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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
2014-03-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Ukraine crisis.  The markets don’t like uncertainty and now that the referendum had a 97% result, the markets have rallied.  Resource, energy and materials stocks are doing better these days.  Likes industrials, techs and cyclicals also.  In the copper market he is not worried about China stock piling it as a collateral and upsetting supply/demand dynamics.  He has been adding copper stocks.  Primarily he goes south for tech stocks.  There are areas of the market that are in a bit of a bubble, but when you look at cyclicals in Canada, they are really trodden down.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-17 PAST TOP PICK Must be logged in to use chart ABX-T Barrick Gold

(Top Pick Feb 1/13, Down 26.88%) Making the right moves and is the cheaper one in the group right now.  He lightened up on the sector in the last few days.  There is a lot of money on the sidelines in the sector so when they come back in, ABX is a good choice.


Price:
$22.620
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-17 HOLD Must be logged in to use chart BA-N Boeing

A good long term story.  Had a great move.  Doesn`t know if he would own it here, but wait for a pullback and hold for the long term.


Price:
$125.420
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 DON'T BUY Must be logged in to use chart BA-T Bell Aliant

A yield only, no growth or multiple expansion.  You can go to energy companies for yield.  Would prefer a bank.


Price:
$26.420
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Likes this.  There is risk with delays of `C` series.  Ultimately the type of plane fits a very specific need that is growing.  Buy for the long term.


Price:
$4.110
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-17 DON'T BUY Must be logged in to use chart BRK.B-N Berkshire Hathaway Inc. (B)

Diverse group of holdings so will never get a premium multiple. 


Price:
$123.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-17 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

Be careful in rail because multiples are high, Canadian and US rails.  Wait to see how they come out with the winter weather.  Would not own it right now.


Price:
$62.630
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-17 PAST TOP PICK Must be logged in to use chart CPG-T Crescent Point Energy Corp

(Top Pick Feb 1/13, Up 11.95%) Should have done better but they flooded the market with new equity.  They are building great asset value for the long term.


Price:
$40.090
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-17 TOP PICK Must be logged in to use chart CS-T Capstone Mining Corp.

Thinks copper is undervalued and does not worry about breakdown of demand in China.  They have used their capital effectively. It is in the right area and has growth potential ahead of it.  They took political risk out of the equation.  It`s volatile, more than most.


Price:
$2.550
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-17 WEAK BUY Must be logged in to use chart ECA-T Encana Corp

The biggest direct play in Canada, have been doing a nice job.  So much is contingent on getting LNG plants on the west coast and pipelines to get it there.  If we don’t get them, there is a lot of excess supply.  Thinks we will in fact get these plants but there are regulatory delays.  Hesitant to get overly bullish on Nat Gas right now.


Price:
$22.540
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 WAIT Must be logged in to use chart ELD-T Eldorado Gold

Not as thrilled with properties and growth going forward.  Charts look good but give it a couple of days and see if we are starting a correction. You might get a pull back for a while.


Price:
$7.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 HOLD Must be logged in to use chart GE-N General Electric

3.5% dividend.  You saw a pretty big move since the financial crisis.  Not a screaming buy but you could hang on for the yield and for the spin out of the leasing business.  Prefers Element Financial.  Thinks you will get a better valuation if you split up the company.  You aren’t getting paid to own these conglomerates any more.


Price:
$25.430
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 HOLD Must be logged in to use chart GM-N General Motors Corporation

A tough call right now.  He got out a while ago and wants to get back in, but is worried about the recall notice issue.  It will be a headwind for a while.  Likes the sector.  Not as cheap as last year, but below on a market multiple basis.  We are close to a buy point.  Don’t sell if you own it.


Price:
$34.630
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 BUY Must be logged in to use chart JPM-N JP Morgan Chase & Co

Great balance sheet and undervalued.  Right point in the cycle to own them.  Look better than Canadian ones to some extent.


Price:
$57.580
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-17 HOLD Must be logged in to use chart MG-T Magna Int'l. (A)

Had a huge move over the last year and half.


Price:
$105.660
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 2,193 entries
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