Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 23, 2010
Expects more corporate activity in the gold sector and this one stands out as a takeover target based on net asset value. Good quality assets. Feels that golds are coming back down and you look at them again in the fall.
Expects more corporate activity in the gold sector and this one stands out as a takeover target based on net asset value. Good quality assets. Feels that golds are coming back down and you look at them again in the fall.
John Zechner
Chairman, J. Zechner & Assoc
Price
$9.880
Owned
Yes
BUY
BUY
July 23, 2010
Trading at 6X earnings. Because they have so much away from the Gulf and their liabilities are somewhat limited and if you can stomach the volatility in the short term, you should make money buying it under $50.
Trading at 6X earnings. Because they have so much away from the Gulf and their liabilities are somewhat limited and if you can stomach the volatility in the short term, you should make money buying it under $50.
John Zechner
Chairman, J. Zechner & Assoc
Price
$45.260
Owned
Yes
BUY
BUY
July 23, 2010
Thinks the market didn't like them upping their spending so it fell off. Little more positive on natural gas prices now.
Encana Corp (ECA-T)
July 23, 2010
Thinks the market didn't like them upping their spending so it fell off. Little more positive on natural gas prices now.
John Zechner
Chairman, J. Zechner & Assoc
Price
$32.220
Owned
Yes
BUY
BUY
July 23, 2010
Looking to acquire about 50% of 2 uranium mines in Russia giving a $1.06 dividend. Uranium prices are on the verge of turning up. Can see it getting into the $3.50-$4 range.
Looking to acquire about 50% of 2 uranium mines in Russia giving a $1.06 dividend. Uranium prices are on the verge of turning up. Can see it getting into the $3.50-$4 range.
John Zechner
Chairman, J. Zechner & Assoc
Price
$2.820
Owned
Yes
PARTIAL BUY
PARTIAL BUY
July 23, 2010
Recently did a financing, which has put a short-term lid on the stock. Growth is there on a cash flow basis. Wouldn't have a giant position on this but if oil prices continue to go higher, they'll do well.
Recently did a financing, which has put a short-term lid on the stock. Growth is there on a cash flow basis. Wouldn't have a giant position on this but if oil prices continue to go higher, they'll do well.
John Zechner
Chairman, J. Zechner & Assoc
Price
$7.990
Owned
No
BUY
BUY
July 23, 2010
Lower growth but the dividend is safe. If your expectations for capital returns are not particularly high (but you will get a safe dividend), this is fine.
Enbridge (ENB-T)
July 23, 2010
Lower growth but the dividend is safe. If your expectations for capital returns are not particularly high (but you will get a safe dividend), this is fine.
John Zechner
Chairman, J. Zechner & Assoc
Price
$51.950
Owned
No
SELL
SELL
July 23, 2010
He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc.
He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc.
John Zechner
Chairman, J. Zechner & Assoc
Price
$46.800
Owned
No