Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
December 31, 2018
This is more of the junior play. Marijuana does not have the history for him to do a seasonality analysis. Technically it has been in a downward trend and is at a key support level. You should see it bottom here. Major companies are announcing buying into these marijuana companies and that is a good thing. They need the support of major brands. You should not try to trade more than 10% of the 6 month daily average volume.
This is more of the junior play. Marijuana does not have the history for him to do a seasonality analysis. Technically it has been in a downward trend and is at a key support level. You should see it bottom here. Major companies are announcing buying into these marijuana companies and that is a good thing. They need the support of major brands. You should not try to trade more than 10% of the 6 month daily average volume.
Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$0.000
Owned
Unknown
HOLD
HOLD
December 31, 2018
He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on.
He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on.
John Zechner
Chairman, J. Zechner & Assoc
Price
$1035.610
Owned
Yes
DON'T BUY
DON'T BUY
December 31, 2018
He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered.
Goldman Sachs (GS-N)
December 31, 2018
He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered.
John Zechner
Chairman, J. Zechner & Assoc
Price
$167.050
Owned
No
DON'T BUY
DON'T BUY
December 31, 2018
It is one of the stronger companies out there. They look better than most of the industry. It is overdue for a bounce. Analyst reports suggest the stocks are a buy these days but they use $60 oil, yet we are at $45. He has a less optimistic outlook on energy long term. The move to eclectic vehicles is going to take away a great deal of long term demand. He would gravitate to transporters of oil.
It is one of the stronger companies out there. They look better than most of the industry. It is overdue for a bounce. Analyst reports suggest the stocks are a buy these days but they use $60 oil, yet we are at $45. He has a less optimistic outlook on energy long term. The move to eclectic vehicles is going to take away a great deal of long term demand. He would gravitate to transporters of oil.
John Zechner
Chairman, J. Zechner & Assoc
Price
$28.760
Owned
Unknown
DON'T BUY
DON'T BUY
December 31, 2018
The problem with steel right now is global over supply. He is short the SLX-N, a US steel ETF. This industry is cyclical and we have seen the cyclical peak. The US$ might roll over and that would help
United States Steel (X-N)
December 31, 2018
The problem with steel right now is global over supply. He is short the SLX-N, a US steel ETF. This industry is cyclical and we have seen the cyclical peak. The US$ might roll over and that would help
John Zechner
Chairman, J. Zechner & Assoc
Price
$18.240
Owned
Unknown
COMMENT
COMMENT
December 31, 2018
It has been a painful year for junior mining stocks. There has been an exodus of capital from the group. It is a pure play on zinc, is a low cost producer and he likes their position. There is no debt and they are building up cash. He thinks a catalyst will be the US$ having peaked and rolling over. The US$ has been a headwind for commodities in the last year.
Trevali Mining Corp (TV-T)
December 31, 2018
It has been a painful year for junior mining stocks. There has been an exodus of capital from the group. It is a pure play on zinc, is a low cost producer and he likes their position. There is no debt and they are building up cash. He thinks a catalyst will be the US$ having peaked and rolling over. The US$ has been a headwind for commodities in the last year.
John Zechner
Chairman, J. Zechner & Assoc
Price
$0.415
Owned
Unknown
BUY
BUY
December 31, 2018
It has a better growth pipeline. Biotech in the US is probably one of the better areas of growth. He prefers the IBB-Q ETF. He likes the sector. There is good growth potential.
Celgene Corp (CELG-Q)
December 31, 2018
It has a better growth pipeline. Biotech in the US is probably one of the better areas of growth. He prefers the IBB-Q ETF. He likes the sector. There is good growth potential.
John Zechner
Chairman, J. Zechner & Assoc
Price
$64.090
Owned
Unknown