Stock Opinions by John Zechner - Stockchase Experts
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John Zechner

On Stockchase since : Jan 2001

Chairman at J. Zechner & Assoc

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Stock Opinions by John Zechner - Stockchase Experts

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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.
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$0.000
Owned Owned
_N/A

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HOLD
Alphabet Inc. / Google(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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$1035.610
Owned Owned
Yes

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$167.050
Owned Owned
No

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$28.760
Owned Owned
Unknown

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$18.240
Owned Owned
Unknown

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$0.415
Owned Owned
Unknown

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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.
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$0.000
Owned Owned
_N/A

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$64.090
Owned Owned
Unknown

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$42.410
Owned Owned
Yes

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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
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(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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$44.500
Owned Owned
No

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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
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(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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$56.910
Owned Owned
No

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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
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(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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$14.030
Owned Owned
No

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$0.790
Owned Owned
Unknown

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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
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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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$7.880
Owned Owned
Unknown

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N/A
General Market Comment 

December 31, 2018

Canadian and US$. It is a good question to ask when buying US stocks. He does not know if the Canadian dollar will have a big move either way. Canada has its economic problems. The economic outlook in Canada is getting clouded and could cause a move downwards. However it does not have a huge impact on his decisions about US stocks.
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Canadian and US$. 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
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$0.000
Owned Owned
_N/A

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