Today, Jason Mann and Jon Vialoux commented about whether LMT-N, IGV-A, CME-Q, SIS-T, KXS-T, FLY-X, FTT-T, RDS.A-N, CASH, EEM-N, SU-T, DIS-N, AMZN-Q, TECK.B-T, CP-T, CIX-T, BBU.UN-T, GEI-T, ERF-T, QCOM-Q, WEF-T, EFN-T, CJT-T, CJ-T, HBM-T, TV-T, BNS-T, CTC.A-T, NPI-T, ATZ-T, ARX-T, MX-T, TCL.A-T, PXT-T, IAG-T, TECK.B-T, DR-T, UBER-N, MFC-T, CNQ-T, ACN-N, LIF-T are stocks to buy or sell.
"Sell in May, go away" strategy. The market actually trades higher over the summer months. Sell in May strategy gives 64% less of a return than just buy and hold. Gains tend to be larger from October to May. Lower your risk during the summer, by owning sectors such as healthcare, agriculture, staples, utilities, REITs, energy. Have to be more tactical in the off-season.
Analysis on oil. Was bullish on oil from end of January to a couple of weeks ago. Strong demand fundamentals were driving the price. Overhang is a supply glut. Expects to see price supported at $60-62 and then a move higher from there during summer driving season. Demand is there and should support it over the long term.