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

Viewing Expert

Brooke Thackray , President

Jov Investment Management


Date Signal Chart Symbol Company Opinion Price
2017-07-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. US markets are at near record highs, and it is not a screamingly cheap market. All the metrics are expensive. His concern is that we are in a richly valued market and we are entering the period that happens to be the 2 worst historically performance months of the year, Aug and Sept, back to back. We have to have a bit of a concern here. The Canadian market is not a place to hide. In the fall, the S&P 500 has historically out performed the TSX Composite. You want to be in more of the conservative sectors of the market, such as healthcare, utilities, telecoms.


Price:
$0.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
_N/A
2017-07-31 WAIT Must be logged in to use chart AMZN-Q Amazon.com

Seasonality for technology stocks usually starts on October 10. This just came out with earnings and the stock pulled back a little. We are starting to see some weakness overall in tech stocks. This could actually pull back to $875 if there is some weakness in the market and the technology sector.


Price:
$987.780
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 COMMENT Must be logged in to use chart APH-T Aphria Inc

Chart shows the stock reached a bottom recently, but has pulled back up again. His concern would be if it broke below $4.20. A lot of these “risk stocks” move with the market, and have nothing to do with the industry itself. Although technically this is fine, his concern would be if the market pulled back, people overall may just get out of this in order to reduce risks.


Price:
$6.460
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 COMMENT Must be logged in to use chart BCE-T BCE Inc.

The real seasonal period for telecoms is in September. The chart shows it is still in an uptrend, and paying a dividend of almost 5%. If we don’t break the trend, this is still a good stock to be in.


Price:
$58.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 WAIT Must be logged in to use chart BIR-T Birchcliff Energy Ltd.

A natural gas producer. Natural gas has 2 seasons; heating and cooling. This is not the season for natural gas. The last one was from March 22 to June 19. You want to be in the sector before the event actually takes place. Wait until September before actually taking a look.


Price:
$6.100
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 PAST TOP PICK Must be logged in to use chart CASH CASH

(A Top Pick April 25/17.)


Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-07-31 COMMENT Must be logged in to use chart CELG-Q Celgene Corp

Biotech stocks do really well this time of year from June 23 until September 13. Since 2002 they have been positive 88% of the time, and outperformed the S&P 500 88% of the time. July tends to be the best month for biotech stocks. The chart shows higher lows and a little bit of a break out. From a technical standpoint, this is positive. Very often, he will sell his biotech stocks later on in August.


Price:
$135.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

From a seasonal point of view, rails do not do well at this time of year. In fact, there is a pullback in the overall transportation sector. The chart shows this has broken its upward trend. He has a small Short position on the transportation sector. Rails during the month of August, since 1990, have produced an average loss of 2.6%, and have only been positive 42% of the time.


Price:
$98.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 DON'T BUY Must be logged in to use chart FFH-T Fairfax Financial

Technically, the chart is showing a bearish triangle, and we haven’t broken above that. When you break below a support line, you want to break above it before you consider it. This is not the seasonal period for this company. If you are interested in this, wait until it goes above $600 and then have a look.


Price:
$594.510
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 TOP PICK Must be logged in to use chart FHU-T First Trust AlphaDEX U.S. Utility Sector Index

This is somewhat of a bond proxy. The utility sector has done quite well. This is the time of year to be in utilities, from July 27 to October 3. Dividend yield of 3.5%.


Price:
$23.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-07-31 COMMENT Must be logged in to use chart FXE-N CurrencyShares Euro Trust

Chart shows a neckline formation. There is a rise in the euro this year as the US$ has been going down. The seasonal period for the US$ is towards the end of the year. Unless this is in the seasonal period, he is not going to do anything. Wait for it to break 3% above the neck line.


Price:
$114.450
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 DON'T BUY Must be logged in to use chart G-T Goldcorp Inc

Seasonal period for gold miners is usually from July into late September and the beginning of October. Chinese have been big buyers of gold. 10-15 years ago that wasn’t the case. There have been some run ups in January. You have to realize there is a little more risk to gold miners because they are leveraged to gold. Gold can do well, but if the stock market is not doing well, gold miners are probably going to pull back also. Right now, we are in the downtrend for gold miners.


Price:
$16.370
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-07-31 WAIT Must be logged in to use chart GOOGL-Q Alphabet Inc. (A)

Everybody’s favourite FANG stock, and it has done well. A great company and growing. Recently reported with a beat, and yet investors still made it pull back. It hit resistance at around $1000, and may be in a consolidation period. Based on a technical perspective, he would not be investing in this right now. Wait for it to go through $1000 on strength.


Price:
$945.500
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-31 PAST TOP PICK Must be logged in to use chart HTB-T Horizons US 7 10 Year Treasury Bond ETF

(A Top Pick April 25/17. Down 6.76%.) This mirrors a similar US product, which has actually gone up. The difference basically represents the currency. Aug-Sept are the best times for fixed income, and seasonally this makes sense.


Price:
$51.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-07-31 TOP PICK Must be logged in to use chart HUG-T HBP Comex Gold ETF

Gold tends to do well at this time of year. Supply basically remain fairly constant over time, but the demand picks up in the 4th quarter because of the Indian wedding season. The fabricators need to buy the gold, which happens in the summer months.


Price:
$11.700
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 756 entries
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