Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
February 2, 2018

Has been flat lately, but one of the best Canadian companies. Has international operations, rare for a Canadian company. Likes this brand. High-quality. Reasonable valuation.

Show full opinionHide full opinion

Has been flat lately, but one of the best Canadian companies. Has international operations, rare for a Canadian company. Likes this brand. High-quality. Reasonable valuation.

HOLD
HOLD
February 2, 2018

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.

Show full opinionHide full opinion
Nvidia Corp (NVDA-Q)
February 2, 2018

Done a great job. Invested a lot more capital in the busines, up to $9 billion with a 22% ROIC, but it's getting stretched. He's on the fence, but hold. Warning: it's not cheap. A good company overall.

Matt Kacur

Unlock Ratings

Price
$233.520
Owned
Unknown
BUY
BUY
February 2, 2018

Doesn't think will NAFTA be a big issue, because the car industry is so integrated among countries. Improving ROIC, now at 11%. Good dividend. You can't go wrong.

Show full opinionHide full opinion
Magna Int'l. (A) (MG-T)
February 2, 2018

Doesn't think will NAFTA be a big issue, because the car industry is so integrated among countries. Improving ROIC, now at 11%. Good dividend. You can't go wrong.

DON'T BUY
DON'T BUY
February 2, 2018

Now is not a good time for utilities because of rising interest rates. Iroincally, IPL has always been rich until now. Wait till utilities are back in favour before buying.

Show full opinionHide full opinion
Inter Pipeline (IPL-T)
February 2, 2018

Now is not a good time for utilities because of rising interest rates. Iroincally, IPL has always been rich until now. Wait till utilities are back in favour before buying.

DON'T BUY
DON'T BUY
February 2, 2018

Intel is too good. AMD is too speculative. It rarely has a positive ROIC, curerntly a weak 6%. Intel has more than double the ROIC.

Show full opinionHide full opinion

Intel is too good. AMD is too speculative. It rarely has a positive ROIC, curerntly a weak 6%. Intel has more than double the ROIC.

TOP PICK
TOP PICK
February 2, 2018

Strong fundemantals. Cyclical stock, so currently in favour with world demand for resources (copper. zinc). Improving ROIC strongly tied to stock price. ROIC has risen from 1% two years ago to 7% now. Valuation good.

Show full opinionHide full opinion

Strong fundemantals. Cyclical stock, so currently in favour with world demand for resources (copper. zinc). Improving ROIC strongly tied to stock price. ROIC has risen from 1% two years ago to 7% now. Valuation good.

TOP PICK
TOP PICK
February 2, 2018

One of his favourite FANGs. Very strong. User metrics that were recently released didn't hurt stock performance. Is an amazing advertising platform. ROIC is a stunning 24% and it's still rising, which is incredible.

Show full opinionHide full opinion
Facebook (FB-Q)
February 2, 2018

One of his favourite FANGs. Very strong. User metrics that were recently released didn't hurt stock performance. Is an amazing advertising platform. ROIC is a stunning 24% and it's still rising, which is incredible.