Gold seasonality. All commodities have less robust seasonal trends than other stock market sectors. Late December into February and then early July into late September are its periods of seasonal strength. Longer term the fundamentals are good for gold. He would look at it in a month or two.

It has been a relief overall. It is similar to Gold Bullion. He would hold off on it right now. Gold stocks have gotten ahead of the bullion.

It is a streamer. It has done really well. It is more likely to increase within its period of seasonal strength. It is a good holding for longer term. Don't sell it. We are close to the period where it can do well.

It has benefited from the fall in Natural Gas prices, which is its feed stock, but it suffered with the drop off in demand for gasoline. He would say it is similar in seasonality to WTI. If oil gets strength, this one should do well, consider late in the summer time. We aren't there yet.

Good dividend around 5% and they are in the right sector at the right time. This is essentially a utility. It has been outperforming the market. It will be good to hold into July.

They did this project to create polypropylene. Investors don’t like large projects when things become uncertain. He does not want to take any risks right now. They cut their dividend about 70% and that is factored into the price. He would not switch out of it. Pipelines are similar seasonally to oil but are strong longer. He'd be cautious after that. It may do okay for the next few weeks, however.

You need to keep some powder dry. This is a time, seasonally, to be more defensive over the summer. Look for opportunities as they develop. He just started this week. There is a possibility to go back down to the March lows.

Everyone is rushing into tech but if things turn down, it will be hit quite hard. Seasonally it is weak starting in June. He would flick the switch to consumer staples right now.

The healthcare sector has outperformed the S&P since February. There is a lot of money going into this sector. It tends to do well this time of year also. We also have to be more cautious in election years but it will be harder for this sector to be kicked back and forth like a football.

Market. The market is a little bit frothy right now so you expect a little bit of a pause. Then the Corona virus is taking a bit back. We are responding to the FED and the Corona virus. If the economy falters a little bit, the FED will come into the market and try to support it. Morgan Stanley is taking over E-Trade in a multibillion dollar deal in an all stock deal. This is not an opportunity to get in. Is there really going to be that much synergy? And we are at a market top. They are paying a lot for it. The fund he works with is fully invested. We are a couple of months away from where the market seasonally moves into a more unfavourable period. He thinks you need to be a little more defensive now. L-T is perhaps a little too defensive. It is too early for that one. Gold is just finishing its seasonal period of strength. The Corona virus is an unknown. There is a lot of optimism about its being contained at present. There is a greater risk that this is different than SARS.

The overall auto industry came back from 2009. It came roaring back and then slowly came down in the US. Global sales are the same. Investors don’t want to go into a mature industry that has to change. The industry is seasonally strong at this time but he would not be taking it on now.

The banks had a lack luster performance in the last quarters and analysts really cut their ratings on the banks, so it may be an opportunity to get back into them. He is looking at a breakout from the October peak. They are starting to bounce back again.

We just finished seasonality on Gold. We had a rising trend line that broke in 2019. He is not sure that this is the opportunity even though we are in the period of seasonal strength.

It has performed very poorly. They underperformed recently but gave some strong guidance for this year. This is not the seasonal time for AG stocks. We broke down below a 2018 low. They are saying famers HAVE to apply fertilizer but he is not sold on that theory. There is nothing technically to say this is a place to buy it. It is still a downward trend.