John Zechner
Member since: Jan '01
Chairman at
J. Zechner & Assoc
J. Zechner & Assoc
3081 Opinions
Latest Top Picks
(A Top Pick Jun 28/18, Down 5%) They has since been taken out by Ensign. He long sold this.
(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.
(A Top Pick Jun 28/18, Down 12%) This is a real estate play. What drags this down is the brutal retail space. They need to close some stores and it's likely in progress now. This will rise eventually rise above $10. They need to make better use of their prime real estate and to do it sooner than latter--they are generating negative cash flow.
Low interest rates and weaker non-US currencies will continue to drive gold. This holds the big Cnadaian gold stocks. It's time for gold to shine.
Nobody has better content than Disney: Star Wars, Pixar, Marvel. They cross-sell across movies, theme parks, TV, games and now streaming better than anyone else. A great growth stock. (Analysts’ price target is $153.13)
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COMMENT
COMMENT
July 15, 2019
American markets are hitting all-time highs, driven by the expectation of lower interest rates. This is like the tech bubble of the late-1990s. Something is wrong and the market will correct. China data shows continued slowing down there, too, and it's been debt-driven. Markets love the lower rates. Lower rates inflate stocks, and only that. Remember: we've had the most anemic economic growth in this rally since 2009. Gold: he's been very bullish on this. Gold is driven by negative yields in bonds. Meanwhile, there's negative currency moves around the world, ex-USA.
American markets are hitting all-time highs, driven by the expectation of lower interest rates. This is like the tech bubble of the late-1990s. Something is wrong and the market will correct. China data shows continued slowing down there, too, and it's been debt-driven. Markets love the lower rates. Lower rates inflate stocks, and only that. Remember: we've had the most anemic economic growth in this rally since 2009. Gold: he's been very bullish on this. Gold is driven by negative yields in bonds. Meanwhile, there's negative currency moves around the world, ex-USA.
John Zechner
Chairman, J. Zechner & Assoc
STRONG BUY
STRONG BUY
July 15, 2019
John Chen should get the CEO of the year award for transforming this company to software. He really likes this company. They're at a higher valuation but have great penetration into the car sector. This is one of Canada's better long-term growth stories. It's far more sustainable today than before. Change names? BB is a known brand. They have a healthy balance sheet.
John Chen should get the CEO of the year award for transforming this company to software. He really likes this company. They're at a higher valuation but have great penetration into the car sector. This is one of Canada's better long-term growth stories. It's far more sustainable today than before. Change names? BB is a known brand. They have a healthy balance sheet.
electrical/electronic
DON'T BUY
DON'T BUY
July 15, 2019
electrical/electronic
COMMENT
COMMENT
July 15, 2019
Canadian banks haven't done much except pay dividends. Hold or buy dividend stocks elsewhere? Buy the telcos instead. The banks have underperformed, partially due to American shorting them. He is not long in any Canadian banks. There was a report today of risky real estate in Canada. He asks, Where's the growth? If you own them and receive the dividend, that's okay. But it you expect growth, you won't get it.
Canadian banks haven't done much except pay dividends. Hold or buy dividend stocks elsewhere? Buy the telcos instead. The banks have underperformed, partially due to American shorting them. He is not long in any Canadian banks. There was a report today of risky real estate in Canada. He asks, Where's the growth? If you own them and receive the dividend, that's okay. But it you expect growth, you won't get it.
John Zechner
Chairman, J. Zechner & Assoc
DON'T BUY
DON'T BUY
July 15, 2019
It pays a good dividend, but growth will be difficult. They need acquisitions to grow and this sector, magazines, is sluggish. Advertising has gone online, not in print.
It pays a good dividend, but growth will be difficult. They need acquisitions to grow and this sector, magazines, is sluggish. Advertising has gone online, not in print.
publishing/printing
BUY
BUY
July 15, 2019
All car stocks already have a recession baked into the stock prices. That's positive. The group trades around 3x operating cash flow and 7x earnings.
All car stocks already have a recession baked into the stock prices. That's positive. The group trades around 3x operating cash flow and 7x earnings.
transportation equip & components
COMMENT
COMMENT
July 15, 2019
communications/media
PAST TOP PICK
PAST TOP PICK
July 15, 2019
(A Top Pick Jun 28/18, Down 5%) They has since been taken out by Ensign. He long sold this.
(A Top Pick Jun 28/18, Down 5%) They has since been taken out by Ensign. He long sold this.
oil/gas field services
PAST TOP PICK
PAST TOP PICK
July 15, 2019
(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.
(A Top Pick Jun 28/18, Up 3%) There's been a lot of noise about regulating this space and company. GOOG owns such a broad sweep of quality assets, including things like self-driving cars that they haven't monetized yet. They can further monetize all their Youtube users, too. Also, they still attract massive online advertising and generate huge cash flow.
Business Services
PAST TOP PICK
PAST TOP PICK
July 15, 2019
(A Top Pick Jun 28/18, Down 12%) This is a real estate play. What drags this down is the brutal retail space. They need to close some stores and it's likely in progress now. This will rise eventually rise above $10. They need to make better use of their prime real estate and to do it sooner than latter--they are generating negative cash flow.
(A Top Pick Jun 28/18, Down 12%) This is a real estate play. What drags this down is the brutal retail space. They need to close some stores and it's likely in progress now. This will rise eventually rise above $10. They need to make better use of their prime real estate and to do it sooner than latter--they are generating negative cash flow.
department stores
DON'T BUY
DON'T BUY
July 15, 2019
PARTIAL SELL
PARTIAL SELL
July 15, 2019
consulting
BUY
BUY
July 15, 2019
Fine company. They buy companies to grow, paid by excess free cash flow. Low valuation, too. There's good growth; they just struck a partnership with Google.
Fine company. They buy companies to grow, paid by excess free cash flow. Low valuation, too. There's good growth; they just struck a partnership with Google.
computer software/processing
PARTIAL BUY
PARTIAL BUY
July 15, 2019
The bullishness has come down, but he'd buy it. Good valuation. He didn't expect them to be in the crosshairs of the US-China war. They've made good acquisitions and expanded well internationally. But trades at a 13x forward multiple. Generates decent cash. He is adding more. Hold on, if you own. Amazon getting into shipping is an outside risk, but this portion of Amazon's business is so small.
The bullishness has come down, but he'd buy it. Good valuation. He didn't expect them to be in the crosshairs of the US-China war. They've made good acquisitions and expanded well internationally. But trades at a 13x forward multiple. Generates decent cash. He is adding more. Hold on, if you own. Amazon getting into shipping is an outside risk, but this portion of Amazon's business is so small.
Transportation
DON'T BUY
DON'T BUY
July 15, 2019
A value play or trap? More of a trap, because growth has slowed down. There isn't much downside left, but maybe no upside from here on.
A value play or trap? More of a trap, because growth has slowed down. There isn't much downside left, but maybe no upside from here on.
food processing
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