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Stock Opinions by John Zechner

COMMENT
Does not see recession on the horizon. Federal stimulus and pent up demand from supply chain issues will keep economy growing. However, stock valuations are at all time high. Tail wind of near 0% interest rates driving up valuations and laying groundwork for market correction. Does not see large (20% pullback) occurring, will be more along the lines of 10%.
Unknown
COMMENT
Strong performance of the stock the past year must be put into perspective. Long term holders have been disappointed with stock price over the long term. Private jet business has supported the business. Balance sheet stretched however valuation is still high.
transportation equip & components
COMMENT
Inclined to sell the stock. Even with the recent pullback on the stock, company is still over valued. Not anywhere close to generating cash flow or revenue. Investors must be wary of how far valued stocks can fall.
Healthcare
COMMENT
Believes supply of copper is lower than demand. Copper prices should rise as a result.
Unknown
COMMENT
Investors should stay with this company. Better positioned than many other tech companies. Company has a reasonable valuation. Many underappreciated assets such as YouTube, Android operating system, search business, cloud computing business.
Business Services
COMMENT
Massive company that owns and operates other companies. Not getting discount other conglomerate's getting. Sitting on a large stash of cash. Core insurance business not attractive. Running out of large acquisition opportunities.
insurance
DON'T BUY
Company caught in "value trap" where stock price looks cheap, however earnings disappoint and stock price continues to go down. Not much growth going forward and believes dividend must be cut. Believes a communication services company rather than a tech stock. Advises not to buy stock.
Telecommunications
DON'T BUY
Stock under-preformed this year. Margins under pressure with prices in energy rising. Would rather invest into energy companies or service companies.
merchandising / lodging
COMMENT
Believes safer than other gold companies, however better gold investments out there. Low interest rates have not rewarded gold which is a problem. Gold companies at multi-decade low valuations. Strength of US dollar is a headwind for value of gold. Crypto currencies taking investment away from gold producers as inflation hedge.
precious metals
PAST TOP PICK
(A Top Pick Dec 29/20, Up 76%) Believed entire sector was cheap and Roger's purchase of business was a bonus. Good dividend yield and grow opportunities for the sector.
Cable
PAST TOP PICK
(A Top Pick Dec 29/20, Up 40%) Company didn't take write down set aside for pandemic. Room for divided growth and potential for share buybacks. Valuation cheaper than other Canadian big banks. Very resilient and should be part of most portfolio.
banks
PAST TOP PICK
(A Top Pick Dec 29/20, Up 148%) Believes Mike Rose has done tremendous job running the company. Company buying lots of stock back. Lots of free cash flow. Balance sheet is very solid and has a low valuation. Premium company in the Canadian natural gas sector.
oil / gas
COMMENT
Likes Enbridge as company is strong. Dividend yield (7%) and valuation is reasonable. Shipping more natural gas than oil. Stable earnings and is not influenced by commodity price.
oil / gas pipelines
COMMENT
Sharp pullback has created opportunity for buying. Believes payment companies (Visa/Mastercard etc.) valuations are reasonable. Hard to tell who winners are when new apps can displace business. Electronic payments becoming more prominent in society.
0
COMMENT
Zero chance that company will compete with Amazon. Valuation is high, but still owns the company. Excessive trading multiples are justified. If you own the stock, stick with it.
department stores
Showing 1 to 15 of 3,501 entries