Stock Opinions by John Zechner - Stockchase Experts

Signal	Opinion	Expert	Chart
N/A	General Market Comment December 31, 2018 Market. He has been short most of the year and in the last week went net long. There is less downside risk for the markets now. There are potential catalytic events that could send them to the upside. This is far from over in terms of a bear market because we haven’t got all the bad news yet. It is after a 10 year run-up in the markets. A lot of the tail winds have gone. It is a trading market. Look for beaten up companies at low multiples with good earnings with low trading risks, such as FDX-N. We've seen the best in earnings for the next year. He thinks they could go negative for the next year. It is too soon to sound the bell that the bottom is in. 0 0 0 0 0 0 comments	Market. He has been short most of the year and in the last week went net long. There is less downside risk for the markets now. There are potential catalytic events that could send them to the upside. This is far from over in terms of a bear market because we haven’t got all the bad news yet. It is after a 10 year run-up in the markets. A lot of the tail winds have gone. It is a trading market. Look for beaten up companies at low multiples with good earnings with low trading risks, such as FDX-N. We've seen the best in earnings for the next year. He thinks they could go negative for the next year. It is too soon to sound the bell that the bottom is in. Unknown 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.

HOLD	Alphabet Inc (C)(GOOG-Q) December 31, 2018 He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on. Business Services 0 0 0 0 0 0 comments	He has cut back on this position but it is still in a sweet spot in terms of the growth going forward. They have not monetized a lot of their asset such as android. There is money now coming out of this sector. There is money flow risk because it is over owned. Advertizing is generally a pretty cyclical thing. He'd like to see a couple of quarters of earnings. This is one of the last tech stocks he would continue to own. He would still have a position. It is a core name. Maybe not put your full position on. Business Services 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $1035.610 Owned Yes	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Goldman Sachs(GS-N) December 31, 2018 He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered. investment companies/funds 0 0 0 0 0 0 comments	He is not there for the financials and not warming up on them. He does not think rates are going much higher. He was short and covered. investment companies/funds 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $167.050 Owned No	Sign up or Log in to enjoy full view of charts.
DON'T BUY	Vermilion Energy Inc(VET-T) December 31, 2018 It is one of the stronger companies out there. They look better than most of the industry. It is overdue for a bounce. Analyst reports suggest the stocks are a buy these days but they use $60 oil, yet we are at $45. He has a less optimistic outlook on energy long term. The move to eclectic vehicles is going to take away a great deal of long term demand. He would gravitate to transporters of oil. oil/gas 0 0 0 0 0 0 comments	It is one of the stronger companies out there. They look better than most of the industry. It is overdue for a bounce. Analyst reports suggest the stocks are a buy these days but they use $60 oil, yet we are at $45. He has a less optimistic outlook on energy long term. The move to eclectic vehicles is going to take away a great deal of long term demand. He would gravitate to transporters of oil. oil/gas 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $28.760 Owned Unknown	Sign up or Log in to enjoy full view of charts.
DON'T BUY	United States Steel(X-N) December 31, 2018 The problem with steel right now is global over supply. He is short the SLX-N, a US steel ETF. This industry is cyclical and we have seen the cyclical peak. The US$ might roll over and that would help steel 0 0 0 0 0 0 comments	The problem with steel right now is global over supply. He is short the SLX-N, a US steel ETF. This industry is cyclical and we have seen the cyclical peak. The US$ might roll over and that would help steel 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $18.240 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Trevali Mining Corp(TV-T) December 31, 2018 It has been a painful year for junior mining stocks. There has been an exodus of capital from the group. It is a pure play on zinc, is a low cost producer and he likes their position. There is no debt and they are building up cash. He thinks a catalyst will be the US$ having peaked and rolling over. The US$ has been a headwind for commodities in the last year. Mining 0 0 0 0 0 0 comments	It has been a painful year for junior mining stocks. There has been an exodus of capital from the group. It is a pure play on zinc, is a low cost producer and he likes their position. There is no debt and they are building up cash. He thinks a catalyst will be the US$ having peaked and rolling over. The US$ has been a headwind for commodities in the last year. Mining 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $0.415 Owned Unknown	Sign up or Log in to enjoy full view of charts.
N/A	General Market Comment December 31, 2018 Are 8-9% dividends because of stocks dropping – are these dividends going to be cut? North of 10% the market is saying they expect the dividend to be cut. Tech companies should invest and grow the business with cash but banks typically pay out a lot to shareholders. 0 0 0 0 0 0 comments	Are 8-9% dividends because of stocks dropping – are these dividends going to be cut? North of 10% the market is saying they expect the dividend to be cut. Tech companies should invest and grow the business with cash but banks typically pay out a lot to shareholders. Unknown 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.
BUY	Celgene Corp(CELG-Q) December 31, 2018 It has a better growth pipeline. Biotech in the US is probably one of the better areas of growth. He prefers the IBB-Q ETF. He likes the sector. There is good growth potential. Consumer Products 0 0 0 0 0 0 comments	It has a better growth pipeline. Biotech in the US is probably one of the better areas of growth. He prefers the IBB-Q ETF. He likes the sector. There is good growth potential. Consumer Products 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $64.090 Owned Unknown	Sign up or Log in to enjoy full view of charts.
BUY	Enbridge(ENB-T) December 31, 2018 The valuation has become a lot more attractive. They did consolidation of ancillary operations and sold off assets to get the debt down. The valuation is reasonable and they are positioned for growth now. oil/gas pipelines 0 0 0 0 0 0 comments	The valuation has become a lot more attractive. They did consolidation of ancillary operations and sold off assets to get the debt down. The valuation is reasonable and they are positioned for growth now. oil/gas pipelines 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $42.410 Owned Yes	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Open Text(OTEX-T) December 31, 2018 (A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow. computer software/processing 0 0 0 0 0 0 comments	(A Top Pick Feb 15/18, Up 2%) He still likes it. A good long term growth story. They acquire and then pay down the debt with cash flow. computer software/processing 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $44.500 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Qualcomm(QCOM-Q) December 31, 2018 (A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it. Telecommunications 0 0 0 0 0 0 comments	(A Top Pick Feb 15/18, Down 10%) The XP acquisition attempt in China was a problem. There are a lot of potential levers to this story. He would get back into it. Telecommunications 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $56.910 Owned No	Sign up or Log in to enjoy full view of charts.
PAST TOP PICK	Oil Services Vaneck ETF(OIH-N) December 31, 2018 (A Top Pick Feb 15/18, Down 42%) He was looking for US oil. This ETF started under-performing mid-year and he got out. He is not rushing back into energy names except for a few very highly beat up names. E.T.F.'s 0 0 0 0 0 0 comments	(A Top Pick Feb 15/18, Down 42%) He was looking for US oil. This ETF started under-performing mid-year and he got out. He is not rushing back into energy names except for a few very highly beat up names. E.T.F.'s 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $14.030 Owned No	Sign up or Log in to enjoy full view of charts.
COMMENT	TorstarCorp (B)(TS.B-T) December 31, 2018 It is unbelievable where this stock is trading at. Acquisitions this year are worth less than half what they paid for them. It was trading at less than half what it was worth. They are trading below the amount of cash they have. It shocks him how far it continues to go down. publishing/printing 0 0 0 0 0 0 comments	It is unbelievable where this stock is trading at. Acquisitions this year are worth less than half what they paid for them. It was trading at less than half what it was worth. They are trading below the amount of cash they have. It shocks him how far it continues to go down. publishing/printing 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $0.790 Owned Unknown	Sign up or Log in to enjoy full view of charts.
COMMENT	Encana Corp(ECA-T) December 31, 2018 They did a good move out of Canada a few years ago. They have better growth there. The street really soured on an acquisition they did. Global demand for oil seems to be coming back a little bit. oil/gas 0 0 0 0 0 0 comments	They did a good move out of Canada a few years ago. They have better growth there. The street really soured on an acquisition they did. Global demand for oil seems to be coming back a little bit. oil/gas 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $7.880 Owned Unknown	Sign up or Log in to enjoy full view of charts.
N/A	General Market Comment December 31, 2018 Canadian and US$. It is a good question to ask when buying US stocks. He does not know if the Canadian dollar will have a big move either way. Canada has its economic problems. The economic outlook in Canada is getting clouded and could cause a move downwards. However it does not have a huge impact on his decisions about US stocks. 0 0 0 0 0 0 comments	Canadian and US$. It is a good question to ask when buying US stocks. He does not know if the Canadian dollar will have a big move either way. Canada has its economic problems. The economic outlook in Canada is getting clouded and could cause a move downwards. However it does not have a huge impact on his decisions about US stocks. Unknown 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $0.000 Owned _N/A	Sign up or Log in to enjoy full view of charts.

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Stock Opinions by John Zechner - Stockchase Experts