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

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-27 $0.000

Markets.  The breadth of the NASDAQ is lowering even though it made an all time high last week.  The Russell 2000 (mostly NASDAQ small cap stocks) was actually down on the day, which is not a positive sign.  OIH-N is bottoming, but because the glut in oil supply is not getting cleaned up any time soon, this bottoming process will take some time.  Maybe into next year it will come back down again as part of that bottom process.  Take some long term money and put it into the energy sector for 5 years and get a good dividend.  We are starting to see growth in Europe.  The biggest export in Greece is refined oil products.  He thinks this will be an interesting play.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Berman's Call 2015-04-27 $0.000

Educational Segment.  Couch Potato Investor.  There is risk in buying and holding.  RAFI smart indexes have a great track record of forecasting forward based on what the inflation rate is, on bond yields and what a 60/40 balanced portfolio might look like as we move forward.  They are forecasting a 4% return in a balanced portfolio over the next 10 years.  They have a web site so people can follow this.  You have to look at risk and return together.  Higher returns are going to come in the future from emerging markets. 

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN _N/A View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-27 $0.000

Markets.  The big story is that since the beginning of the year 14 countries have cut interest rates around the world.  There is very anemic global growth and deflationary worries around the world.  Interest rates should stay lower for longer.  He likes mid cap value and small cap stocks.  There are bargains out there but they are increasingly hard to find.  He is keeping more than 5% cash on the books.  Over half of his stocks are benefiting from a higher US$.  This approach should pay him good dividends for the remainder of the year. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS _N/A View
BUY ADW.A-T Andres Wines Market Call (BNN TV) 2015-04-27 $0.000

A core position, 6-7 times PE.  Not expensive.  It is well managed and growing.  Selling alcohol in the grocery stores should not hurt them.  It is a tremendous growth story.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
PAST TOP PICK AGF.B-T AGF Management (B) Market Call (BNN TV) 2015-04-27 $0.000

(Top Pick May 5/14, Down 34.25%) He got out.  He had thought they could turn the AGF assets around.  There are fairly large gross outflows from the mutual funds.  They had to cut the dividend.  It’s dead money for now.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
DON'T BUY CAO-T Cara Operations Ltd. Market Call (BNN TV) 2015-04-27 $0.000

The valuation is extremely expensive.  He feels this whole sector is very saturated, competitive and expensive. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
BUY on WEAKNESS CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-27 $0.000

Core holding.  A Huge winner.  Done a great job growing by acquisition and have also grown organically. Wait for weakness to buy.  They are becoming more and more entrenched with their clients. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
PAST TOP PICK CDV-T Com Dev International Ltd. Market Call (BNN TV) 2015-04-27 $0.000

(Top Pick May 5/14, Up 34.70%)  The stock treaded water for a while.  He knew there was potential in a business called ‘exact earth’.  The stock is up about a dollar due to re-valuation.  They also made two more acquisitions in the last year.  They made a lot of really good moves.  The core business is worth a lot more.  It is a core position for him.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS CHE.UN-T Chemtrade Logisitics Inc. Market Call (BNN TV) 2015-04-27 $0.000

(Market Call Minute) A Well managed company.  Not a lot of organic growth.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK CHR.B-T Chorus Aviation Inc Market Call (BNN TV) 2015-04-27 $0.000

They keep missing guidance and have underperforming assets.  Thinks they have the safest value.  9 times free cash flow.  Great recurring revenues.  Just signed a deal to take content away from DHX media.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
HOLD CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-27 $0.000

A rock solid company.  Trades at a premium and is rather expensive.  He is watching it.  Hold it and buy more if it goes down a lot.  Don’t think about stop losses.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY CWX-T Canwel Building Materials Ltd. Market Call (BNN TV) 2015-04-27 $0.000

(Market Call Minute) Very low margin.  It is not going to go anywhere for years to come.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
TOP PICK DBO-T D-Box Technologies Market Call (BNN TV) 2015-04-27 $0.000

Montreal based technology concerned with motion in movie theatre seats.  CGX-T has been rolling them out in their theatres.  They are the only company that has permission to motion code movies from Hollywood.  They have a global monopoly at present.  Tremendous international sales.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY DCI-T DirectCash Payments Inc Market Call (BNN TV) 2015-04-27 $0.000

One of his biggest positions.  Owned since the IPO.  Loves the company.  7-7.5 times PE.  Payout ratio about 50%.  Doing a great job growing international business.  Now is the time to get into this name.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-27 $0.000

(Market Call Minute) They lost business from the Disney Channel and the stock has not reacted to that fully.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
HOLD EFN-T Element Financial Market Call (BNN TV) 2015-04-27 $0.000

They generated a lot of revenue from fees and he needs to know the source of them.  He needs to know it is not a play on credit ratings just so you get a lower cost of funds.  He would suggest you keep it if you hold it.  Keep an eye on the sectors they are in.  They are well managed and well positioned.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
HOLD GIB.A-T CGI Group (A) Market Call (BNN TV) 2015-04-27 $0.000

Had a very good run.  An acquisition strategy.  You have to be leery about the true organic growth.  There were some account issues.  But they seem to have overcome the skeptics.  It is expensive at these levels.  You have to see where future growth is going to come from.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY HNU-T HBP NYMEX Nat'l Gas Bull+ Berman's Call 2015-04-27 $0.000

There is always risk in these.  Every day, to get the 2 to 1 leverage, when the market goes up they have to buy more of the derivative the next day to get the same benefit.  When the underlying commodity is volatile, you get more erosion of the ETF value.  Nat gas is amongst the highest in volatility.  It is better to play it with the equity ETFs.  ZJN-T, for example.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
COMMENT HVI-T Horizons BetaPro S&P 500 VIX ST Future Inverse ETF Berman's Call 2015-04-27 $0.000

When the markets go down the VIX spikes up.  This ETF will work for a few days but you have to be precise on the timing on when to go into it.  This one makes money when you think the markets are going up.  When the markets go down, this one goes down very hard.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY on WEAKNESS L-T Loblaw Companies Ltd Market Call (BNN TV) 2015-04-27 $0.000

They may have more synergies and results because of Shoppers, but it is a very expensive and tough sector.  He would only buy it on weakness.  In hind sight he should have kept his shoppers stock before the acquisition and held it as L-T.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY LGT.B-T Logistec Corp Market Call (BNN TV) 2015-04-27 $0.000

One of his largest holdings for 9 years.  Used to be dirt cheap and growing and is now revalued as an infrastructure stock.  They have some huge projects to expand their container facility in Montreal.  Well warranted valuation.  15 times forward earnings.  Buy it and put it away.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY NFI-T New Flyer Industries Inc. Market Call (BNN TV) 2015-04-27 $0.000

(Market Call Minute) Not a lot of growth.  Based on municipal contracts.  You have to look at the back log.  It is a low margin business.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
COMMENT NHC-T Nobilis Health Corp Market Call (BNN TV) 2015-04-27 $0.000

Really likes the story but the stock went parabolic and they issued a lot of shares last week.  Initially the stock reacted positively.  Now there is an overhang that a founding shareholder still holds a lot of shares he wants to sell.  He does not know if they can keep up their buying of troubled hospitals over the next couple of years.  In the $6 range, it would be interesting for him.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY NLN-T Neulion Market Call (BNN TV) 2015-04-27 $0.000

An American company listed on Toronto.  They did a reverse takeover of a company in a similar space.  Mostly US$ revenue.  Also an arrangement with Rogers.  Loves the company.  It is the backbone for live sports streaming.  They have a huge international market to go after.  A great hedge to a traditional broadcaster.  It could be a takeover candidate over the next few years.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY on WEAKNESS OTC-T Open Text Market Call (BNN TV) 2015-04-27 $0.000

(Market Call Minute) Thinks it will end up getting taken out.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
DON'T BUY PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-27 $0.000

His impressions were that they are focused on an acquisition and roll up strategy.  Their conference call did not focus on operations.  He does not know if they can integrate their acquisitions and operate them properly. 

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
PAST TOP PICK QHR-X QHR Corp. Market Call (BNN TV) 2015-04-27 $0.000

(Top Pick May 5/14, Up 1.44%) A core position of his.  He buys more on weakness.  They have an integrated platform coast to coast.  Thinks they will sell off a US asset and it will boost the stock.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
DON'T BUY RCI.B-T Rogers Communcations (B) Market Call (BNN TV) 2015-04-27 $0.000

Cable Companies.  He avoided since ’08.  Thinks IP TV will eat Rogers for lunch.  He sold Shaw recently.  Cable is exposed.  They paid a lot for NHL hockey rights.  He has BCE-T and T-T.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS No View
WATCH SU-T Suncor Energy Inc Berman's Call 2015-04-27 $0.000

2/3rds of revenue is from refining and marketing through Petrocan gas stations.  He expects them to surprise to the upside.  Technically there is a lot of overhead resistance in the $42 area.  If oil prices revisit their lows then this one will fall to $35 and he really likes owning it there and then sell close to $42.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
BUY SVC-T Sandvine Corp. Market Call (BNN TV) 2015-04-27 $0.000

The latest addition to his portfolio.  He felt it was tremendously undervalued as a technology company.  Management may have had credibility issues in the past.  He is going to hold it for quite a while.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY on WEAKNESS TCS-T Tecsys Inc Market Call (BNN TV) 2015-04-27 $0.000

It is not early days.  The stock is fairly expensive but he would look at it on a pullback.  It is way ahead of itself right now.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Unknown View
BUY URA-N Global X Uranium ETF Berman's Call 2015-04-27 $0.000

There is not a Canadian ETF that is similar.  He loves the sector longer term.  The uranium sector has been crushed 60-70% since the Japan crisis so it is ready for double or triple.  We could lose 10-15% in the currency but that is not a problem.  There is an easy 50% in the next two years in the ETF.  It will be very volatile.  You have no choice but to take on the US$ exposure.

Larry Berman CFA, CMT, CTA NORTH AMERICAN - LARGE & ETFs UNKNOWN Unknown View
TOP PICK VLN-T Velan Inc Market Call (BNN TV) 2015-04-27 $0.000

Global leader of valves from Montreal.  Classic value play, trading just above 1 times NAV.  They report in US dollars.  About 11 times earnings.  The founder is 97 years old.  If it is ever sold he figures it would get he figures it could get as much as $30 a share.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
HOLD WIN-T Wi-Lan Inc. Market Call (BNN TV) 2015-04-27 $0.000

It is much harder to go after companies for royalties than it used to be.  They lost a couple of rounds with Apple.  There is not a lot of downside risk to revenues.  He does not see a lot of upside, however.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
BUY XSR-T Canadian Satellite Radio Market Call (BNN TV) 2015-04-27 $0.000

Generates great free cash flow.  In the US the sector is about 15-16 times cash flow.  10 times in Canada.  Canada is about three years behind the US.  This is a great point to get in.  A safe and good time to buy it.

Stephen Takacsy, B. Eng, MBA CANADIAN CAUTIOUS Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

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.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2015-04-24 $0.020

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT AAPL-Q Apple Market Call (BNN TV) 2015-04-24 $130.280

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT AGU-T Agrium Market Call (BNN TV) 2015-04-24 $127.900

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK ARE-T Aecon Group Inc Market Call (BNN TV) 2015-04-24 $13.150

(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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WAIT BCE-T BCE Inc. Market Call (BNN TV) 2015-04-24 $54.660

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
SELL CCL.B-T CCL Industries (B) Market Call (BNN TV) 2015-04-24 $141.120

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CNR-T Canadian National R.R. Market Call (BNN TV) 2015-04-24 $80.540

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY CVE-T Cenovus Energy Market Call (BNN TV) 2015-04-24 $23.340

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT CXR-T Concordia Healthcare Market Call (BNN TV) 2015-04-24 $92.810

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY DHX.B-T DHX Media Market Call (BNN TV) 2015-04-24 $8.360

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK EFA-N iShares MSCI EAFE E.T.F. Market Call (BNN TV) 2015-04-24 $67.400

(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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Yes View
TOP PICK HFR-T HAP Floating Rate Bond ETF Market Call (BNN TV) 2015-04-24 $10.160

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT IBB-Q iShares Nasdaq BioTech ETF Market Call (BNN TV) 2015-04-24 $363.700

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
PAST TOP PICK MRE-T Martinrea Market Call (BNN TV) 2015-04-24 $12.340

(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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
WATCH PHM-X Patient Home Monitoring Market Call (BNN TV) 2015-04-24 $1.620

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.)

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT POT-T Potash Corp of Saskatchewan Market Call (BNN TV) 2015-04-24 $40.590

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY SWY-T Stornoway Diamond Market Call (BNN TV) 2015-04-24 $0.660

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT VLO-N Valero Energy Corp Market Call (BNN TV) 2015-04-24 $60.050

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
DON'T BUY WJA-T Westjet Airlines Market Call (BNN TV) 2015-04-24 $27.140

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
COMMENT XRE-T iShares S&P/TSX Capped REIT Market Call (BNN TV) 2015-04-24 $17.230

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).

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WATCH ZGI-T BMO Global Infrastructure ETF Market Call (BNN TV) 2015-04-24 $34.460

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
TOP PICK ZLB-T BMO Low Volatility Cdn Eqty ETF Market Call (BNN TV) 2015-04-24 $27.380

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS No View
COMMENT ZRE-T BMO Equal Weight REITs Index Market Call (BNN TV) 2015-04-24 $20.850

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.

Jon Vialoux TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
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