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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
2015-08-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The markets are extended and driven too high on the zero interest rate trend.  He does not think we are headed for a recession, however.  People don’t realize how much ‘air’ there can be in the markets after all this time.  6 stocks are responsible for more than 100% of the gains in the market – the breadth of the market is narrow.  The risk/reward in stocks is much higher than sitting on the sidelines right now.  You could see this market down 10-15% on a heartbeat.  We are more than due for a correction of 10-15% as we haven’t had one since 2011. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-08-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

You never go broke taking a profit.  You could scale back your equity exposure to 50% right now.  Cash is not always the worst alternative.  He would not hide out in gold stocks right here. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-08-10 BUY Must be logged in to use chart AAPL-Q Apple

He lightened a bit last year when it ran up.  He believes in the story long term.  They don’t have as much of a recurring revenue model as he would like.  The value is in the brand name.  iTunes shows how they are moving to more of a service model.  He is buying it in here, however.


Price:
$119.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 BUY Must be logged in to use chart AC-T Air Canada (B)

They have done a good job of bringing their costs down, adding capacity and keeping their load factors up.  Their biggest risk is the Canadian dollar in its impact on travel.  They would be the better airline to own.


Price:
$12.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-10 TOP PICK Must be logged in to use chart AVO-T Avigilon Corp

He bought it a couple of months ago.  They are doing much more integrated systems and analytics.  There is great growth in this area and they are dominant.  He likes the space and the technology.


Price:
$16.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

14.8% yield means the market is telling you they don’t expect the dividend to be paid.  The market is expecting a cut.  He has not added to it here.  Oil prices are still winding down.  CPG-T has the cash and the great land position they acquired.  A cut in the dividend should not do much to the stock price as the expectation of the cut is built into the stock price.


Price:
$18.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 TOP PICK Must be logged in to use chart DIS-N Walt Disney

(Top Pick Aug 1/14, Up 31.17%) ESPN protects them from the pullback in media in general.  They deliver and they have the content.  They have a new park opening up next year in China.  They have so many franchises.  They have the content across so many platforms.  It has been a very consistent growth stock.  Buy it and put it away.


Price:
$111.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 COMMENT Must be logged in to use chart FCU-T Fission Uranium Corp.

They bought forward in the markets.  Over the next couple of years the demand will move up substantially.  When the commodity moves you want to own what the foreign investors will buy, but this is not it. 


Price:
$0.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-08-10 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

It has been a great performer.  The growth has been very good.  Last quarter some people found the numbers a disappointment.  They are paying down debt and money is available for future acquisitions.


Price:
$49.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

People are a little worried about where future growth is going to come from.  It has been driven primarily by one drug.  You are always paying for the pipeline in drug manufacturers.  There is not much of a ‘what’s next’.


Price:
$116.580
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-08-10 HOLD Must be logged in to use chart GOOG-Q Google

He would continue to hold this one.  This is a fantastic franchise.  They own search and it is trading at a market multiple.  The growth is there.


Price:
$633.730
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 DON'T BUY Must be logged in to use chart LNR-T Linamar Corp

It is the most expensive of the three, but it has been a fantastic performer.  They got hit on the earnings because they did not beat them by as much as in the past.  He has MRE-T and MG-T.


Price:
$75.480
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-08-10 BUY Must be logged in to use chart MG-T Magna Int'l. (A)

Their European margins are expanding and they have a good platform for growth in the next few years.  They have international exposure and they benefit from the falling Canadian dollar.


Price:
$71.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 BUY Must be logged in to use chart MRE-T Martinrea

Give it time.  It will work itself higher.  They are delivering the numbers and meeting expectations.  Recent earnings were used to pay down debt.  He thinks it will go higher.


Price:
$13.270
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 TOP PICK Must be logged in to use chart OTC-T Open Text

He got out earlier this year when orders dropped off, and then the stock checked back.  Last quarter they reduced estimates and then hit their original numbers anyway so the stock rallied.  They continue to grow by acquisitions.  The story is holding together quite well so he went back in and bought it.


Price:
$60.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 2,505 entries
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