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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
2014-06-02 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Expects a pickup over the second half of this year.  Europe has clearly recovered, China has stabilized and for the US it was weather related issues.  You have a global synchronous expansion that you have not seen in close to 20 years.  It is good for earnings growth.  Valuations in stocks are in the middle of the road, in line with historical averages.  He is looking at industrials and cyclicals in particular.  Not expecting any surprises at the Apple developers conference, no big announcements and in fact he has lightened a little.  They are continuing to lose market share in the smart phone market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
_N/A
2014-06-02 BUY Must be logged in to use chart AC.B-T Air Canada (B)

A great move over the last year.  It is relatively cheap relative to US airlines.  They are so focused on cost reductions.  They were hit this year because of the falling Canadian dollar.  Last quarter they increased their capacity and their load factors are good.  Their pension is fully funded again.  There is no reason this could not trade at $12-$15, however this is not a stock without risks.


Price:
$9.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 TOP PICK Must be logged in to use chart AGU-T Agrium

It has better diversity of product than others in the industry.  When a stock doesn’t drop any more on bad news, it is time to look at it.  Industry fundamentals are reasserting themselves.


Price:
$98.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 PAST TOP PICK Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

(Top Pick Jul 18/13, Up 14.02) Quite disappointed in the performance.  Market was expecting a deal done on their light oil properties and that has yet to happen.


Price:
$7.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 TOP PICK Must be logged in to use chart BAC-N Bank of America

$4 Billion mistake on the balance sheet created an opportunity.  Likes it.  There is a lot of low hanging fruit in the company.  Trading at a big discount to book.  Good exposure to loan growth, capital markets, housing market and the structure of the yield curve.  Short term interest rates should start to move up.  Stock is cheap.


Price:
$15.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 BUY Must be logged in to use chart CIX-T CI Financial Corp

Surprised him how well this stock has done.  Have been the industry leaders for a number of years.  They are a great play on the markets.  They have it all going right now.  It got whacked down on an IPO.  He bought more.


Price:
$34.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 HOLD Must be logged in to use chart CLS-T Celestica Inc

He has a problem with the business.  It is a manufacturing stock with very low margins.  They have done well for a long time, but you have to compare them to other manufacturing stocks and it does not look that cheap.  Hold at best or sell to stick the money somewhere else in real technology.


Price:
$12.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-06-02 PAST TOP PICK Must be logged in to use chart CS-T Capstone Mining Corp.

(Top Pick Jul 18/13, Up 28.57%) He was buying it back today.  There is decent growth here and decent leverage to the copper price.


Price:
$2.610
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 BUY Must be logged in to use chart CSX-N CSX Corp

Valued less expensively than Canadian rails.  Has no problem with it. He has no exposure to rails right now.  It is slower growth than Canadian rails.


Price:
$29.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-06-02 BUY Must be logged in to use chart ECA-T Encana Corp

Thinks they are doing a fantastic job at structuring this company.  Thinks there is a lot of upside.  He is looking to get back in.


Price:
$25.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2014-06-02 BUY Must be logged in to use chart EFN-T Element Financial

Likes it here still.  They are well diversified.  They have been growing and levering up the balance sheet more.  Some of the weakness recently is from the rumour that they are going to make a huge acquisition soon.  Likes it as a longer term play.


Price:
$13.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-06-02 PAST TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

(Top Pick Jul 18/13, Up 18.06%) He got out for a while to see how they did for a couple of quarters.  He bought back.  Still likes it and likes the growth.


Price:
$36.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 TOP PICK Must be logged in to use chart GOOG-Q Google

It doesn’t matter if you get the voting or non-voting share.  They own the search market.  They know a lot about their users.  Better growth than anyone else and generating a ton of cash.  The android operating system runs on 80% of the smart phones in the word and they give it away.  If they ever monetize it, it would be tremendous. 


Price:
$553.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-06-02 WAIT Must be logged in to use chart MFC-T Manulife Financial

They are levered to rising interest rates and stock prices.  The move down in rates is going to hurt them in the next quarter but he is looking for a rise in interest rates longer term.   Likes their global footprint and how they are growing.  Would put them at the top of the list and you may want to start adding insurance companies back shortly.


Price:
$20.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-06-02 BUY Must be logged in to use chart MX-T Methanex Corp

Had such a tremendous run in the last couple of years.  It got way ahead of itself. 


Price:
$62.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
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