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Compiling comments that experts make about stocks while on public TV.

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John Zechner , Chairman

J. Zechner & Assoc


Date Signal Chart Symbol Company Opinion Price
2014-10-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is calling this V bottom snap back a technical bounce, and we could see lower lows. The TSX dropped all the way from $15,500 to $13,800 and he expects we will recover some of that. Feels the correction is far from over. There are some issues out there to deal with. The slowing growth in Europe, some of the slower numbers we have seen in the US and yet you still have the potential for a US rate rise. China numbers are not blow away anymore. Earnings are not blowing anybody away. He wants everyone to stop saying “let’s buy the dips”.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2014-10-21 COMMENT Must be logged in to use chart AC-T Air Canada (B)

This is volatile. Fuel costs coming down is clearly a benefit for them. Offsetting that is a weaker Cdn$. The industry seems to be getting a lot more disciplined. Thinks the stock goes higher over the next couple of years.


Price:
$8.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 SELL Must be logged in to use chart ARE-T Aecon Group Inc

They take on the contracts, often fixed priced, and then they can get into overruns which crimps the margins totally. Trying to get their costs under control, and just have not been able to do it in a time when the industry is booming.


Price:
$14.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-21 PAST TOP PICK Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

(A Top Pick Nov 29/13. Down 28.86%.) This was just a bad call. Not generating cash flow right now. A great, long-term asset story. Even at today’s oil price you have an NAV well in excess of $10. Insiders are buying.


Price:
$4.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 WAIT Must be logged in to use chart AVO-T Avigilon Corp

He is still on the sidelines on this. Any time a stock drops as much as this did, particularly in technology, he gets interested in trading it, but it really has been an elevator ride down. Some think their product is really getting commoditized which could stunt their growth going forward. He would like to wait and see what the next quarter comes out with.


Price:
$16.200
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-10-21 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

There is a lot of positive momentum here. What is very impressive is how it has held up in this market decline. The high valuation technology sector has done very well, where there haven’t been earning disappointments. People are paying up for the growth potential down the road. Has a bit of a question mark on the Chinese accounting, and would discount the stock a little bit on that basis. If you are going to own a high risk stock, you could do worse than owning this one.


Price:
$90.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-21 BUY Must be logged in to use chart BAC-N Bank of America

Thinks you are past the worse with this one. With the $70 billion settlement they have had now, they have taken the hit on the Countrywide Financial. Feels the US bank valuations are still relatively attractive. There is a lot of earnings leverage, and he expects another move out of the housing sector.


Price:
$16.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

The largest player in the world which is where people move generally when the sector starts to turn around. To play uranium directly, he would use Uranium Participation (U-T). This is effectively like buying the commodity. Even the Japanese seem to have enough inventory for now. Longer-term, uranium prices have to go higher. You are not going to find new supplies anywhere close to the current price.


Price:
$19.200
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-21 TOP PICK Must be logged in to use chart CCT-T Catamaran Corp

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.


Price:
$46.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 DON'T BUY Must be logged in to use chart DGC-T Detour Gold

Traded in and out of this in the last week. The interesting thing is that this is the levered play right now. They have a high cost of production at about $1200 an ounce. With the US$ going higher, that is another downward move on gold. Because this is a higher risk play right now, he would stay on the sidelines.


Price:
$9.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-10-21 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Nov 29/13. Up 26.63%.) Firing on all cylinders and have the right assets. Also, they cross sell tremendously well. Their acquisitions have been phenomenal.


Price:
$87.540
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Must be logged in to use chart GOOGL-Q Google

Some people were disappointed with the earnings last week, but he still thinks this company is better positioned than almost anybody at technology. People keep forgetting that they own the Android operating system, the most powerful OS and the one that is running better than 70% of the global cell phones right now. At some point they are going to monetize that. They own search, and when he looks at where data and data management is going, he feels they have tremendous value. Making very good acquisitions. You get all of this for about a market multiple or a little bit more.


Price:
$538.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 COMMENT Must be logged in to use chart IFP-T Interfor Corp

Doesn’t own any right now, but in the past week, especially the way the market has rolled over, he has been looking at the lumber names. There is no better sector that benefits when you got the Cdn$ falling like it is. This one is probably the most levered with the most growth potential so he would be inclined to take this over the West Fraser Timber (WFT-T) at this point. The recent move back down in US interest rates is going to be positive for the US housing market.


Price:
$16.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-10-21 DON'T BUY Must be logged in to use chart KO-N Coca-Cola Company

Thinks growth is really being compromised. Look at what Pepsi’s strategy has been in terms of diversification and adding product. The core market of Coca-Cola has really slowed down. They haven’t diversified enough into other product growth areas to upset that slowdown. Multiple is still relatively high.


Price:
$40.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-21 COMMENT Must be logged in to use chart LUN-T Lundin Mining Corp.

This is more of a pure play on copper based on where their properties are and the acquisition they did last week. Copper is clearly struggling at the $3 level, but from what he has seen, a lot of the estimates on copper global production and global demand, it looks like everyone was expecting a $400-$500 thousand surplus coming into this year, but it now looks like it is going to be more of a deficit. Very well-positioned in terms of growth.


Price:
$5.170
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 2,322 entries
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