Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 24, 2006
Good valuation and good cash generation. Likes the wireless business. Cheap. Growing.
Telus Corp (T-T)
July 24, 2006
Good valuation and good cash generation. Likes the wireless business. Cheap. Growing.
John Zechner
Chairman, J. Zechner & Assoc
Price
$47.950
Owned
Yes
BUY
BUY
July 24, 2006
Likes the downstream business. Likes the integrateds more so than the oils. Likes the bigger companies with guys that can show production growth.
Petro-Canada (PCA-T)
July 24, 2006
Likes the downstream business. Likes the integrateds more so than the oils. Likes the bigger companies with guys that can show production growth.
John Zechner
Chairman, J. Zechner & Assoc
Price
$50.970
Owned
Yes
BUY
BUY
July 24, 2006
A good valuation. 8.5% yield. Not growing a lot but there’s not risk in the core business. A decent size and thinks the yield will improve.
Bell Aliant (BA-T)
July 24, 2006
A good valuation. 8.5% yield. Not growing a lot but there’s not risk in the core business. A decent size and thinks the yield will improve.
John Zechner
Chairman, J. Zechner & Assoc
Price
$35.220
Owned
Yes
TOP PICK
TOP PICK
July 24, 2006
Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
John Zechner
Chairman, J. Zechner & Assoc
Price
$47.650
Owned
Yes
WEAK BUY
WEAK BUY
July 24, 2006
Not as bullish on the oil/gas sector so wouldn't be positive on this one. Haven't heard much on their Horizon project lately. Also have a big gas exposure.
Not as bullish on the oil/gas sector so wouldn't be positive on this one. Haven't heard much on their Horizon project lately. Also have a big gas exposure.
John Zechner
Chairman, J. Zechner & Assoc
Price
$56.990
Owned
No
BUY
BUY
July 24, 2006
Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
Operating ratios last quarter where better than any other railroad in North America. There are some cyclical risks but they are winning more business on intermodal, taking business away from trucking. Good, clean operation over all.
John Zechner
Chairman, J. Zechner & Assoc
Price
$46.270
Owned
Yes
BUY
BUY
July 24, 2006
Valuation is high, but has always been high. They continue to grow and continue to beat the estimates.
Valuation is high, but has always been high. They continue to grow and continue to beat the estimates.
John Zechner
Chairman, J. Zechner & Assoc
Price
$15.190
Owned
Yes