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| Don Vialoux of Jov Investment Management |
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Historically, midterm election year markets go higher in 3rd week of April and tend to move lower until end of September when they bottom. Then go higher for the next 12 months. Expected to be end of October this year because Bush tax cuts are coming off at yearend and a lot of people will want to claim capital gains. Market will be so oversold it will give a classic buying opportunity. | 2010-08-27 | ||
| PAST TOP PICK | BMO S&P/TSX Oil & Gas ETF | ZEO-T | 14.010 | (A Top Pick Feb 3/10. Up about 10% as of May 9th when it was to be sold.) S&P/TSX equal weighted Oil & Gas ETF. | 2010-08-27 | ||
| PAST TOP PICK | BMO S&P/TSX Base Metals ETF | ZMT-T | 14.630 | (A Top Pick Feb 3/10. Up about 14% as of early May when it was to be sold.) S&P/TSX Base Metals ETF. | 2010-08-27 | ||
| PAST TOP PICK | ETFS Physical Platinum Shares | PPLT-N | 152.895 | (A Top Pick Feb 3/10. Up about 17% as of the end of May when it was to be sold.) Physical platinum. | 2010-08-27 | ||
| TOP PICK | Market Vectors Jr Gold Miners ETF | GDXJ-N | 30.300 | Market Vectors Jr Gold Miners ETF. About 58 middle to small cap gold producers. 65% are Canadian. Bullish on gold. He will buy it and hedge it based on the possibility of currency situation. | 2010-08-27 | ||
| TOP PICK | CASH | CASH | 0.000 | He is over 80% cash right now because the uncertainty of the midterm election and market should bottom in October. The low for the 4th year cycle is coming in the 4th quarter of this year. Watch for the low and then get back into the market. | 2010-08-27 | ||
| TOP PICK | SPDR Technology E.T.F. | XLK-N | 21.040 | Technology ETF. Buy in October at the low and sell it in the 2nd week of January when the Las Vegas Consumer Electronic show happens. This will be a great year for technology. | 2010-08-27 | ||
| BUY | Eldorado Gold | ELD-T | 20.670 | Just had a breakout this week and the stock has very positive momentum. Gold and gold stocks are just getting started into their seasonal strength, which runs from the 3rd week in July until the 3rd week in September. | 2010-08-27 | ||
| BUY | Agrium | AGU-T | 73.060 | Seasonal strength for agriculture stocks is from the end of June until the end of December. Technically it is getting very close to a resistance point and if it breaks through this stock will go significantly higher. | 2010-08-27 | ||
| HOLD | Yamana Gold Inc. | YRI-T | 10.810 | Disconnection between the price of gold and this stock? Has under performed the sector, but even this stock is starting to go higher with seasonality. | 2010-08-27 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Gold. IMF still has 150 tons of its original form and 50 tons of gold. They are under pressure to get rid of the last 150 and this is overhanging the market and keeping gold from going to an all-time high. If they were to blow out the last 150, look for gold to spike to all-time highs. He has a technical target of $1440 by year-end based on this scenario. | 2010-08-27 | ||
| DON'T BUY | PetroBakken Energy | PBN-T | 20.060 | Seasonality for oil stocks basically starts 3rd week in November and goes higher right through to the 1st week in May. The real sweet spot is from the end of January to the 1st week in May. Technically, the chart on this one does not look good. | 2010-08-27 | ||
| DON'T BUY | Methanex Corp | MX-T | 21.740 | Basic materials stocks have seasonality from late October through until May. Technically, the stock is struggling and it probably will break its support level into the month of September. | 2010-08-27 | ||
| BUY on WEAKNESS | Silver Wheaton | SLW-T | 23.940 | Silver/silver stocks are generally tracking gold stocks and currently are outperforming them. Technically looks very good and you want to hold at least until end of September and he suspects right through until end of December. | 2010-08-27 | ||
| HOLD | Intel | INTC-Q | 18.370 | Pretty strong seasonality, usually from Oct 9 until Jan 17 when the technology sector picks up. Technically it is not looking very interesting at this time. This is going to be a good one. | 2010-08-27 | ||
| HOLD | Osisko Exploration Ltd. | OSK-T | 13.990 | Base metals/gold. Likes the stock because of the gold. Technically it looks like a dream. Historically, base metal stocks do very well from the 3rd week in November until the 1st week in May. Think the trading this year will be exceptional because the Chinese are buying commodities. | 2010-08-27 | ||
| Comment | Suncor Energy Inc | SU-T | 32.700 | Has been an under performing stocks in the energy sector. Wouldn't be surprised to see this break short-term support over the next few weeks. Historically it has bottomed right around 3rd week of November and then does well until the 1st week of May. | 2010-08-27 | ||
| HOLD | Great Basin Gold | GBG-T | 2.250 | Just had a nice breakout this week. Stock has established a new upward trend. Period of seasonal strength is just starting to come in. Stick with it until December and then take your profits. | 2010-08-27 | ||
| Comment | Verizon Communications | VZ-N | 29.840 | Fundamentally it has shown consistent growth. Everybody loves wireless. Chart shows it has formed a trading range and it is currently testing the top of it. If you are holding up her dividends, continue. | 2010-08-27 | ||
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| HOLD | Viterra Inc | VT-T | 8.700 | Has been involved with a number of transactions, which have had a significant effect on it. The season for this one is around the end of June until the end of December. This stock is focused on Western Canada, which has had some trouble with their crops. Books but this is now over with. | 2010-08-27 | ||
| HOLD | Thompson Creek Metals | TCM-T | 9.100 | This should move from around the end of Nov through to May of each year but this one has not been following the trend of other base metal securities. Technicals are not looking that good and it looks like it is ready to break its support level. | 2010-08-27 | ||
| WAIT | Nucor Corp. | NUE-N | 37.250 | Had difficulties during the last week or so. Broke a key support level this week. Trend is still on the downside. Seasonally materials stocks work very well from beginning of Nov until May. | 2010-08-27 | ||
| HOLD | Red Hat Inc. | RHT-N | 35.160 | Historically technology stocks don't do very well at this time of year, especially in Aug and Sept. This one has been the exception. Just broke a key resistance level this week. Going higher when the rest of the sector has been going lower. | 2010-08-27 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas. An ugly chart. Just broke a key support this week. Historically it does well the middle of Sept until the end of Dec but it hasn't happened in the last couple of years. | 2010-08-27 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil service stocks. The bottom is normally reached around the 3rd week of Nov but the real sweet spot is from end of Jan to around the 1st week in May. You might consider HOLDRs Oil Services (OIH-N) ETF at that time. | 2010-08-27 | ||
| TOP PICK | Mrk Vectors Gold Miners E.T.F. | GDX-N | 49.580 | Gold miners ETF. Prefers this because equities are actually outperforming gold right now. Rather than a Cdn ETF, use this one and hedge it because if gold goes higher, Cdn$ will strengthen in this environment. Expecting gold to be $1440 by year-end. He is hoping gold will drop to about $1180 in the near term. | 2010-07-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | I had expected 3 Top Picks but as far as I can tell, there were only 2 discussed. Anybody get anything better than this?Bill | 2010-07-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | 4-month treasury bills. Prepare yourself by having money in the kitty for now with the idea of being fully invested by October. | 2010-07-02 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (A Top Pick June 2/09.) 3-month Treasury Bills as a cash holding. Seasonal period of strength for equity markets ended around May 5 and a series of technical indicators started to move lower. | 2010-07-02 | ||
| PAST TOP PICK | Claymore Premium Money Market E.T.F. | CMR-T | 50.000 | (A Top Pick June 2/09. No change.) Money market ETF. A place to hide. | 2010-07-02 | ||
| PAST TOP PICK | iShares DEX Short Term Bond | XSB-T | 29.040 | (A Top Pick June 2/09. No change.) Cdn Bond Index ETF. This was just a place to hide. | 2010-07-02 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil has been coming under pressure and the bottom of the trading range is being tested. No reason to think the trend will improve in the next little while but there could be a little bounce. Crude oil tends to go sideways in the summer. | 2010-07-02 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas has very strong seasonality. Tends to peak around the middle of June and move significantly lower until the end of August. | 2010-07-02 | ||
| WAIT | Intel | INTC-Q | 19.200 | Strong seasonality from October through to the 2nd week in January. This is the time of year when they have a lot of computer chips and demand tends to escalate to the Christmas period. Las Vegas consumer electronics show ends on the 2nd week of January, which is when you should sell. | 2010-07-02 | ||
| WAIT | Potash Corp of Saskatchewan | POT-T | 90.910 | Seasonality of agriculture stocks is from end of June to end of the year. Probably a little bit later this year. If grain prices are bottoming demand will be greater for fertilizers. Earnings in the 2nd quarter and onwards are going to be very strong for this company. Wait for the stock to show signs of bottoming. | 2010-07-02 | ||
| SELL | Teck Resources Ltd. (B) | TCK.B-T | 31.610 | Very strong seasonal characteristics. Seasonality is tied to base metals and coal around the end of November through to the end of April. Seasonal strength will probably be late this year. | 2010-07-02 | ||
| DON'T BUY | Cameco Corporation | CCO-T | 22.350 | Chart shows a definite downtrend. No technical signs that the stock wants to bottom. Good news is that the stock is oversold and the company recently sold a very good long-term deal with the Chinese, which put a floor on uranium prices at about $40 a pound. | 2010-07-02 | ||
| WAIT | Yamana Gold Inc. | YRI-T | 10.340 | Historically you want to be in gold stocks from around the end of July until December. Technically, the stock broke the support level today. | 2010-07-02 | ||
| Comment | Royal Bank | RY-T | 50.910 | High yielding stocks are so attractive because of their yield that now is the time to start looking at them even though technically they don't look that hot. Dividend yield in excess of 4%. Good place to hide until September/October. As a seasonal investor this is not something he would do. | 2010-07-02 | ||
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| HOLD | Enbridge | ENB-T | 49.470 | Technically the stock is acting very nicely and is in a trading range right now. Utility stocks are a great place to hide right now. Guessing that once we are in the period is seasonal strength, probably October, you see a breakout on the upside. | 2010-07-02 | ||
| HOLD | Bombardier Inc (B) | BBD.B-T | 4.990 | Seasonality usually starts around March and continues through until mid-July when the Paris and Farnborough air shows are on. Recently stock has not been acting very well but starting to see indications of support. You may want to get out prior to the actual shows themselves. | 2010-07-02 | ||
| SELL | Manulife Financial | MFC-T | 15.410 | Chart shows a very distinctive downward trend with no indication that it wants to bottom. Tends to do very well from around the beginning of October to end of November and end of February to end of May. Better opportunities elsewhere. | 2010-07-02 | ||
| SELL | Canfor Corp | CFP-T | 8.370 | Closely tied to lumber and pulp prices. Seasonal trade is usually from October through to April. | 2010-07-02 | ||
| WAIT | Agrium | AGU-T | 52.370 | Seasonality of agriculture stocks is from end of June to end of the year. Chart shows it is having difficulty so be cautious. Expect you have an opportunity before the end of this month. | 2010-07-02 | ||
| SELL | Research In Motion | RIM-T | 51.110 | Charts show it is having a difficult time. In a downward trend and broke a support level. Now testing the old support level. Seasonally it normally goes higher from October to January. | 2010-07-02 | ||
| BUY | BCE Inc. | BCE-T | 31.000 | When markets are choppy like they are now, you want to be in something like this. Very conservative and paying a nice dividend. Chart shows an upward trend and is now in a trading range, which he thinks will continue during this period of weakness and will probably move higher in September-October. | 2010-07-02 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (Top pick Jun 02/09) 3-month treasury Bills. | 2010-05-31 | ||
| PAST TOP PICK | iShares DEX Short Term Bond | XSB-T | 28.850 | (Top pick Jun 02/09) | 2010-05-31 | ||
| DON'T BUY | Hudbay Minerals Inc. | HBM-T | 12.150 | Seasonal strength is from end of November until end of April. It did not follow the trend this year. Has not been acting well at all. It broke a key support level recently (down) and will have difficulty moving above that range. | 2010-05-31 | ||
| SELL ON STRENGTH | Sherritt International Corp. | S-T | 6.680 | Hit very badly. Seasonal from End of November until end of April. Nickel price have come down and brought the stock down. It’s also sensitive to oil and that came down. | 2010-05-31 | ||
| SELL ON STRENGTH | Power Corp | POW-T | 27.560 | Technicals are similar to other bank stocks. Sector does well from end of January to end of May. There were technical sell signals recently. Technically there is support around here. Psychology is that we have had the run for the year. | 2010-05-31 | ||
| SELL ON STRENGTH | Alcoa | AA-N | 11.640 | Moves higher from end of November until end of April. There was a huge run then it peaked around April. Follows China Index. | 2010-05-31 | ||
| WAIT | Barrick Gold | ABX-T | 44.150 | Typically it moves from middle of July until end of December, Great trade in Jul or August of this year. | 2010-05-31 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Treasury Bills 4-Month. Take you through until the end of September, bottom of 4-year cycle. That bottom might be delayed until the beginning of October. | 2010-05-31 | ||
| TOP PICK | iShares DJ Medical Devices E.T.F. | IHI-N | 55.310 | Seasonal play. Just bounced from 200 day moving average. Sector goes higher because of series of health care conferences. | 2010-05-31 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Money Market. Have money on the side for sectors that are lined up to do well this fall. As technicals start to bottom out, you are there. | 2010-05-31 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | The middle of last week we went into the memorial day trade. One of the best one-week periods during the whole year. Traditionally markets go down (specifically DJIA) from here until the end of September. | 2010-05-31 | ||
| DON'T BUY | iShares S&P/TSX IT | XIT-T | 7.230 | Tech sector has seasonal trend of higher from October until second week of Jan. RIM is a dominant part of this fund. It’s too heavily weighted. Would prefer to own XLK in the US. | 2010-05-31 | ||
| SELL ON STRENGTH | Royal Bank | RY-T | 55.120 | Usually it is strong from end of January until end of May. This year technicals are not so good. Technical breakdown caused it to break through support level. It is so over sold now that it is now due for a bit of a bounce over the next week or two. Next strength period is typically end of September to end of November. | 2010-05-31 | ||
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| DON'T BUY | HBP NYMEX Natural Gas Bear+ etf | HND-T | 7.350 | Nat Gas is random about now, typically. Important low in August and goes significantly higher by November. Play it on the bull side in August. | 2010-05-31 | ||
| BUY | Athabaska Oil Sands Corp | ATH-T | 10.730 | Seasonality would be based on energy in general since it only traded since March. Strength from end of November until second week in June. Forming a nice little base in the last little while. If you see it moving slightly higher, you have a short term trade in this, but you are nearing the end of the seasonality of energy in these stocks. | 2010-05-31 | ||
| SELL ON STRENGTH | Crescent Point Energy Corp | CPG-T | 38.920 | Classic seasonality from end of November until May. Technical have turned negative. Sock is coming under pressure. You have two more weeks. | 2010-05-31 | ||
| SELL ON STRENGTH | PetroBakken Energy | PBN-T | 24.140 | This is anomalous. Most energy stocks are not like this. You want to get out within the next two weeks. | 2010-05-31 | ||
| PAST TOP PICK | Claymore Premium Money Market E.T.F. | CMR-T | 50.000 | (Top Pick Jun 02/09) | 2010-05-31 | ||
| WAIT | Mrk Vectors Gold Miners E.T.F. | GDX-N | 49.860 | Nice move since Feb. The key is the seasonality. Sweet spot is middle of July to end of year. He is positive on this sector. Getting lined up for a seasonal trade. | 2010-05-31 | ||
| DON'T BUY | CML Healthcare Income Fund | CLC.UN-T | 10.250 | Trend distinctly on the downside without support. There is a tendency for the sector to bottom at this time of year. You don’t want to invest until you see signs it has bottomed. | 2010-05-31 | ||
| WAIT | HBP S&P/TSX 60 Bear+ E.T.F. | HXD-T | 12.100 | Historically it makes sense to look for an entry point into this one, but the fundamentals don’t look right. You want to see signs that a sign that a trend is established before going in. | 2010-05-31 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | 5-month U.S. Treasury bills. Great place to hide until the end of the seasonal weakness. Historically you want to get back in the market around the beginning of October. This gives you 5 months of cash until the next period of seasonal strength clicks in. | 2010-04-30 | ||
| TOP PICK | Claymore Premium Money Market E.T.F. | CMR-T | 50.000 | Premium Money Market ETF. This gives you the availability of ready cash so you can take advantage of special situations. | 2010-04-30 | ||
| TOP PICK | iShares S&P/TSX Global Gold | XGD-T | 22.240 | Gold S&P/TSX ETF. Some interesting things are happening in gold. In the last couple of days, this has formed a nice base pattern with a nice breakout. Very strong earnings reports are starting to come out. | 2010-04-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Markets. Looking for a downside risk from now to September of 10% for the S&P 500 and Dow. Historically, in the midterm election year, the markets have peaked around the 3rd week of April. From that point on, they have a steady decline until the end of September. In the Canadian market, the ideal time to buy is near the end of October when the market starts to go higher. | 2010-04-30 | ||
| PAST TOP PICK | ETFS Physical Platinum Shares | PPLT-N | 173.550 | (A Top Pick Feb 3/10. Up 10.1%.) Physical platinum. Seasonal strength is at the beginning of January until the end of May and has a lot to do with catalytic converters in cars. | 2010-04-30 | ||
| PAST TOP PICK | BMO S&P/TSX Oil & Gas ETF | ZEO-T | 15.090 | (A Top Pick Feb 3/10. Up 5.7%.) S&P/TSX equal weighted oil and gas ETF. Likes the equally weighted ETF's as they give you a broad overview of what is happening in a particular sector. We are in the middle of the seasonal strength for this sector. | 2010-04-30 | ||
| PAST TOP PICK | BMO S&P/TSX Base Metals ETF | ZMT-T | 16.130 | (A Top Pick Feb 3/10. Up 8.3%.) Demand for base metals comes in the springtime. Strength in base metal prices comes around end of January and through until last week in April. A lot to do with the construction season. Base metal prices and their stocks are now starting to roll over. | 2010-04-30 | ||
| DON'T BUY | Agrium | AGU-T | 63.420 | Historically, the stock moves higher from the beginning of March through until the end of April. It then has difficulties until the middle of July. Seasonal strength is from the middle of July through to the end of the year. | 2010-04-30 | ||
| Comment | Canadian Natural Rsrcs | CNQ-T | 78.230 | Seasonality would have you buy around the end of February and hold until May. We are now getting close to the end. Technicals are still positive but we are getting close where you want to get out. | 2010-04-30 | ||
| DON'T BUY | iShares Xinhua China 25 ETF | FXI-N | 40.840 | Xinhua China 25 ETF. This is not a great way to play China as it is heavily weighted in Chinese financial services stocks. 3-year chart looks like a falling wedge is about to break out. Chart indicates it is starting to test some key support levels. | 2010-04-30 | ||
| BUY | Yamana Gold Inc. | YRI-T | 11.090 | Seasonal strength for gold is from around July through until the end of the year. Currently forming a nice base pattern with a little break out 3 days ago. You'll probably get a shot at its high of $13-$14. | 2010-04-30 | ||
| DON'T BUY | Shoppers Drug Mart Corp | SC-T | 35.110 | Chart does not look good. Had support for a long period of time but then the news broke out but Ontario legislation and the stock broke down very badly. Not showing signs of bottoming yet. | 2010-04-30 | ||
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| WAIT | Potash Corp of Saskatchewan | POT-T | 112.230 | Seasonality is quite strong around the end of the year. Currently it is in a trading range so you are not seeing much of anything. It has negative relative strength. Trading below its 200 and 50 day moving averages. Wait until about July, but the real sweet spot is from October until December. | 2010-04-30 | ||
| DON'T BUY | Sherritt International Corp. | S-T | 21.320 | This company and copper stocks have a bit of a problem right now. Most of the base metals stocks are having problems. The Shanghai index is down about 10% over the last 2 weeks. Biggest user of copper is the Chinese who are starting to slow their economy down. | 2010-04-30 | ||
| HOLD | Husky Energy | HSE-T | 28.710 | We are right in the period of seasonal strength, which runs from beginning of February until the first week in June. Stick with it until the first week in June and then take some money off the table. | 2010-04-30 | ||
| BUY | Trans Canada Corp | TRP-T | 35.840 | Chart shows a very distinct upward pattern. There is a band of resistance that the stock is going to have to go through and that could take some time. It'll probably reached the band late this year. | 2010-04-30 | ||
| Comment | Canadian Oil Sands Trust | COS.UN-T | 30.750 | Oily stocks like this tend to do best from the end of January right through until usually June. Stick with this until the first week in June. Start to consider some of the gassy stocks, which have the seasonality from the end of July until the end of October. | 2010-04-30 | ||
| DON'T BUY | Cameco Corporation | CCO-T | 25.040 | Usually seasonality is positive at this time of year but this year it is not there. Recently broke its 200 and 50 day moving averages. | 2010-04-30 | ||
| DON'T BUY | Aecon Group Inc | ARE-T | 12.650 | Seasonally the best time for this is around the middle of October of each year and continues to go higher through until the end of May. Stock just broke a key support level and has now established a downward trend. | 2010-04-30 | ||
| WATCH | Ford Motor | F-N | 13.020 | A consumer discretionary stock so the seasonality is from the end of January right through until the middle of May. On a technical basis, you may actually have seen the high so look for strength between now and the middle of May and take some profits. | 2010-04-30 | ||
| Comment | Eastern Platinum Ltd. | ELR-T | 1.440 | Platinum bottomed on December 24 and had a pretty nice move. Platinum and precious metals prices are still going higher. Remember to take profits around the end of May. | 2010-04-30 | ||
| Comment | San Gold Corporation | SGR-X | 4.350 | Performing very nicely and we are in a period of seasonal strength. Chart shows a nice breakout as they are just starting to process some of their higher-grade ore. Chart indicates he can go significantly higher. | 2010-04-30 | ||
| Comment | Manulife Financial | MFC-T | 18.320 | This one and Sun Life (SLF-T) have almost identical seasonality. Usually they reach a very important low right around the end of February and then take a very good move right through until the end of May. They then go flat for a time. Reporting earnings next week, which should be very good. Technically it has a base and is not moving much. | 2010-04-30 | ||
| TOP PICK | BMO S&P/TSX Base Metals ETF | ZMT-T | 14.890 | S&P/TSX Base Metals ETF. Basket of equally weighted securities seasonality is late January to early May giving an average gain of 7% 13 of the last 20 periods. Hedged against currency risks. Expecting a lot of shovels going into the ground in the US this spring, which is good for base metals. | 2010-02-03 | ||
| TOP PICK | BMO S&P/TSX Oil & Gas ETF | ZEO-T | 14.250 | S&P/TSX equal weighted Oil & Gas ETF. Seasonality is from Feb 25 to May 9. 14 of the last 15 periods averaged 13.7% return. Also likes S&P/TSX Oil & Gas ETF (XEG-T) but it is capitalized weighted with the largest position being Suncor (SU-T), probably the weakest of all the energy stocks. | 2010-02-03 | ||
| TOP PICK | ETFS Physical Platinum Shares | PPLT-N | 157.700 | Actual physical platinum. Will track the actual price of platinum much closer than the Exchange Traded Note. US car production bottomed last year at about 6 million and this year will probably be between 10 and 12 million. Also, the biggest growth in autos is not in North America but is in Asia. | 2010-02-03 | ||
| PAST TOP PICK | Claymore S&P/TSX Global Mining E.T.F. | CMW-T | 19.090 | (A Top Pick Jan 30/09. Up 55%.) Seasonality on mining ran from end of January to May 11th technically giving a return of 27%. Again, a Buy now and Sell in May. | 2010-02-03 | ||
| PAST TOP PICK | iPath DJ-AIG Platinum Index | PGM-N | 37.915 | (A Top Pick Jan 30/09. Up 56.3%.) Platinum seasonality is Jan to end of May but in this case technicals ran until June 5th giving a return of 27%. Still a Buy but he prefers another vehicle. (See Top Picks.) | 2010-02-03 | ||
| PAST TOP PICK | iUnits S&P/TSX Energy E.T.F. | XEG-T | 17.960 | (A Top Pick Jan 30/09. Up 42.5%.) Energy seasonality runs from February 25 to May 9 but last year was May 11 giving a return of 30%. | 2010-02-03 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Equity Markets. US presidential midterm elections have a big impact on equities. Markets tend to go higher during the first half and then a period of uncertainty in the 2nd quarter followed by a significant drop in the 3rd quarter. This tends to be the 4 year low in the presidential cycle. | 2010-02-03 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Technology stocks. The time to get out is mid to late January. The last of the good news in the technology sector is when the Las Vegas Consumer Electronics Show is over until probably next fall. | 2010-02-03 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Seasonal Plays. Energy usually starts coming in at about this time of year. Materials e.g. base metals do very well at this time. Platinum also does very well at this time. (See Top Picks.) | 2010-02-03 | ||
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| HOLD | Pfizer Inc | PFE-N | 18.620 | Just reported lower-than-expected earnings. Chart shows a strong upward trend so technically it still looks good. Usually healthcare stocks do very well from July to October. | 2010-02-03 |
