Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 23, 2018
Consumer staples are defensive, so it's outperformed the wider market. Seasonally, it shines Jan.16-June 14. Has had a mild, long-term trend of lower-lows and lower-highs, but momentum is now turning higher. Not a place for long-term capital appreciation. This is a first-half of the year story, really.
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Saputo Inc. (SAP-T)
November 23, 2018
Consumer staples are defensive, so it's outperformed the wider market. Seasonally, it shines Jan.16-June 14. Has had a mild, long-term trend of lower-lows and lower-highs, but momentum is now turning higher. Not a place for long-term capital appreciation. This is a first-half of the year story, really.
WATCH
WATCH
November 23, 2018
Had a parabolic trend earlier this year, which means it's unsustainable--which is what happened this fall. It sold off after its latest product launches. Since then, it's seen a parabolic trend lower, which is also unsustainable. It should be forming a bottom soon. Seasonally, it's June 12-Sept.24. Q4 is good for tech stocks.
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Apple (AAPL-Q)
November 23, 2018
Had a parabolic trend earlier this year, which means it's unsustainable--which is what happened this fall. It sold off after its latest product launches. Since then, it's seen a parabolic trend lower, which is also unsustainable. It should be forming a bottom soon. Seasonally, it's June 12-Sept.24. Q4 is good for tech stocks.
DON'T BUY
DON'T BUY
November 23, 2018
Now should be a good time for Canadian banks; it's not happening which is a little worrying. Seasonally, CIBC does well in the first-half of a year, Jan. 14 - Apr. 14. It's enjoyed higher highs and lows in recent years. CIBC has come down during it seasonal strength (before earnings) and has resisted its 200-day moving avergage. This is concerning for the long term. He doesn't know if next week's earnings will be a catalyst.
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Now should be a good time for Canadian banks; it's not happening which is a little worrying. Seasonally, CIBC does well in the first-half of a year, Jan. 14 - Apr. 14. It's enjoyed higher highs and lows in recent years. CIBC has come down during it seasonal strength (before earnings) and has resisted its 200-day moving avergage. This is concerning for the long term. He doesn't know if next week's earnings will be a catalyst.
COMMENT
COMMENT
November 23, 2018
Seasonally, it does well Jan. 7- May 21, outperforming the market. Since 2016, it's been in a trading range topping at $46, but there's no sign it will break above that soon--the same goes with all the grocers. This sector should pick up this time of year. These cyclicals are around the bottom now.
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Metro Inc (A) (MRU-T)
November 23, 2018
Seasonally, it does well Jan. 7- May 21, outperforming the market. Since 2016, it's been in a trading range topping at $46, but there's no sign it will break above that soon--the same goes with all the grocers. This sector should pick up this time of year. These cyclicals are around the bottom now.
BUY
BUY
November 23, 2018
Seasonally: Dec.12-May 9, so typical strength is coming. But it's had a parabolic decline, far below its 200-day moving average. He expects that investors will sell between $25-35, because the stock fell so sharply recently and those investors didn't have a chance to sell. It's a buying opportunity now.
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Maxar Technologies (MAXR-T)
November 23, 2018
Seasonally: Dec.12-May 9, so typical strength is coming. But it's had a parabolic decline, far below its 200-day moving average. He expects that investors will sell between $25-35, because the stock fell so sharply recently and those investors didn't have a chance to sell. It's a buying opportunity now.
DON'T BUY
DON'T BUY
November 23, 2018
It does better in the springtime before summer driving season. This year's it's seen lower-lows and -highs. It's below its 200-day moving average. Oil price has plunged. Can CFW benefit from current $53 oil?
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It does better in the springtime before summer driving season. This year's it's seen lower-lows and -highs. It's below its 200-day moving average. Oil price has plunged. Can CFW benefit from current $53 oil?
BUY
BUY
November 23, 2018
We're now beyond seasonality (Aug.2-Nov.11), but Visa has done really well. Payment companies won't go out of style. It's enjoyed higher-highs and -lows. Visa will benefit from holiday shopping. A good time now.
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Visa Inc. (V-N)
November 23, 2018
We're now beyond seasonality (Aug.2-Nov.11), but Visa has done really well. Payment companies won't go out of style. It's enjoyed higher-highs and -lows. Visa will benefit from holiday shopping. A good time now.