Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 5, 2010
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
Morgan Stanley (MS-N)
November 5, 2010
Likes US financials. Would be included to own it right here. Thinks there is a bottom in US financials. Has JP-N, C-N, BAC-N.
John Zechner
Chairman, J. Zechner & Assoc
Price
$27.280
Owned
No
SELL
SELL
November 5, 2010
It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.
Uranium One Inc. (UUU-T)
November 5, 2010
It will drop when it pays the special dividend. The next day you re-evaluate. $5 is as good as we are expecting in the short term.
John Zechner
Chairman, J. Zechner & Assoc
Price
$5.000
Owned
Unknown
BUY
BUY
November 5, 2010
Likes the stock. Good production growth. When you look at some of the assets they added recently, they look good. A little bit expensive on a cash flow basis, but the whole group is.
Likes the stock. Good production growth. When you look at some of the assets they added recently, they look good. A little bit expensive on a cash flow basis, but the whole group is.
John Zechner
Chairman, J. Zechner & Assoc
Price
$10.190
Owned
Yes
TOP PICK
TOP PICK
November 5, 2010
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
BlackBerry (BB-T)
November 5, 2010
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
John Zechner
Chairman, J. Zechner & Assoc
Price
$55.650
Owned
Yes
TOP PICK
TOP PICK
November 5, 2010
Has lagged. Yesterday came out with one of their better quarters. Good cash generation and good by-products. It almost drives the costs to negative levels. An attractive buy-out candidate but people have been saying that for a long time.
Yamana Gold Inc. (YRI-T)
November 5, 2010
Has lagged. Yesterday came out with one of their better quarters. Good cash generation and good by-products. It almost drives the costs to negative levels. An attractive buy-out candidate but people have been saying that for a long time.
John Zechner
Chairman, J. Zechner & Assoc
Price
$11.690
Owned
Yes
TOP PICK
TOP PICK
November 5, 2010
The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while.
The problem is that there is no cash generation for a couple of years, but they are fully funded to 2014. You are paying for reserve development. It’s cheap. You may have to wait for a while.
John Zechner
Chairman, J. Zechner & Assoc
Price
$11.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 5, 2010
(Top Pick Nov 30/09, Up 10.63%)
Barrick Gold (ABX-T)
November 5, 2010
(Top Pick Nov 30/09, Up 10.63%)
John Zechner
Chairman, J. Zechner & Assoc
Price
$49.150
Owned
Unknown