Viewing Expert Don Vialoux | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Don Vialoux , Research Analyst

TimingTheMarket.CA & EquityClock.COM

Contact Info

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


Date Signal Chart Symbol Company Opinion Price
2017-03-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. The US Fed just increased interest rates by 25 basis points, but no one expected only 2 more rate hikes so the market rallied. The big thing was in currencies. The US$ Index went down about 1% and the Cdn$ went up about 1%. That had a huge impact on commodity prices. The big surprise was that the strongest, based on ETF transactions, was not in North America, but outside in things like emerging markets, up about 2.5%. The key is to think outside of the box (North America), and you can do very well.

Canada. Technically the TSE composite broke a fairly important support level yesterday, 15,396. This is important, because the TSE composite completed a head and shoulders pattern yesterday. That is not good for Canadian markets going forward.

U.S. In the Dow, markets normally do okay until the new president comes out with his State of the Union address, around the end of February. Markets have a history of moving slightly lower in the next few months, because usually new presidents are trying to form new cabinets which takes time. After that, markets move higher. The key is to be patient for the next couple of months. You aren’t probably going to make much money in either the Canadian or US markets until after that.

European markets are outperforming both the US and Canadian equity markets despite all the European elections going on. Even better than that, are the emerging markets. They have the dynamic economies right now. That is where the real action is going to be over the next few months.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Cdn$. This has very strong seasonality. Historically, from around the middle of March, it normally reaches a very important low, and moves higher through until the middle of May of each year. It has a lot to do with US activity generating more demand for Canadian commodities.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-15 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Energy. Oil had a big jump today because of better than expected inventory data. The other component, of course, is the weaker US$. Historically, crude oil’s seasonality is positive this time of year. It has a lot to do with growing economic activity coming in the spring time. There is good reason to believe that it will be even stronger than average this year. This has a lot to do with the weather. He is expecting greater demand for crude oil and for natural gas.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-15 WATCH Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Historically, gold and gold stocks have a history of 2 periods of seasonal strength. The most recent has been from the middle of December right through until the 3rd week of February. It then has a history of moving lower. The other period of seasonal strength is from July through until October. We’ve now passed the period of seasonal strength. If you own gold, you want to use the strength meter that we are probably going to see in the next few days as an opportunity to lighten up.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks? These have sold off in the last week or so, and is providing a buying opportunity. On a seasonal basis, the banks normally do very well from about the middle of March through to the end of April or the beginning of May. This is the time when people are buying new cars, fixing up houses, spending a lot of money. The recent weakness in the banks is providing a buying opportunity for a nice seasonal trade, at least until around the end of April or beginning of May.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This is a good choice because historically, on a seasonal basis, it goes right through until the middle of May each year. We are currently in the period of seasonal strength. Chart shows that it has recently started moving on the upside and broke above its previous highs, and is currently outperforming the market.


Price:
$49.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 WATCH Must be logged in to use chart BIR-T Birchcliff Energy Ltd.

A gassy stock and has very strong seasonality, historically from around the last week in January right through until approximately the middle of May. However, it is not happening this year, so wait until the technicals confirm that seasonal trends are actually occurring. This is still in a downward trend.


Price:
$6.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 PAST TOP PICK Must be logged in to use chart CASH CASH

(A Top Pick Jan 20/17.) This was kind of a chicken recommendation which worked out quite well. Both the Canadian and US equity markets are looking a little rocky over the next 2 months. You want to be cautious over the next 2 months.


Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-03-15 TOP PICK Must be logged in to use chart CASH CASH

He is very conservative on what can happen to equity markets over the next few months. Yesterday we had the TSE Composite complete a head and shoulders pattern. The downside technical target on that pattern is 14,850. It’s not a huge amount, but it is about a 3.5% drop that you can expect to see in the Canadian equity market over the next few months.


Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-03-15 HOLD Must be logged in to use chart CCL-N Carnival Corp.

Cruise ships have a tendency to do very well in the latter part of the year and into the spring. Chart shows a long-term upward trend from 2014 and it just recently broke to new highs. This is outperforming the market, and we are still in a period of seasonal strength. When owning a stock, you want technicals showing an upward trend and positive strength relative to the S&P 500, with positive seasonality as the extra positive. If you own, continue holding until April.


Price:
$57.370
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 HOLD Must be logged in to use chart CCL.B-T CCL Industries (B)

This has a history of moving higher, normally from around November of each year through until April. Technically, the stock is in an upward trend and is outperforming the market.


Price:
$299.350
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 TOP PICK Must be logged in to use chart EEM-N iShares MSCI Emerging Markets Index

(This is in US$, but is also available in Cnd$ through ZEM-T, FDE-T and SHZ-T, which also offers a nice dividend yield.) Technically, the chart shows a nice upward trend, and today, after 2 PM we had a break out to a new high. The growth is coming from India, China, South Korea, Brazil, Taiwan. Seasonally, this runs from the middle of January right through to approximately the end of April.


Price:
$39.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-03-15 WAIT Must be logged in to use chart EXE-T Extendicare Inc

This is more of a defensive stock, and its period of seasonal strength tends to be more in the summertime. You want to be an owner of this as you get close to June of each year right through until approximately September.


Price:
$10.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 COMMENT Must be logged in to use chart IVN-T Ivanhoe Mines

This has very strong periods of seasonal strength from about October through until usually April. The chart shows it is currently trying to form support at around $2.80. There is still a period of strength going forward, so there is an opportunity to continue owning this. There is a good chance of this taking a shot at its previous high. If it gets to that level, that would be the opportunity to take profits.


Price:
$4.260
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-15 COMMENT Must be logged in to use chart K-T Kinross Gold

A classic example of a gold stock. This has very strong seasonality during the early part of the 2 cycles for gold. Historically that is from the middle of December through until around the 3rd week in February. We are now outside of the period of seasonality until we get to the period of seasonal strength, around the 2nd week of July.


Price:
$4.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 1,683 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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