Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 31, 2018
The valuation has become a lot more attractive. They did consolidation of ancillary operations and sold off assets to get the debt down. The valuation is reasonable and they are positioned for growth now.
Enbridge(ENB-T)
December 31, 2018
The valuation has become a lot more attractive. They did consolidation of ancillary operations and sold off assets to get the debt down. The valuation is reasonable and they are positioned for growth now.
John Zechner
Chairman, J. Zechner & Assoc
Price
$42.410
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 31, 2018
(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow.
Open Text(OTEX-T)
December 31, 2018
(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow.
John Zechner
Chairman, J. Zechner & Assoc
Price
$44.500
Owned
No
PAST TOP PICK
PAST TOP PICK
December 31, 2018
(A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it.
Qualcomm(QCOM-Q)
December 31, 2018
(A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it.
John Zechner
Chairman, J. Zechner & Assoc
Price
$56.910
Owned
No
PAST TOP PICK
PAST TOP PICK
December 31, 2018
(A Top Pick Feb 15/18, Down 42%) He was looking for US oil. This ETF started under-performing mid-year and he got out. He is not rushing back into energy names except for a few very highly beat up names.
(A Top Pick Feb 15/18, Down 42%) He was looking for US oil. This ETF started under-performing mid-year and he got out. He is not rushing back into energy names except for a few very highly beat up names.
John Zechner
Chairman, J. Zechner & Assoc
Price
$14.030
Owned
No
COMMENT
COMMENT
December 31, 2018
It is unbelievable where this stock is trading at. Acquisitions this year are worth less than half what they paid for them. It was trading at less than half what it was worth. They are trading below the amount of cash they have. It shocks him how far it continues to go down.
TorstarCorp (B)(TS.B-T)
December 31, 2018
It is unbelievable where this stock is trading at. Acquisitions this year are worth less than half what they paid for them. It was trading at less than half what it was worth. They are trading below the amount of cash they have. It shocks him how far it continues to go down.
John Zechner
Chairman, J. Zechner & Assoc
Price
$0.790
Owned
Unknown
COMMENT
COMMENT
December 31, 2018
They did a good move out of Canada a few years ago. They have better growth there. The street really soured on an acquisition they did. Global demand for oil seems to be coming back a little bit.
Encana Corp(ECA-T)
December 31, 2018
They did a good move out of Canada a few years ago. They have better growth there. The street really soured on an acquisition they did. Global demand for oil seems to be coming back a little bit.
John Zechner
Chairman, J. Zechner & Assoc
Price
$7.880
Owned
Unknown
WEAK BUY
WEAK BUY
December 31, 2018
He would have thought the bottom was higher than this. They did some great acquisitions recently and are in much better shape balance sheet wise. It is a better company than the market gives it credit for. You need crude to get out of the $45 range.
Baytex Energy Corp(BTE-T)
December 31, 2018
He would have thought the bottom was higher than this. They did some great acquisitions recently and are in much better shape balance sheet wise. It is a better company than the market gives it credit for. You need crude to get out of the $45 range.
John Zechner
Chairman, J. Zechner & Assoc
Price
$2.410
Owned
Unknown