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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

Contact Info

Website: http://www.horizonsetfs.com/


Date Signal Chart Symbol Company Opinion Price
2015-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We are seeing the Euro recovering after today’s Greek announcement.  The market anticipated it.  The focus now is on QE.  Equities in Europe should move higher.  It is the right time to put your money into emerging markets.  They are outperforming.  EFA-N covers the rest of the world other than North America.  The seasonality is from Feb. to May of each year.  This year we are seeing international markets outperform North American markets.  The strong US dollar is causing companies to give negative guidance, but after January things look very good.


Price:
$0.020
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-26 BUY on WEAKNESS Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold.  Strong from July to October and mid December until the beginning of March.  XGD-T has already had a run as it went into the period of seasonal strength.  It is pulling back now and providing an opportunity to buy on weakness.  HSBC downgraded Canadian gold stocks today so wait until they come down and then buy on weakness.


Price:
$0.020
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Educational Segment.  He is at the largest ETF conference in the world.  Every ETF provider in the world is there describing their new products.  Greece is a hot topic.  He showed a chart of 10 year Greek bond yields. Yields have really come down.  The question of Greece leaving the Euro could lead to a rocky road in the markets.  What is happening in Greece is having an impact on your portfolio and you have to know how to handle it.  They are projecting the global ETF market will double to over 5 trillion dollars next year.  If Greece defaults on its debt it will have an effect even on North American markets.


Price:
$0.020
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
_N/A
2015-01-26 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

The spot price has gone up on uranium, but the stocks have not responded.  URA-T is an ETF that is a basket of uranium stocks and could be watched as representative of the sector.  This is a time of year when the sector does well, yet this year it is still in a downward trend, so you want to wait until the technicals change before going in.


Price:
$17.800
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 BUY Must be logged in to use chart CEF.A-T Central Fund of Canada Ltd (A)

Silver and gold have strong seasonality until the beginning of March.  This is a good fund for playing gold and silver.


Price:
$16.320
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 BUY Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

A nice little base building going on, just about to break out.  Earnings and cash flow will be terrible in this report, but once you get past that, look for the stock to perform very well.  Buy into any strength over the next week or two.


Price:
$36.270
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

Bottoms about now and goes higher right through until the beginning of May.  It has formed a base and broke out last week.  Crude bottoms at the beginning of February and then breaks out.


Price:
$30.930
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 SELL Must be logged in to use chart INTC-Q Intel

Peaks around this time of year.  January until spring it underperforms.  It is a good time to take profits and move to sectors that do well this time of year.


Price:
$35.805
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-26 BUY on WEAKNESS Must be logged in to use chart MFC-T Manulife Financial

October to December and February to May are periods of seasonal strength.  It tends to go lower in January.  Hang in there.  Buy on weakness until part way into February.  The trend is mixed, near its 20 day moving average and it is outperforming the financial services sector and probably the Canadian market as well.  It is getting lined up.


Price:
$20.960
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-19 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  There was a great Santa Clause rally, but Canadian and US markets peaked on Dec 29th and will probably correct until late January.  The key is that going into the 4th quarter earnings reports’ results have not been all that good.  After the end of January we go into the final phase of a presidential election in the US, which is the strongest part of the cycle. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2015-01-19 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

The end of January until May, the economically sensitive sectors do well.  That is when the economy picks up.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2015-01-19 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

‘08/’09 Crash again?  We get these volatilities in the markets and they have increased in the last couple of months.  The sector that has been the weakest are  the energy and financial services sectors, but these have the weakest seasonality right now.  He is looking for an opportunity to enter these sectors as soon as he sees bottoming.  We are seeing early signs of bottoming in the energy sector over the last couple of days.  You want to watch to see if it is outperforming the index.  You want to see support.  You want to see it moving above its 20 day moving average. 


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
_N/A
2015-01-19 DON'T BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Nat Gas.  Beginning of September until the third week in December is the period of seasonal strength.  So we are outside of that period, so now all you will see is lots of volatility based on the outside temperature.  There is no reason to be a buyer at current levels.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-19 WATCH Must be logged in to use chart AA-N Alcoa

Bottoms around the end of January and moves higher to the end of May of each year.  Is not in an uptrend.  It is below its 20 day moving average.  He is watching it to see if it bottoms.


Price:
$15.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-19 WAIT Must be logged in to use chart ARE-T Aecon Group Inc

Typically does the best in the spring.  The trend is down.  It is close to the 20 day moving average.  You want more technical evidence that is outperforming.  You might want to get in in the next 2 to 3 weeks, but you want more evidence.


Price:
$10.300
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 1,242 entries
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2 Comments

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.

BeauRegard

January 21st 2015 at 1:58pm

Excellent point you make. Excellent stock to own.


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