Viewing Expert John Zechner | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

John Zechner , Chairman

J. Zechner & Assoc


Date Signal Chart Symbol Company Opinion Price
2016-07-22 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil? He was looking at a chart that showed how far the stocks were ahead of the move in oil. Valuations are basically the highest they have been in 40 years relative to the industry. You are obviously paying for a lot more than $44 crude. Oil prices have rolled over from the $52, and the stocks have not come back that much. He has a hard time sticking money in the sector right now.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-22 BUY Must be logged in to use chart AAPL-Q Apple

(Market Call Minute.) He likes this. The IOS ecosystem has so much more value. It’s cheap.


Price:
$98.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 PAST TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

(A Top Pick Aug 10/15. Down 19.24%.) He likes where it is positioned. A competitor was taken out at about 20X earnings. What he thinks they do better at than everybody else is integrating their systems more, and giving more security. What has hurt in the last couple of years is that they built a new facility in the US, and it has been ramping up. While they have been doing that they have been spending a lot of money without seeing any results, so margins came under pressure and they missed a little on their earnings.


Price:
$12.980
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 PARTIAL SELL Must be logged in to use chart BA-N Boeing

This is a great company. They own the market share in planes. The Paris air show was on recently and he feels people were really disappointed in the order flow. The global airlines are all shutting capacity back a bit. If you own he would be inclined to Sell a little.


Price:
$133.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-22 COMMENT Must be logged in to use chart BABA-N Alibaba Group Holding

Short Sell? He applauds your aggressiveness. He would like to Short it as he thinks it is a house of cards. In China there is an ability to keep companies sustaining at a higher level longer than what they otherwise would. From what he has seen on their accounting, he doesn’t know that there are real earnings being generated on a real cash flow. He wouldn’t own this.


Price:
$84.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-22 COMMENT Must be logged in to use chart CHP.UN-T Choice Properties REIT

Doesn’t think there is any problem with this REIT. Good backing and good tenant. Probably less growth. He is uncomfortable with the whole REIT sector’s valuations. It is completely dependent on the interest rate move. You get the high yield when you pay out 90% of your earnings to the unit holders.


Price:
$14.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-22 HOLD Must be logged in to use chart CXR-T Concordia Healthcare

This has a little of the Valeant Shadow, but there is a similar financial structure. Debt to cash flow is 5.5X. A lot of their expenses are in British pounds. They have a good product portfolio rolling out, probably 60 new products in the next 3 years. The AMCO acquisition looks like it is doing fairly well. Generating tons of free cash flow this year. It won’t take much to get the thing right. The cash flow starts to grow, you get a lot of free cash and you start to pay down debt.


Price:
$25.550
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(A Top Pick Aug 10/15. Down 10.8%.) The ESPN was a bit of a worry along with the cable unbundling, and they had a quarterly miss for the 1st time in almost 20 quarters. Content is king in this market, and nobody owns better content than Disney. Nobody cross sells content in different venues better.


Price:
$97.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 COMMENT Must be logged in to use chart ENB-T Enbridge

An interest sensitive stock, and he would be a little wary of some of the interest sensitives that have run so hard. Would be more inclined to play the Enbridge Income Fund (ENF-T). It is a bit of a higher yield, slower growth and the valuation is not as extended.


Price:
$52.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-22 DON'T BUY Must be logged in to use chart EURN-N Euronav NV

(Market Call Minute.) Valuation is a little excessive for him.


Price:
$8.850
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-07-22 BUY on WEAKNESS Must be logged in to use chart FB-Q Facebook

You are always nervous about owning a company like this in front of earnings, because of any hiccup in the numbers. However, this is a great quality company. He would own this and Alphabet (GOOG-Q) together, because you then own the digital ad market basically. He would tend to be a Buyer on any weakness.


Price:
$121.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 DON'T BUY Must be logged in to use chart G-T Goldcorp Inc

He doesn’t have big expectations on any of the gold stocks. They have been doing a pretty good job of bringing their costs down, particularly in Mexico. But have a higher valuation than most. For a while it was the quality “go to” senior, and Barrick seems to have got back a little of that this year. Not the time to add, and he would more likely be getting out of it.


Price:
$24.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-07-22 TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

They own digital advertising very well and the search engine is strong. With the Android system they have 75%+ of global mobile devices running on this platform. If they ever monetize that, there would be tremendous value. They kick off huge cash flows. You are getting this for a market multiple.


Price:
$742.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

Thinks people are pricing in the next recession in the auto industry right now. The average age of the auto is still too high in the US. Even if the cycle rolls over a little it is not going to roll over too much. European exposure has always benefited this company, and it is a growing market. They are also positioning themselves around the next breed of electric vehicles.


Price:
$51.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 TOP PICK Must be logged in to use chart MRE-T Martinrea

Very good management. Strong numbers. They’ve been growing. Have put some new platforms in place in the US. Did a hostile acquisition. Very strong European growth. They are more levered to the use of aluminum parts in automobiles than any other manufacturer, which will be a growing area in autos. Trading at about 7X earnings and 3X operating cash flow. Dividend yield of 1.37%.


Price:
$8.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 2,724 entries
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