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

Viewing Expert

Don Vialoux , Research Analyst

Jov Investment Management

Contact Info

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


Date Signal Chart Symbol Company Opinion Price
2016-02-12 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. This rally looks very sustainable. Gold and precious metals in general do very well right through until the prospectors’ convention Mar. 6th to 9th this year. That is a typical period of seasonal strength and it looks like we will have continuing follow-through. Just be aware that you will have only 5-6 weeks to go.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. They’ve been brutal since the beginning of January. Earnings on the S&P 500 companies have been down 4% on a year-to-year basis. That’s the bad news. The good news is that we have just completed a volatility spike. Historically, when you get a spike in VIX-N, once it is over it sets the stage for markets to move significantly higher. The TSX Composite since Jan 21 is already up 7%, so we are already starting to move to the upside. Seasonality is positive right through until the beginning of May for both Canada and the US. In the last 2 weeks, markets have been choppy, but have been forming a nice little base. Today we had a very, very strong bounce from some very critical levels technically. So the stage is set for US and Canadian equity markets to significantly go higher until May.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2016-02-12 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian $. This has a period of seasonal strength from the beginning of March through until the end of April. This coincides with the strength in oil and an improving industrial production. The bad news is that technically we are in a long downward trend. There are some early signs of bottoming which is fairly encouraging. You want to see more confirmation that it has actually reached its low.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. The energy sector is set up for a major move during the next few months. The period of seasonal strength is from the 3rd week in January right through until May of each year. We are already seeing technical signs that the Canadian energy sector is in gear already. Forming a nice little base pattern and about to take another move on the upside.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 WAIT Must be logged in to use chart C-N CitiGroup

Historically US banks start to show positive performance around this time of year, and move higher right through until approximately the beginning of May. Seasonality is clicking in, but technically the stock is in a downward trend and has yet to show signs of even trying to form a bottom. Has been underperforming the market and is trading below its 20 day moving average. Short-term momentum indicators are negative. Not a good one to buy. Wait until there are signs of it bottoming.


Price:
$37.540
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 DON'T BUY Must be logged in to use chart CCO-T Cameco Corporation

The period of seasonal strength is normally from October right through until the end of February. It is clearly not happening this year. Technicals are not good. Stock has been in a long downward trend. Broke through its 20 day moving average.


Price:
$15.850
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 PAST TOP PICK Must be logged in to use chart DBC-N PowerShare's DB Commodity E.T.F.

(A Top Pick Nov 30/15. Down 11.91%.) An example of the right idea but the wrong investment product. The idea was that the US$ was peaking at 100, and was going to start going lower, which was going to help commodity prices in general. It turns out this particular product is heavily weighted in energy.


Price:
$12.500
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-02-12 WATCH Must be logged in to use chart DML-T Denison Mines Corp

Not sure of the seasonality, but technicals are very interesting. Has been forming a nice little base pattern, unlike Cameco (CCO-T). Has been outperforming the TSX in the last few weeks, has positive momentum and has been forming a trading range. If it breaks above the resistance level, then you are going to see the stock take a move, probably back up close to the $1 level. Watch for encouragement from the company, particularly on the exploration front.


Price:
$0.610
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 PAST TOP PICK Must be logged in to use chart FDY-T FT AlphaDEX Cdn. Dividend ETF

(A Top Pick Nov 30/15. Down 9.98%.) This was chosen because it was a smart ETF that was supposed to outperform the US equity market. It outperformed the S&P 500, but everything went down, which meant you lost less then if you had actually held the market.


Price:
$16.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-02-12 TOP PICK Must be logged in to use chart FHG-T First Trust AlphaDEX U.S. Industrials Sector Index ETF

The seasonality is positive right around the 3rd week of January through until May of each year. On a technical basis, the US industrial sector has already bottomed and is starting to outperform the market. If you think about it, a good part of the industrials consists of transportation companies, and transportation companies are going to benefit significantly from lower fuel costs which will boost their earnings going forward. That whole sector is really starting to come on stream.


Price:
$19.660
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-02-12 HOLD Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

The company has not been around long enough to give a seasonality assessment. However, the technicals look reasonably good. The chart shows that it is in an upward trend and is outperforming the market. In the last couple of weeks it has had a bit of a difficult time, but the scenario is quite positive on a technical basis. Watch the technicals very, very closely. If they show signs of rolling over, that will be an opportunity to take some profits.


Price:
$706.890
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 COMMENT Must be logged in to use chart IFP-T Interfor Corp

Normally forest product stocks do very well from the middle of October right through until April of each year. Recently came back to its low of October. Technically it has come back to support which is a good sign. A bounce from these levels implies that you are going to get a test of the previous high, and if you got a breakout above that level, that would be very, very bullish. There is still some time for the seasonal trade. Probably a good Hold at these levels if not a good Buy for a trade into April.


Price:
$10.170
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 PAST TOP PICK Must be logged in to use chart IWM-N iShares Russell 2000 ETF

(A Top Pick Nov 30/15. Down 18.55%.) This was a disaster. What normally happens from the beginning of December through to the 1st week of March, is that the small caps outperform the big caps. It didn’t happen this year.


Price:
$96.590
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-02-12 COMMENT Must be logged in to use chart IYT-N iShares Dow Jones Transport ETF

This includes all the US railroads as well as the airlines. This has just entered into a period of seasonal strength which continues right through until May of each year. Of greater importance, the transportation sector has started to show signs of outperformance in the last couple of weeks. Has started to outperform the market which is really important at this time of the year. It could get back to the $151 level during this period of seasonal strength.


Price:
$126.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2016-02-12 COMMENT Must be logged in to use chart K-T Kinross Gold

This has had a huge move in the last little while. Had a break above a base building pattern. Technically you have to like this stock. On a seasonal basis, this does very well right through until around the end of February, or approximately when the annual prospectors’ convention is held in Toronto, March 6-March 9. During their convention, that is a great time to take some very good profits.


Price:
$4.170
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,455 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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