Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. Last week we saw the market starting to roll over. The transports really got hit. The DOW Transportation Index moved significantly lower into October and last week it moved down 2.79% so we are clearly into the corrective phase already. He recommends gold and gold stocks. As you get into the summer time there is a slowdown in the use of transportation services. 39% of the S&P stocks report results this week. When the DOW companies report he feel there will be a selloff in that market.

It takes time for companies to merge operations after an acquisition. Typically BCE-T does well this time of year, but not this year. It seems to be forming a bit of a base here, but wait for it to move more above that base. There is no compelling reason to get excited right now.

Seasonally it does well in the spring time. It has been forming a trading range. If it breaks below the support then it becomes a head and shoulders pattern. There are some warning signs that the stock is having some difficulties.

The summer picture season is not as dramatic as it was last year. We recently had a break of support back to March. Now is not a good time to buy it. It is in a downward trend. There may be interesting potentials closer to the end of the year.

Natural Gas. It has two periods of seasonal strength. One is in the summer time when it is used for generation of power for air conditioning. It is still in a downward trend and is building a base. If it breaks out above $3.05 there will be an interesting trade on Nat. Gas. A good way to play it is to invest in Nat. Gas stocks. Gassy stocks are starting to show some interesting bottoming patterns. Watch for results from gassy stocks.

It has a period of strength from September to December each year. We are still in a downward trend and it is forming a base. It is too early to consider it from a seasonal perspective. Take another look in the fall.

They report tomorrow. The numbers are going to be mixed in gold producers. On a technical basis, G-T is starting to form a base and typically bottoms about now. A move above its trading range would signal the start of its seasonal trade to the beginning of October.

An excellent way of sitting on cash. Between now and mid-October, we have volatile markets seasonally and this is a cash equivalent.

Educational segment. How to Play Earnings Season. Next week is the big week. Looking at Canada’s top 60 TSX companies, earnings should be up 11.3%, 47 should report higher earnings. Base metals and energy are expecting the biggest percentage gains. Look for those that had a loss last year at this time and report a profit this year. The banks are expected to have robust earnings coming into this quarter. The key in gold is how they calculate their future asset base.

Markets. The market is looking expensive by quite a few metrics. Sentiment is pretty strong. In 2012 the total value of the future performance of a company was 54% and now it is 71%. The rest of the value is fixed and working capital. The FANG stocks are surprising okay. He is little leery of AAPL-Q, however.

There are better cable companies, but he likes this one. Most people should own those types of names. He prefers the metrics of CCA-T.

He flips back and forth on it. They have a negative return on capital. He does not think it is going to be able to come back. They have not shown him enough for now. He is not there yet.

News items make it difficult for anyone to analyze. They have one of the best returns of capital. The rules have changed. Probably it is okay. Usually the rule changes sound more threatening than they really are.

It is really quite a good company. There is no question about it. He always likes to see an upward trend in the return on capital, which we have. Valuation is a little rich, but when you have a high quality company it tends to be justified.

It is not in its hay day right now. That was in 2010. Every year their return on capital keeps getting worse.