Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
July 31, 2006
Has come down along ways. Their US holding of Eckerd’s is still a nightmare.
Has come down along ways. Their US holding of Eckerd’s is still a nightmare.
John Zechner
Chairman, J. Zechner & Assoc
Price
$10.430
Owned
No
DON'T BUY
DON'T BUY
July 31, 2006
Sold his holdings earlier this year as it had had a decent run. Likes company and management. There has been a total breakdown in the transportation index. Prefers CNR which he owns.
Sold his holdings earlier this year as it had had a decent run. Likes company and management. There has been a total breakdown in the transportation index. Prefers CNR which he owns.
John Zechner
Chairman, J. Zechner & Assoc
Price
$54.000
Owned
No
DON'T BUY
DON'T BUY
July 31, 2006
Looking at the big growth stocks in the US in the last couple of years, they have a similar pattern. Earnings multiples have come down so they have become relatively cheaper. Will probably grow in the 10/12% range but can see you giving the big multiples that used to be there.
Looking at the big growth stocks in the US in the last couple of years, they have a similar pattern. Earnings multiples have come down so they have become relatively cheaper. Will probably grow in the 10/12% range but can see you giving the big multiples that used to be there.
John Zechner
Chairman, J. Zechner & Assoc
Price
$32.690
Owned
No
DON'T BUY
DON'T BUY
July 31, 2006
Thinks that coal prices are heading south. They were renegotiated lower this year and can see that continuing.
Thinks that coal prices are heading south. They were renegotiated lower this year and can see that continuing.
John Zechner
Chairman, J. Zechner & Assoc
Price
$32.600
Owned
No
DON'T BUY
DON'T BUY
July 31, 2006
Can see uranium prices going higher, but this company has not benefited from this. Have been constrained in their production recently. Cigar Lake is going to be delayed coming back on. Have had some cost problems. A lot of their contracts are still at the old price of uranium.
Can see uranium prices going higher, but this company has not benefited from this. Have been constrained in their production recently. Cigar Lake is going to be delayed coming back on. Have had some cost problems. A lot of their contracts are still at the old price of uranium.
John Zechner
Chairman, J. Zechner & Assoc
Price
$45.090
Owned
No
BUY
BUY
July 31, 2006
Still likes this as one of the better plays in the metal cycle. Likes their diversification. Valuation is still comfortable. If they don't win their Inco (N-T) bid, the stock will probably have a pop in the short-term.
Still likes this as one of the better plays in the metal cycle. Likes their diversification. Valuation is still comfortable. If they don't win their Inco (N-T) bid, the stock will probably have a pop in the short-term.
John Zechner
Chairman, J. Zechner & Assoc
Price
$74.900
Owned
Unknown
WEAK BUY
WEAK BUY
July 31, 2006
Based on the market they are in, they look a little more stable than some of their competition. Have done a really nice job over the last couple of years. Earnings growth could be a little more challenged over the next year or two.
Based on the market they are in, they look a little more stable than some of their competition. Have done a really nice job over the last couple of years. Earnings growth could be a little more challenged over the next year or two.
John Zechner
Chairman, J. Zechner & Assoc
Price
$20.100
Owned
Unknown