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| Don Vialoux of Jov Investment Management |
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| WAIT | Alcoa | AA-N | 8.650 | One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming. | 2011-12-30 | ||
| BUY | BCE Inc. | BCE-T | 42.470 | This is a stock you want to own and continue to own. Consistent upward trend. Has yet to show signs of technical weakness. Wait to buy until it falls to the bottom of it’s channel ($39 level). | 2011-12-30 | ||
| DON'T BUY | Broadcom Corp. | BRCM-Q | 29.360 | Not a nice looking chart. Seasonality is usually from beginning of October to second week in January. Technicals are not supporting seasonality as of yet. | 2011-12-30 | ||
| WAIT | Canadian Natural Rsrcs | CNQ-T | 38.150 | Within the next month (Jan 23 until June 15) it will have seasonal strength. This sector significantly under performed the market in 2011 so will outperform the market in 2012. | 2011-12-30 | ||
| DON'T BUY | Potash Corp of Saskatchewan | POT-T | 42.110 | Technically not looking good at all. The last half of the year should have been a good period seasonally. It just bounced when it should have gone negative due to the end of the season. He would stay away from it at last for now. The trend is not there and the seasonality is just not there. | 2011-12-30 | ||
| SELL | Royal Bank | RY-T | 51.980 | Done very well the last little while. It is in the period of seasonal strength that us end of October to today. Take profits Tuesday morning. | 2011-12-30 | ||
| DON'T BUY | Sears Canada | SCC-T | 10.440 | Sad situation from the chart. Distinctive downward chart and just broke through a support level just last week. US just announced the closing of a number of Sears stores. There seems to be less demand for products at Sears. This is not the company you want to be involved with. They have not shown a growth plan as of yet. | 2011-12-30 | ||
| WAIT | Suncor Energy Inc | SU-T | 29.380 | Within the next month (Jan 23 until June 15) it will have seasonal strength. This sector significantly under performed the market in 2011 so will outperform the market in 2012. | 2011-12-30 | ||
| BUY | Teck Resources Ltd. (B) | TCK.B-T | 35.910 | Copper and Copper stocks are about to enter into season strength. This year it looks like the sector is getting lined up. Now it is going to be one of the strongest sectors. Copper inventories are now lower than usual. Copper has bottomed and has started on its seasonal trend. This didn’t happen in 2011. Could be an interesting trade between now and May. | 2011-12-30 | ||
| TOP PICK | iUnits S&P/TSX Energy ETF | XEG-T | 16.850 | Wait until Jan 23 and run through until mid-June. 17% per year. You need to wait until the technicals are lined up but yet to turn positive. | 2011-12-30 | ||
| WAIT | Baytex Energy Corp | BTE-T | 56.970 | More on the heavy oil side. Will generate positive news going forward. Seasonal period is Jan 23-Jun 15. June 15 is the CAP conference. It is the end of the good news. | 2011-12-30 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | 2012 will be a great year to make money if you know what you are doing. You have to know when key events are going to happen. Presidential election will have a big impact. We are now at the end of the period of the Santa clause rally. When companies come out with 4’th quarter guidance, there will be a lot of revision downward. In a typical election year there is a great move upward after the election. It varies depending on who gets elected. It should rally until September. A new rally starts in October. The Toronto market should be flat for the year, but with lots of ups and downs. Sectors doing the worst in 2011 like energy, precious metals, which did badly in 2011 will do well in 2012. | 2011-12-30 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | China: Chinese New Year is Jan 23’rd and nothing is going to happen to their economy until then. | 2011-12-30 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | If you don’t have sufficient volume you can get significant fluctuations that aren’t that meaningful so technical analysis does not work as well. Min $100,000 traded each day. | 2011-12-30 | ||
| BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | RESP until next Sept.: Either an ETF or Mutual find. He would like his own fund – HAC. | 2011-12-30 | ||
| BUY | First Majestic Silver | FR-T | 17.180 | Silver: Big reversal day yesterday. Silver and Platinum have a sweet spot from Jan 1 to end of February. It came in two days early this year. Silver is used in electronics, for example. Demand will increase over next couple of months. FR looks very interesting. This one is showing good performance relative to the market. Should break $18.50 resistance shortly and then it should be an interesting ride. | 2011-12-30 | ||
| DON'T BUY | Osisko Exploration Ltd. | OSK-T | 9.840 | Base metal and gold. Not acting very well – a bit of a warning sign. Should have seasonal strength about now. He doesn’t like this one because it hasn’t even shown signs of bottoming. | 2011-12-30 | ||
| PAST TOP PICK | SPDR Technology ETF | XLK-N | 25.450 | (Top Pick Oct 7/11, Up 5.19%) Strength from mid October to second week in September, but he already took profits, thinks he may have got out a little early. | 2011-12-30 | ||
| TOP PICK | iShares Russell 2000 ETF | IWM-N | 73.750 | The January effect. Has been very profitable for a long period of time. Mid Dec to beginning of March (5.5% returns). Big investors switch from large cap stocks to smaller cap stocks about now. But this year they will be impacted by US$ - will have a negative effect on big international companies. You want to be in the smaller, non-international companies this spring. | 2011-12-30 | ||
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| WAIT | Bankers Petroleum | BNK-T | 4.440 | Distinct downward trend last year and seasonality did not appear. But we have seen the bottom already and some good base building. It is getting lined up very nicely. If you get above $5.30 it will confirm an upward trend. You still have time for this trade. This is the time of year when we have a lot of exploration in Northern Canada so it is an excellent time to own this sector. Third week in Jan to second week in June. | 2011-12-30 | ||
| PAST TOP PICK | iShares Dow Jones Transport ETF | IYT-N | 89.470 | (Top Pick Oct 7/11, Up 14.86%) A trade from mid October to mid January, but he already took profits. | 2011-12-30 | ||
| WAIT | Thompson Creek Metals | TCM-T | 7.120 | Has been having a difficult time. Base building right now. Base metal stock and should respond to sector in general. They do well from mid-Nov until June of each year. Developing a nice little base pattern. Starting to look kind of interesting. If it breaks above $7 it should resume an upward trend. | 2011-12-30 | ||
| BUY | Philip Morris International | PM-N | 78.480 | Done exceptionally well. On a seasonal basis it has a tendency to go higher between now and May. Fundamentals are getting better as cigarette prices have increased. You have a winner, so stick with it. | 2011-12-30 | ||
| TOP PICK | ETFS Physical Platinum Shares | PPLT-N | 137.820 | Average 9% return per year. Works because platinum is a sensitive commodity. Works better this time of year than gold. Demand is from catalytic converters. People buy cars in the springtime. Seasonal strength from beginning of Jan to end of May. | 2011-12-30 | ||
| STRONG BUY | HAP Seasonal Rotation ETF | HAC-T | 12.200 | Out performed TSX this year by quite a margin. His firm manages this. Gold and gold stocks were his best trade in 2011. IT was a classic seasonal trade. | 2011-12-30 | ||
| PAST TOP PICK | BMO Equal Weight Bank ETF | ZEB-T | 16.560 | (Top Pick Oct 7/11, Up 3.20%) Great seasonal trade until the end of the year. Take profits next week. | 2011-12-30 | ||
| HOLD | Apple | AAPL-Q | 369.800 | Seasonal strength is normally from the 2nd week of October right through until January 12th. 200 day moving average is the key for this one. Buy when it gets close to that mark. | 2011-10-07 | ||
| BUY | Agrium | AGU-T | 71.160 | Historically the best time to own is from the end of June through to end of the year. Didn't work out this year. Signs of bottoming in the last week or so and a good chance it will go back to its historic seasonal trend. Real sweet spot is actually from early Oct through until Dec. Watch DJ-UBS Grains (JJG-N). If grain prices go higher, it means farmers will have more money to buy fertilizers. | 2011-10-07 | ||
| SELL | Aecon Group Inc | ARE-T | 7.340 | Chart shows a distinct 2 year downward trend. There are a lot better technical patterns than this one. | 2011-10-07 | ||
| DON'T BUY | Bank of America | BAC-N | 5.900 | Chart shows a long downward trend with no signs of bottoming. There is no indication that it wants to stop. Seasonally, you normally look at US banks in January for move to March. | 2011-10-07 | ||
| WAIT | Connacher Oil and Gas | CLL-T | 0.345 | Oil. This one follows a very distinct seasonality pattern. Usually oil sands stocks are interesting from around the end of November through to May. However, their current trend of this stock is still heading lower. This stock has very strong seasonality. | 2011-10-07 | ||
| BUY on WEAKNESS | Empire Company (A) | EMP.A-T | 56.000 | Has been going higher in a market that is going lower. Resistance at around $60. Has a longer-term upward trend. Strength, relative to the TSE is positive. Have been indications of stability recently where the market has been going down. All positive technical indicators. Try to buy at the 200 day moving average of $54. Looking at $62 in 12 months. | 2011-10-07 | ||
| PAST TOP PICK | iShares Nasdaq BioTech ETF | IBB-Q | 94.090 | (A Top Pick June 30/11. Down 11.5%.) Started doing okay but then the seasonal trade started to go against him so he got out. | 2011-10-07 | ||
| BUY | Magna Int'l. (A) | MG-T | 37.360 | Chart shows nice support at about $36. It is important that this stock is going sideways in a really rotten market. Relative strength is positive. Seasonally, this stock does very well around this time of year. In a tight trading range right now, and once it starts to move out of that, look for a pretty good move. | 2011-10-07 | ||
| BUY | Royal Bank | RY-T | 47.300 | Normal seasonal strength is from October until December and then another one in the spring. This bank tends to reach a very important low around this time of year. There are some early signs of support. Momentum indicators have just started to turn positive for this bank. | 2011-10-07 | ||
| DON'T BUY | Schlumberger Ltd. | SLB-N | 62.640 | Technically it is not doing very well. Like most oil service companies and has been trying to base out. Seasonally it normally goes up from January until April. Too early yet. | 2011-10-07 | ||
| DON'T BUY | Suncor Energy Inc | SU-T | 28.070 | Sad chart. Accelerating on the downside. Not showing any indications of trying to support at these levels. Seasonality, it does not do very well at this time of year until January when it gets seasonal strength. Too early to buy. | 2011-10-07 | ||
| WAIT | Teck Resources Ltd. (B) | TCK.B-T | 33.650 | Usually does very well from around November and on to April of each year. There are some early technical signs that it could be starting a bottoming process. | 2011-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Markets. Since 1924, the S&P 500 has gone down 8% or more in the 3rd quarter on 15 occasions. On average, the 4th quarter gain was 4.9%. We just had a very important inflection low earlier this week. We are lined up for a classic move in the 4th quarter. Next week we get the start of ¾ reports and they're going to be terrible. Markets will already have anticipated this and stocks will start to move on the upside on really bad news. | 2011-10-07 | ||
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Historically it has shown a classic support level at its 200 day moving average. Since 2003, the 200 day moving average has been just below the price of gold. Last week, it came all the way down to the 200 day moving average and then popped again. Looks like we have a very important intermediate low as of last week. | 2011-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Moving averages? The traditional one you want to use is the 200 day moving average. The other one is the 50 day moving average. Currently most markets are below this. If you see the markets moving above the 50 day in the next week or two, that is very positive. | 2011-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Is the Dow theory still relevant in today's market? The theory is, if the Dow industrial and transports are trending in the same direction, that is considered to be bullish. Not a big believer in this theory. It works sporadically. Hasn't worked too well in the phase that started in 2000. | 2011-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Technical analysis. With the wild market swings, is it still relevant? From May until now is the time of the year when volatility is the greatest and the time when you should hold a lot of cash. Watch the Volatility Index (VIX-I). Historically, when it gets above the 40% level and peaks, that is a really good sign. | 2011-10-07 | ||
| PAST TOP PICK | Mrk Vectors Gold Miners ETF | GDX-N | 54.880 | (A Top Pick June 30/11. Down 0.12%.) Historically gold stocks go up from the beginning of July to the end of September and that is when he took his profits. | 2011-10-07 | ||
| TOP PICK | SPDR Technology ETF | XLK-N | 24.300 | Technology ETF. Preferred time for technology is from Oct 9th until Jan 12th. This works because people are buying consumer electronic goods at this time of year. | 2011-10-07 | ||
| TOP PICK | iShares Dow Jones Transport ETF | IYT-N | 78.150 | Dow Jones Transport ETF. Historically, the best time to own transportation is from Oct 28 until April 22. Average return for the last 20 years is 16%. Wait until October 28 before buying. | 2011-10-07 | ||
| TOP PICK | BMO Equal Weight Bank ETF | ZEB-T | 16.200 | Equal Weight Bank ETF. Sweet spot is from October 9th to Dec 31st. Currently it is developing a nice support level and looks like it is ready to do something on the upside. | 2011-10-07 | ||
| PAST TOP PICK | Global X Fertilizers ETF | SOIL-N | 12.340 | (A Top Pick June 30/11. Down 21%.) Initially did okay until the middle of July when the sector started to roll over. Momentum indicators turned negative in this ETF started to underperform the market so he got out. Now starting to look really interesting. Dirt cheap. Now a Buy. | 2011-10-07 | ||
| Comment | Aecon Group Inc | ARE-T | 8.070 | Seasonal strength for the industrial sector is from November until May of each year. The chart on this one seems to be showing some stability and is trying to form a support level. Look for a test of that support level in September and if it holds, it is a very encouraging sign. | 2011-09-02 | ||
| Comment | Intel | INTC-Q | 19.640 | Caller bought Calls with a strike price of $20 expiring in December. Best time to own Technology is from mid-Oct to early January. You should wait until October to see if the low holds. | 2011-09-02 | ||
| HOLD | Inter Pipeline Fund | IPL.UN-T | 16.090 | Oil stocks and pipelines stocks usually do well from mid-Jan to September of each year. Stock usually has a tendency to under perform. | 2011-09-02 | ||
| WAIT | Precision Drilling | PD-T | 13.010 | Very strong seasonality. Period of strength is usually from the end of January to around May of each year. | 2011-09-02 | ||
| BUY on WEAKNESS | Research In Motion | RIM-T | 29.590 | Been negative on this one for a long time but finally there are technical signs that it is trying to bottom. Currently up 30% from its low. Seasonally, the period of strength is from mid-Oct to the 2nd week of January. Has a hunch that it has finally reached its bottom. There could be weakness between now and mid-Oct. | 2011-09-02 | ||
| DON'T BUY | Sunlife Financial | SLF-T | 25.500 | Lifecos and banks have a seasonality of from October to December and February to May. This one is not doing what it is supposed to be doing. This one is not showing signs of support yet. | 2011-09-02 | ||
| DON'T BUY | Suncor Energy Inc | SU-T | 30.000 | Hasn't been following it seasonal trend in the last year. Seasonal strength is usually from mid-Jan through to of both September of each year. | 2011-09-02 | ||
| Comment | Toronto Dominion | TD-T | 77.170 | Seasonally intends to do very well just prior to reporting of annual results (Oct to Dec) and Feb to May. | 2011-09-02 | ||
| DON'T BUY | Teck Resources Ltd. (B) | TCK.B-T | 41.660 | Very strong seasonality, usually from November until May. Now is not a good time to be in resources. | 2011-09-02 | ||
| Comment | Crescent Point Energy Corp | CPG-T | 42.800 | Starting to look very interesting. Seasonality is August to October. Currently is at a support level and has a nice little break out, out of a trading range. Technically it wants to go higher. | 2011-09-02 | ||
| BUY on WEAKNESS | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas. Seems to be trying to stabilize around $3.75. Natural gas has a very distinct seasonality from mid-August to mid-October. Coincides very nicely with the hurricane season. His preference would be to own the gassy stocks rather than gas itself. His preference would be the Natural Gas ETF (FCG-N). Inventory levels were very high last year but are now getting close to the bottom of their 5 year range. | 2011-09-02 | ||
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| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Silver. Seasonality starts to turn positive around the end of September and goes right through until springtime. Because it is an industrial product, it tends to follow the industrial sector. Might be a little early, but a very interesting play going forward. | 2011-09-02 | ||
| DON'T BUY | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Crude Oil. Seasonality is from January to September. This year it is not following the seasonal trend and is under performing the markets itself. Currently it is in the downward trend. | 2011-09-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Treasury bills maturing in one month. Be careful in the month of September. Markets are currently overbought after going very strongly for the last 4 weeks. 4 negative events happen every September. 1) Analysts overestimate earnings. 2) Hurricane season. 3) Consumer spending is down. 4) Lower confidence levels. | 2011-09-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Treasury bills maturing in 2 months. You want to set yourself up so that right around October 28, (average date to reenter equity markets) you can put your money into equities. | 2011-09-02 | ||
| TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Treasury bills maturing in 3 months. Gold and silver stocks do very well at this time of year. Agriculture historically goes from the beginning of July right through until the end of the year. | 2011-09-02 | ||
| Comment | Pengrowth Energy | PGF-T | 10.800 | Someone gassy, so will respond to gas seasonality. Currently it seems to be trying to form a base level and there is no signs of seasonality yet. If the lows hold look for it to have a nice trade close to the $13 level. Short-term trade of about 2 months. | 2011-09-02 | ||
| PAST TOP PICK | iShares Russell 2000 ETF | IWM-N | 68.460 | (A Top Pick Dec 10/10. Down 11.32%.) Sold his holdings in the first week of March at a good profit. | 2011-09-02 | ||
| DON'T BUY | Cenovus Energy | CVE-T | 34.290 | Historically you want to be in this from January to September of each year. Chart shows it in the downward trend currently. You'll probably get a test of the low some time in September and this is followed by a period of underperformance. | 2011-09-02 | ||
| PAST TOP PICK | ETFS Physical Platinum Shares | PPLT-N | 186.360 | (A Top Pick Dec 10/10. Up 11.4%.) Sold his holdings in the first week of May at a good profit. | 2011-09-02 | ||
| BUY | HAP Seasonal Rotation ETF | HAC-T | 12.190 | Seasonal Rotation ETF. This is one security that can be treated as a “Buy and Hold”. Since it was first launched, 22 months ago, it is up 22%. Very conservative holding. | 2011-09-02 | ||
| PAST TOP PICK | HBP S&P/TSX 60 Index ETF | HXT-T | 10.380 | (A Top Pick Dec 10/10. Down 3.63%.) | 2011-09-02 | ||
| Comment | iPath S&P 500 VIX Short-Term | VXX-T | 40.850 | (Tracks the Volatility Index VIX). Volatility seasonally increases significantly from the end of May through until the beginning of October. Still has time to go on this one and it looks like it will continue to the middle/end of October.. He prefers going to cash. | 2011-09-02 | ||
| WAIT | Alcoa | AA-N | 15.860 | Will be coming out with their numbers on July 11. Strong seasonality normally from October to December and then from February to May. There is a tendency for stocks like this to peak out at the end of April and then they tend to get hit. | 2011-06-30 | ||
| DON'T BUY | Bombardier Inc (B) | BBD.B-T | 6.950 | This stock has a history of moving higher from around April through to the Paris air show, normally until July. Unfortunately, it has a history of being flat or slightly lower after the air show is over. Can’t see it breaking above its trading range for a while. In the next 3 weeks, if he gets to the top of its trading range, take your profits. | 2011-06-30 | ||
| PARTIAL SELL | CAE Inc | CAE-T | 13.010 | Technical trend is definitely on the upside so still looks very good. Has some seasonality as it tends to move higher from January to June/July. Made an announcement of flight simulators, which has been positive for it. Seems to have reached the end of it seasonality. If you own, consider taking some profits. | 2011-06-30 | ||
| DON'T BUY | Cameco Corporation | CCO-T | 25.440 | Seasonally this usually bottoms around the end of February through until May. Technical trend does not look good. Strong downward move and he can’t see it bottoming. | 2011-06-30 | ||
| TOP PICK | iShares Nasdaq BioTech ETF | IBB-Q | 106.660 | Nasdaq Biotechnology ETF, which has a seasonal strength from June 23 two the 2nd week of September. This is because of a series of healthcare conferences that happen at this time of year. | 2011-06-30 | ||
| BUY | Johnson & Johnson | JNJ-N | 66.520 | Historically, healthcare stocks do very well from around June through to September. Has been testing and breaking through new highs in the last couple of days. | 2011-06-30 | ||
| BUY | Potash Corp of Saskatchewan | POT-T | 55.080 | Great time to buy this. From around the end of June right through until the end of December, fertilizer stocks perform very well. Last year it went through to the middle of January. | 2011-06-30 | ||
| HOLD | Starbucks | SBUX-Q | 39.490 | Just came out with some phenomenal numbers, which really helped the stock. Chart shows a good long upward trend. | 2011-06-30 | ||
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| BUY | Viterra Inc | VT-T | 10.480 | This agriculture stock has not always done what it is supposed to do in the summer. Seasonality is from around the beginning of July through to the end of the year. Last year it extended right through until January of this year. | 2011-06-30 | ||
| BUY | Transalta Corp | TA-T | 20.590 | Chart shows long-term resistance. Has gone back to the bottom of its trading range. That is the time you want to buy. You won't get a large capital gains but if looking for a consistent yield with relatively low risk, this is a good investment. | 2011-06-30 | ||
| DON'T BUY | Yellow Media Inc | YLO-T | 2.400 | Chart is disastrous. There is not even an indication that you want have a low yet. There is concern that they might have to reduce their distribution. | 2011-06-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Markets. Between now and the 3rd week of July, you can expect markets to go higher. When Independence Day happens in the US, there is usually a nice boot in Cdn and US equity markets, which lasts for a relatively short period of time. This year there is also anticipation of very strong 2nd quarter earnings. The bad news is that when the 2nd quarter earnings come out, there will be warnings and negative guidance. This summer can have exceptional volatility because of the Greek situation, US debt situation, Japanese cleanup, etc. | 2011-06-30 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Natural gas. Seasonal bottom for this is around the middle of August and is often related to weather. If it is warmer than average, more gases needed for air-conditioning. During the last 2 years there has been a huge amount of natural gas available. Last year we had cool weather which is not positive for natural gas. | 2011-06-30 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (A Top Pick May 31/10. Up 0.75%.) Treasury Bills 4-Month. | 2011-06-30 | ||
| PAST TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | (A Top Pick May 31/10.) Money market. | 2011-06-30 | ||
| Comment | San Gold Corporation | SGR-T | 3.260 | Seasonality for gold starts around July 12. There have been some good technical signs that gold and gold stocks have bottomed. Seasonal strength usually goes to October, takes a one-month hiatus and then goes through into l December. Technically, the stock wants to go higher. | 2011-06-30 | ||
| TOP PICK | Mrk Vectors Gold Miners ETF | GDX-N | 54.590 | Gold Miners ETF. Started seeing gold stocks outperforming gold about 10 days ago. When that happens, it is usually a sign that gold and gold stocks are getting lined up for their seasonal trade, which is from July 12. | 2011-06-30 | ||
| Comment | Quadra FNX Mining Ltd | QUX-T | 14.320 | Most base metals stocks have seasonality from October to the end of the year and also from February to May. Didn't work out for this stock in February. Bottomed around $12.75 but there is resistance around $17.80. If stock goes up towards $17.80 in the next 3 weeks, it would be an opportunity to take some profits. | 2011-06-30 | ||
| BUY | Mosaic Company (The) | MOS-N | 67.730 | Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December. | 2011-06-30 | ||
| HOLD | LuLulemon Athletica | LLL-T | 107.900 | A major broker in the US downgraded the stock today and the stock has come under a bit of pressure. Technically, the graph shows a fantastic upward trend. Fundamentals are good as the company just came out with strong earnings report. Technicals are very positive. | 2011-06-30 | ||
| BUY | Market Vectors Agribusinesses E.T.F. | MOO-N | 53.790 | Agricultural ETF's, Moo (MOO-N), Cow (COW-T) or Soil (SOIL-N)? Soil is new and is a package of fertilizer stocks. Agriculture stocks tend to bottom around the beginning of August and tend to move higher until around the end of December. Fertilizer stocks tend to lead agriculture stocks and usually start the end of June. Anyone of them are good. (See Top Picks.). | 2011-06-30 | ||
| BUY | Claymore Global Agriculture ETF | COW-T | 21.450 | Agricultural ETF's, Moo (MOO-N), Cow (COW-T) or Soil (SOIL-N)? Soil is new and is a package of fertilizer stocks. Agriculture stocks tend to bottom around the beginning of August and tend to move higher until around the end of December. Fertilizer stocks tend to lead agriculture stocks and usually start the end of June. Anyone of them are good. (See Top Picks.). | 2011-06-30 | ||
| PAST TOP PICK | iShares DJ Medical Devices E.T.F. | IHI-N | 66.980 | (A Top Pick May 31/10. Up 21.46%.) This was a short-term trade and was in it for about 1 month. It had seasonal strength from about the third week in a May until July. | 2011-06-30 | ||
| Comment | BMO Covered Call Cdn Banks ETF | ZWB-T | 15.320 | Covered Call Cdn Banks ETF. Has only been around for a couple of months but really likes the idea and concept. They buy bank stocks and automatically right call options against them. They distribute the premiums and dividends they receive. On average you can expect a yield of 8%-10%. | 2011-06-30 | ||
| TOP PICK | Global X Fertilizers ETF | SOIL-N | 15.570 | Fertilizers ETF. Has 29 fertilizer companies. Relatively new ETF. Fertilizers are looking good because the price of grains on a year-over-year basis, is up 70% so farmers will have a lot more money. | 2011-06-30 | ||
| WAIT | Barrick Gold | ABX-T | 43.630 | Now in a downward channel but downside risk is probably not too much from current levels. Historically it bottoms right around July and then moves higher until the end of the year. | 2011-05-13 | ||
| WAIT | Agnico-Eagle Mines | AEM-T | 59.440 | Like other gold stocks has a distinct downward trend. Gold stocks do well from July to December and this one had a pretty good run last year. Wait until about the middle of July when you see support. | 2011-05-13 | ||
| DON'T BUY | CitiGroup | C-N | 41.530 | Doing a reverse stock split, 1 for 10. Problem with this type of split is that a lot of people who previously owned 100 shares now only own 10, which is an odd lot. A lot of people do not like odd lots so end up selling them. It puts a cap on for a long period of time. Trending down with no indication of a bottom. | 2011-05-13 | ||
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| DON'T BUY | Husky Energy | HSE-T | 27.780 | Has been having a difficult time technically along with most Cdn energy stocks. Sector peaked out a lot earlier than normal. Developing a downward trend. | 2011-05-13 |
