Comments on: Tech Talk for Monday November 16th 2009

By: Stagdeflation

Stagdeflation — Tue, 17 Nov 2009 06:28:37 +0000

Don, when are you next on BNN – we need some facetime?

By: Pat

Pat — Mon, 16 Nov 2009 22:16:15 +0000

Hi Don

What is the seasionality for Steel? I am holding X US Steel Corp.

By: Pat

Pat — Mon, 16 Nov 2009 22:15:25 +0000

Hi Don

What is opinion on BWR.TO? It has dropped a bit in the last 2 weeks. Is this a good 6-12 month hold. Company seems solid. Do you see any risks? thanks

By: Don Vialoux

Don Vialoux — Mon, 16 Nov 2009 21:17:55 +0000

Hi Fred. Just heard from the Financial Post. My article on the Metals and Mining stocks is to be published tomorrow. It includes the list of ETFs that track the TSX Global Mines and Metals Index.

By: Fred

Fred — Mon, 16 Nov 2009 18:28:33 +0000

I am looking for an ETF for $SPTMN. Are there any?

By: qfusion

qfusion — Mon, 16 Nov 2009 17:43:13 +0000

Hello Don,
Great work! Whats your take on the HOU oil etf now that Saudi Arabia (Aramco) will no longer benchmark oil to WTI as of January? How do you think it could affect the HOU which is benched on WTI? Perhaps HOU will alter bench to ARGUS? Is this a page 16 that should be closer to page 1? I figured it was a pretty big deal but have not heard nary negative or positive on the overall story. Thoughts? qf

By: Ralph

Ralph — Mon, 16 Nov 2009 17:19:14 +0000

Hi Don,

Is there a seasonal play for uranium? Thanks for the info and providing a great site.

Cheers. Ralph.

By: Doug

Doug — Mon, 16 Nov 2009 16:48:29 +0000

Hi Don:
Thank you for your insights. I have been a follower of your site for over a year now -Bang On information – Thanks.

With the U.S. Dollar on trending lower, would HDD be a solid choice. Or, Should the $US decline be played differenlty?

DOUG

By: Double D

Double D — Mon, 16 Nov 2009 16:21:49 +0000

Hi Don

Loblaw (L) seems to have hit strong support at $30. The trend is still down.
Would it be time to start accumulating or wait for an uptrend ? Does it have a seasonality?

By: Neil

Neil — Mon, 16 Nov 2009 15:50:26 +0000

Hi Don
Thanks for all the great info. Just wondering, as there doesn’t seem to be a cdn etf covering the consumer discretionary play, would you suggest one simply trying to put together a basket (shoppers, sears etc.) or might there be a better strategy? Are you aware of any quick way to pull consumer/retail names out of the tsx to see what is available? Thanks for you help.