Trending stocks today
John Zechner
Chairman at J. Zechner & Assoc
Member since: Jan '01 · 3748 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 3.75 | 193 25.56% | 148 19.60% | 91 12.05% | 151 20.00% | 172 22.78% | ||
| 1 Month | 2.95 | 14 7.49% | 51 27.27% | 49 26.20% | 59 31.55% | 14 7.49% | |
| 6 Months | 4.01 | 32 17.68% | 41 22.65% | 24 13.26% | 46 25.41% | 38 20.99% | |
| 12 Months | 3.05 | 49 29.17% | 28 16.67% | 8 4.76% | 26 15.48% | 57 33.93% | |
| 2 Years | 4.57 | 58 40.85% | 18 12.68% | 9 6.34% | 14 9.86% | 43 30.28% | |
| 5 Years | 4.18 | 40 51.95% | 10 12.99% | 1 1.30% | 6 7.79% | 20 25.97% |
Stock Opinions by John Zechner
He feels that central banks are close to finishing their rate hikes, but it's misplaced to believe that the banks will cut rates next year. Cutting would be a mistake, because history (1970s) tells us that inflation will climb again if the banks cut. Be cautious. Don't sell everything and run for the hills. Clearly, the economy is slowing down.
N/A
Unknown
It peaked early 2022 at $140 when the Russian war started, but has fallen to $80. Earnings disappointed and guidance was lowered. We've seen the bottom in this. It's the major player in fertilizer, is vertically integrated and offers good long-term growth. The falling US dollar helps. Also, they're buying back shares and generating lots of free cash.
Has never owned this. They lead the industry, are starting to generate good cash flow and look good long term. You've seen the worst in this one. It's okay to enter this with a small position.
He bought it recently after selling it earlier this year. All telcos have come under pressure in Canada and US. Quebecor adds competition, though this market will be consolidated compared to the US. The services side continues to grow through streaming, etc. Few give the telcos credit.
The valuation of Visa and Mastercard has been elevated, but the growth has supported it. AmEx has the cheaper valuation; they benefit from international travel. He owns a little Visa. The future of payments processing? It's Apple Pay, which kids use through their phones. The sector has a lot of moving parts and competition, so it's hard to say where it's going.
The valuation of Visa and Mastercard has been elevated, but the growth has supported it. AmEx has the cheaper valuation; they benefit from international travel. He owns a little Visa. The future of payments processing? It's Apple Pay, which kids use through their phones. The sector has a lot of moving parts and competition, so it's hard to say where it's going.
The valuation of Visa and Mastercard has been elevated, but the growth has supported it. AmEx has the cheaper valuation; they benefit from international travel. He prefers AXP. He owns a little Visa. The future of payments processing? It's Apple Pay, which kids use through their phones. The sector has a lot of moving parts and competition, so it's hard to say where it's going.
The valuation of Visa and Mastercard has been elevated, but the growth has supported it. AmEx has the cheaper valuation; they benefit from international travel. He owns a little Visa. The future of payments processing? It's Apple Pay, which kids use through their phones. The sector has a lot of moving parts and competition, so it's hard to say where it's going.
He bought it on weakness last year, but got out of it. Can't dispute their dominance over retail and quick delivery to home. The short-term risk is in AWS, which has been a great grower, but growth is slowing because they face competition from Microsoft and Alphabet. AWS has driven Amazon's growth (retail doesn't). It's too big to ignore, but it's a trade.
In oil, buy at home, but Canadians, because they're much cheaper and are more likely to hike dividends like CNQ, Suncor or TOU-T. Great cash flows and buying back shares. Even if oil is above $70, these stocks remain cheap.
In oil, buy at home, but Canadians, because they're much cheaper and are more likely to hike dividends like CNQ, Suncor or TOU-T. Great cash flows and buying back shares. Even if oil is above $70, these stocks remain cheap.
In oil, buy at home, but Canadians, because they're much cheaper and are more likely to hike dividends like CNQ, Suncor or TOU-T. Great cash flows and buying back shares. Even if oil is above $70, these stocks remain cheap.
Last week, the Telesat deal surprised everyone. Nobody saw it coming. MDA developed a technology that really dropped the costs, so they were able to raise the financing. That deal was a feather in the cap, but MDA's demand will grow anyway. He likes the story and is hanging on, not selling any shares.
He is lightening his bank holdings given the shape of the yield curve; he expects loan-loss provisions to rise; doesn't see loan growth; and capital markets can be risky. Collect the dividend in the coming year, but not much more. Likes TD and BMO. He is massively underweight banks now.
They lagged a little in AI. There's some fear that AI will take away paid clicks, a big source of revenue. Shares sold a little, but recovered. What's not to like here? They own Android and dominate internet search. YouTube is very profitable.
