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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
2016-01-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He has been fairly negative for the last year.  Certainly with the news out of China and the conflicts in the Gulf plus the last couple of trading days of the year, it is not surprising that people dumped a lot of them.  Most of the buyers of stocks over the last couple of years have been the corporations themselves, buying back their own stock.  He is negative on the growth outlook.  Coming out of the financial crisis, you never really unwound the big debt binge.  It is going to take a long time to get to serious levels of spending.  He feels now just the way he felt in 2000 and again in 2007 when he didn’t like anything.  If there is no money to be made, perhaps stay on the sidelines for a while.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2016-01-04 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

DRIPs.  They are a good idea.  It takes your holdings higher.  It is a logical thing to do. 


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2016-01-04 TOP PICK Must be logged in to use chart AAPL-Q Apple

It had struggles in the last year.  He thinks they are getting off the dependency on selling a new phone to maintain earnings.  There is massive cash on the balance sheet.


Price:
$105.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 SELL Must be logged in to use chart COS-T Canadian Oil Sands

If you hold this, you should tender it.  There are no alternative bids.  If not enough shares are tendered then the deal may not go through and the stock will drop back.  SU-T played this beautifully.


Price:
$7.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2016-01-04 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Now would not be a good time to get into it.  They have a lot of hedges so have done well so far.  Unless you get a really sharp recovery in the oil price, they will have a lot of problems when the hedges roll off.  They already cut the divided.  He is not comfortable with the sector at all.


Price:
$15.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2016-01-04 WEAK BUY Must be logged in to use chart CXR-T Concordia Healthcare

Stock vs. Stock.  VRX-T Vs. CXR-T.  He bought both and then traded out of them.  He would take CXR-T right now.  There is concern about the ability of VRX-T to grow.  Both have high debt.  His concern in the healthcare sector is how drugs are sold for very different prices in different markets.  You have to look at them on a cash flow basis because of the debt.


Price:
$55.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2016-01-04 PAST TOP PICK Must be logged in to use chart DIS-N Walt Disney

(Top Pick Dec 19/14, Up 12.21%) They cross sell so beautifully.  This has been to him the greatest growth stock.  He feels there could be some short term earnings challenges.  There are concerns about ESPN’s affect on the bottom line.  He feels it will be a onetime hit because after they unbundle ESPN from packages, subscribers will pick it up again.


Price:
$102.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 TOP PICK Must be logged in to use chart FDX-N FedEx

It is reasonably priced, coming a fair way off the peak.  They are benefiting from the growth in Internet sales.  They benefit from falling oil prices.  They are expanding globally.  They are the dominant player.  There is not a lot of downside.


Price:
$143.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 TOP PICK Must be logged in to use chart GIB.A-T CGI Group (A)

Relatively low multiple.  Their customers sell into health care, financials, and government.  They are making themselves into a facilitator in the move to cloud services.  They have been doing accretive acquisitions.


Price:
$54.160
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 DON'T BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

It is probably riskier than some others in the sector.  They don’t have much in the pipeline so people worry where the growth is going to come from.  He would buy the IBB-Q ETF.  It is a safer way to get the growth in the sector.  GILD-Q is cheap for a reason.


Price:
$98.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2016-01-04 DON'T BUY Must be logged in to use chart IP-N International Paper Co

It is struggling a bit on global demand dropping and the US$ becoming so strong.  The US$ may be rolling over and that would help, but he would not be going out buying the stock.  He prefers Canadian paper companies.


Price:
$37.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2016-01-04 HOLD Must be logged in to use chart MG-T Magna Int'l. (A)

Don’t sell in here, although don’t add to it.  It is still a cheap stock and they are still getting better penetration.  They are positioned as well as anyone in North America or Europe. 


Price:
$55.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2016-01-04 PAST TOP PICK Must be logged in to use chart MRE-T Martinrea

(Top Pick Dec 19/14, Up 8.58%) He still owns it and still likes it.  It pulled up in the last few months because of the cyclicality of the sector.  He refresh cycle in autos got so long that he thinks there is perhaps still more room in the sector for growth.


Price:
$10.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-04 HOLD Must be logged in to use chart PM-N Philip Morris International

They are not the same as they were in the earlier years.  They used to take cash from tobacco and invest in growth businesses.  Now they can pay out dividends or buy back stock with it.  It won’t be a great growth company, but it will be safe like a bond.  Don’t sell it.  He would not buy it because there is no growth.


Price:
$87.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2016-01-04 BUY Must be logged in to use chart POT-T Potash Corp of Saskatchewan

He likes it in here.  There is a good chance they will cut the dividend, though, so be prepared to lose some capital.  But that aside, the growth story is fine.  It is 30% below where BHP bid for the company previously.  It is one of the few resources he is interested in.


Price:
$24.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 2,592 entries
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