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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by John Zechner

COMMENT
Believes rising interest rates will depress economy in 2023 as effects are felt by consumers. Stimulus packages will wear off in 2023 and economy will see negative growth. Believes US Dollar will lose value in 2023 and emerging markets will see growth. Canadian economy will benefit from falling US Dollar. Multi-national companies will also see gains from emerging markets growth. Consumer discretionary companies are going to feel pain as consumers try to save money. Pipelines, REITs and telecom companies look good in this economy.
Unknown
TOP PICK
MDA Ltd.
Only recently spinoff as a public company. Arms dealer for "space race" (components for space equipment). Continue to push out state of the art products. Current share price presenting a buying opportunity. Good for long term share holders.
electrical / electronic
TOP PICK
Very strong company regardless of Shaw merger. Strong technology assets and legacy equipment. Demand for services inelastic. Strong dividend yield that appears to be stable. Good company for the long term shareholder.
Cable
TOP PICK
Excellent company with incredible assets. Very strong advertising business with large search abilities. Ability to track every action of consumer. Diverse business assets including YouTube. Very good company for the long term shareholder.
Business Services
PAST TOP PICK
Martinrea
(A Top Pick Dec 21/21, Up 6%) Very tough year for auto stocks. Consumer discretionary business will be tough in the coming year. Low supply due to chip shortage will be silver lining as economy enters recession (don't have too much inventory). Very cheap price for the stock and will continue to own stock.
metal fabricators
PAST TOP PICK
B2Gold Corp.
(A Top Pick Dec 21/21, Down 6%) Expecting better performance for gold. High US Dollar tough on gold price. Company performing well - met production targets in 2022. Very low trading price (3x cash flow). Growth profile flattening and risky operating area. Will continue to own shares in the company.
Golds
PAST TOP PICK
(A Top Pick Dec 21/21, Up 69%) Energy performed very well this year. High energy prices will continue to hold. New discipline paying off for shareholders (returning capital to shareholders). Increasing dividends, paying down debt and share buybacks will reward shareholders. Thinks excess cash flow should be invested in renewables or, other growth areas.
oil / gas
BUY
CI Financial Corp
You're fine as an income investor, though the stock has disappointed in the past year. They added a lot of debt to buy some businesses, but they are also buying a lot of their own shares, a good sign. They remain a great operator in Canada. They generate a lot of free cash flow. He's not worried about the 5% dividend. Shares are cheap.
investment companies / funds
BUY
Are operating at 6x debt to EBITDA. The biggest rest for the seniors' homes was Covid, but they endured that. The occupancy rate is picking up again. Long-term, this is a great demographic play as the population ages. The 7.8% dividend is safe. Not that much growth, apart from acquisitions.
other services
BUY
He's overweight oil. It's still a tight market and will remain so, despite demand worries from China. CNQ is buying back shares, all good for shareholders. CNQ is dominant in this space, focusing on heavy crude oil. Is concerned of the widening price difference between WTI and WCS crude oil. Also likes Suncor, Crescent Point, Arc and Whitecap.
oil / gas
COMMENT
Adobe Systems
valuation? Everything in tech has corrected a lot, though the PE is still rich, but fallen a lot. They remain dominant in their space. Watch tech earnings closely this week
computer software / processing
BUY
Magna Int'l. (A)
He likes the car stocks. This is not the typical downturn now; inventories are not bloated as they are in other downturn and production levels remain firm despite the shortage of computer chips. Trades around a cheap 8x earnings and 3x cash flow. They can and will serve EVs as well as gas cars.
Automotive
PAST TOP PICK
(A Top Pick Oct 04/21, Down 19%) NOA help the Canadian Oil Sands projects. Since he called this, the infrastructure spending hasn't been as much as expected. The last earnings looked good, though. But anything non-oil has gone down this year.
0
PAST TOP PICK
Martinrea
(A Top Pick Oct 04/21, Down 22%) The chip shortage and rising labour costs have hurt this stock. It has disappointed. But it's cheaper now in terms of PE and cash flow. Their last quarter was pretty good. Auto inventories are low, so he sees no shortage of business for them.
metal fabricators
PAST TOP PICK
(A Top Pick Oct 04/21, Down 22%)Note: audio problems during broadcast They're the biggest player in mobile ads, though companies are reducing ad spending in this economy. They generate massive cash flow. This is a buy and hold with huge growth in cloud and other businesses.
Business Services
Showing 1 to 15 of 3,621 entries