Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 10, 2015

He would continue to hold this one. This is a fantastic franchise. They own search and it is trading at a market multiple. The growth is there.

He would continue to hold this one. This is a fantastic franchise. They own search and it is trading at a market multiple. The growth is there.

John Zechner
Chairman, J. Zechner & Assoc
Price
$633.730
Owned
Yes
DON'T BUY
DON'T BUY
August 10, 2015

The media sector rolled over last week. It is very tied to the cable bundles. The way people are consuming media is changing but it won’t change overnight. He has DIS-N.

Viacom Inc. (VIAB-Q)
August 10, 2015

The media sector rolled over last week. It is very tied to the cable bundles. The way people are consuming media is changing but it won’t change overnight. He has DIS-N.

John Zechner
Chairman, J. Zechner & Assoc
Price
$47.020
Owned
No
BUY
BUY
August 10, 2015

They have done a good job of bringing their costs down, adding capacity and keeping their load factors up. Their biggest risk is the Canadian dollar in its impact on travel. They would be the better airline to own.

Air Canada (AC-T)
August 10, 2015

They have done a good job of bringing their costs down, adding capacity and keeping their load factors up. Their biggest risk is the Canadian dollar in its impact on travel. They would be the better airline to own.

John Zechner
Chairman, J. Zechner & Assoc
Price
$12.900
Owned
Unknown
DON'T BUY
DON'T BUY
August 10, 2015

People are a little worried about where future growth is going to come from. It has been driven primarily by one drug. You are always paying for the pipeline in drug manufacturers. There is not much of a ‘what’s next’.

People are a little worried about where future growth is going to come from. It has been driven primarily by one drug. You are always paying for the pipeline in drug manufacturers. There is not much of a ‘what’s next’.

John Zechner
Chairman, J. Zechner & Assoc
Price
$116.580
Owned
No
BUY
BUY
August 10, 2015

He lightened a bit last year when it ran up. He believes in the story long term. They don’t have as much of a recurring revenue model as he would like. The value is in the brand name. iTunes shows how they are moving to more of a service model. He is buying it in here, however.

Apple (AAPL-Q)
August 10, 2015

He lightened a bit last year when it ran up. He believes in the story long term. They don’t have as much of a recurring revenue model as he would like. The value is in the brand name. iTunes shows how they are moving to more of a service model. He is buying it in here, however.

John Zechner
Chairman, J. Zechner & Assoc
Price
$119.720
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 10, 2015

(Top Pick Aug 1/14, Down 68.02%) Clearly he was not bearish enough on oil. The drillers looked pretty good back then. When oil dropped off the drillers were hit harder than anyone. He is not adding because the damage is not finished.

(Top Pick Aug 1/14, Down 68.02%) Clearly he was not bearish enough on oil. The drillers looked pretty good back then. When oil dropped off the drillers were hit harder than anyone. He is not adding because the damage is not finished.

John Zechner
Chairman, J. Zechner & Assoc
Price
$3.330
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 10, 2015

(Top Pick Aug 1/14, Up 63.33%) It got taken out. They benefited by Obamacare.

(Top Pick Aug 1/14, Up 63.33%) It got taken out. They benefited by Obamacare.

John Zechner
Chairman, J. Zechner & Assoc
Price
$122.480
Owned
No