| TOP PICK | | Trans Canada Corp | TRP-T | 38.340 | A good way to play the oil at this point. Fairly good yield at about 3.8%. In a trading range and is near the bottom at this time and will go back up to the top of its range and possibly beyond that. | 2008-05-09 | |
| TOP PICK | | SPDR Consumer Staples E.T.F. | XLP-A | 27.840 | From a currency perspective, he wants to be in something safe in the US. On a seasonal basis, consumer staples tend to do well at this point. From a technical perspective, the chart shows a solid trend line in place. Get out of this on October 28. | 2008-05-09 | |
| TOP PICK | | Kellog | K-N | 50.870 | A safer way to play the market right now. Good consumer products and good brand recognition. Managing their input costs quite well. Very little downside. Decent dividend. Get out of this on October 28. | 2008-05-09 | |
| PAST TOP PICK | | HOLDRs Retail E.T.F. | RTH-A | 94.440 | (A Top Pick Oct 27/07. Down 4%.) Retail sector tends to do very well every year from the end of October to the end of November. This was a very short-term trade. His results where flat or slightly down. | 2008-05-09 | |
| PAST TOP PICK | | SPDR Technology E.T.F. | XLK-A | 24.500 | (A Top Pick Oct 27/07. Down 12%.) Technology sector tends to do well in the fall, from October into the beginning of January. The consumer Las Vegas electronics show tends to be a big driver. People tend to buy technology ahead of that. January was the suggested Sell date. Not a big fan of the technology sector at this point. | 2008-05-09 | |
| BUY | | SPDR Health Care E.T.F. | XLV-A | 31.470 | (A Top Pick Oct 27/07. Down 11%.) This was basically a defensive play to the end of the year and was up at that time. | 2008-05-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Seasonal Investing: - As a seasonal investor, you would take small investments and rotate through the different sectors of the market. When does oil too well, when does Gold do well, when does technology do well etc.? You end up with a basket of these and you are averaging out over time. If you can get 70%-80% of those trades working, then you will be in the market. | 2008-05-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold: - Has been a fairly reliable trade every fall. About 70% of gold is consumed by jewellery. India has a Diwali festival, which has a huge consumption of gold. Fabricators start to buy the gold in July, which tends to drive gold up until the end of September. He is a Bull on gold and thinks it will go back above $1000. | 2008-05-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil: - Trade between Feb 5th and May 9th has been a very reliable time to trade. 23 of the last 25 years has been positive and beaten the market. What is actually happening is that the oil refineries are producing more and more gasoline for the summer driving season. The next opportunity that occurs is basically in July, which is when they refineries are starting to produce oil for the heating season. | 2008-05-09 | |
| Comment | | TSX Group | X-T | 47.980 | The TSX has had a fantastic rally. Up to all-time highs. Chart shows it is bouncing off the top again, which is a positive sign if it can break that level. However, there is a downward trend on the lows, which concerns him. Technically, you are waiting for the breakthrough. | 2008-05-09 | |
| BUY | | Research In Motion | RIM-T | 133.350 | Has broken through its all-time high recently. From a technical basis, it looks good. Solid uptrend. | 2008-05-09 | |
| BUY on WEAKNESS | | Potash Corp of Saskatchewan | POT-T | 198.500 | Great chart showing a solid trend and the stock is still well above that trend. It could pull back to the $135-$140 level and he would buy at that level. It across that level and showed weakness he would sell. | 2008-05-09 | |
| WAIT | | Barrick Gold | ABX-T | 39.510 | Have come a long way from having a hedge book and clearing out their hedge book. Came out with some great results the other day. Well diversified. Gold tends to take off in the July timeframe and he thinks there is a pause in gold right now. The technical picture on the company is not that bad. Has come down to the same level as the “left shoulder” on the chart. Wait until July. | 2008-05-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Food Companies: - What is happening here is that they are being squeezed and are having difficulty passing on price increases. What you want to see is a good solid name with a lot of Brand in the industry. Food tends to be in the consumer staple industries, which is a good place to be at this time. | 2008-05-09 | |
| WAIT | | CAE Inc | CAE-T | 12.870 | The company is in a good position. Well recognized internationally. Technically, the chart is showing a symmetrical triangle. Would wait for it to break out of the symmetrical triangle on the up side. | 2008-05-09 | |
| WATCH | | Suncor Energy Inc | SU-T | 125.780 | Might be in a blow off (rapid rise) in oil, which makes it very difficult, especially when there are no fundamentals actually driving it. The big build in oil inventory should have driven the oil price down but oil still went up. Once past the seasonality, that is when the big drops can occur. Technicals look not bad. Chart shows an ascending triangle and it has broken through very nicely. You might wait for a pullback to the resistance point of about $105. | 2008-05-09 | |
| WAIT | | Yamana Gold Inc. | YRI-T | 14.880 | Technically, it formed a triangle in 2006 and then broke through, broke into a down trend line in 2007 and then went into an uptrend from mid-2007. It could have a bounce from this level if gold does well. If you own, you could be looking at $19 when you might want to unload. Thinks there will be weakness in gold into the summer months. | 2008-05-09 | |
| Comment | | U.S. Gasoline Fund E.T.F. | UGA-A | 59.330 | The big thing with seasonality is that you buy before the seasonal impact takes place. Technically, the chart looks very good but on seasonality, he is expecting there will be some weakness. The one thing not factored in, will people be making adjustments on their driving habits this year. Would start getting out of this position now. | 2008-05-09 | |
| Comment | | Bear Creek Mining | BCM-X | 7.150 | Silver is used in industry so on a seasonality basis, it will probably go with the economy. This would mean it would probably pick up in the October time frame into May when it will then start to slack off. | 2008-05-09 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | This is a good time to get your money in. Most gains occur in this 6 month favourable period (now-May). October 28th is buy date. Not a lot of gains occur in unfavourable period. | 2007-10-26 | |
| WEAK BUY | | Tim Hortons | THI-T | 36.050 | Now’s a good time to get into the market. A good sector. Rescission proof. Positive revenue. Going to do well from here. Should do quite well. Would buy at this price. | 2007-10-26 | |
| BUY on WEAKNESS | | Barrick Gold | ABX-T | 41.420 | Has done quite well. The volume levels have tapered off. Could still do well at this time although it’s not in a sweet spot. Would pick it up around $38. | 2007-10-26 | |
| Comment | | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Seasonality Currency: The U.S dollar should drop until December, but in January it will come back up. Think the Canadian dollar has climaxed. | 2007-10-26 | |
| WEAK BUY | | Uranium One Inc. | UUU-T | 12.160 | Christmas is a good time to buy uranium. It will drop off around May like other commodities. Doing well because of green reasons. Long term uranium is fantastic. | 2007-10-26 | |
| BUY | | Rona Inc | RON-T | 20.870 | Has been bouncing around. In a very competitive field. If it drops below $20 because of increased volume it will be a bad situation. Stock increases around year-end. Would pick it up at this level, sell it in January. | 2007-10-26 | |
| TOP PICK | | SPDR Technology E.T.F. | XLK-A | 27.940 | (SPDR Tech E.T.F) Technology does extremely well at this time of year (October 9-January 23). Sell before consumer electronic show in Las Vegas. | 2007-10-26 | |
| TOP PICK | | SPDR Health Care E.T.F. | XLV-A | 35.680 | (SPDR Health Care E.T.F) Health care does well in the summer time, people like to take from aggressive positions and put money in defensive positions during holidays. Should sell at end of the year, before J.P Morgan health care conference takes place. | 2007-10-26 | |
| DON'T BUY | | Research In Motion | RIM-T | 115.570 | Don’t know when it will drop from its parabolic climb. From seasonal perspective it may drop around January-March. Would not invest in a stock like this. | 2007-10-26 | |
| WAIT | | Agrium | AGU-T | 57.990 | Does well from July to end of year. | 2007-10-26 | |
| WAIT | | National Bank of Canada | NA-T | 52.010 | This is an area that we will suffer in. Not something I’d pick up. Take a look at it in December. | 2007-10-26 | |
| TOP PICK | | HOLDRs Retail E.T.F. | RTH-A | 98.960 | (Holders Retail E.T.F) Retail tends to do well right now, up until thanksgiving. Hold for the month of November. Sell November 29th. | 2007-10-26 | |
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