Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
November 26, 2018
A great company. The only question is what are you willing to pay for it. For him, it is just too expensive at this price. He would wait for a pull back.
Costco Wholesale (COST-Q)
November 26, 2018
A great company. The only question is what are you willing to pay for it. For him, it is just too expensive at this price. He would wait for a pull back.
Matt Kacur
President, FSA Financial Science and Art
Price
$220.940
Owned
No
WAIT
WAIT
November 26, 2018
Another great company. It is an outstanding operator. Return on capital keeps climbing. He thinks there will be an opportunity still to get it at a lower price. It is part of the tech pullback.
Descartes (DSG-T)
November 26, 2018
Another great company. It is an outstanding operator. Return on capital keeps climbing. He thinks there will be an opportunity still to get it at a lower price. It is part of the tech pullback.
Matt Kacur
President, FSA Financial Science and Art
Price
$37.790
Owned
No
BUY
BUY
November 26, 2018
This is the right time for this. It is a defensive play. It is producing a good return for a telecom. It is undervalued.
This is the right time for this. It is a defensive play. It is producing a good return for a telecom. It is undervalued.
Matt Kacur
President, FSA Financial Science and Art
Price
$59.170
Owned
No
BUY
BUY
November 26, 2018
He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here.
He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here.
Matt Kacur
President, FSA Financial Science and Art
Price
$81.700
Owned
No
TOP PICK
TOP PICK
November 26, 2018
It is a similar experience to Tim Horton’s. They are primarily a NE company in the US. They are going to try to roll out nationally with a 1000 stores by the end of 2020. He likes the regional to national play. They are also growing internationally. It is a 100% franchise model. He has an $85 target. Yield 2.0%. (Analysts’ price target is $73.75)
It is a similar experience to Tim Horton’s. They are primarily a NE company in the US. They are going to try to roll out nationally with a 1000 stores by the end of 2020. He likes the regional to national play. They are also growing internationally. It is a 100% franchise model. He has an $85 target. Yield 2.0%. (Analysts’ price target is $73.75)
Matt Kacur
President, FSA Financial Science and Art
Price
$71.530
Owned
Yes
TOP PICK
TOP PICK
November 26, 2018
This is an industrial company making anything to do with fluids and metering. Their 3 main businesses are fluids and metering, health and science, and fire and safety. He likes the consistency of this company. A super clean balance sheet with little debt. A lot to like. Yield = 1.3% (Analysts’ price target is $141.82)
IDEX Corporation (IEX-N)
November 26, 2018
This is an industrial company making anything to do with fluids and metering. Their 3 main businesses are fluids and metering, health and science, and fire and safety. He likes the consistency of this company. A super clean balance sheet with little debt. A lot to like. Yield = 1.3% (Analysts’ price target is $141.82)
Matt Kacur
President, FSA Financial Science and Art
Price
$133.250
Owned
No
TOP PICK
TOP PICK
November 26, 2018
This is mostly a renewable source energy company. They claim they are the world’s largest wind and solar energy producer. It is undervalued. Dividend is growing. He sees a 17% upside to this. Yield = 2.5%. (Analysts’ price target is $180.78)
NextEra Energy (NEE-N)
November 26, 2018
This is mostly a renewable source energy company. They claim they are the world’s largest wind and solar energy producer. It is undervalued. Dividend is growing. He sees a 17% upside to this. Yield = 2.5%. (Analysts’ price target is $180.78)
Matt Kacur
President, FSA Financial Science and Art
Price
$177.030
Owned
No