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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
2014-09-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  You look at the VIX and other indicators and there is not a lot of fear out there.  Yet things in the markets are deteriorating.  He likes buying when people are afraid.  You can’t argue the market is cheap any more.  Thinks you could easily see this market down 15%.  A 5% correction would create panic and down it would go.  In the past you never knew what the catalyst for a pullback would be.  You could still have a breakout to the upside where the market goes up in one final frenzy.  There are less and less stocks participating in the advances. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2014-09-15 BUY Must be logged in to use chart AC.B-T Air Canada (B)

You have to have strong stomach.  Your upside is that much more because of the volatility.  They improved their cost structure dramatically, usage is higher and you are getting some interest from international investors.


Price:
$9.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 PAST TOP PICK Must be logged in to use chart ATH-T Athabaska Oil Sands Corp

(Top Pick Nov 28/13, Up 2.47%) First there was fear they would not get the money and that put pressure on the stock, then the financing came in and a new set of sellers emerged.


Price:
$6.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 SELL Must be logged in to use chart BBD.B-T Bombardier Inc (B)

He has traded a couple of times.  He threw in the towel in the last few weeks.  The ‘C’ series is just not getting off the ground.  The regional market is growing, but a lot of it is now spoken for.  The rail and private jet divisions are doing fine, but there is risk it does not get off the grown or the company does not grow.


Price:
$3.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-15 WEAK BUY Must be logged in to use chart BTO-T B2Gold Corp.

Grown almost entirely through acquisition.  Strong operators.  Gold guys rather than financial guys running the company.  Only one he owns, looking to add back to the position at this point.  Gold is at a critical level.  It really needs to hold this level.  He is worried about Asian and far East demand softening.  He is comfortable being underweight gold at this point.


Price:
$2.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 HOLD Must be logged in to use chart CLS-T Celestica Inc

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].


Price:
$11.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 SELL Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

(Market Call Minute) It’s a good story, but is heavy oil and he wanted to take his energy weighting down.  Hold at best, but more likely a sell.


Price:
$45.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 HOLD Must be logged in to use chart CNR-T Canadian National R.R.

Don’t add money to rails right now.  They have been a phenomenal story until now.  There is a limit to how far you can take these based on valuation alone.  He would take profits right now in CP-T and hold CNR-T.


Price:
$80.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK Must be logged in to use chart DIS-N Walt Disney

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.


Price:
$90.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 DON'T BUY Must be logged in to use chart DML-T Denison Mines Corp

(Market Call Minute) Still thinks uranium will struggle for a while.  Ultimately it is a good story, but it will trade in a range for a long time yet.


Price:
$1.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-15 HOLD Must be logged in to use chart DOW-N Dow Chemical

You won’t get that much growth, but soft oil prices could benefit them.  It had a decent run in the past two years.  There is not a ton of upside, but there is a possibility of some earnings growth.


Price:
$53.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-15 SELL Must be logged in to use chart EFN-T Element Financial

It is a good long term story.  Valuation got ahead of itself a while ago.  But they continue to do acquisitions and the business model is working.  With a pullback in the market, this one would get hit hard because they depend on the capital markets for funding.


Price:
$14.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-09-15 WEAK BUY Must be logged in to use chart ENB-T Enbridge

(Market Call Minute) Does not like pipelines.  If you forced him to own one he would take this one.  That whole group is expensive because of being a safety and low interest rate.


Price:
$54.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK Must be logged in to use chart MFC-T Manulife Financial

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.


Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 SELL Must be logged in to use chart MG-T Magna Int'l. (A)

Be on the sidelines in the auto industry right now.  Lots of European exposure which concerns him.  You have to step back and say there is probably not a lot of upside in this sector.


Price:
$118.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
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