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Market. There is this unprecedented fall and then unprecedented rally. There is a lot of belief that we are going to get out soon after being locked in for so long. People are overestimating how long it will take for the economy to get back on track. Even six months from now it will still be trying to get back on track. The economic picture is not really bright. We're back up to 2900 and this is a major resistance level for the market if you go back to 2018. It would make sense for the market to pause a bit. On average the stock market tends to perform weaker and is not a strong period for the market, but it is not where you tend to get big huge gains. 'sell in May'…

Canadian Energy Sector and especially XEG-T. XEG-T is a great ETF to play the energy market overall. It is a good core position for the Canadian sector. Seasonally it is strong until May 9. It is based on supply/demand imbalances. It is not working right now but does not mean it will not work soon. The net seasonal period is late July into early October. When he finds weakness through the summer it often work well in the fall. But he would not look at it right now.

Canadian Energy Sector and especially XEG-T. XEG-T is a great ETF to play the energy market overall. It is a good core position for the Canadian sector. Seasonally it is strong until May 9. It is based on supply/demand imbalances. It is not working right now but does not mean it will not work soon. The net seasonal period is late July into early October. When he finds weakness through the summer it often work well in the fall. But he would not look at it right now.

You have to know what you are buying. This is a fantastic management team. They own companies for income. You have to know what is underneath it. There are a couple of holdings that will not open up so fast as you might think, like a public gym. They might cut their dividend at some point.

The parks hit them but the streaming service is way up in subscribers. This company is going to lag in the whole phase of turning on of the economy. ESPN will be a difficult thing and he is not sure it will be a total success. Disney Shanghai is opening up next week but he is not sure how it will work with social distancing. This is not the seasonal time for this stock. It usually picks up in the second half of the year.

Banks long term. They are well capitalized and have high dividends but if we see this big downtick in the economy then they will underperform. He is worried about residential loan books. Seasonally they should not do well until October and then into the new year. He would not look to add at this time even if it is a core holding.

WTI going into the next shoulder season. There were two things pushing the price down: Over supply and contracting demand. Now we are seeing them raising prices and there is less oil going into inventory. It is hard to say where the shoulder will go. Companies can operate efficiently here. If we get economic numbers we may get a pull back.

It is nice to see it back up to the previous levels. The market is getting narrower and narrower for the S&P. Tech is doing well right now. There is a lot of positive narrative. AAPL-Q is known for its large cash position. Some people buy it as a proxy to the tech stocks. It is a solid company but has been caught up in this rush into the tech space. He would be careful of people that are just buying to be there.It is nice to see it back up to the previous levels. The market is getting narrower and narrower for the S&P. Tech is doing well right now. There is a lot of positive narrative. AAPL-Q is known for its large cash position. Some people buy it as a proxy to the tech stocks. It is a solid company but has been caught up in this rush into the tech space. He would be careful of people that are just buying to be there.

An excellent company and raised its dividend 55 years in a row. It has done a fantastic job and is a diversified healthcare stock. They have benefited from COVD-19. It is one of the better companies. This gets is whole-hearted support right now.

(A Top Pick Feb 07/20, Down 22%) REITs outperformed into early March at which point he exited. There will be a time when REITs will come back.

(A Top Pick Feb 07/20, Up 6%) It is fortunate that it had positioned itself for on-line sales. He thinks this will benefit from the overall trend coming for increased spending.

They are saying that farmers are behind and HAVE to put fertilizer on their fields. He feels farmers will still hold back and he would hold off on this stock. The seasonal period for this stock is late September into the fall.

Gold seasonality. All commodities have less robust seasonal trends than other stock market sectors. Late December into February and then early July into late September are its periods of seasonal strength. Longer term the fundamentals are good for gold. He would look at it in a month or two.

It has been a relief overall. It is similar to Gold Bullion. He would hold off on it right now. Gold stocks have gotten ahead of the bullion.