Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 6, 2017

He has liked this company for a while. It had a really long period of building up the company with no cash flow, no cash flow, no cash flow. Then, a couple of years ago, all of a sudden it started accumulating a decent ROC. It is just starting to go cash flow positive, in general that is a great time to be an investor, because a lot of the risk has been taken out.

Detour Gold(DGC-T)
January 6, 2017

He has liked this company for a while. It had a really long period of building up the company with no cash flow, no cash flow, no cash flow. Then, a couple of years ago, all of a sudden it started accumulating a decent ROC. It is just starting to go cash flow positive, in general that is a great time to be an investor, because a lot of the risk has been taken out.

Matt Kacur
President, FSA Financial Science and Art
Price
$20.580
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

ROC is very low, but he thinks it is going to improve because oil/gas prices have been stable. This has had a decent track record of good ROC, so he would expect it to return to normal. If he puts a normal rate of return on it, it shows pretty good upside. He could see the stock going past $10, maybe $11, and even $12.

Torc Oil & Gas Ltd(TOG-T)
January 6, 2017

ROC is very low, but he thinks it is going to improve because oil/gas prices have been stable. This has had a decent track record of good ROC, so he would expect it to return to normal. If he puts a normal rate of return on it, it shows pretty good upside. He could see the stock going past $10, maybe $11, and even $12.

Matt Kacur
President, FSA Financial Science and Art
Price
$8.120
Owned
Unknown
COMMENT
COMMENT
January 6, 2017

A great company. As a Canadian, if you have a normal portfolio, you are going to have some utilities, and this could definitely be one of them. His calculation of the cash payout ratio comes out to only 30%, which is actually low. From that perspective, they can continue their dividend. He would like to see their working capital position get a little stronger.

Fortis Inc.(FTS-T)
January 6, 2017

A great company. As a Canadian, if you have a normal portfolio, you are going to have some utilities, and this could definitely be one of them. His calculation of the cash payout ratio comes out to only 30%, which is actually low. From that perspective, they can continue their dividend. He would like to see their working capital position get a little stronger.

Matt Kacur
President, FSA Financial Science and Art
Price
$41.220
Owned
Unknown
TOP PICK
TOP PICK
January 6, 2017

Rates this as a low to medium risk stock. This is a lot like Suncor (SU-T), only a US version. Very consistent return on invested capital, fully integrated. It looks undervalued. 3.7% dividend yield. (Analysts’ price target is $124.13.)

Chevron Texaco(CVX-N)
January 6, 2017

Rates this as a low to medium risk stock. This is a lot like Suncor (SU-T), only a US version. Very consistent return on invested capital, fully integrated. It looks undervalued. 3.7% dividend yield. (Analysts’ price target is $124.13.)

Matt Kacur
President, FSA Financial Science and Art
Price
$116.840
Owned
Yes
TOP PICK
TOP PICK
January 6, 2017

He considers this a medium risk company. He finds any of the service companies riskier, and have lagged, versus the producers. When you are in the services game, you are the last in line when things are good, and 1st in line when things get bad. They are just starting to get an upswing after the energy prices improved. This is at its all-time low in terms of return on invested capital, but they have a tremendous track record. It is also undervalued. Dividend yield of 5.03%. (Analysts’ price target is $9.81.)

He considers this a medium risk company. He finds any of the service companies riskier, and have lagged, versus the producers. When you are in the services game, you are the last in line when things are good, and 1st in line when things get bad. They are just starting to get an upswing after the energy prices improved. This is at its all-time low in terms of return on invested capital, but they have a tremendous track record. It is also undervalued. Dividend yield of 5.03%. (Analysts’ price target is $9.81.)

Matt Kacur
President, FSA Financial Science and Art
Price
$9.540
Owned
No
TOP PICK
TOP PICK
January 6, 2017

This is considered as a medium risk company. An auto parts company, and has gotten beaten up just from peak auto speculation. Undervalued and a great opportunity. Dividend yield of 0.66%. (Analysts’ price target is $62.94.)

Linamar Corp(LNR-T)
January 6, 2017

This is considered as a medium risk company. An auto parts company, and has gotten beaten up just from peak auto speculation. Undervalued and a great opportunity. Dividend yield of 0.66%. (Analysts’ price target is $62.94.)

Matt Kacur
President, FSA Financial Science and Art
Price
$60.500
Owned
No