go into it slowly and build a position on low pullbacks. Their track record is tremendous, probably because there is not a lot of competition.

Matt Kacur
President, FSA Financial Science and Art
Price
$40.560
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

This has always been kind of a gas name, and gas is very difficult. The track record is pretty good, having earned as high as 9% return a couple of years ago. It is lower now though, just because the commodity price is lower. He would expect this to rebound, and if it can rebound to a 9% return internally, the stock is worth about $11.

This has always been kind of a gas name, and gas is very difficult. The track record is pretty good, having earned as high as 9% return a couple of years ago. It is lower now though, just because the commodity price is lower. He would expect this to rebound, and if it can rebound to a 9% return internally, the stock is worth about $11.

Matt Kacur
President, FSA Financial Science and Art
Price
$8.950
Owned
No
BUY
BUY
January 6, 2017

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.

Matt Kacur
President, FSA Financial Science and Art
Price
$38.750
Owned
Unknown