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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
2015-07-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Don showed a “cold vs. average years” chart put out by Equityclock.com. A colder than average year, which we had, slows the economy down. Both US and Canadian economies in the 1st quarter had negative GDP growth. Global cooling can have an impact on equity markets until about April normally, but in this colder than average year, the markets tend to go sideways from April until June, the middle of the earnings season. After that they tend to slip off, like we have seen in the last few days, and then finally have a little lift into the latter part of the summer.  He is expecting this is going to happen again. A big move in equity markets is probably not going to happen until late October into the end of the year, during the pre-election year. In 12 of the last 13 years, something completely unexpected happened between May and October. Last year was Ebola and the Ukraine. This year is China and Greece. Right around the beginning of May you want to protect yourself, because an “event” virtually happens every year. The markets go through a period of volatility, and bring markets down. This volatility eventually does provide an excellent buying opportunity for what they call the Summer rally. It happens virtually every year. Any kind of weakness over the next few weeks is a buying opportunity for a move on the upside in the equity markets.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2015-07-23 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold? Historically gold bullion bottoms in the 1st week of July, but gold stocks bottom around the 4th week in July. Watch for gold stocks to reach extremely oversold levels, which will provide an opportunity to enter, probably by the beginning of August. Be very careful because gold prices are way down. 2nd quarter results from gold companies are going to be horrendous, so don’t go into the gold sector prior to that time. Gold is extremely oversold right now on a momentum basis. In fact it is so oversold that there is a pretty good chance you could get a rally very shortly. Watch the US$, which is starting to show early momentum signs of rolling over. When it does that, it will give you an opportunity to purchase gold and silver.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 PAST TOP PICK Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

(A Top Pick May 29/15.) (All 3 recommendations are cash or cash equivalents. Being in cash has been a very profitable investment during this period of time.) 2 Month Canadian Treasury Bill.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-23 PAST TOP PICK Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

(A Top Pick May 29/15.) (All 3 recommendations are cash or cash equivalents. Being in cash has been a very profitable investment during this period of time.) 5 Month Canadian Treasury Bill.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-23 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Europe? Seasonality in European equity markets is stronger than in North American markets, and comes in virtually at the same time. This means European markets normally reach a fairly important low around the end of October, with higher rates through to the beginning of May. The only difference is that the amount of volatility in Europe is much greater than it is in the US, so look for an opportunity to make even more money in Europe than you can in US markets.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2015-07-23 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Natural gas. Prices normally bottom around the end of August, and they are already starting to move higher, even though the price of crude oil has been going to lower. When looking at energy stocks don’t look at just energy stocks, look at gassy stocks. If the energy sector is going to show signs of recovery, it is going to be because of higher natural gas prices.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2015-07-23 WAIT Must be logged in to use chart ADBE-Q Adobe Systems

Like most technology stocks, this has a period of seasonal strength from October right through until usually the end of January. Looking at the technicals, the stock has continued to do very well. Chart shows it is still in an upward trend and recently hit an all-time high. Technically it looks very good. It is outperforming the market, trend is still on the upside and it is still above its 20 day moving average. His bias would be to use seasonality for this particular stock, i.e., buy it around the middle of October.


Price:
$80.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 WAIT Must be logged in to use chart CCL.B-T CCL Industries (B)

This is an industrial, and on seasonally industrials do very well from around the end of October right through until the end of April each year. We are currently beyond the period of seasonal strength on the stock. Chart shows a long upward trend and is currently outperforming the market. Trading above its 20 day moving average and recently went into an all-time high. If you want to add, consider adding around the middle of October.


Price:
$168.670
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 WAIT Must be logged in to use chart CNR-T Canadian National R.R.

Its period of seasonal strength is from around the end of October through until March of each year. Technically the stock has recently been in a downward trend and it is outside of its seasonal strength, so not a security that you would probably want to add to right now. Wait until October.


Price:
$78.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 WAIT Must be logged in to use chart CSCO-Q Cisco

This has seasonal strength from October to January. Right now the stock is not doing too well. Recently established a downward trend, underperforming the market and is below its 20 day moving average. Be patient and wait until we get into October this year, and watch the technicals to see if there is a technical upside move at that time.


Price:
$28.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 WAIT Must be logged in to use chart FM-T First Quantum Minerals

Has just broken a key support level. It has recently been under some downside pressure, underperforming the market, and below its 20 day moving average. Seasonally this normally does quite well from around the middle of October right through until April of each year. On a seasonal basis, this is not a clear-cut situation as some of the other base metals stocks. You might want to wait until the middle of October when copper prices start to recover along with the stock price.


Price:
$12.290
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 WAIT Must be logged in to use chart HBM-T Hudbay Minerals Inc.

This has been through a roller coaster in the last couple of years, and could be a candidate for tax loss selling near the end of the year. It has 2 periods of seasonal strength. One is from October to December, but this is probably going into the 2nd period of seasonal strength, the end of January until May. Right now the technicals are bad and this is in a downward trend.


Price:
$8.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-07-23 PAST TOP PICK Must be logged in to use chart HFR-T HAP Floating Rate Bond ETF

(A Top Pick May 29/15. Down 0.23%.) (All 3 recommendations are cash or cash equivalents. Being in cash has been a very profitable investment during this period of time.) This ETF is a great way of putting cash away, so that you can quickly liquidate at any time and quickly move into a seasonal trade that might come up.


Price:
$10.090
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-23 TOP PICK Must be logged in to use chart HUZ-T HBP Comex Silver ETF

Silver normally bottoms right around this time of year. The sector has a tendency to recover very strongly right through until around the beginning of October. It has another period of seasonal strength from around the end of December right through until February each year. Technically, 3 weeks ago, silver was trading at $14.62 per ounce. Gold was $1140. Since that time, silver is at the same price as it was 3 weeks ago, while the price of gold has gone down from $1140 to about $75 per ounce. This means silver is already starting to show seasonality coming into effect. The other factor is if the US$ starts to weaken, which it has started to do, that will be positive for both gold and silver.


Price:
$8.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-23 WATCH Must be logged in to use chart IMG-T Iamgold Corp

This stock has been weaker than average for the gold sector. Historically the best time to own this has been from around the latter part of July right through until the beginning of October. Currently watch for signs that the stock is bottoming, and we don’t have that yet. It is still in a downward trend, underperforming the market and well below its 20 day moving average. He is guessing that the seasonal trend is going to happen within the next month.


Price:
$1.580
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,334 entries
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4 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.

Rob B

June 24th 2015 at 4:52pm

If you like palm reading you'll like Don. I think most of the seasonality stuff he makes up as he goes along. His analysis is on seasonality, even he admits has lots of exceptions. Can't figure how he lasted in the industry so long.

BeauRegard

July 7th 2015 at 1:09pm

Rob B
He has a kindly face...???
;>)


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