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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-10-01 N/A A Comment -- General Comments From an Expert
A Commentary
Charles Lannon

Markets.  Consumer confidence numbers today were weaker than expected.  There is profit taking as we get into Q3 earnings season.  The US is decoupling from the rest of the world.  It is a quarter of the global GDP.  China continues to decelerate.  Emerging markets are worried about a downshift in commodities.  You want stocks that have a range of growth possibilities ahead of them.


Price: $0.020
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: _N/A
2014-10-01 BUY A Comment -- General Comments From an Expert
A Commentary
Charles Lannon

Australian Banks.  Buy now?  Very, very strong banking market like Canada.  They have high dividend payout ratios.  Good long term investment. 


Price: $0.020
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 N/A A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Markets.  We had an interesting day.  A number of technical indicators are indicating more downside.  We are just getting started on the selling.  The bottom of the 4-year cycle for US presidential cycle is mid-October.  He is 20% in equities, 7% in commodities and the rest is in cash or fixed income securities.  Mid to end of October things will change.  Earnings this month will not be that good.  Estimates do not take into account the higher US dollar so you should get lots of negative guidance.  The S&P and Dow are only down 4% from their all time highs.  Others are down 10% or more.  We are going to have some fun on the upside.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: _N/A
2014-10-01 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Seasonality for Gold is strong from end of July until the end of September.  The seasonality conked out very quickly.  Stay away from it.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: _N/A
2014-10-01 SELL A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Oil.  Seasonal strength from Jan to July/August of each year.  But the seasonal trade was truncated.  Now the trend is down, it is underperforming the market and below its 20 day moving average.  Seasonally it starts to go down until Jan of each year.  Get out of crude oil, but not necessarily out of the sector.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WATCH A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

Nat Gas is interesting.  It is bottoming and showing strength in a difficult market.  Nat gas does well from end of September to end of December each year.  Technicals are finally starting to turn positive.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: _N/A
2014-10-01 WATCH A Comment -- General Comments From an Expert
A Commentary
Don Vialoux

S&P.  It has had a 4 year upward trend and we are testing the bottom of the trend.  We are very close to 1930 and he thinks we will test it in the next two weeks.  If it holds then it is very bullish.  It is below its 20 day moving average (in fact the 50) so there is technical selling coming into the market.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 HOLD Air Canada (B)
AC.B-T
Don Vialoux

Transportation does well from mid-October to mid-January when people fly south or for Christmas.  It worked out well the last two years.  A bit of a downward trend right now, below its 20 day moving average and underperforming the market slightly.  Hold it if you own it or watch for the technical signals to turn positive.


Price: $8.160
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 TOP PICK Amgen Inc.
AMGN-Q
Charles Lannon

25% of drug consumption and will increase to 50% in the next few years.  Return 60% of profit distributed to shareholders. 


Price: $138.820
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-10-01 BUY on WEAKNESS Brookfield Asset Management (A)
BAM.A-T
Don Vialoux

He does not know seasonality on this one.  Technicals look good.  It has a long term upward trend that is still intact.  Below its 20 day moving average, but don’t be concerned.  Strong compared to the market.


Price: $49.960
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 DON'T BUY BHP Billiton Ltd.
BHP-N
Charles Lannon

Bought in the financial crisis and then sold it this year.  When commodities trend up or down they can really, really do so. 


Price: $58.450
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: No
2014-10-01 WAIT Bonavista Energy Corp
BNP-T
Don Vialoux

Jan to May of each year it has seasonal strength, but that seems to have conked out.  It is in a downward trend, below its 20 day moving average and underperforming the market.  Wait until Jan.


Price: $12.540
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 HOLD Bank of Nova Scotia
BNS-T
Don Vialoux

Just about to enter a period of seasonal strength until the beginning of December in anticipation of Q4 results.  It has done well until quite recently.  It was in a long term upward trend.  It tested the bottom of that trading range recently.  If you own it, hold it, and you may have an opportunity to buy on weakness over the next couple of weeks.


Price: $69.650
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WAIT Baytex Energy Corp
BTE-T
Don Vialoux

Jan to May is seasonal strength period.  This year it was strong, but now it is in a downward trend, underperforming market and is below its 20 day moving average.  Wait until January.


Price: $41.200
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 DON'T BUY B2Gold Corp.
BTO-T
Don Vialoux

A sad case.  It has not been acting well.  July to September of each year is usually strong, but it established a downward trend since then with technicals all bad.  Wait until next year.


Price: $2.320
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WEAK BUY China Mobile Hong Kong
CHL-N
Charles Lannon

They have the most mobile subscribers in the world.  Users are going up, but operating profit has been stuck for 5 years.  Dividend 3.5%.  12 times earnings is expensive globally. 


Price: $57.730
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 TOP PICK Cineworld Group PLC
CINE-LN
Charles Lannon

Not as attractive as CGX-T in Canada.  Likes it because it has a compelling valuation.  North of 4 pounds in a couple of years.    Strong build out in renovating theaters. 


Price: $0.000
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Yes
2014-10-01 BUY on WEAKNESS Canadian Imperial Bank of Commerce
CM-T
Don Vialoux

Reaches a low about the end of September and then moves higher by end of year.  Has an upward trend.  Is strong compared to the TSX.  But it is trading below its 20 day moving average. Buy it around $96 where it has technical support.  US banks have different seasonality than Canadian banks because of timing of when Q4 results come out (Feb vs. Nov).


Price: $99.930
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 BUY on WEAKNESS Canadian National R.R.
CNR-T
Don Vialoux

In a long term upward trend, outperforming the market and at about its 20 day moving average.  Seasonally it does well from Mid October to January.  Any weakness over the next couple of weeks is a buying opportunity.


Price: $77.690
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 BUY Costco Wholesale
COST-Q
Charles Lannon

One of the few things in retail that does not have to compete against Wal-Mart.  It is at 24 times earnings, but the visibility of forward earnings is orders of magnitude higher. 


Price: $124.760
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 WAIT Crescent Point Energy Corp
CPG-T
Don Vialoux

It is having a difficult time.  On a seasonal basis, it is performing well.  It performs well from Jan-May of each year.  It is now in a downward, trend, underperforming the market and below its 20 day moving average.  Take a look in January.


Price: $39.540
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 HOLD Canadian Western Bank
CWB-T
Don Vialoux

Normally strong from October to the end of year and then the end of February until May.  Tecnhnicals now are mixed.  It is struggling short term.  Continue to hold it.


Price: $39.100
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WEAK BUY Encana Corp
ECA-T
Don Vialoux

They got rid of a good chunk of assets in Canada and bought an oil asset in the US.  It would normally be strong from January to May of each year.   Right now it is going sideways.  The trend is not great, trading below 20 day moving average and only slightly positive compared to the TSX.  Otherwise it is probably one of the better ones.


Price: $23.880
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 PAST TOP PICK Edp Electricidade De Port
EDP-N
Charles Lannon

(Top Pick Nov 12/13, Up 33.81%) 60% of business is in Iberia.  Then in wind farms globally.  Very high quality assets.  5.8% dividend.  He thinks it will be flat next year until the year after.


Price: $53.540
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 WATCH Ericsson LM Telephone
ERIC-Q
Charles Lannon

Large Swedish manufacturer of capital goods for telcom industry.  Strong balance sheet.  Touch business, low margin.  There are many players that are well capitalized.  Emerging markets are pressuring telcos to use their own capital products producers.


Price: $12.470
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 DON'T BUY Facebook
FB-Q
Charles Lannon

No dividend.  They did this recent acquisition, paid for it out of stock.  That is a powerful signal that shares are grossly overvalued. 


Price: $76.550
Subject: GLOBAL
Bias: SELECTIVELY OPTIMISTIC
Owned: Unknown
2014-10-01 PAST TOP PICK 1stTr ISE Natural Gas E.T.F.
FCG-N
Don Vialoux

(Top Pick Aug 22/14, Down 5.04%) Nat Gas is up 4-5% and yet gassy stocks are down 5%.  Make sure when you make your calls that you go into the right products.  We are still in a period of seasonal strength, but need at least two of the three technicals to be positive.


Price: $17.300
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: No
2014-10-01 WAIT General Electric
GE-N
Don Vialoux

It tends to bottom around the middle of October and then moves higher to the end of December for a two month rest before more strength.  Technicals are not that good.  A flat trend and below its 20 day moving average.  Wait until the middle of October.


Price: $25.160
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WATCH Google
GOOGL-Q
Don Vialoux

Positive seasonality, October to January of each year.  It worked the last two years, but has been going sideways recently.  Slightly below its 20 day moving average, but market relative strength is okay.  Watch carefully over the next two to four weeks.


Price: $579.630
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
2014-10-01 WATCH Hudbay Minerals Inc.
HBM-T
Don Vialoux

Strong from the end of October to the end of December.  In May it has another period of seasonal strength.  Recently it started to trend on the downside.  It is below its 20 day moving average and weak compared to the market.  It could bottom by the end of October.


Price: $9.400
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: OPTIMISTIC
Owned: Unknown
Showing 1 to 30 of 132,503 entries
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