"Buy when it snows, sell when it goes". Mr. Don Vialoux was on BNN yesterday. He also has an impressive record. His past picks were up +33%. He is really calling for profit taking now.
Some recommendations:
- Oil: Sell in May
- Gold: Buy in July, trade approaching
- Mining sector from May to October period is random (no seasonality) Top period is end of October to end of May, with a sweet spot of mid January to mid May
- Agrium, Potash: Buy end of June (may have started earlier this year, but he is looking for a pullback in June), sell in December
- Oracle: seasonality positive from October to January
- Consumer staples: October to mid April
- Retail sector: Strong December to April. Sector has already hit its seasonal peak.
- Oil: strength is from end of November to the 2nd week in June:
- Energy sweet spot: Mid January to end of May
- UNG: Works end of July to end of October, has worked 8 out of 10 years.
- Emerging market: October to end of May
Top picks: CASH! Market is simply overbought.
Watch
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