Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 6, 2017

This has been consistently earning a 40% return on invested capital for 8 years or longer. The valuation looks very reasonable. It has had a great run over the last couple of years, so you should be a little careful.

Dollarama Inc. (DOL-T)
January 6, 2017

This has been consistently earning a 40% return on invested capital for 8 years or longer. The valuation looks very reasonable. It has had a great run over the last couple of years, so you should be a little careful.

Matt Kacur
President, FSA Financial Science and Art
Price
$99.460
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

Gold is very difficult in that the underlying commodity goes up and down, and is very difficult to predict the direction. However, it looks like gold has found a comfortable level, and doesn’t feel like it is going to go down from here. If anything, he feels it will go higher. This company is at an all-time low on ROC. Because of the nature of the cycle they are going to start to turn that around. Due to their leverage on their balance sheet, it is going to actually work in their favour. He could see this, optimistically, in the high $30.

Barrick Gold (ABX-T)
January 6, 2017

Gold is very difficult in that the underlying commodity goes up and down, and is very difficult to predict the direction. However, it looks like gold has found a comfortable level, and doesn’t feel like it is going to go down from here. If anything, he feels it will go higher. This company is at an all-time low on ROC. Because of the nature of the cycle they are going to start to turn that around. Due to their leverage on their balance sheet, it is going to actually work in their favour. He could see this, optimistically, in the high $30.

Matt Kacur
President, FSA Financial Science and Art
Price
$22.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 6, 2017

(A Top Pick Nov 22/16. Up 15.23%.) Thinks the markets are just trying to figure this one out. A lot of the auto parts got hurt on speculation that there was a peak auto, so he just took advantage of that.

Borg Warner (BWA-N)
January 6, 2017

(A Top Pick Nov 22/16. Up 15.23%.) Thinks the markets are just trying to figure this one out. A lot of the auto parts got hurt on speculation that there was a peak auto, so he just took advantage of that.

Matt Kacur
President, FSA Financial Science and Art
Price
$41.100
Owned
No
PAST TOP PICK
PAST TOP PICK
January 6, 2017

(A Top Pick Nov 22/16. Up 0.16%.) This is for the long-term, and it has only been a few weeks since his recommendation. A lot more Canadians should take a look at this. When you walk through a food court, almost half of the brands are part of this company. They generate a tremendous return on capital very consistently, and are expanding worldwide. It is still a small-cap company.

MTY Food Group (MTY-T)
January 6, 2017

(A Top Pick Nov 22/16. Up 0.16%.) This is for the long-term, and it has only been a few weeks since his recommendation. A lot more Canadians should take a look at this. When you walk through a food court, almost half of the brands are part of this company. They generate a tremendous return on capital very consistently, and are expanding worldwide. It is still a small-cap company.

Matt Kacur
President, FSA Financial Science and Art
Price
$49.550
Owned
No
PAST TOP PICK
PAST TOP PICK
January 6, 2017

(A Top Pick Nov 22/16. Up 4.17%.) A really solid oil/gas, and he thinks the oil/gas area is a good place to be.

Suncor Energy Inc (SU-T)
January 6, 2017

(A Top Pick Nov 22/16. Up 4.17%.) A really solid oil/gas, and he thinks the oil/gas area is a good place to be.

Matt Kacur
President, FSA Financial Science and Art
Price
$44.110
Owned
Yes
COMMENT
COMMENT
January 6, 2017

Fundamentally this is pretty good. ROC for 3 years is 13%, then 11%, and in the trailing 3 quarters was 9%, which is pretty good for a materials company. They’ve put a lot of capital to work. This looks undervalued. Looking at Q3 numbers, he would say this is worth about $18.

Tahoe Resources (THO-T)
January 6, 2017

Fundamentally this is pretty good. ROC for 3 years is 13%, then 11%, and in the trailing 3 quarters was 9%, which is pretty good for a materials company. They’ve put a lot of capital to work. This looks undervalued. Looking at Q3 numbers, he would say this is worth about $18.

Matt Kacur
President, FSA Financial Science and Art
Price
$12.730
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

The kind of stock you own for the long-term. He wouldn’t get shaken out because of anything to do with interest rates. This has a 4.6% dividend yield, and he can see the stock still having some upside.

A T & T US (T-N)
January 6, 2017

The kind of stock you own for the long-term. He wouldn’t get shaken out because of anything to do with interest rates. This has a 4.6% dividend yield, and he can see the stock still having some upside.

Matt Kacur
President, FSA Financial Science and Art
Price
$41.320
Owned
Unknown