Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 2, 2018

Getting shy with all utilities. First time in many years he's been cautious in this sector, because interest hikes are finally coming. So, ALA's debt service could go up. No to Altagas for now, though maybe buy later.

Altagas Ltd (ALA-T)
February 2, 2018

Getting shy with all utilities. First time in many years he's been cautious in this sector, because interest hikes are finally coming. So, ALA's debt service could go up. No to Altagas for now, though maybe buy later.

Matt Kacur
President, FSA Financial Science and Art
Price
$26.940
Owned
Unknown
BUY
BUY
February 2, 2018

It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

Matt Kacur
President, FSA Financial Science and Art
Price
$54.620
Owned
Unknown
BUY
BUY
February 2, 2018

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Matt Kacur
President, FSA Financial Science and Art
Price
$187.310
Owned
Unknown
BUY
BUY
February 2, 2018

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Amazon.com (AMZN-Q)
February 2, 2018

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Matt Kacur
President, FSA Financial Science and Art
Price
$1429.950
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 2, 2018

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

Matt Kacur
President, FSA Financial Science and Art
Price
$56.270
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 2, 2018

(A Top Pick March 13/17. Up 1%.) Mini pullback in past three months, but still fantastic. ROIC is 20%+. Valuation has improved. Hasn't heard of price war among U.S. fast food chains, but unconcerned.

(A Top Pick March 13/17. Up 1%.) Mini pullback in past three months, but still fantastic. ROIC is 20%+. Valuation has improved. Hasn't heard of price war among U.S. fast food chains, but unconcerned.

Matt Kacur
President, FSA Financial Science and Art
Price
$73.340
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 2, 2018

(A Top Pick March 13/17. Up 9%.) An absolute gem, but is cautious with utilities including AQN at least for now. You can hold it for five years and forget about it. If you're a trader, now's a good time to get out, because of overall situation with utilities, rising interest rates and servicing their debt.

(A Top Pick March 13/17. Up 9%.) An absolute gem, but is cautious with utilities including AQN at least for now. You can hold it for five years and forget about it. If you're a trader, now's a good time to get out, because of overall situation with utilities, rising interest rates and servicing their debt.

Matt Kacur
President, FSA Financial Science and Art
Price
$12.960
Owned
Unknown