Opinions by Don Vialoux | StockChase
1892
Don Vialoux

Research Analyst

ON STOCKCHASE SINCE May 2004

TimingTheMarket.CA & EquityClock.COM

http://www.horizonsetfs.com/


Opinions by Don Vialoux


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2017-10-02

N/A
A Comment -- General Comments From an Expert 

Market.  We are into 10 dangerous days.  This is a time when companies give negative guidance and analysts reduce earnings estimates.  We had hurricanes and earthquakes this year.  After that things look better.  We are about to enter the period of seasonal strength for US and Canadian markets.  It takes until the middle of October for the strength to start.  It should happen again this year.  The first quarter of next year should be even better.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
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2017-10-02

DON'T BUY
A Comment -- General Comments From an Expert 

Oil.  We are starting to move into the trend already, over the last couple of days.  The period of seasonal weakness is coming into oil.  Stay away from it for now as well as energy stocks.  Late January we should go into another period of seasonal strength until May.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
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2017-10-02

N/A
A Comment -- General Comments From an Expert 

What is the most seasonally predictable?  The base metals sector is quite reliable.  Stocks are more predictable than ETFs.  Commodity prices are more reliably seasonal than stocks.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
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2017-10-02

COMMENT
Algonquin Power & Utilities Corp (AQN-T)

He does not know the seasonality.  Utility stocks do well in the summer.  We are in a trading range.  We are testing close to the bottom.  He would be a bit careful here.  Utilities typically underperform the market about now.  He is neutral.

electrical utilities
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $13.350
Owned: Unknown

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2017-10-02

PARTIAL SELL
Biogen IDEC Inc. (BIIB-Q)

Seasonal strength is from May until the end of September.  It is an opportunity to take some money off the table.

biotechnology/pharmaceutical
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $316.170
Owned: Unknown

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2017-10-02

PAST TOP PICK
CASH (CASH)

(A Top Pick Aug 4/17)  You want to hold it until two weeks from now when the markets in general start to move higher.

N/A
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.010
Owned: Yes

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2017-10-02

TOP PICK
SPDR Dow Jones Industrial Average ETF (DIA-N)

The technicals are positive as well as the seasonality.  It takes off this time of year.  60% of Dow company earnings are international.  Currency means you have a 5% growth already just from currency changes. 

E.T.F.'s
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $225.240
Owned: No

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2017-10-02

BUY
Dollarama Inc. (DOL-T)

It has not been around long enough to allow a seasonality study.  It is in a long term upward trend, momentum is positive and it is outperforming the market.  Retailing does well from the middle of September until the end of December.

Consumer Products
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $137.390
Owned: Unknown

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2017-10-02

PARTIAL SELL
Encana Corp (ECA-T)

It had a huge run over the last 4 or 5 weeks and now the period of seasonal strength comes to an end.  Nat. gas prices have broken key support levels so it does not look good for this one.  This year we are in a downward trending.  Take some money off the table and look for better opportunities.

oil/gas
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $14.550
Owned: Unknown

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2017-10-02

WAIT
Facebook (FB-Q)

There is no seasonal because there are not 20 years of data.  It tends to move higher in September, dip into October and run higher into December.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $169.470
Owned: Unknown

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2017-10-02

TOP PICK
First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG-T)

US industrials, trading on Toronto.  60% of their revenues come from international operations.  The recent currency changes add to their earnings.

E.T.F.'s
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $25.450
Owned: No

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2017-10-02

TOP PICK
First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ-T)

About 70% of companies have international revenues and so benefit from currency changes.

E.T.F.'s
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $29.840
Owned: No

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2017-10-02

BUY
CGI Group (A) (GIB.A-T)

The period of seasonal strength is from now until January.  The stock has good support and there is a good chance it will move above resistance. 

consulting
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $64.400
Owned: Unknown

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2017-10-02

BUY
Intel (INTC-Q)

It has strong seasonality from now until the first week in January.  It has already established an upward trend.  There is a very good chance it will break out.

electrical/electronic
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $39.040
Owned: Unknown

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2017-10-02

PARTIAL SELL
Kirkland Lake Gold (KL-T)

It has not been around in its current form for long enough for seasonal analysis.  Technically it has been one of the strongest gold stocks in Canada.  Historically it reaches a peak around now and goes into a period of weakness until the end of the year and then into another period of strength.  You might want to take some money off the table.

precious metals
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $16.350
Owned: Unknown

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4 Comments

stevedandy

December 31st 2012 at 10:24am

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 10:58am

Excellent point you make. Excellent stock to own.

Rob B

June 24th 2015 at 1:52pm

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 10:09am

Rob B
He has a kindly face...???
;>)


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