Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 26, 2018
He is not concerned about the price of Apple, but more concerned about their actions he would like to see them do. They have so much cash on their balance sheet. They are a victim of their own success. He would like to see either a bigger dividend, or some plan for all the cash. Their service revenue has been ramping up, which is encouraging.
Apple (AAPL-Q)
November 26, 2018
He is not concerned about the price of Apple, but more concerned about their actions he would like to see them do. They have so much cash on their balance sheet. They are a victim of their own success. He would like to see either a bigger dividend, or some plan for all the cash. Their service revenue has been ramping up, which is encouraging.
Matt Kacur
President, FSA Financial Science and Art
Price
$173.119
Owned
No
WAIT
WAIT
November 26, 2018
This is a tough case. He likes the company and the results have been good. It looks quite cheap. The underlying commodities, zinc and copper, are just so low. He would be more comfortable if there was firming in the commodity pricing.
This is a tough case. He likes the company and the results have been good. It looks quite cheap. The underlying commodities, zinc and copper, are just so low. He would be more comfortable if there was firming in the commodity pricing.
Matt Kacur
President, FSA Financial Science and Art
Price
$26.630
Owned
No
SELL
SELL
November 26, 2018
He would be inclined to sell. This is not one of the strongest utilities, there are other options. He would like to see what their US acquisition does for them. Their balance sheet is quite over levered. He does not think the current dividend yield of almost 15% is sustainable.
Altagas Ltd (ALA-T)
November 26, 2018
He would be inclined to sell. This is not one of the strongest utilities, there are other options. He would like to see what their US acquisition does for them. Their balance sheet is quite over levered. He does not think the current dividend yield of almost 15% is sustainable.
Matt Kacur
President, FSA Financial Science and Art
Price
$14.600
Owned
No
PARTIAL BUY
PARTIAL BUY
November 26, 2018
He is a big supporter of this company. There is barely any cash flow, it is all about investment, because they are in the early stages. He likes the model. He would probably not take a full position at this time.
Square Inc (SQ-N)
November 26, 2018
He is a big supporter of this company. There is barely any cash flow, it is all about investment, because they are in the early stages. He likes the model. He would probably not take a full position at this time.
Matt Kacur
President, FSA Financial Science and Art
Price
$65.455
Owned
No
PAST TOP PICK
PAST TOP PICK
November 26, 2018
(A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company.
(A Top Pick Oct 13/17, Up 10%) He still likes this. This is the type of company that you would expect a good rate of return annually. They did a great job of reinventing the brand with Circle K. This is their global brand now. This is a smooth, steady, reliable company.
Matt Kacur
President, FSA Financial Science and Art
Price
$66.350
Owned
No
PAST TOP PICK
PAST TOP PICK
November 26, 2018
(A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem.
Broadcom (AVGO-Q)
November 26, 2018
(A Top Pick Oct 13/17, Down 2%) He still likes the name. It is a standout networking, equipment company. Huge rate of return on capital. It is undervalued. He thinks this is a gem.
Matt Kacur
President, FSA Financial Science and Art
Price
$235.030
Owned
No
PAST TOP PICK
PAST TOP PICK
November 26, 2018
(A Top Pick Oct 13/17, Up 9%) High quality, very consistent company. Came into most people’s radar screens with the big hurricanes last year. They are a generator company. High quality product, strong financials and undervalued. Probably the number one generator company.
Generac (GNRC-N)
November 26, 2018
(A Top Pick Oct 13/17, Up 9%) High quality, very consistent company. Came into most people’s radar screens with the big hurricanes last year. They are a generator company. High quality product, strong financials and undervalued. Probably the number one generator company.
Matt Kacur
President, FSA Financial Science and Art
Price
$55.130
Owned
No