Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 12, 2016

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) An oil stock that you can hold and that will survive. Best in class in terms of adding resources. Growing their reserves even in this environment. Trading at 3.3X cash flow and 1.3X BV, and most importantly have no debt. Have cash on their balance sheet and a $200 million line of credit, so have room to grow if oil prices move higher. At around $40 Brent they can actually grow. Trade on a flowing barrel of around 37,000, versus its peers at around 60,000.

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) An oil stock that you can hold and that will survive. Best in class in terms of adding resources. Growing their reserves even in this environment. Trading at 3.3X cash flow and 1.3X BV, and most importantly have no debt. Have cash on their balance sheet and a $200 million line of credit, so have room to grow if oil prices move higher. At around $40 Brent they can actually grow. Trade on a flowing barrel of around 37,000, versus its peers at around 60,000.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$9.010
Owned
Yes
TOP PICK
TOP PICK
February 12, 2016

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) Transports led the market down, however at this point they are starting to lead. He is seeing a divergence between transports and the broad market. This is best in class. Great set of assets. Valuation has always been strong. Scores in the top 20% for low volatility. This is one to hold for the long-term, and will benefit from a cyclical recovery. Dividend yield of 1.96%.

(Canada is cheap from a cyclical basis, so his 3 Top Picks are ones that fit that theme and are cheap with good price momentum.) Transports led the market down, however at this point they are starting to lead. He is seeing a divergence between transports and the broad market. This is best in class. Great set of assets. Valuation has always been strong. Scores in the top 20% for low volatility. This is one to hold for the long-term, and will benefit from a cyclical recovery. Dividend yield of 1.96%.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$76.540
Owned
Yes
COMMENT
COMMENT
February 12, 2016

There has been no establishment of a support level yet. Technically it is clearly in a downward trend and trading less then its 20 day moving average as well is underperforming the market. There is no indication that this has stopped going down. There are no signs of support.

Twitter, Inc (TWTR-N)
February 12, 2016

There has been no establishment of a support level yet. Technically it is clearly in a downward trend and trading less then its 20 day moving average as well is underperforming the market. There is no indication that this has stopped going down. There are no signs of support.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$15.880
Owned
Unknown
COMMENT
COMMENT
February 12, 2016

Historically US banks bottom right around this time of year. What you want now are the technicals to support that. There are some early signs that this might want to be bottom at around current levels. Has been slightly outperforming the market, which has been going down. Probably slightly higher than its 20 day moving average, and momentum indicators are probably starting to show early signs of bottoming. Probably a good time to be considering this as an interesting seasonal play right through until approximately May.

Wells Fargo (WFC-N)
February 12, 2016

Historically US banks bottom right around this time of year. What you want now are the technicals to support that. There are some early signs that this might want to be bottom at around current levels. Has been slightly outperforming the market, which has been going down. Probably slightly higher than its 20 day moving average, and momentum indicators are probably starting to show early signs of bottoming. Probably a good time to be considering this as an interesting seasonal play right through until approximately May.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$47.310
Owned
Unknown
COMMENT
COMMENT
February 12, 2016

Normally forest product stocks do very well from the middle of October right through until April of each year. Recently came back to its low of October. Technically it has come back to support which is a good sign. A bounce from these levels implies that you are going to get a test of the previous high, and if you got a breakout above that level, that would be very, very bullish. There is still some time for the seasonal trade. Probably a good Hold at these levels if not a good Buy for a trade into April.

Interfor Corp (IFP-T)
February 12, 2016

Normally forest product stocks do very well from the middle of October right through until April of each year. Recently came back to its low of October. Technically it has come back to support which is a good sign. A bounce from these levels implies that you are going to get a test of the previous high, and if you got a breakout above that level, that would be very, very bullish. There is still some time for the seasonal trade. Probably a good Hold at these levels if not a good Buy for a trade into April.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$10.170
Owned
Unknown
WAIT
WAIT
February 12, 2016

Historically US banks start to show positive performance around this time of year, and move higher right through until approximately the beginning of May. Seasonality is clicking in, but technically the stock is in a downward trend and has yet to show signs of even trying to form a bottom. Has been underperforming the market and is trading below its 20 day moving average. Short-term momentum indicators are negative. Not a good one to buy. Wait until there are signs of it bottoming.

CitiGroup (C-N)
February 12, 2016

Historically US banks start to show positive performance around this time of year, and move higher right through until approximately the beginning of May. Seasonality is clicking in, but technically the stock is in a downward trend and has yet to show signs of even trying to form a bottom. Has been underperforming the market and is trading below its 20 day moving average. Short-term momentum indicators are negative. Not a good one to buy. Wait until there are signs of it bottoming.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$37.540
Owned
Unknown
HOLD
HOLD
February 12, 2016

Because he considers this to be a utility stock, utility stocks normally do very well in the summertime. Technically it looks very good. Recently broke to a new high. It’s in an upward trend and is outperforming the Canadian market and is above its 20 day moving average. RSIs are positive. A very attractive situation.

Because he considers this to be a utility stock, utility stocks normally do very well in the summertime. Technically it looks very good. Recently broke to a new high. It’s in an upward trend and is outperforming the Canadian market and is above its 20 day moving average. RSIs are positive. A very attractive situation.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$32.050
Owned
Unknown