Jun. 17 at 7:59 PM
BNN’s John Zechner has a focused basket of long-term conviction ideas that stand out in the current market environment:
$U.U / Sprott Physical Uranium — ~
$19.17, no near-term target given, positioned as a long-duration hold tied to structural uranium demand
$NOA (North American Construction Group) — ~
$19.40 with a ~
$27.16 target (~9x narrative upside in his framework)
$CRM (Salesforce) - ~
$158.15 with a ~
$248+ target (~11x upside scenario based on his projection model)
Important note: Zechner and his firm are reported to be personally invested in all three names.
This is a concentrated, high-conviction portfolio approach centered on energy, industrial execution, and enterprise software re-rating potential.
