CSU.TO 67.76NFLX 0.62LLY 6.15EVR -7.36MSFT -11.38DAL -0.09JPM 1.48
Daily Stock Opinions and Ratings
The ultimate 360° Tracker Your financial life in one place, automatically

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, John Zechner commented about whether ARX.TO, GM, BCE.TO, KEY.TO, PPL.TO, TRP.TO, ENB.TO, KL.TO, T.TO, POW.TO, BLDP.TO, SJR.B.TO, BCE.TO, MRE.TO, ENB.TO, NTR.TO, AQN.TO, STE.TO, AC.TO, INTC, SMH, QCOM, NVAX, PFE, MG.TO are stocks to buy or sell.

  • Next PageNext page
COMMENT

Share multiples won't do well if bonds become much more attractive?(A Commentary)

Mar 18, 2021
Share multiples won't do well if bonds become much more attractive? That's right. Not sure what the breaking point is. The Fed was at pains to say that it wouldn't raise rates for the longest time, letting inflation run higher. Not sure the market's completely buying in to that. In 2018, the Fed raised rates more aggressively which resulted in a downturn in the fourth quarter. They don't want a repeat. Reality is, US growth could be 6-7%. The long duration equities that have ruled the game have been predicated on 0% interest rates, and that's probably not going to be the case. Cyclical and short duration assets, such as financials, industrials, and energy, should do better in a higher growth environment.
Photo of John ZechnerJohn ZechnerUnlock Rating
COMMENT

Bank stocks have caught up.(A Commentary)

Mar 18, 2021
Bank stocks have caught up. They were huge laggards. They benefit on a number of fronts, including the steepening yield curve, over-providing on loan losses, and stimulus. Sitting on excess capital. When the doors open up again, look for share buybacks and dividend increases. They're in a sweet spot right now. He's overweight financials in Canada and the US.
Photo of John ZechnerJohn ZechnerUnlock Rating
BUY

Magna Int'l. (A)(MG.TO)

Mar 18, 2021
Likes the parts sector, and MG is well positioned for the EV market. Winning more EV contracts. Valuation of the sector has diminished. Good balance sheet. Auto sales should stay firm once people start travelling again.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$115.18

Stock price when the opinion was issued

$92.13

As of Jun 05, 2026. Market Open.

Automotive
BUY

Pfizer Inc(PFE)

Mar 18, 2021

PFE vs. NVAX He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others. A great long-term investment if you think rates will stay lower. Mature, decent balance sheet, good valuation.

Photo of John ZechnerJohn ZechnerUnlock Rating
$35.82

Stock price when the opinion was issued

$26.04

As of Jun 05, 2026. Market Open.

biotechnologypharmaceutical
DON'T BUY

Novavax Inc(NVAX)

Mar 18, 2021

NVAX vs. PFE He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others, but a great long-term investment if you think rates will stay lower. PFE is mature, decent balance sheet, good valuation.

Photo of John ZechnerJohn ZechnerUnlock Rating
$219.54

Stock price when the opinion was issued

$9.49

As of Jun 05, 2026. Market Open.

Pharma & Healthcare
COMMENT

Semiconductor sector.(A Commentary)

Mar 18, 2021
Semiconductor sector. A fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.
Photo of John ZechnerJohn ZechnerUnlock Rating
BUY

Qualcomm(QCOM)

Mar 18, 2021

Semiconductors is a fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.

Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$130.79

Stock price when the opinion was issued

$215.94

As of Jun 05, 2026. Market Open.

Telecommunications
BUY

HOLDRs Semiconductor(SMH)

Mar 18, 2021

Semiconductors is a fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.

Photo of John ZechnerJohn ZechnerUnlock Rating
$235.90

Stock price when the opinion was issued

$569.69

As of Jun 05, 2026. Market Open.

Unknown
DON'T BUY

Intel(INTC)

Mar 18, 2021

Semiconductors is a fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.

Photo of John ZechnerJohn Zechner
No
Unlock Rating
$64.22

Stock price when the opinion was issued

$99.17

As of Jun 05, 2026. Market Open.

computer parts mnfctr
BUY ON WEAKNESS

Air Canada(AC.TO)

Mar 18, 2021
Likes the story. Massive pent-up demand. Transat acquisition will be accretive. Balance sheet in fantastic shape. He took profits recently. Add back around mid-high $20s. Don't chase here. Vaccine rollout is a bit of a risk.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$27.88

Stock price when the opinion was issued

$21.41

As of Jun 05, 2026. Market Open.

Transportation
HOLD

Stelco Inc(STE.TO)

Mar 18, 2021
Daily volatility is because there isn't much of a float. Prices are not sustainable at these levels. Looking at lower earnings in 2022. Be wary of buying near the top of the pricing cycle. He hasn't been adding here.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

steel
BUY

Algonquin Power & Utilities Corp(AQN.TO)

Mar 18, 2021
You really have to own some renewable power. High growth area. AQN is a good way to play. His top pick in the hybrid renewable sector. Has non-renewables, but its growth projects are all renewable. Valuation is below peers. Yield is around 3.5%.
Photo of John ZechnerJohn ZechnerUnlock Rating
$19.47

Stock price when the opinion was issued

$8.37

As of Jun 05, 2026. Market Open.

electrical utilities
HOLD

Nutrien Ltd.(NTR.TO)

Mar 18, 2021
No one is better positioned to take advantage of the super-cycle commodity cycle. Great vertical integration. Good balance sheet, generating cashflow. US investors are playing it too. Not excessively expensive. Stick with it.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$72.34

Stock price when the opinion was issued

$93.63

As of Jun 05, 2026. Market Open.

agriculture
PAST TOP PICK

Enbridge(ENB.TO)

Mar 18, 2021
(A Top Pick Apr 13/20, Up 23%) A defensive pick. Good balance sheet, pipeline growth. Great dividend. Valuations have dropped. Still has some growth.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$45.00

Stock price when the opinion was issued

$78.54

As of Jun 05, 2026. Market Open.

oilgas pipelines
PAST TOP PICK

Martinrea(MRE.TO)

Mar 18, 2021
(A Top Pick Apr 13/20, Up 75%) Bigger risk, bigger reward. Valuation was so depressed at the time and is still cheap. Has been buying it recently. Chip shortage has hurt them all. Well positioned for the EV market.
Photo of John ZechnerJohn Zechner
Owned
Unlock Rating
$13.60

Stock price when the opinion was issued

$11.08

As of Jun 05, 2026. Market Open.

metal fabricators

Build your watch list

Sign in to track investments
you care about

Latest Buy Signals

JNJ 4.6$232.77
FDFX 0$
RDDT -10.46$173.45
MCD 7.12$279.84
AZN 4.15$185.95

Today's Top Picks

CSU.TO 67.76$2969.32
NFLX 0.62$82.18
LLY 6.15$1131.42
EVR -7.36$339.43
MSFT -11.38$416.67

Popular Articles

Latest Sell Signals

OBDC -0.28$11.02
BWA -4.4$72.63
RAL 0$
STWD -0.04$17.05
NKE -0.64$42.98

Most Recent Experts

Jim Cramer - Mad Money

Jim Cramer - Mad Money

CNBC

Brian Madden

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: [email protected].

About usHow to useContact Us
More...
AdvertisingIn the newsPrivacy PolicyTerms of service
FacebookX
© 2000 - 2026 Stockchase Inc. by Wealthica