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

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Date Signal Company Expert Opinion Price
2015-04-24 N/A A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Markets. He will reduce his correlation to the equity market during the summer because that is a period of increasing volatility. There is a lack of positive catalysts to drive the market higher. You don’t want to be exposed to all that volatility. Investors expecting a decline between May and October might be disappointed. The average is only a decline of about 2 tenths of a percent. The market has actually been more positive than it has been negative about 62% of the time using the S&P 500. If you are not of the belief that we are going through a recession, you could actually do all right during the summer. For him, he wants to reduce correlation. This year there could be a higher than average chance of a sizable correction during the summer. He is seeing economic data that is a little bit soft. His biggest concern is if the Fed does not raise rates because the economic data is not strong enough to support it. S&P 500 is basically flat during the summer. There are no major catalysts to drive it higher. You get your major strength from October to May. The major sectors that pull down on the broad average are discretionary, industrial and materials. If you stay away from those and go towards lower beta securities, you can make plays in consumer staples, which is a big thing during the summer, such as healthcare, utilities and even some of more commodity sensitive areas such as energy, agriculture and even gold miners.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: _N/A
2015-04-24 COMMENT A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Healthcare. Tends to do well during the summer. It is less correlated to the market, so you don’t see the seasonal shift that some of the other sectors do. The period for healthcare starts about now and runs through to September. (See Top Picks.)


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Gold. Seasonality for gold follows the same time frame as agriculture stocks, from about the end of June all the way through to September and October. Basically this is a time of rising volatility.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 COMMENT Apple
AAPL-Q
Jon Vialoux

Earnings are coming out on Monday and there is a lot to be cautious about when earnings are coming out. This stock can be a bit weak following earnings. This is a growth story and it is hard to find periods of negative strength for it. Technically it is consolidating right now and forming a bit of a triangle, so you are waiting to see it breakout. There is a developers’ conference coming up, and that is where investors get really excited into June, so that might be the time to pick it up on the cheap.


Price: $130.280
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 WAIT Agrium
AGU-T
Jon Vialoux

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. The average gain for this company from June through September is about 10%. You want to enter into these more towards the mid-summer.


Price: $127.900
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 PAST TOP PICK Aecon Group Inc
ARE-T
Jon Vialoux

(A Top Pick Feb 13/15. Up 12.58%.) This one benefits from February all the way through to June. Spring is construction season and construction spending increases every year from March through to August.


Price: $13.150
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2015-04-24 WAIT BCE Inc.
BCE-T
Jon Vialoux

Telecoms do not have any distinguishable seasonal trends. Basically the higher yielding equities have less correlation with the market. From a seasonal point of view, you could actually invest in these in the summer time. The chart is showing a bit of an intermediate-term weakness. We are still a week or 2 away from seasonal weakness from broad equity markets, so there is still time for investors to kick into this thing and really chase the yield. For now, stay away from this and get into it towards May or even into the summertime.


Price: $54.660
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 SELL CCL Industries (B)
CCL.B-T
Jon Vialoux

Material stocks (packaging) tend to do well from October all the way through to May. This one has done quite well. From a seasonal perspective, you want to look to rotate out of this. Look for more defensive areas in the market. This has done quite well, so take your profits.


Price: $141.120
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY Canadian National R.R.
CNR-T
Jon Vialoux

Transportation tends to do quite well between January and about May. This one hasn’t done too much and is now in the process of rolling over. It is underperforming the market.


Price: $80.540
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY Cenovus Energy
CVE-T
Jon Vialoux

Energy stocks have been doing quite well. A lot of them bottomed in January and some have gone up 20%, 30%, 40%. This one hasn’t participated the way he would have liked to see. The chart shows a descending trend line from September, which is presently being tested. There isn’t too much reason to get in now.


Price: $23.340
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 COMMENT Concordia Healthcare
CXR-T
Jon Vialoux

Chart shows a straight line going higher from November on. The 20, 50 and 200 day moving averages are moving higher. Has been overbought over the past couple of weeks and it is starting to show signs of curling lower. There could be a pullback here. For an entry point, he would be looking more towards the 50 day moving average.


Price: $92.810
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY DHX Media
DHX.B-T
Jon Vialoux

Discretionary stocks tend to gain from October all the way through to May. During the summer it is a bit negative and volatile. Since October, this one has been flat. It is now rolling over and underperforming the market. 50 day moving average is pointing lower.


Price: $8.360
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 PAST TOP PICK iShares MSCI EAFE E.T.F.
EFA-N
Jon Vialoux

(A Top Pick Feb 13/15. Up 5.6%.) The period of seasonal strength for stocks benefits all markets globally and this has been the beneficiary of that.


Price: $67.400
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2015-04-24 TOP PICK HAP Floating Rate Bond ETF
HFR-T
Jon Vialoux

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.


Price: $10.160
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2015-04-24 COMMENT iShares Nasdaq BioTech ETF
IBB-Q
Jon Vialoux

The month of May is probably one of the strongest months of the year for biotechs. The industry gains about 70% of the time for the month of May. Everything NASDAQ related tends to do well from about mid April all the way through to about mid July. The more predominant period of seasonal strength, which he tends to play, is from about mid June all the way through to September.


Price: $363.700
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 PAST TOP PICK Martinrea
MRE-T
Jon Vialoux

(A Top Pick Feb 13/15. Up 11.16%.) This has a period of seasonal strength from January all the way through to May, and the average gain per year is about 20%. Auto parts tend to benefit in the spring.


Price: $12.340
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2015-04-24 WATCH Patient Home Monitoring
PHM-X
Jon Vialoux

The longer-term trend is intact, higher highs and higher lows. This obviously needs some consolidation. Look towards buying this more towards the 50 day moving average. (See Top Picks.)


Price: $1.620
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 WAIT Potash Corp of Saskatchewan
POT-T
Jon Vialoux

Seasonality for fertilizer stocks runs from June all the way through to September, and tends to do quite well. You want to play this more through the summer period or October through to the end of the year. Last summer was a bit of a bust, particularly for this company. You want to enter more towards the last half of the year rather than the present.


Price: $40.590
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY Stornoway Diamond
SWY-T
Jon Vialoux

These stocks can do well all the way through to February and then they tail off. This one has been dreadful. Seasonally, you don’t want to be invested in material stocks during the summer.


Price: $0.660
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 WAIT Valero Energy Corp
VLO-N
Jon Vialoux

Energy has a period of seasonal strength from January all the way through to May 9 on average, and this one has performed up to expectations. It is currently consolidating. We have the end of seasonal strength coming. If you are looking past the seasonality, you want to be into the refiners right now. From a seasonal play, he would recommend getting in right now, but from a longer-term perspective this is a place you want to be in the energy sector.


Price: $60.050
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 DON'T BUY Westjet Airlines
WJA-T
Jon Vialoux

Transportation sector tends to do well from about September all the way through to the end of October and into November. It tends to peak around the US Thanksgiving holiday. Then the following period of seasonal strength is from January all the way through to May. This stock did well for the 1st period of seasonal strength, but didn’t do so well for the 2nd period. There are quite a few concerns around the transportation area right now.


Price: $27.140
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 COMMENT iShares S&P/TSX Capped REIT
XRE-T
Jon Vialoux

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. This one is heavily weighted into 2 securities, so if you want more of an equal basket, there is BMO Equal Weight REITs Index (ZRE-T).


Price: $17.230
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 WATCH BMO Global Infrastructure ETF
ZGI-T
Jon Vialoux

Chart shows a trend of higher highs and higher lows from October. He does not have a seasonality for infrastructure. Generally they tend to be steady Eddie stocks. They don’t suffer from seasonal trends. From a technical perspective, the longer trend is quite good. There is some consolidation and there is support at about $33. It is forming a bit of a triangle consolidation. If it breaks down below support of about $33, then you want to stay clear of it. But if it breaks out, higher highs and higher lows will continue.


Price: $34.460
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 TOP PICK BMO Low Volatility Cdn Eqty ETF
ZLB-T
Jon Vialoux

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.


Price: $27.380
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: No
2015-04-24 COMMENT BMO Equal Weight REITs Index
ZRE-T
Jon Vialoux

REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. The chart on this one shows the rising trend line pushing up towards resistance, and eventually you would expect a break out, which is a bullish resolution.


Price: $20.850
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Unknown
2015-04-24 TOP PICK BMO EqWt US HthCare Hedged CAD
ZUH-T
Jon Vialoux

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.


Price: $43.645
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: CAUTIOUS
Owned: Yes
2015-04-23 N/A A Comment -- General Comments From an Expert
A Commentary
John Zechner

Markets.  The NASDAQ is above its all time high, but he is very concerned about what he is seeing.  The reasons for markets going higher is a problem.  The Chinese economic news continues to worsen, for example, and yet the market continues to go up due to stimulus.  The US is the only market that has lagged and it is because they stopped QE.  The medicine of low interest rates has been way overdone.  You are forcing all investors further down the risk curve just to get any kind of return.  This is not right and when it ends it will end ugly.  He is getting more defensive.  He has more cash than previously.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: _N/A
2015-04-23 SELL ON STRENGTH A Comment -- General Comments From an Expert
A Commentary
John Zechner

Canadian Banks.  Consumer credit in Canada looks a lot like the US in 2007.  More regulatory capital will be required due to the federal budget.  Loan demand just isn’t there.  He is cautious on Canadian banks and has lightened his positions on recent strength.


Price: $0.020
Subject: NORTH AMERICAN - LARGE
Bias: DEFENSIVE
Owned: Yes
2015-04-23 N/A A Comment -- General Comments From an Expert
A Commentary
Greg Newman

Markets. It is hard to look around and find good value. Markets are quite expensive. We are seeing a pretty soft US earnings season. Greek problems are coming up. There is fear of seasonality. There has really been a softening of US data points in the last little while. Even though equities are expensive and much harder to buy here, they are still so much cheaper than bonds. Expects the market will get the benefit of the doubt. Data is generally improving in Europe. There is a lot more accommodation in China. US earnings have been pretty murky to date, but a lot of the earning releases are front-end loaded to multinationals, which are very sensitive to a tough greenback. Domestics will start reporting in the next little while, and he thinks that will also give a little bit of a lift. You still have the effects of lower oil to come, and you have easy money everywhere. Pullbacks will be shallow and you want to keep on trying to buy them.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: _N/A
2015-04-23 TOP PICK Ag Growth International Inc
AFN-T
Greg Newman

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.


Price: $52.240
Subject: CANADIAN DIVIDEND
Bias: UNKNOWN
Owned: Yes
Showing 1 to 30 of 139,322 entries
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