Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 2, 2018

He's long MFC. He likes the story and is pleased by today's earnings report. The core earnings see decent growth and earnings. They are great beneficiaries of interest rates rising. They have better international diversification than other
Canadian lifecos, which enjoy attractive vauations overall.

He's long MFC. He likes the story and is pleased by today's earnings report. The core earnings see decent growth and earnings. They are great beneficiaries of interest rates rising. They have better international diversification than other
Canadian lifecos, which enjoy attractive vauations overall.

John Zechner
Chairman, J. Zechner & Assoc
Price
$23.450
Owned
Yes
WEAK BUY
WEAK BUY
May 2, 2018

Valuations were too high, so he avoided it for a while, but now the stock has checked back to a reasonable valuation. They grow by acquisition which they've done very well. Their weakness is that it's a low-margin business, and the rising price of gas will impact their earnings. That said, he still sees growth ahead and likes the current valuation.

Valuations were too high, so he avoided it for a while, but now the stock has checked back to a reasonable valuation. They grow by acquisition which they've done very well. Their weakness is that it's a low-margin business, and the rising price of gas will impact their earnings. That said, he still sees growth ahead and likes the current valuation.

John Zechner
Chairman, J. Zechner & Assoc
Price
$54.080
Owned
No
HOLD
HOLD
May 2, 2018

Uranium prices have struggled since the Japan earthquake. Another overhang is the CRA issue. Hang onto this. It's had a nice move off the bottom. Cameco is short of uranium this year, so they have to buy uranium this year. Global buyers have bought enough uranium, so we've hit a bottom in uranium prices. He expects a bounce...as well as volatility.

Uranium prices have struggled since the Japan earthquake. Another overhang is the CRA issue. Hang onto this. It's had a nice move off the bottom. Cameco is short of uranium this year, so they have to buy uranium this year. Global buyers have bought enough uranium, so we've hit a bottom in uranium prices. He expects a bounce...as well as volatility.

John Zechner
Chairman, J. Zechner & Assoc
Price
$14.680
Owned
Unknown
HOLD
HOLD
May 2, 2018

Uraniam prices have struggled since the Japan earthquakes. Another overhang for Cameco is their CRA issue. Hang onto this. It's had a nice move off the bottom. Cameco is short of uranium this year, so they have to buy uranium this year. But buyers have bought enough uranium, so there's an excess on the market. We've hit a bottom in uranium prices, so he expects a bounce...as well as volatility.

Uraniam prices have struggled since the Japan earthquakes. Another overhang for Cameco is their CRA issue. Hang onto this. It's had a nice move off the bottom. Cameco is short of uranium this year, so they have to buy uranium this year. But buyers have bought enough uranium, so there's an excess on the market. We've hit a bottom in uranium prices, so he expects a bounce...as well as volatility.

John Zechner
Chairman, J. Zechner & Assoc
Price
$14.680
Owned
Unknown
DON'T BUY
DON'T BUY
May 2, 2018

It's a Chinese play on Amazon, Alphabet and eBay rolled into in one operating within a huge market. How can you not like that? Problem with Chinese companies is that the accounting is opaque. He's not comfortable with BABA's financial reporting, so he'd stay away. He's rather play their American counterparts.

It's a Chinese play on Amazon, Alphabet and eBay rolled into in one operating within a huge market. How can you not like that? Problem with Chinese companies is that the accounting is opaque. He's not comfortable with BABA's financial reporting, so he'd stay away. He's rather play their American counterparts.

John Zechner
Chairman, J. Zechner & Assoc
Price
$181.450
Owned
No
COMMENT
COMMENT
May 2, 2018

Acquisitions grow this company. Problem is, to continue growing at this pace, they must accelerate acquisitions, and it's getting harder for them to buy companies at the right valuations. Constellation itself has a high valuation which scares him off. That said, management is good at delivering growth.

Acquisitions grow this company. Problem is, to continue growing at this pace, they must accelerate acquisitions, and it's getting harder for them to buy companies at the right valuations. Constellation itself has a high valuation which scares him off. That said, management is good at delivering growth.

John Zechner
Chairman, J. Zechner & Assoc
Price
$930.420
Owned
No
SELL
SELL
May 2, 2018

Take a little profit. Yamana has political risk in South America. It's enjoyed a decent move from its lows a few years ago, but remains far away from its former highs. He doesn't like gold or this sector.

Take a little profit. Yamana has political risk in South America. It's enjoyed a decent move from its lows a few years ago, but remains far away from its former highs. He doesn't like gold or this sector.

John Zechner
Chairman, J. Zechner & Assoc
Price
$3.800
Owned
No