Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 9, 2015

Has been lightening a little on the US banks recently, but is not worried that much. We are not going to see another collapse of the banking system. This is at a turning point where some of the acquisitions they made at the bottom of the cycle are starting to benefit a little bit more and you will start to get a dividend paid a little bit more. Valuations are fairly low historically. Feels this has the most upside leverage between it, Citigroup (C-N) and J.P. Morgan (JPM-N).

Bank of America(BAC-N)
March 9, 2015

Has been lightening a little on the US banks recently, but is not worried that much. We are not going to see another collapse of the banking system. This is at a turning point where some of the acquisitions they made at the bottom of the cycle are starting to benefit a little bit more and you will start to get a dividend paid a little bit more. Valuations are fairly low historically. Feels this has the most upside leverage between it, Citigroup (C-N) and J.P. Morgan (JPM-N).

John Zechner
Chairman, J. Zechner & Assoc
Price
$16.170
Owned
Yes
HOLD
HOLD
March 9, 2015

Doesn’t know if this is a take out necessarily, but certainly would be a bit of a fit for any of the major media companies. Content is king in this market.

DHX Media(DHX.B-T)
March 9, 2015

Doesn’t know if this is a take out necessarily, but certainly would be a bit of a fit for any of the major media companies. Content is king in this market.

John Zechner
Chairman, J. Zechner & Assoc
Price
$9.200
Owned
No
HOLD
HOLD
March 9, 2015

Has been the key growth stock in America for the last 50 years. A great collection of assets. They continue to make fantastic acquisitions, and they integrate their assets very well. They cross sell, from the theme parks to the movies to the toys to the games. Trading at about 20X earnings.

Walt Disney(DIS-N)
March 9, 2015

Has been the key growth stock in America for the last 50 years. A great collection of assets. They continue to make fantastic acquisitions, and they integrate their assets very well. They cross sell, from the theme parks to the movies to the toys to the games. Trading at about 20X earnings.

John Zechner
Chairman, J. Zechner & Assoc
Price
$105.260
Owned
Yes
DON'T BUY
DON'T BUY
March 9, 2015

Still a little early for the drillers, particularly the fracers where this one is placed. Feels they have a couple of very, very ugly quarters in front of them, and earnings revisions are still coming. He would be more inclined to buy the unlevered producers.

Still a little early for the drillers, particularly the fracers where this one is placed. Feels they have a couple of very, very ugly quarters in front of them, and earnings revisions are still coming. He would be more inclined to buy the unlevered producers.

John Zechner
Chairman, J. Zechner & Assoc
Price
$9.520
Owned
Unknown
DON'T BUY
DON'T BUY
March 9, 2015

This is primarily a gas play. It is hard to get very bullish about gas prices still. There is still a lot of excess supply. Because it is coming off the shale, a lot of it is getting burned off too. Also, has a stretched balance sheet.

This is primarily a gas play. It is hard to get very bullish about gas prices still. There is still a lot of excess supply. Because it is coming off the shale, a lot of it is getting burned off too. Also, has a stretched balance sheet.

John Zechner
Chairman, J. Zechner & Assoc
Price
$14.240
Owned
No
PAST TOP PICK
PAST TOP PICK
March 9, 2015

(A Top Pick March 17/04. Down 49.41%.) Sold his holdings last July at around $2.90, and has recently bought back in. Copper is fairly washed out. It is hard not to worry about the situation in China. Stocks have come off enough that they are becoming better value.

(A Top Pick March 17/04. Down 49.41%.) Sold his holdings last July at around $2.90, and has recently bought back in. Copper is fairly washed out. It is hard not to worry about the situation in China. Stocks have come off enough that they are becoming better value.

John Zechner
Chairman, J. Zechner & Assoc
Price
$1.290
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 9, 2015

(A Top Pick March 17/04. Up 24.96%.) Has taken the money out of this recently on a valuation basis. It hit his target price of $10-$11 range. They own US housing, and also have funds that they manage where they get management fees.

(A Top Pick March 17/04. Up 24.96%.) Has taken the money out of this recently on a valuation basis. It hit his target price of $10-$11 range. They own US housing, and also have funds that they manage where they get management fees.

John Zechner
Chairman, J. Zechner & Assoc
Price
$9.570
Owned
No