John Zechner
Member since: Jan '01
Chairman at
J. Zechner & Assoc
J. Zechner & Assoc
3303 Opinions
Latest Top Picks
(A Top Pick Feb 20/20, Up 111%) He sold last week. Management has done an unbelievable job of transforming this company to a cyber security name. He'd like to get back to the name but not at this price. He noticed a few insiders were selling.
(A Top Pick Feb 20/20, Up 132%) He stuck with it and was rewarded. He still owns it although not as big a position as he once had.
(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
The government is arranging for aid for the airline industry. Also, you have to believe in a recovery and that we will get back to some sort of normal. He thinks the demand for travel will be there. AC-T has survived very well and did what they needed to do. They are better positioned to emerge from all of this. (Analysts’ price target is $28.47)
Infrastructure assets are long duration assets. The issues with roaming fees and sports franchises will go away. He thinks they are undervalued and this one is the cheapest of the bunch. (Analysts’ price target is $67.20)
Signal
Opinion
Expert
Chart
N/A
N/A
February 1, 2021
Market. He is worried things are looking toppy and we are in a bubble of some sort. After stocks go public, the stock goes way up before the money is even spent. When you look back to 2001, not all stocks got hit. A lot of the rest of the area other than Nortel was not hit that hard. There are pockets of the market where you will be okay. He is optimistic that the vaccines will come into greater use and the pandemic will come under control. The trajectory for stocks over the next few years will be higher. There are going to be corrections along the way, but you have to stay invested in stocks.
Show full opinionHide full opinion
Market. He is worried things are looking toppy and we are in a bubble of some sort. After stocks go public, the stock goes way up before the money is even spent. When you look back to 2001, not all stocks got hit. A lot of the rest of the area other than Nortel was not hit that hard. There are pockets of the market where you will be okay. He is optimistic that the vaccines will come into greater use and the pandemic will come under control. The trajectory for stocks over the next few years will be higher. There are going to be corrections along the way, but you have to stay invested in stocks.
BUY
BUY
February 1, 2021
The valuation is so cheap relative to the rest of the market. He thinks these guys are positioned well in a lot of ways. It is a low margin business but it is a great safe place to own and he would add to the name.
Show full opinionHide full opinionThe valuation is so cheap relative to the rest of the market. He thinks these guys are positioned well in a lot of ways. It is a low margin business but it is a great safe place to own and he would add to the name.
food stores
DON'T BUY
DON'T BUY
February 1, 2021
He did buy it last year and it got absolutely crushed. Occupancy rates are going to decline because you can't tour the facilities. They got hit harder than the rest of the seniors homes. He does not own it any more. There is short term risk until the pandemic actually passes.
Show full opinionHide full opinionHe did buy it last year and it got absolutely crushed. Occupancy rates are going to decline because you can't tour the facilities. They got hit harder than the rest of the seniors homes. He does not own it any more. There is short term risk until the pandemic actually passes.
other services
COMMENT
COMMENT
February 1, 2021
The telecom sector is one of his favourite sectors. A lot of the other players have spent money on content but T-T has not. This one is the more expensive one because of this. Also, he'd rather watch the IPO they spun out for a while before considering the IPO.
Show full opinionHide full opinionThe telecom sector is one of his favourite sectors. A lot of the other players have spent money on content but T-T has not. This one is the more expensive one because of this. Also, he'd rather watch the IPO they spun out for a while before considering the IPO.
telephone utilities
BUY
BUY
February 1, 2021
He lightened on golds last August, including this one. There was some disappointment with recent Foster results. Suddenly Detour's looking like a decent asset. This company is probably the most prominent growth seniors out there and he would probably take it again.
He lightened on golds last August, including this one. There was some disappointment with recent Foster results. Suddenly Detour's looking like a decent asset. This company is probably the most prominent growth seniors out there and he would probably take it again.
precious metals
DON'T BUY
DON'T BUY
February 1, 2021
You don't get new production coming in until $50-60 a lb for the commodity. The valuation for CCO-T is a little rich, though. He would rather play U-T to play the commodity directly. He likes Uranium but would take U-T over CCO-T.
integrated mines
BUY
BUY
February 1, 2021
He still likes it. He thinks there is still upside and he is going to add more. These guys are well positioned to meet the demand in the electric vehicle market.
Show full opinionHide full opinionHe still likes it. He thinks there is still upside and he is going to add more. These guys are well positioned to meet the demand in the electric vehicle market.
metal fabricators
BUY
BUY
February 1, 2021
Silver. It is still trading at a discount to gold, relatively. There is still industrial applications. He would hang on even though we had a big move up. He would take silver over gold at this point.
Show full opinionHide full opinionSilver. It is still trading at a discount to gold, relatively. There is still industrial applications. He would hang on even though we had a big move up. He would take silver over gold at this point.
PAST TOP PICK
PAST TOP PICK
February 1, 2021
(A Top Pick Feb 20/20, Up 111%) He sold last week. Management has done an unbelievable job of transforming this company to a cyber security name. He'd like to get back to the name but not at this price. He noticed a few insiders were selling.
Show full opinionHide full opinion(A Top Pick Feb 20/20, Up 111%) He sold last week. Management has done an unbelievable job of transforming this company to a cyber security name. He'd like to get back to the name but not at this price. He noticed a few insiders were selling.
electrical/electronic
PAST TOP PICK
PAST TOP PICK
February 1, 2021
(A Top Pick Feb 20/20, Up 132%) He stuck with it and was rewarded. He still owns it although not as big a position as he once had.
Show full opinionHide full opinion(A Top Pick Feb 20/20, Up 132%) He stuck with it and was rewarded. He still owns it although not as big a position as he once had.
computer software/processing
PAST TOP PICK
PAST TOP PICK
February 1, 2021
(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
Show full opinionHide full opinion(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
Cable
HOLD
HOLD
February 1, 2021
It's been a wild ride. The valuation across all the names are still quite high. With what we are seeing with legislation in the US, he would still tend to look at these. Stick with it.
Show full opinionHide full opinionIt's been a wild ride. The valuation across all the names are still quite high. With what we are seeing with legislation in the US, he would still tend to look at these. Stick with it.
PARTIAL SELL
PARTIAL SELL
February 1, 2021
They've done a great job and the stock has done better lately with a pretty decent dividend yield. There is not much growth going forward. He switched some to AQN-T to get a play on the renewable. But there is nothing wrong with ALA-T.
oil/gas
COMMENT
COMMENT
February 1, 2021
He likes the space. Institutional investors will look more at this space over the next few years because they have to. He would prefer AQN-T, then NPI-T because the valuation is not so high. BEP.UN-T is the best of the Brookfield group, however.
Utilities
DON'T BUY
DON'T BUY
February 1, 2021
He is one of the great value investors. He is not as convinced about the insurance business going forward. The banks would be better but he would even prefer something like a V-N. He does not see great yield or a great growth and he does not see either in FFH-T at current levels.
insurance
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