STOCKCHASE

iUnits S&P/TSX Energy E.T.F.

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

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

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

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

Labrador Iron Mines Holdings Ltd.

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

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

Comment

Suncor Energy Inc

SU-T

32.680

Broke a key support level recently as well as breaking below 50-200 day moving averages. Strength relative to the market and energy sector is negative. Getting very close to a key support level of $30.37. Also very strong positive seasonality from around now and through until May. Announced chemical operations improved nicely, which say you should be getting into the materials sector.

2010-02-03

BUY

LIM-T

5.500

Iron ore holding company. Basic material prices such as iron ore, nickel and potash are rising quite significantly. Expecting that trend to continue.

2010-02-03

BUY

Fluor Corp.

FLR-N

46.800

Stimulation programs announced about a year ago and engineering follows this and then shovels go into the ground. They have been doing the engineering and stock has been doing very well. If it breaks above $50 his target would be about $57. Technical signs indicates it wants to go higher. Yesterday there was a Momentum Buy on it.

2010-02-03

DON'T BUY

Research In Motion

RIM-T

72.000

Technology stocks have very strong seasonality. Typically goes higher around the end of November through to about the 2nd week of January. This one has under performed the technology sector. After the Las Vegas consumer electronics show, tech stocks tend to go lower. Wait until next October when seasonality clicks in and then buy based on technical analysis.

2010-02-03

BUY

Teck Resources Ltd. (B)

TCK.B-T

36.860

Just entering the seasonal strength for base metals sector. Historically has been around the end of January through until the 2nd week of May. He is now seeing classic, short-term momentum Buy signals.

2010-02-03

BUY on WEAKNESS

Eastern PlatinumLtd.

ELR-T

1.310

Platinum prices do very well from the beginning of January through until the end of May. The Buy signal came early this year on Dec 24. This one went up over 50% in a matter of 3 weeks. We are just at the beginning of seasonal strength. Anywhere around $1.20 would be an interesting entry point.

2010-02-03

Comment

iShares MSCI Brazil E.T.F.

0.020

Precious metals. Gold normally runs from the second week of July to the first week of January. However don't give up on precious metals, because silver and platinum do very well around this time.

2010-02-03

HOLD

Husky Energy

HSE-T

26.940

This usually has a very strong seasonality from about this time until May. Has pretty good support now at around this price and there are some early technical signs, momentum indicators, which say this is the right time to Buy. There is a little concern because they bought gasoline stations. They can't make any money from that.

2010-02-03

SELL

Hewlett-Packard Co

HPQ-N

48.730

A classic technology stock that ran up from October until the 2nd week of January and is now losing momentum. You are beyond the period of seasonal strength.

2010-02-03

DON'T BUY

Agrium

AGU-T

65.170

Agriculture has a period of seasonal strength from August right through until the end of the year. Had a little pop recently because Belarus Potash increased the price of potash fertilizer by 6%. However, you are past the seasonal strength.

2010-02-03

WATCH

Silver Wheaton

SLW-T

15.520

Silver is an economic commodity as well as precious metal. Demand for silver is going to increase as we get into spring construction season. Also a time when a lot more computers are being built. Seasonality is normally from November through until May. Technicals are iffy on this one right now. Wait until there is confirmation of support and try to get at $12.93.

2010-02-03

WATCH

Royal Bank

RY-T

53.480

Banks have 2 periods of seasonality. One is from the end of October until the end of December, which is when the banks are reporting their 4th quarter results. The other period is from the end of February to the end of May. Watch for the sector to show bottoming action are on the end of this month.

2010-02-03

WAIT

Franco-Nevada Corp.

FNV-T

27.690

Normally gold runs from the 2nd week of July to the 1st week in January. Gold will probably go sideways until the summer.

2010-02-03

BUY

Alberta Oil Sands

AOS-X

0.375

You want to be in oil sands related stocks from around now through until May. On a relative strength basis, it is already outperforming the market. Resistance is around $.40 so technically it is already lining up for an upside move. Technically acting very well and you are about ready to enter a period of seasonal strength.

2010-02-03

BUY

EWZ-N

67.760

Brazil ETF. Showing some very good signs of reaching an important low right now. Good support right around the current level. Bouncing off the 200 day moving average. Momentum indicators all gave a Buy signal yesterday. Seasonality is from around the end of October through to the beginning of May.

2010-02-03

TOP PICK

iUnits Short Bond Index E.T.F.

0.020

3-month treasury bills. Stick them under your mattress until late this fall for a seasonal play at that time.

2009-06-02

TOP PICK

XSB-T

29.260

Basically a way of storing your money for a period of time. Technicals in the market are really difficult right now. Any of the major indicators are indicating they are way overbought.

2009-06-02

TOP PICK

Claymore Premium Money Market E.T.F.

CMR-T

50.000

You want to hold cash equivalents until probably October/November. Seasonality wise, there is an expression of “Buy when it Snows and Sell when it Goes”.

2009-06-02

PAST TOP PICK

Claymore S&P/TSX Global Mining E.T.F.

CMW-T

17.150

(A Top Pick Jan 30/09. Up 37.26%.) Seasonality is from end of October (the real sweet spot is from mid-Jan) to the end of May. Sell and take your profits.

2009-06-02

PAST TOP PICK

iUnits S&P/TSX Energy E.T.F.

30.410

(A Top Pick Jan 30/09. Up 23.82%.) Seasonality is from the end of December through until the end of May. Platinum is used in catalytic converters. Auto sales in China where exceeding those in the US implying very strong growth and was strong anticipation of a recovery. Sell.

2009-06-02

PAST TOP PICK

XEG-T

17.610

(A Top Pick Jan 30/09. Up 38.67%.) Buy energy sector around the end of each year and hold through until 2nd week in June, which is when the CAPP conference is.

2009-06-02

Comment

Potash Corp of Saskatchewan

0.020

Market: TSX Composite and S&P 500 have gone up 42% since March 9 in anticipation of very strong earnings gains. Environment between now and late this year is not that great. There is a war in currencies. Chinese are fighting the US$ and the US is trying to protect. 2 huge elephants are causing a lot of pain. If you owned the S&P 500 or the Dow in the last month, you lost 6% because of currency.

2009-06-02

BUY on WEAKNESS

Agrium

AGU-T

52.930

Buy Agium (AGU-T) and Potash (POT-T) near the end of June for a seasonal play through to the end of December. Might have started a little bit early this year because grain prices are starting to move higher meaning farmers are making more money. Has worked 8 out of 10 years but didn’t work last year. Looking for a pullback in June.

2009-06-02

BUY on WEAKNESS

POT-T

125.990

2009-06-02

DON'T BUY

HPB Global Mining Bear+ ETF

HMD-T

5.410

Bear for the mining index. Historically mining sector from the end of May until the end of October is random with no particular pattern. He does the seasonal trade on the upside but not on the downside. Not a good investment at this time.

2009-06-02

BUY on WEAKNESS

Oracle

ORCL-Q

20.350

Fundamentals: Earnings will be down a little in the 4th quarter ending May and pretty well flat for early next year and will then start to recover in 2010. Seasonality: Kind of random this time of year until October and then his positive from then until January. Technicals: Just broken out through a trading range and chart shows an upward trend so looks very interesting. Just completed a Golden Cross, which is probably a good sign for this one. However, most of the momentum indicators are way overbought right now.

2009-06-02

Comment

Tim Hortons

THI-T

29.180

Technicals are kind of mixed. Has been in a trading range and is really neutral. He is looking for a Buy signal for a seasonal trade, probably this fall and is having a hard time identifying it. Support at about $29 and short-term momentum indicators have turned up in the last few weeks. If you own, consider a Stop at around $28.

2009-06-02

SELL

Sears Canada

SCC-T

20.540

Retail sector in general tends to have strength usually from around December of each year through until about April. Sector has already hit the seasonal peak and is not looking terribly exciting from a seasonality point of view. This one has been in a trading range and has currently been testing the top of it. He would suggest Selling.

2009-06-02

Comment

Claymore Natural Gas Commodity ETF

0.020

Market: S&P 500 has a potential reverse head and shoulders pattern. Right shoulder has not developed properly as yet and still require some time before it evolves.

2009-06-02

Comment

GAS-T

7.600

Natural Gas: Preferred seasonality for Alberta natural gas (GAS-T) is from the end of August until the end of December. This trade has worked 7 of the 10 times for an average return of 25% each. You would expect the US Natural Gas (UNG-T) would be very similar but it is from the end of July to the end of October. This is worked 8 of the past 10 periods for an average gain of 17.4% each. This has a lot to do with currency.

2009-06-02

Comment

U.S. Natural Gas Fund E.T.F.

UNG-N

15.630

2009-06-02

SELL

Claymore BRIC E.T.F.

CBQ-T

24.850

(A Top Pick March 10/09. Up 53.5%.) Seasonal trade for emerging nations ETF’s is normally from October right through until the end of May. Now is the time to consider taking your profits. Technicals: This shows they are way overbought.

2009-06-02

WATCH

Canadian Natural Rsrcs

CNQ-T

66.580

Getting close to a top. Energy sector tends to bottom right around the end of November each year and tends to peak right around the 1st and 2nd week in June. Sweet spot tends to be from mid-January until the end of May. Watch your technicals very carefully and if you see the “overbought” rolling over, that's a sign to take profits.

2009-06-02

WATCH

Loblaw Companies Ltd

L-T

35.650

Technicals are quite encouraging. It has established an upward trend but recently has had difficulties getting above resistance. Short-term momentum indicators have rolled over. His suggestion would be to try to Sell when it gets close to its recent high of $37.50. Seasonality is from around the end of October and through until April.

2009-06-02

DON'T BUY

Canadian Utilities

CU-T

36.020

Trying to form a nice base. In a trading range. Stock has clearly under performed the market in the last few months. Has yet to show any evidence of a significant upside move.

2009-06-02

DON'T BUY

U.S. Oil Fund E.T.F.

USO-N

37.610

Seasonality of crude oil tends to be from the end of November right through until the end of June. We are still in the seasonal strength but are getting very close to the end. He has difficulty with this one. When you have the futures contracts rolling over you start losing value. Also, this is a US product and the US$ has been going lower.

2009-06-02

SELL

Toronto Dominion

TD-T

57.620

Technically, bank stocks have done very well from the end of February until the end of May each year. End of May is when the major banks report their earnings. Historically after that they tend to peak out. Seasonality is turning random and you should consider taking some profit.

2009-06-02

WATCH

Sherritt International Corp.

0.020

Gold: 2 periods of seasonal strength. 1) July until September and 2) end of October to end of February. Latter one has worked 8 out of the last 10 periods for an average gain of 13.9% per period. The first one is now getting lined up very nicely. The key is to look at gold in terms of currency. In terms of US$ has had a pretty good move and technically looks overbought but Cdn$, British pounds or Euros is actually down 15% in the last 2 months. You have to watch for a breakout in the trend and when it does, you should do very well.

2009-06-02

BUY on WEAKNESS

Fortis Inc.

FTS-T

24.350

Company has a long history of growth. Technically it has formed a nice base followed by a nice run and broke out through its trading range. Short-term indicators are probably showing overbought at this time. Preferred strategy is to wait for weakness, perhaps $22.

2009-06-02

SELL

Connacher Oil and Gas

CLL-T

1.080

(Market Call Minute.) Seasonality says Sell. We have just completed the period of seasonal strength. You can Buy when it gets back to the March low.

2009-06-02

SELL

Alcoa

AA-N

10.520

(Market Call Minute.) Has virtually doubled since March and now's the time to take profits.

2009-06-02

SELL

Talisman Energy

TLM-T

17.490

(Market Call Minute.) A classic energy stock. You buy around the end of November and sell around the end of May each year and you do very well.

2009-06-02

SELL

Bank of Nova Scotia

BNS-T

39.850

(Market Call Minute.) Has just completed a period of seasonal strength and it is now time to take some good profits.

2009-06-02

WATCH

Yamana Gold Inc.

YRI-T

12.800

(Market Call Minute.) Watch this one very closely. It is getting lined up for a good move this summer. Seasonality is not quite there yet. Watch for a trade beginning in July.

2009-06-02

WATCH

Bombardier Inc (B)

BBD.B-T

3.870

(Market Call Minute.) Seasonality is very positive until the Paris air show, which is coming very shortly. After it's over is usually a good time to take profits.

2009-06-02

PAST TOP PICK

Russel Metals

RUS-T

10.240

(A Top Pick April 3/08. Down 59% but up 18% June 13 as recommended.) Sector is showing early signs of trying to bottom. Will probably be a MACD Buy signal today or tomorrow.

2009-03-10

PAST TOP PICK

SNC-Lavalin Group Inc.

SNC-T

31.590

(A Top Pick April 3/08. Down 39% but up 23% on June 13 as recommended.) Forming a beautiful bottoming pattern right now and you'll probably get a MACD Buy signal as early as tomorrow. Short-term momentum indicators are starting to turn positive.

2009-03-10

PAST TOP PICK

Finning Int

FTT-T

10.790

(A Top Pick April 3/08. Down 63.8% but only down 6.5% if sold on June 13 as recommended.) Trend is still on a downside and has yet to show any signs of bottoming.

2009-03-10

BUY

S-T

1.950

Has a tendency to move higher between January and May. Trying to form a double bottom pattern. Seeing higher prices for base metals and crude oil. There have also been positive comments on coal.

2009-03-10

DON'T BUY

0.020

Gold: Has very strong seasonal characteristics. Tends to move flat to slightly lower from end of January through to end of June. He is a long-term bull on gold but you are currently in a period where it doesn't do well. He would wait until July and ending in September.

2009-03-10

BUY

0.020

Platinum: Seasonal strength is from January to May each year. Significantly outperforming gold at this time. Auto sales will have an effect. Auto sales in Germany rose 22% in January. India 20% in February. China had an all-time high in January.

2009-03-10

DON'T BUY

Molson Coors Canada (B)

TPX.B-T

42.160

Technically there is still a downward trend. Fundamentally, a lot of consumer stocks like this are struggling right now.

2009-03-10

BUY

Suncor Energy Inc

SU-T

30.400

Just completed a reverse head and shoulders pattern. To get the target, take the top of the trendline to the bottom and presume it will go the same amount higher. In this case around $44. Seasonally, it does very well from the end of January through to the end of May. Earnings picture should improve tremendously given higher oil prices.

2009-03-10

BUY

TriStar Oil & Gas

TOG-T

8.000

All oily stocks in Canada are showing very good technical signs of trying to bottom. This one came very close to testing the bottom of its trading range last 4 months. On a minimum expectation you can expect it to go to near the top of its trading range, around $13. Timing is important and you want to be in this between now and the end of May.

2009-03-10

BUY

HBP NYMEX Oil Bull+ E.T.F.

0.020

Oil: Crude broke a short-term resistance level March 6 and moved to a 6 week high. Should move higher between now and the end of May. On a technical basis the key level is just over $50 and if it breaks that it completes a gorgeous reversal pattern and he could easily see a technical target of $65.

2009-03-10

Comment

HOU-T

5.880

This is effective when you get the commodity moving in a distinct trend. Feels that we have just entered this trend in the last 3 or 4 trading days. If your time horizon is more than 3 weeks, you shouldn’t own this.

2009-03-10

DON'T BUY

Sunlife Financial

SLF-T

17.530

Technicals are clearly not here yet. Haven't shown any signs of a bottom. There are other financial services stocks that have a better outlook. Seasonally, the sector does well from the end of February to the end of May.

2009-03-10

BUY

Nexen Inc

NXY-T

17.800

(Market Call Minute.) Oil prices are going higher so this will too.

2009-03-10

HOLD

Harry Winston Diamond Corp.

HW-T

2.400

(Market Call Minute.) Had a nice little move so it is time to wait.

2009-03-10

HOLD

HBP NYMEX Nat'l Gas Bull+

HNU-T

2.130

(Market Call Minute.) Trend for natural gas is still on the downside. Trying to bottom.

2009-03-10

Comment

IGM Financial Inc.

IGM-T

26.870

(Market Call Minute.) A financial that is trying to bottom. You need more technical evidence of a low and hopefully you will get that in the next couple of weeks.

2009-03-10

DON'T BUY

Microsoft

MSFT-Q

16.480

(Market Call Minute.) Trend is distinctly on the downside. Seasonality is negative between now and October.

2009-03-10

Comment

Research In Motion

RIM-T

50.300

(Market Call Minute.) Finally trying to bottom. Seasonality is not there but the technicals are definitely there.

2009-03-10

TOP PICK

Claymore Oil Sands Sector E.T.F.

CLO-T

10.930

Canadian energy sector has done very well from the end of January to the end of May. Has worked in 9 of the last 10 periods. Technically has formed a nice base and is starting to show some possible income. Momentum indicators have just started turning up in the last couple of days.

2009-03-10

TOP PICK

iUnits S&P/TSX Energy E.T.F.

25.580

Platinum index. Cars are being built in Germany, India and China. Car sales in China in January exceeded those in the US.

2009-03-10

TOP PICK

Claymore BRIC E.T.F.

CBQ-T

16.220

Brazil, Russia, India and China ETF. China is growing and is buying a lot of commodities from Brazil and Russia. India is also doing okay. We are in a period of seasonal strength until May. Technically it is building a nice base pattern.

2009-03-10

TOP PICK

XEG-T

12.910

(A Top Pick Jan 16/08. Down 33% but up 44% if you sold in May as he suggested.) Energy sector is getting lined up for a classic seasonal move. Had first technical sign with gasoline breaking out. Horrible 4Q earnings are coming in the next couple of weeks, so wait until they are finished. Sell at the end of May.

2009-01-30

TOP PICK

Claymore S&P/TSX Global Mining E.T.F.

CMW-T

12.510

Seasonality for mining runs end of January until end of May. Technically it has already completed a reversal pattern. Fundamentally, watch metal prices. Copper is basing out. If China starts to buy metals, base metal stocks should go higher. Get out if it falls to $12.17.

2009-01-30

TOP PICK

Claymore Oil Sands Sector E.T.F.

30.410

Platinum seasonality is end of December to the end of May. 50.1% is used for jewellery and about 20% is used for catalytic converters. Technically just completed a reversal pattern recently. Support is around $22.50. If it breaks $24.57 a target is $27.

2009-01-30

PAST TOP PICK

CLO-T

10.830

(A Top Pick Jan 16/08. Down 48.1% but up 30.3% if you sold in May as he suggested.) Key thing with oil sands stocks is to look at what is happening with the price of crude. This is actually bottoming and when it gets above $50 technicals will be achieved. Horrible 4Q earnings are coming, so wait until they are finished.

2009-01-30

PAST TOP PICK

iUnits S&P/TSX 60 E.T.F.

XIU-T

13.120

(A Top Pick Jan 16/08. Down 27% but up 21.5% if you sold in May as he suggested.) Canadian market has formed a nice little base pattern so there is good reason to believe that technicals will take us to new highs. Current target is $17 by April when you Sell.

2009-01-30

DON'T BUY

HBP NYMEX Oil Bull+ E.T.F.

0.020

Gold: We are at a resistance level of $986. There are a series of resistance levels that it has to break through to get to an all-time high. Downside risk would be $809. Seasonally it runs mid-November to the end of January as well as from the end of July to the end of September.

2009-01-30

Comment

HOU-T

7.700

Crude oil (not on this product) has been forming a nice little base for about 2 months. Breakout is a little over $50. Once you get it above this, look for a significant move. Seasonally, oil usually goes up from January through May.

2009-01-30

Comment

0.020

Cdn$: Just starting to form a base. The bottom is $.77 and the high is around $.85. Has been in this range for about 3 or 4 months now. There is no trace of momentum as yet. US$ keeps hitting its head against major resistance and once it starts to roll over look for it to decline significantly.

2009-01-30

Comment

San Gold Corporation

SGR-X

1.570

Moved about 250% since October. A lot of gold stocks have done this. Have gone too far, too fast. Could be a takeover target. If you own any gold stocks, now is the time to take profits because there will be a short-term period of poor 4th quarter results on their non-gold metals. Seasonality for gold is mid-November to the end of January.

2009-01-30

BUY

Valero Energy Corp

VLO-N

24.120

Refinery and makes its money from the crack spread. Gasoline just made a reverse head and shoulders pattern implying that gasoline/heating oil prices are starting to move very strongly relative to crude oil. Very positive fundamentally. Stock looks like it has been oversold. Has a good chance of getting close to its breakdown point of $46.

2009-01-30

DON'T BUY

Opti Canada Inc.

OPC-T

1.600

1) Technically it seems to be straight lining, which is not a good sign. If it did start to perk up and move above the trading range, this would imply there might be life after all. 2) Seasonally, you're getting to a period where it should do very well. 3) Fundamentally it has financial difficulties.

2009-01-30

WAIT

Canadian Oil Sands Trust

COS.UN-T

18.700

There was negative anticipation of a really bad earnings report and just had an 80% distribution cut. Once the bad news was out of the way, the stock got hot. There are indications the stock is trying to bottom. Should be good when crude oil prices start to break above resistance at the $50 level.

2009-01-30

WAIT

Agrium

AGU-T

41.080

Has formed a nice base pattern and is potentially forming a reverse head and shoulders pattern, which is bullish. If it gets above the top trading range of $51.30, it could move quite nicely. Seasonality is not good at this time of year. Normally you want to wait for seasonal strength, end of June to end of December.

2009-01-30

SELL

Nevsun Resources

NSU-T

1.320

Secured additional financing for its Bishu project. Nice breakout at $.40 and developed an upward trend. More than tripled since October. Now in a zone were it's going to have difficulty if it goes into a period where there's some resistance. Seasonal strength has just come to an end. If you own, take profits.

2009-01-30

DON'T BUY

Bank of America

BAC-N

6.580

Stock is finally showing early signs of bottoming. Some of the short-term indicators have turned positive during the last 5-6 days. Trend is still on the downside though so wait until this is broken. Seasonality tends to be positive for the sector between November and May.

2009-01-30

DON'T BUY