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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
2015-04-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The NASDAQ is above its all time high, but he is very concerned about what he is seeing.  The reasons for markets going higher is a problem.  The Chinese economic news continues to worsen, for example, and yet the market continues to go up due to stimulus.  The US is the only market that has lagged and it is because they stopped QE.  The medicine of low interest rates has been way overdone.  You are forcing all investors further down the risk curve just to get any kind of return.  This is not right and when it ends it will end ugly.  He is getting more defensive.  He has more cash than previously.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
_N/A
2015-04-23 SELL ON STRENGTH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks.  Consumer credit in Canada looks a lot like the US in 2007.  More regulatory capital will be required due to the federal budget.  Loan demand just isn’t there.  He is cautious on Canadian banks and has lightened his positions on recent strength.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 PAST TOP PICK Must be logged in to use chart AGU-T Agrium

(Top Pick Jun 2/14, Up 34.94%) He sold because it was at the high end of the valuation and he sees tightness in the nitrogen markets.


Price:
$128.860
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2015-04-23 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(Top Pick Jun 2/14, Up 3.93%) They are getting through some of the problems they went through during the financial crisis.  One of the better of the major banks in the US.  Loan growth has been slow, but their acquisition of Merrill Lynch has worked out well and what they have done on the housing side.


Price:
$15.690
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 COMMENT Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

He feels the passing of Warren Buffet would not affect the stock fundamentals, nor the market in general.  BRK.B-T has a succession plan.


Price:
$142.430
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 BUY Must be logged in to use chart C-N CitiGroup

Big US banks would be one of the safer places to be in the US.  You will probably start to see dividends start or increase with the US banks.  Investment banks have done better than banking banks.  He thinks this one could do fairly well.


Price:
$53.220
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

Harrison did for CP-T growth what he did when he was at CNR-T.  Going forward they should perform similarly.  He finds them expensive, however.


Price:
$80.740
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2015-04-23 BUY on WEAKNESS Must be logged in to use chart DIS-N Walt Disney

This is the best growth stock over the last 50 years.  They continue to reinvent and reposition themselves.  Only trades at 20 times.  A classic great growth story.  The valuation is at the high end, but long term you should own it.


Price:
$109.000
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 DON'T BUY Must be logged in to use chart ENB-T Enbridge

Stock vs. Stock.  ENB-T vs. ENF-T.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation.  Prefers ENF-T right now.


Price:
$65.260
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Stock vs. Stock.  ENB-T vs. ENF-T.  Prefers ENF-T right now.  There was movement of assets between ENB-T and ENF-T and you saw that affect valuation. 


Price:
$38.860
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 BUY Must be logged in to use chart FFH-T Fairfax Financial

The asset value within the company is very strong.  He sees no reason for anything to change. 


Price:
$662.000
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2015-04-23 HOLD Must be logged in to use chart G-T Goldcorp Inc

The problem is that the valuation is the highest in the group.  They had some problems in Mexico with missing production estimates.  Gold prices checked back and so you saw a pullback in G-T.  Hold it, but don’t add to it.  He prefers mid-sized companies that might get taken out.


Price:
$23.710
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

If they deliver the earnings expectations they should do well.  The question is will insurance companies continue to absorb the costs they are paying out.  He would prefer to diversify, perhaps buying an index ETF.


Price:
$105.205
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
2015-04-23 TOP PICK Must be logged in to use chart GOOGL-Q Google

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.


Price:
$557.460
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 DON'T BUY Must be logged in to use chart K-T Kinross Gold

Not his favourite in the golds.  Too many assets in Russia.  They are writing off assets. 


Price:
$2.820
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Unknown
Showing 1 to 15 of 2,439 entries
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