Timing the market is not a good idea as most experts but seasonal investing seems to work - He runs the website Timigthemarkets.ca so he is for it, but he just wouldn’t advocate anybody to do it. Seasonality should be seen as a tail wind for stocks but should be seen in conjunction with fundamentals and technicals.
He likes the auto parts companies. Average age of cars in the US is 11 ½. You will need parts for new cars and used cars. Positive in the 16 of the last 22 years. Seasonality to but is in the spring. Picks around July. Technically looks very solid. Higher highs and higher lows. Everything looks favorable for the stock. Trading at 10 times earnings.
(A Top Pick September 29/17 - Up 24%) They were bullish in commodities coming into this year. This is the largest miner. Still like it.