Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 4, 2018

(Past Top Pick March 27, 2018, Up 7%) A direct oil play. The oil price has done better than expected, but it's frustrating to get the commodity call right, but the stocks don't rise accordingly.

(Past Top Pick March 27, 2018, Up 7%) A direct oil play. The oil price has done better than expected, but it's frustrating to get the commodity call right, but the stocks don't rise accordingly.

John Zechner
Chairman, J. Zechner & Assoc
Price
$25.590
Owned
No
BUY
BUY
October 4, 2018

Stick with it. They benefit from the NAFTA deal this week. Cheap. The best player in aluminum use in lightweight cars. Margins rising. Trading at 7x forward earnings. They're doing a good job. Their price is the best of the group.

Martinrea (MRE-T)
October 4, 2018

Stick with it. They benefit from the NAFTA deal this week. Cheap. The best player in aluminum use in lightweight cars. Margins rising. Trading at 7x forward earnings. They're doing a good job. Their price is the best of the group.

John Zechner
Chairman, J. Zechner & Assoc
Price
$13.670
Owned
Unknown
TOP PICK
TOP PICK
October 4, 2018

It's been hammered but he's sticking with it. The Digital Globe purchases added risk to the balance sheet, but he thinks that will generate a lot of free cash flow and pay down the debt. At 8x forward earnings. They're building a digital satellite system now. Data from outer space will feed a need for this information. (3.5% dividend, Analysts' price target: $78.32)

It's been hammered but he's sticking with it. The Digital Globe purchases added risk to the balance sheet, but he thinks that will generate a lot of free cash flow and pay down the debt. At 8x forward earnings. They're building a digital satellite system now. Data from outer space will feed a need for this information. (3.5% dividend, Analysts' price target: $78.32)

John Zechner
Chairman, J. Zechner & Assoc
Price
$42.010
Owned
Yes
TOP PICK
TOP PICK
October 4, 2018

They will generate as much cash flow at current prices or lower in the next 2.5 years that their entire market cap now. Unless prices collapse, there's little risk. A good operator and exposed to zinc which is undersupplied (no dividend, Analysts' price target: $1.61)

They will generate as much cash flow at current prices or lower in the next 2.5 years that their entire market cap now. Unless prices collapse, there's little risk. A good operator and exposed to zinc which is undersupplied (no dividend, Analysts' price target: $1.61)

John Zechner
Chairman, J. Zechner & Assoc
Price
$0.750
Owned
Yes
TOP PICK
TOP PICK
October 4, 2018

Energy stocks are so beaten up that other companies will do M&A; companies see value out there. Generating cash now. Eventually this sector will see a lift. Tremendous upside. There's little risk in this. (no dividend, Price target $6.32)

Energy stocks are so beaten up that other companies will do M&A; companies see value out there. Generating cash now. Eventually this sector will see a lift. Tremendous upside. There's little risk in this. (no dividend, Price target $6.32)

John Zechner
Chairman, J. Zechner & Assoc
Price
$3.720
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 4, 2018

(Past Top Pick, March 27, 2018, Up 34%) Got caught up in the US-China dispute. They are the goto player for 5G communication chips, and they sell old-school chips to Apple and some Chinese companies. He sold his shares in the $70's. This will go sideways as the trade war continunes.

Qualcomm (QCOM-Q)
October 4, 2018

(Past Top Pick, March 27, 2018, Up 34%) Got caught up in the US-China dispute. They are the goto player for 5G communication chips, and they sell old-school chips to Apple and some Chinese companies. He sold his shares in the $70's. This will go sideways as the trade war continunes.

John Zechner
Chairman, J. Zechner & Assoc
Price
$72.380
Owned
No