Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 2, 2018

He's surprised they've done so well, because they've missed several quarters, partly due to bad weather hurting their bottom line. IFC had great growth through acqusition years ago, but they've been disappointing lately. He'd rather buy a lifeco, not a P&C company,

He's surprised they've done so well, because they've missed several quarters, partly due to bad weather hurting their bottom line. IFC had great growth through acqusition years ago, but they've been disappointing lately. He'd rather buy a lifeco, not a P&C company,

John Zechner
Chairman, J. Zechner & Assoc
Price
$96.080
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Past Top Pick on Oct. 6, 2017, Up 8%) Energy stocks are starting to rise and he likes. He's bullish on oil. Their debt is a little high and cash is a little weak. They're hiring outside consultants to resurrect the company which could happen. He likes the drillers and this is a straight-up play with US exposure.

(A Past Top Pick on Oct. 6, 2017, Up 8%) Energy stocks are starting to rise and he likes. He's bullish on oil. Their debt is a little high and cash is a little weak. They're hiring outside consultants to resurrect the company which could happen. He likes the drillers and this is a straight-up play with US exposure.

John Zechner
Chairman, J. Zechner & Assoc
Price
$1.910
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Past Top Pick on Oct. 6, 2017, Up 12%)  A great acquisition model, because they create revenue and cost synergies among their companies, and create cash flow to pay for those acquisitions. And so on. This strategy has served them well for years. Strong managers.

Open Text(OTEX-T)
May 2, 2018

(A Past Top Pick on Oct. 6, 2017, Up 12%)  A great acquisition model, because they create revenue and cost synergies among their companies, and create cash flow to pay for those acquisitions. And so on. This strategy has served them well for years. Strong managers.

John Zechner
Chairman, J. Zechner & Assoc
Price
$46.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 2, 2018

(A Past Top Pick on Oct. 6, 2017, Down 20%) Merged with DigitalGlobe, thus marrying hard satellites with software and data. There's great demand from industries like agriculture and defence to provide satellite imagery. The street is disappointed that they continue to spend instead of paying down debt, which pressures the stock. A great long-term story. Only 1.2x book value.

(A Past Top Pick on Oct. 6, 2017, Down 20%) Merged with DigitalGlobe, thus marrying hard satellites with software and data. There's great demand from industries like agriculture and defence to provide satellite imagery. The street is disappointed that they continue to spend instead of paying down debt, which pressures the stock. A great long-term story. Only 1.2x book value.

John Zechner
Chairman, J. Zechner & Assoc
Price
$56.300
Owned
Yes
DON'T BUY
DON'T BUY
May 2, 2018

Excessive valuation. The market is getting ahead of how their chips will be used in AI and cryptocurrencies. He doesn't short or own this. He'd rather buy Qualcomm.

Nvidia Corp(NVDA-Q)
May 2, 2018

Excessive valuation. The market is getting ahead of how their chips will be used in AI and cryptocurrencies. He doesn't short or own this. He'd rather buy Qualcomm.

John Zechner
Chairman, J. Zechner & Assoc
Price
$226.310
Owned
No
BUY
BUY
May 2, 2018

He bought this recently given reasonable valuations in mid-teens, and they can cover their dividend. There's some growth.

He bought this recently given reasonable valuations in mid-teens, and they can cover their dividend. There's some growth.

John Zechner
Chairman, J. Zechner & Assoc
Price
$55.010
Owned
Yes
DON'T BUY
DON'T BUY
May 2, 2018

Last year's acquisition because it stretched their balance sheet.  They're nowhere close to funding their dividend which they should cut. They lack organic growth and have regulatory concerns.  

Enbridge(ENB-T)
May 2, 2018

Last year's acquisition because it stretched their balance sheet.  They're nowhere close to funding their dividend which they should cut. They lack organic growth and have regulatory concerns.  

John Zechner
Chairman, J. Zechner & Assoc
Price
$39.510
Owned
No