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Compiling comments that experts make about stocks while on public TV.

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Don Vialoux , Research Analyst

Jov Investment Management


Date Signal Symbol Company Opinion Price
2013-04-12 N/A A Commentary A Comment -- General Comments From an Expert

Gold. This is a very seasonal product. You want to buy gold and gold stocks around the middle of July and play it right through until around the end of September. You should not be in gold at this time of year.


Price:
$0.020
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2013-04-12 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Seasonality occurs because of a series of recurring events. Markets tend to go up from November right through until the end of April. Has done it again this year. A couple of things to watch. First of all, you have 1st quarter earnings reports. You also have economic reports coming out. Next week, economic data is not going to be so great either. First-quarter results on the S&P 500 and TSX 60 companies are expected to be zero on a year-over-year basis. TSX 60 stocks have started to hibernate. TSE composite’s had a double top pattern on the downside that was completed about 3 weeks ago. Stay away from the Toronto market.


Price:
$0.020
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2013-04-12 TOP PICK A Commentary A Comment -- General Comments From an Expert

He was on the show in May 11/12. For the next 6 weeks, the S&P 500 dropped 10.5% so it was a good time to be in cash or cash equivalents. The same thing happened with the TSX which had a 9.4% drop. It was a good time to hide. He went 100% cash. He has the same recommendations this year in his 2 Top Picks.


Price:
$0.020
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2013-04-12 TOP PICK A Commentary A Comment -- General Comments From an Expert

Buy 90 day treasury bills. Doesn’t stay in this all the time. Last year he went into fertilizer stocks around the end of June and went into gold equities around the beginning of July. Those 2 sectors have very strong seasonality at that time.


Price:
$0.020
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 DON'T BUY ABX-T Barrick Gold

RSI is ridiculously low at single digit levels. This is called “How to catch a falling knife.” Clearly in a downward trend and is underperforming the market. Historically, the stock has some good seasonal patterns. Usually around July-September.


Price:
$22.940
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL BNS-T Bank of Nova Scotia

Typically this stock has a difficult time at this time of year. Seasonality usually goes from October to the end of February. This one recently broke a support level and established a downward trend. It is now underperforming the TSE, below its 20 day moving average. You shouldn’t be there.


Price:
$57.710
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL CNR-T Canadian National R.R.

This normally moves very strongly from around November each year to around this time of year. During the last couple of weeks, it has broken a short-term support level and established a downward trend. Starting to underperform the TSE Composite and is also trading below its 20 Day Moving Average. Now is the time to take some profits.


Price:
$99.110
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 HOLD CTC-T Canadian Tire Corporation Ltd

This is a good one. Seasonality tends to be from November right through until the end of April. Couple of days ago it hit a five-year high. Significantly outperforming the Canadian market.


Price:
$88.010
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL DOW-N Dow Chemical

Chemical stocks like this usually do very, very well from around November until this time of year. This year, it did okay but recently has not been doing as well. Chart shows it has developed a slight downward trend. It’s below its 20 day moving average. If you own, it might be an opportunity to take money off the table.


Price:
$31.750
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 COMMENT ECA-T Encana Corp

Normally around this time of year, gas stocks do okay because of weather. This year Encana seems to be trying to form a base pattern. Stocks like this normally reach the end of their seasonal pattern right around May so you have another few more weeks to get a trade-in.


Price:
$19.770
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 PAST TOP PICK GDX-N Mrk Vectors Gold Miners ETF

(A Top Pick June 22/12. Down 26.78%.) This trade starts around the middle of July and goes through until the end of September. Gold is very seasonal and is not a longer-term investment.


Price:
$32.220
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2013-04-12 SELL GIB.A-T CGI Group (A)

Stocks like this follow the seasonal pattern of the technology sector. This is normally around the middle of October until about the end of January. Worked out well this last period. Stock has been drifting over the last 2-3 weeks and has broken a key support level. If you own, take some profits.


Price:
$26.190
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL GS-N Goldman Sachs

Normally does very well from January through until the end of April. Seem to have worked reasonably well this time but we are reaching the end of seasonal strength. Chart shows it has been struggling and has established a short-term downward trend in the last 2 weeks and is below its 20 day moving average and has started to underperform the S&P 500.


Price:
$149.120
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 BUY INTC-Q Intel

A report on PC sales indicated they were the worst since 1994. Technology stocks normally do very well from October through until January but then take a bit of a hiatus. Then in the middle of April, stocks like this tend to pick up again. Chart shows this is forming a nice pattern and starting to trend higher, above its 22 moving average and outperforming the S&P 500. Good opportunity.


Price:
$21.675
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL MFC-T Manulife Financial

If you own, you have done very well. However, recently, it broke a support level, established a downward trend and is now underperforming the market. Below its 20 day moving average. Now is the time to take some profits.


Price:
$14.330
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 845 entries
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1 Comment

stevedandy

December 31st 2012 at 1:24pm

Love Don Vialoux's analysis of seasonal strength or weakness in regards to stock sectors. The patterns of seasonality that he points out are so interesting.


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