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
2016-05-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He has gone short in some of his hedge funds on energy.  They seemed so oversold.  A bottom is being formed.  You are paying for $50 to $65 oil today.  He worries about the banking system in China.  It is an oversold bounce off the US$.  He thinks money will come back to the US$.  He has gone short on names like TCK.B-T and FCX-N again. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
_N/A
2016-05-16 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Big US Banks.  They have been out of favour and under pressure recently.  This is an area in the US where he feels comfortable holding stocks.  Interest rates are probably going higher in the US and will benefit banks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 BUY Must be logged in to use chart AAPL-Q Apple

He is still an Apple Bull.  Warren Buffet took a position this morning.  You are starting to get these refresh cycles.  You have to look at their ecosystem.  These guys are monetizing IOS.  There are only two operating systems in the space now and Apple owns IOS.


Price:
$93.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 DON'T BUY Must be logged in to use chart ABX-T Barrick Gold

This is not the one he would roll the dice on if it was going to be just one.  There is not much asset growth longer term.  Play a domestic, mid-sized company.  Prefers GLD-N for hedging using gold. 


Price:
$24.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 PARTIAL BUY Must be logged in to use chart AMZN-Q Amazon.com

You are always waiting for an entry point and by the time you get one the story might be over.  They keep reinvesting so much in future growth.  They are starting to dominate the cloud now.  People don’t appreciate the Amazon web services side.  Buy a bit now.


Price:
$710.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

After the Delta deal he shorted it in his hedge fund.  It might go higher for emotional sentiment reasons.  It is a ridiculously high valuation.  It will take a long time to pay their debt down.


Price:
$1.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
No
2016-05-16 DON'T BUY Must be logged in to use chart CHK-N Chesapeake Energy Corp.

(Market Call Minute) It is too much of a stretch.  They are too debt laden with a bad history.


Price:
$3.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick Jul 7/15, Down 9.93%) Oil prices were where they are now.  He added more to the position at the low and then got out recently.  Some hedges rolled off so that is why it is down now.


Price:
$21.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
No
2016-05-16 TOP PICK Must be logged in to use chart CXR-T Concordia Healthcare

It was falling because of the VRX-T story.  It is at 3-4 times earnings.  They can start to pay down their debt.  The acquisition gave them a diversified foot print.  They are delivering results.  They are doing it right.  You are compensated for any risk with a low multiple.


Price:
$37.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 TOP PICK Must be logged in to use chart DIS-N Walt Disney

This could be a stock you buy and forget about.  One of the best growth companies in the last 40 years.  They had their first quarterly miss in 4 years recently.  What they do well is cross selling so well.  The worries recently were skinny bundles and ESPN.  People still want the sports content.  It will correct itself.  You can now get it at a market multiple.


Price:
$100.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 DON'T BUY Must be logged in to use chart EMP.A-T Empire Company (A)

They are having trouble integrating Safeway.  He would prefer L-T for the Shoppers exposure, but he does not own anything in grocery right now.


Price:
$22.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 COMMENT Must be logged in to use chart EXE-T Extendicare Inc

They are well positioned.  The problem is regulations and reimbursements.  There will be the dismantling of Obamacare.  It is not a bad long term story.  There is no trigger in the short term.  There is not a lot of near term growth.


Price:
$8.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
No
2016-05-16 WATCH Must be logged in to use chart FFH-T Fairfax Financial

(Market Call Minute) Step back and see how the next couple of quarters go.


Price:
$661.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
No
2016-05-16 DON'T BUY Must be logged in to use chart FM-T First Quantum Minerals

The timing of their acquisition is not good and burdened them with a lot of debt.  They need a higher copper price to get a good return.


Price:
$8.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-05-16 PAST TOP PICK Must be logged in to use chart GOOG-Q Alphabet Inc (C)

(Top Pick Jul 7/15, Up 36.24%) They continue to grow.  It finally had a couple of good quarters.  He is comfortable buying it here.


Price:
$716.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
Showing 1 to 15 of 2,669 entries
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