Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 13, 2017

(A Top Pick Jan 6/17. Down 6%.) The kind of stock you should own for the long-term. It is still undervalued. It has a great, long term track record. Still likes this.

Chevron Texaco(CVX-N)
March 13, 2017

(A Top Pick Jan 6/17. Down 6%.) The kind of stock you should own for the long-term. It is still undervalued. It has a great, long term track record. Still likes this.

Matt Kacur
President, FSA Financial Science and Art
Price
$109.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 13, 2017

(A Top Pick Jan 6/17. Down 15%.) Services are more cyclical, and in general will lag the producers. Also, they had a “not so great” quarter, which took the stock down. Overall, he still really likes this. It has been a really great company, and if you get the opportunity to buy it at a cheap price, he would stick with it.

(A Top Pick Jan 6/17. Down 15%.) Services are more cyclical, and in general will lag the producers. Also, they had a “not so great” quarter, which took the stock down. Overall, he still really likes this. It has been a really great company, and if you get the opportunity to buy it at a cheap price, he would stick with it.

Matt Kacur
President, FSA Financial Science and Art
Price
$8.170
Owned
No
PAST TOP PICK
PAST TOP PICK
March 13, 2017

(A Top Pick Jan 6/17. Up 2%.) There was speculation about “peak auto” not that long ago and a lot of these companies took a hit. Doesn’t think this is anywhere near being fully valued, and feels it has good upside potential.

Linamar Corp(LNR-T)
March 13, 2017

(A Top Pick Jan 6/17. Up 2%.) There was speculation about “peak auto” not that long ago and a lot of these companies took a hit. Doesn’t think this is anywhere near being fully valued, and feels it has good upside potential.

Matt Kacur
President, FSA Financial Science and Art
Price
$61.580
Owned
No
COMMENT
COMMENT
March 13, 2017

Still thinks there is upside in the rails. The fact that they have improved their ROC for about 6 years in a row, from 5% up to 9%, and if it can edge a little higher, valuation is going to go up as well. Canadian Pacific (CP-T) might be a little stronger.

Still thinks there is upside in the rails. The fact that they have improved their ROC for about 6 years in a row, from 5% up to 9%, and if it can edge a little higher, valuation is going to go up as well. Canadian Pacific (CP-T) might be a little stronger.

Matt Kacur
President, FSA Financial Science and Art
Price
$97.830
Owned
Unknown
COMMENT
COMMENT
March 13, 2017

A very strong company. ROC is astoundingly high. The valuation looks really good. From a pure, financial Return on Capital and valuation perspective, this looks really good.

CRH Medical Corp.(CRH-T)
March 13, 2017

A very strong company. ROC is astoundingly high. The valuation looks really good. From a pure, financial Return on Capital and valuation perspective, this looks really good.

Matt Kacur
President, FSA Financial Science and Art
Price
$10.720
Owned
Unknown
BUY
BUY
March 13, 2017

A solid company. For the most part, this is probably a Buy. Good ROC, and the valuation is pretty reasonable.

A solid company. For the most part, this is probably a Buy. Good ROC, and the valuation is pretty reasonable.

Matt Kacur
President, FSA Financial Science and Art
Price
$30.120
Owned
Unknown
COMMENT
COMMENT
March 13, 2017

He is a big fan of this company. It is just a matter of trying to get it at the right time, because it is going to be cyclical. They own some really great assets and are fairly diversified in copper, oil, etc. Valuation still looks pretty good.

He is a big fan of this company. It is just a matter of trying to get it at the right time, because it is going to be cyclical. They own some really great assets and are fairly diversified in copper, oil, etc. Valuation still looks pretty good.

Matt Kacur
President, FSA Financial Science and Art
Price
$27.520
Owned
Unknown