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

Recent Opinions

Date Signal Company Expert Opinion Price
2014-09-15 N/A A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Markets. The fall historically starts as the weakest time period of the market. September 16 through to October 9, the market has recorded an average decline of 1.8% and has been negative 18 of the last 30 periods. We’re still seeing very low levels of volatility in the market. The VIX is 14 right now and historically it should be about 24. It could still go much higher. Seeing all the turmoil we are seeing including some of the headlines and the coming elections, there are a lot of catalysts that could lead to a drawdown in stocks. You want to take advantage of this weakness. There are appealing buying levels during the period of seasonal weakness ahead. S&P 500 shows a significant rising wedge pattern. If we break below the lower limit, currently at 1950, there could be significant downside potential. He is expecting that support line to hold.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: _N/A
2014-09-15 N/A A Comment -- General Comments From an Expert
A Commentary
Jon Vialoux

Energy. There is normally a period of strength for energy stocks at this time of year. Oil tends to rise around hurricane season, but hurricanes have been much weaker than historical norms. Because of this energy stocks have been poor performers. He is not seeing too many positive tendencies ahead to support the trend in energy. The period of seasonal weakness starts from mid-September until about the beginning of December.


Price: $0.020
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: _N/A
2014-09-15 BUY Air Canada (B)
AC.B-T
John Zechner

You have to have strong stomach.  Your upside is that much more because of the volatility.  They improved their cost structure dramatically, usage is higher and you are getting some interest from international investors.


Price: $9.050
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 TOP PICK Archer Daniels Midland Company
ADM-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.


Price: $50.560
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 PAST TOP PICK Athabaska Oil Sands Corp
ATH-T
John Zechner

(Top Pick Nov 28/13, Up 2.47%) First there was fear they would not get the money and that put pressure on the stock, then the financing came in and a new set of sellers emerged.


Price: $6.600
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 WEAK BUY Bank of America
BAC-N
Larry Berman CFA, CMT, CTA

The jury is still out.  Ultimately the too-big-fail-banks will have challenges.  There will be big run ups and then pullbacks.  You want to buy them on pullbacks.  It will be with more volatility than in the past couple of years. 


Price: $16.740
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 WAIT Badger Daylighting
BAD-T
Jon Vialoux

This has been doing poorly in the summertime, along with the rest of the sector. Seasonal strength for industrial stocks like this tends to be from the end of October through to May. Right now this is in a significant decline.


Price: $27.890
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 SELL Bombardier Inc (B)
BBD.B-T
John Zechner

He has traded a couple of times.  He threw in the towel in the last few weeks.  The ‘C’ series is just not getting off the ground.  The regional market is growing, but a lot of it is now spoken for.  The rail and private jet divisions are doing fine, but there is risk it does not get off the grown or the company does not grow.


Price: $3.690
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 WEAK BUY B2Gold Corp.
BTO-T
John Zechner

Grown almost entirely through acquisition.  Strong operators.  Gold guys rather than financial guys running the company.  Only one he owns, looking to add back to the position at this point.  Gold is at a critical level.  It really needs to hold this level.  He is worried about Asian and far East demand softening.  He is comfortable being underweight gold at this point.


Price: $2.270
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 DON'T BUY B2Gold Corp.
BTO-T
Jon Vialoux

Gold stocks have been disappointing. This one has been much weaker than the industry itself. It is now reaching the end of seasonal strength for gold stocks as well as gold itself. You won’t have much help on a seasonal basis for the next few months. Gold ETFs have been charting higher lows, but this one has just been breaking down through levels of resistance. It could still fall much further.


Price: $2.270
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 HOLD Celestica Inc
CLS-T
John Zechner

Has never been comfortable with the story.  They are an outsourcer with very low margins.  They are still growing on a global basis, however.  They are manufacturing, not technology.  He would have a look at it if it was below $12 [which it is now].


Price: $11.890
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 SELL Canadian Natural Rsrcs
CNQ-T
John Zechner

(Market Call Minute) It’s a good story, but is heavy oil and he wanted to take his energy weighting down.  Hold at best, but more likely a sell.


Price: $45.410
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 HOLD Canadian National R.R.
CNR-T
John Zechner

Don’t add money to rails right now.  They have been a phenomenal story until now.  There is a limit to how far you can take these based on valuation alone.  He would take profits right now in CP-T and hold CNR-T.


Price: $80.110
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 BUY on WEAKNESS iShares Broad Emerging Market ETF
CWO-T
Larry Berman CFA, CMT, CTA

Does not use it.  It is a smart beta type index, which he likes.  It filters out some of the weaker stocks.  However, he thinks the emerging markets will underperform so only buy them on pullbacks.


Price: $32.010
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 TOP PICK Walt Disney
DIS-N
John Zechner

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.


Price: $90.080
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 DON'T BUY Denison Mines Corp
DML-T
John Zechner

(Market Call Minute) Still thinks uranium will struggle for a while.  Ultimately it is a good story, but it will trade in a range for a long time yet.


Price: $1.340
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 HOLD Dow Chemical
DOW-N
John Zechner

You won’t get that much growth, but soft oil prices could benefit them.  It had a decent run in the past two years.  There is not a ton of upside, but there is a possibility of some earnings growth.


Price: $53.040
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 SELL Element Financial
EFN-T
John Zechner

It is a good long term story.  Valuation got ahead of itself a while ago.  But they continue to do acquisitions and the business model is working.  With a pullback in the market, this one would get hit hard because they depend on the capital markets for funding.


Price: $14.040
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 WEAK BUY Enbridge
ENB-T
John Zechner

(Market Call Minute) Does not like pipelines.  If you forced him to own one he would take this one.  That whole group is expensive because of being a safety and low interest rate.


Price: $54.650
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 PAST TOP PICK Mrk Vectors Gold Miners ETF
GDX-N
Jon Vialoux

(A Past Pick July 31/14. Down 7.72%.) Gold took off in June and then flat lined July and August. This was followed by the parabolic rise in the US$, which crushed all commodities. This looked like it was forming a long-term basing pattern. The bad news is that the seasonal period for gold is coming to an end in September. However, from a technical perspective, he is seeing the higher lows continuing, so it could be charting out a significant long-term basing pattern. If it breaks above $28, be a Buyer, because it could go significantly higher. The implied target is about $35.


Price: $23.910
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Yes
2014-09-15 WAIT General Electric
GE-N
Jon Vialoux

Industrials had been poor performers this summer. Have underperformed the markets quite aggressively. Chart is showing a series of lower highs, so it is not too favourable over the near-term. Industrials do not perform well over the next 3 weeks. You want to buy industrials more towards the end of October but for this one specifically, from January into April.


Price: $25.920
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 SELL Gilead Sciences Inc.
GILD-Q
Jon Vialoux

Biotechs have been a great performer this summer. The period of seasonal strength for biotechs is from April all the way through to the end of September. This had a phenomenal run through that period. However, the period of seasonal strength is coming to an end and there has been some weakness in these momentum names. This is the time to take your profits.


Price: $100.990
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 SELL Goldman Sachs
GS-N
Jon Vialoux

Financial stocks tend to do well in the first 4 months of the year, but this one is a bit different. It can do well in the summer, June until about right now. Chart shows a huge run-up in the stock. The trend is favourable right now but we are reaching the end of the seasonal strength and we are liable to enter a period of seasonal weakness, which stretches through to November. If you own, he would suggest taking profits now. Seasonal strength is January through to April.


Price: $183.980
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 PAST TOP PICK HAP Floating Rate Bond ETF
HFR-T
Jon Vialoux

(A Past Pick July 31/14. Up 0.18%.) This is really his cash holding and allows him to create a market neutral portfolio, during a time when the market is rather volatile.


Price: $10.190
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Yes
2014-09-15 COMMENT HBP NYMEX Nat'l Gas Bull+
HNU-T
Jon Vialoux

Natural gas right now is looking rather appealing. The chart shows it has been forming a basing pattern over the last few months. It is now coming into the period of seasonal strength for natural gas. From about now through until November, natural gas tends to do well. If we see support hold at about $3.70, you would expect this to go significantly higher. Looking favourable for a move higher through to November. Because this is leveraged to 2X the price of natural gas, you have to be nimble.


Price: $11.360
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 TOP PICK iShares Dow Jones Transport ETF
IYT-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.


Price: $152.970
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 HOLD Loblaw Companies Ltd
L-T
Jon Vialoux

Consumer stocks, particularly staples, do well from about April all the way through to November. This is basically a defensive position. Chart shows this is showing higher highs and higher lows. Everything is favourable for this. Once you get to November, you probably want to look for something more aggressive.


Price: $55.580
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 DON'T BUY Manitoba Telecom Services
MBT-T
Jon Vialoux

Telecoms can do quite well during this time of year. However, the chart on this one is not showing the favourable tendencies of some of the others. It is breaking down. The period of seasonal strength ends around December.


Price: $29.730
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 TOP PICK Manulife Financial
MFC-T
John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.


Price: $22.040
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 COMMENT Manulife Financial
MFC-T
Jon Vialoux

Seasonal strength tends to run from about March through until June and is positive about 80% of the time. Through the end of the year, it can be variable. If you see some weakness here, that would be an opportunity to Buy. Chart is showing a bit of consolidation at around $22.50. If it breaks out above $22.50, that would be a Buy.  He expects there will be a bit of consolidation lower than it is here. The peak period of seasonal strength is from March through to June.


Price: $22.040
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 SELL Magna Int'l. (A)
MG-T
John Zechner

Be on the sidelines in the auto industry right now.  Lots of European exposure which concerns him.  You have to step back and say there is probably not a lot of upside in this sector.


Price: $118.970
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 PAST TOP PICK Martinrea
MRE-T
John Zechner

(Top Pick Nov 28/13, Up 61.28%) There was a lot of controversy around it and that was the time to buy it.  It was still growing and generating positive cash flow.  It is getting closer to an exit at this point.  He likes looking at stocks that get beaten up.


Price: $14.220
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 SELL Niko Resources
NKO-T
Jon Vialoux

This has lower highs and lower lows. Not too much positive he can say about the stock. Stay away from this. The cyclical oriented stocks not do well specifically over the next 3 weeks.


Price: $1.350
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 BUY on WEAKNESS First Asset Can-Energy Covered Call ETF
OXF-T
Larry Berman CFA, CMT, CTA

The question is do you want to time the market or be in the market.  If you want the yield, and you are okay with some volatility, then these ETFs are nice to hold.  Over the next year the sector is probably mostly sideways.  He thinks energy stocks will pull back more over the next 6 months.


Price: $6.900
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 HOLD Precision Drilling
PD-T
John Zechner

He sold it higher.  It is pulling back.  It is getting interesting at these levels.  They are a deep driller and doing better now.  In the short term you have to look around at other factors.  $90 oil prices leave less cash to be spent on drilling.  But he does not see a problem in starting to step into it.  He would not sell it.  There is a little more room on the downside on oil.


Price: $12.500
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 COMMENT Potash Corp of Saskatchewan
POT-T
Jon Vialoux

Typically agriculture stocks do well at this time of year. The peak period of seasonal strength for fertilizers is from about the end of July until mid-September. The breakdown in the price of corn, wheat and soybeans, hasn’t benefited stocks like this. Chart is showing lower highs. However, this did have a significant reversal on Friday, which is typically a bullish sign. You want to see this move above resistance of about $35. Nothing looks favourable in the near-term.


Price: $38.180
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 DON'T BUY RioCan Real Estate Investment
REI.UN-T
Larry Berman CFA, CMT, CTA

We are about to go into a phase where things that are interest rate sensitive will underperform.  This one does a lot of financing so it should underperform for the next year or so.  Dividends are safe. 


Price: $26.220
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 COMMENT Spartan Energy Corp
SPE-T
Jon Vialoux

We are not seeing seasonal tendencies materialize for the price of oil or the energy sector. This is not expected to do well if the price of oil is declining quite precipitously here. On the positive side, we’re not seeing the huge negative drawdowns that we have seen for some of the other stocks. Basically this has flat lined, so you could say it is consolidating. There is resistance at about $4.30 and support at about $3.75. Those are your Buy and Sell levels. Energy stocks do not perform well between now and December.


Price: $3.870
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 HOLD Suncor Energy Inc
SU-T
John Zechner

It is more of a gas play.  You are playing the winter weather story.  He would not necessarily be selling although he reduced his position recently.  It is stable and generates a lot of cash flows.  He would not throw more money at it, however.


Price: $43.070
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 TOP PICK Telus Corp
T-T
John Zechner

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.


Price: $39.560
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 COMMENT Teck Resources Ltd. (B)
TCK.B-T
Jon Vialoux

Seasonal tendencies on this, throughout the year, are rather sporadic. There is not a positive tendency for any particular month except for December. December tends to produce an average gain of about 8% and is positive about 90% of the time in the past 20 years. He can’t see too much positive about the chart.


Price: $23.340
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 HOLD Tricon Capital Group
TCN-T
John Zechner

The problem is the valuation.  It got ahead of itself.  Thinks you will be rewarded for hanging on.  Unless you are expecting a downturn in housing, these guys have a good business model.  It goes through lengthy consolidations.  It’s a good growth story.


Price: $7.760
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 HOLD Toronto Dominion
TD-T
Jon Vialoux

Canadian financials, starting in August all the way through to the end of the year, do phenomenally well. Chart is very positive showing higher highs and higher lows. You don’t trade the seasonals on this one. It is a long-term Hold.


Price: $57.600
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 BUY Trinidad Drilling Ltd
TDG-T
John Zechner

Likes it here.  Likes the Halliburton project.  He took profits recently, but now they have fallen so he is ready to buy back. Put it away for a while.  Their balance sheet is better than it was in the past.


Price: $8.790
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 WEAK BUY Tech Leaders Income Fund
TLF.UN-T
Larry Berman CFA, CMT, CTA

Likes the covered call overlay strategy.  It gives you a little less downside.  Generally he likes these strategies.  There is an ETF, however, that is going to be cheaper [not specified].  A nice way to play the markets.


Price: $10.150
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 SELL Trans Canada Corp
TRP-T
John Zechner

(Market Call Minute) 20+ multiple when it used to be 12 and for the same growth rate. 


Price: $58.880
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 BUY Transat A.T. Inc (B)
TRZ.B-T
John Zechner

Volatile and it is frustrating.  Their margins get impacted dramatically and the stock goes up and down.  You are paying almost nothing here for the operating of the company.  It could easily be trading at the mid-teens and the cash flow would protect it.  He would have no problem adding to it here.


Price: $8.590
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 WEAK BUY Vanguard FTSE All-World ex Canada
VXC-T
Larry Berman CFA, CMT, CTA

There is a question based on tax.  You should talk to your accountant based on foreign holdings rules.  Fine in a registered account. 


Price: $25.780
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-15 DON'T BUY Walgreen Co
WAG-N
Jon Vialoux

This chart is not looking too favourable here. Seasonal strength for this and stocks in general is to be from about the beginning of June all the way through to the end of the year. The 50 day moving average is pointing lower and he would think that would be resistance going forward.


Price: $62.720
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 BUY on WEAKNESS Wi-Lan Inc.
WIN-T
Jon Vialoux

Technology stocks can do quite well from October into January, through to the run-up in the Consumer Electronic Show. Chart shows this has been breaking out of a longer-term down trend. This looks appealing to Buy on weakness.


Price: $4.050
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 WEAK BUY Westjet Airlines
WJA-T
John Zechner

Does not see an acquisition.  In the end, the airline market in Canada has gotten a lot better.  Planes are fuller and earnings are improving.  AC.B-T has more torque to the upside so he owns that.


Price: $32.580
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Unknown
2014-09-15 PAST TOP PICK iShares S&P Global Timber & Forestry ETF
WOOD-Q
Jon Vialoux

*Short* (A Past Pick July 31/14. Down 2%.) Wood tends to climb this time of year, because it is a period of seasonal weakness for the housing market. After he recommended this, it went significantly lower but then it bounced because of a breakout in the price of lumber. Chart is showing a series of highs. This is still looking good, but watch the price of lumber very carefully.


Price: $51.400
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 COMMENT Western Energy Services
WRG-T
Jon Vialoux

The chart shows the trend is lower highs. The significant moving averages are pointing lower. There is nothing really positive about this. This could go significantly lower.


Price: $9.810
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 TOP PICK SPDR Technology ETF
XLK-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.


Price: $39.980
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: No
2014-09-15 DON'T BUY Yahoo!
YHOO-Q
John Zechner

The Alibaba part of the story is really well known.  There is a bit of a tax issue with how they monetize it in the future.  They have decent acquisitions. Prefers APPL-O, GOOGL-O and FB-O.  There are issues with Alibaba in terms of accounting and so on.


Price: $42.550
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: No
2014-09-15 COMMENT Yahoo!
YHOO-Q
Jon Vialoux

Seasonal strength for some of the Internet stocks tend to run from the beginning of September all the way through to the end of the year. Trends are still positive. 20 and 50 day moving averages are moving higher. He wouldn’t be surprised to see this pull back. If it comes down to its 50 day moving average, that would be a great buying opportunity.


Price: $42.550
Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias: UNKNOWN
Owned: Unknown
2014-09-15 PARTIAL SELL Yamana Gold Inc.
YRI-T
John Zechner

(Market Call Minute)  He doesn’t like gold here.  He is underweight.  This is one of three he owns, however.  They have their eye on the ball and shut down some unprofitable mines.


Price: $8.070
Subject: NORTH AMERICAN - LARGE
Bias: BEARISH
Owned: Yes
2014-09-15 DON'T BUY BMO Equal Weight REITs Index
ZRE-T
Larry Berman CFA, CMT, CTA

This sector is going into a correction phase by mid-next year. 


Price: $19.700
Subject: AGRICULTURE, DIVIDEND & FIXED INCOME
Bias: UNKNOWN
Owned: Unknown
2014-09-12 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (1)

Markets. Had thought there would be some kind of time correction as opposed to an actual 5%-10% correction, because there was too much money on the sideline. Because of this, he basically stayed fully invested, which was the right thing to do. Sold a position recently, so now has some cash. Markets are choppy. It’s September and October, so his current short-term thinking is that the market is really worried about the language from the Fed next week, and that maybe they raise rates sooner than they said. He doesn’t necessarily buy that, but it is getting priced in with a strong US$ and a weak Cdn$, weak bonds and weak pure yield stocks. On the other side, banks still do well. Lifecos are also beneficiaries of higher rates, so all those stocks are doing well. If the Fed says rates will stay low for a considerable time, he thinks there will be a bond market rally and you’ll see a Cdn$ rally back to $0.91 plus. Thinks the stock market is more nervous within sectors and he doesn’t think the market moves up a lot or down a lot. From here, we are really driven by earnings growth and/or the lack thereof, stock by stock and group by group. Canada has done very well, better than most G 20 countries. You now have to look at group and stock by stock.


Price: $0.020
Subject: CANADIAN LARGE
Bias: BULLISH
Owned: _N/A
2014-09-12 N/A A Comment -- General Comments From an Expert
A Commentary
Bruce Campbell (1)

Lumber stocks? Lumber prices have done well generally and the stocks have lagged a little bit. There is a soft 3rd quarter coming, but he expects US housing to pick up slowly and the 4th and 1st quarters to be better. (See Top Picks)


Price: $0.020
Subject: CANADIAN LARGE
Bias: BULLISH
Owned: _N/A
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