Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 24, 2017

It is a really good company. It is a low return-on-capital company, but it is expected to be. It is at a decent valuation, has a good dividend yield with a decent payout ratio. He would like to see the leverage down a little.

TC Energy (TRP-T)
July 24, 2017

It is a really good company. It is a low return-on-capital company, but it is expected to be. It is at a decent valuation, has a good dividend yield with a decent payout ratio. He would like to see the leverage down a little.

Matt Kacur
President, FSA Financial Science and Art
Price
$64.310
Owned
Unknown
BUY
BUY
July 24, 2017

The return on capital has held in there at 10%. They put a lot of capital to work. The valuation looks good. He would be very interested in looking into this more.

The return on capital has held in there at 10%. They put a lot of capital to work. The valuation looks good. He would be very interested in looking into this more.

Matt Kacur
President, FSA Financial Science and Art
Price
$6.860
Owned
Unknown
DON'T BUY
DON'T BUY
July 24, 2017

He likes the company, although would not buy it at the moment. In the last year it has softened up a little. He would try to look for an entry point based on a pullback and/or the financials improving.

He likes the company, although would not buy it at the moment. In the last year it has softened up a little. He would try to look for an entry point based on a pullback and/or the financials improving.

Matt Kacur
President, FSA Financial Science and Art
Price
$44.000
Owned
Unknown
DON'T BUY
DON'T BUY
July 24, 2017

He likes a lot of the auto companies. F-N, however has too low a return on capital. They have so much debt be would have to pass on it. He prefers the parts companies, as they have better return on capital. He likes GE-N better than F-N.

Ford Motor (F-N)
July 24, 2017

He likes a lot of the auto companies. F-N, however has too low a return on capital. They have so much debt be would have to pass on it. He prefers the parts companies, as they have better return on capital. He likes GE-N better than F-N.

Matt Kacur
President, FSA Financial Science and Art
Price
$11.290
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
July 24, 2017

This is speculative. They have yet to make any money. There is no multiple. It is such a great company, though. You could buy some, but just a small piece. Don’t go overboard.

Shopify Inc. (SHOP-T)
July 24, 2017

This is speculative. They have yet to make any money. There is no multiple. It is such a great company, though. You could buy some, but just a small piece. Don’t go overboard.

Matt Kacur
President, FSA Financial Science and Art
Price
$116.910
Owned
Unknown
BUY
BUY
July 24, 2017

Great company. He would buy it down here as it has been hurt the last year or two. Walgreens had taken some of their market share. The business is changing. It has such a good brand. They are everywhere you go. His numbers are fantastic. He thinks everything negative is priced in.

Great company. He would buy it down here as it has been hurt the last year or two. Walgreens had taken some of their market share. The business is changing. It has such a good brand. They are everywhere you go. His numbers are fantastic. He thinks everything negative is priced in.

Matt Kacur
President, FSA Financial Science and Art
Price
$77.100
Owned
Unknown
BUY
BUY
July 24, 2017

He would not worry about it. Stocks do trade 8% down without it having meaning. The only negative he has is that it has gone up so much and other analysts will think it is time for a pullback, but not according to his quantitative analysis. He likes it.

He would not worry about it. Stocks do trade 8% down without it having meaning. The only negative he has is that it has gone up so much and other analysts will think it is time for a pullback, but not according to his quantitative analysis. He likes it.

Matt Kacur
President, FSA Financial Science and Art
Price
$50.830
Owned
Unknown