Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 27, 2018

It's got to catch up to its valuation. They've migrated from a hardware to software business fantastically. But the new business takes longer to grow. Problem was that this stock got ahead of the fundementals. Down the road, this could get sorted out, but not now.

BlackBerry (BB-T)
August 27, 2018

It's got to catch up to its valuation. They've migrated from a hardware to software business fantastically. But the new business takes longer to grow. Problem was that this stock got ahead of the fundementals. Down the road, this could get sorted out, but not now.

John Zechner
Chairman, J. Zechner & Assoc
Price
$13.970
Owned
Unknown
BUY
BUY
August 27, 2018

The best story in Canadian banking with the U.S. expansion leading to great results. Yes, there is risk in Canadian banking (from real estate), but TD has diversified its capital and is beating earnings. It's trading at a premium to the sector, but TD earned that premium.

Toronto Dominion (TD-T)
August 27, 2018

The best story in Canadian banking with the U.S. expansion leading to great results. Yes, there is risk in Canadian banking (from real estate), but TD has diversified its capital and is beating earnings. It's trading at a premium to the sector, but TD earned that premium.

John Zechner
Chairman, J. Zechner & Assoc
Price
$78.850
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 27, 2018

(Past Top Pick, Feb.15, 2018, Up 4%) Oil did a lot better than he expected, but he's disappointed that this ETF hasn't reflected that lift. Energy stocks are still out of favour, because investors are buying FANG stocks instead.

(Past Top Pick, Feb.15, 2018, Up 4%) Oil did a lot better than he expected, but he's disappointed that this ETF hasn't reflected that lift. Energy stocks are still out of favour, because investors are buying FANG stocks instead.

John Zechner
Chairman, J. Zechner & Assoc
Price
$25.270
Owned
Yes
COMMENT
COMMENT
August 27, 2018

A fine CEO, but in a tough business with pressure on margins and growing competition. Pays a good yield. But he sees more growth at Rogers and maybe Shaw. Canadian telcos are moving into a slow-growth phase, but with the dividend they remain a safe play.

BCE Inc. (BCE-T)
August 27, 2018

A fine CEO, but in a tough business with pressure on margins and growing competition. Pays a good yield. But he sees more growth at Rogers and maybe Shaw. Canadian telcos are moving into a slow-growth phase, but with the dividend they remain a safe play.

John Zechner
Chairman, J. Zechner & Assoc
Price
$53.510
Owned
Unknown
BUY
BUY
August 27, 2018

He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.

CGI Group (A) (GIB.A-T)
August 27, 2018

He's trimmed a bit. It's gotten expensive, but he likes how it migration to cloud services. They've done well by growing through acquisition. Balance sheet is now great and cash flow is strong. Maybe they're setting up for another purchase.

John Zechner
Chairman, J. Zechner & Assoc
Price
$84.960
Owned
Yes
COMMENT
COMMENT
August 27, 2018

Trading at a high mulitple, but has tranditioned well from the consumer space to heathcare. It's well-positioned for international growth, but the rising US dollar is a headwind. Market performance is the best you'll get from J&J.

Trading at a high mulitple, but has tranditioned well from the consumer space to heathcare. It's well-positioned for international growth, but the rising US dollar is a headwind. Market performance is the best you'll get from J&J.

John Zechner
Chairman, J. Zechner & Assoc
Price
$134.920
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
August 27, 2018

The go-to cannabis name. Doesn't like the valuation. Shook his head with how much Constellation paid. But he finally bought this last week. He won't hold it long. Eventually, earnings will have to support the stock. Eventually, this will be a short story.

The go-to cannabis name. Doesn't like the valuation. Shook his head with how much Constellation paid. But he finally bought this last week. He won't hold it long. Eventually, earnings will have to support the stock. Eventually, this will be a short story.

John Zechner
Chairman, J. Zechner & Assoc
Price
$60.000
Owned
Yes