Comments on: Tech Talk for Monday May 3rd 2010

By: George

George — Tue, 04 May 2010 18:00:30 +0000

Any comments on Bell Canada buying out Bell Aliant………have heard an offer being considered by Bell Aliant for $31/Share.
Any others hearing similar rumours ??

George

By: KC

KC — Tue, 04 May 2010 04:53:28 +0000

Hi Don,

How much more upside can we expect to see in Silver and consequently SLV before the end of seasonality around mid May ?

By: jerry diakiw

jerry diakiw — Mon, 03 May 2010 21:08:12 +0000

DOn in todays report you mention the end of seasonality of the materials sector, XLB which I picked up on your reccie in feb . . . many thanks great call and followed the easonality to t T. I also hold XGD which in your BNN report demonstrated a nice but short seasonality jump during the month of may. I am conflicted. I hold both xgd which I will now hold till end of may, but if I am not mistaken a huge postion of xlb is gold! am I wrong? if it is a big part what does that do to the seasonality -play . Should I still sell xlb in may regadless?
jerry

By: Roger

Roger — Mon, 03 May 2010 20:53:33 +0000

Marc, I am annoyed at that $8 price line also, but I think Suncor needs to break above $36 for HEU to get above and hold $8.

By: LLL

LLL — Mon, 03 May 2010 18:31:40 +0000

Don,

Is VXX:NYSE a good way to play the market now as this seasonal period is ending for a number of areas?

Thanks.

LLL

By: marc

marc — Mon, 03 May 2010 17:56:23 +0000

Hey Don,
you say that Canadian energy sector extends the energy rally into may. So is there any signs of HEU breaking through this annoying $8 mark? to say resistance at 8.30ish?

By: marc

marc — Mon, 03 May 2010 16:35:58 +0000

Shangai is oversold s-term and may bounce a bit back to the 50 day m/a.(?)
While the weekly $SSEC chart remains firmly downtrending, a non-confirm was seen on the most recent daily interim low. Copper and $SSEC are joined at the hip and it would appear that they both go much lower in 2010.I find the technical and anecdotal parallels between the Chinese market and the Nikkei of the late 1980′s rather striking. Great work Don on your charts.

By: Sherri

Sherri — Mon, 03 May 2010 15:24:49 +0000

Hi Don,

Thanks so much for the wealth of information. With lumber peaking, is it time to sell Norbord? It has done very well since you profiled it in April. I am a bit confused about whether to sell in early May or hold through May given the difference in the U.S. vs Canadian markets.

By: Don Vialoux

Don Vialoux — Mon, 03 May 2010 15:11:02 +0000

Hi Reza and Shiskon. See full seasonality report on the Canadian energy sector in the April 26th edition of Tech Talk.

By: Paul

Paul — Mon, 03 May 2010 14:22:20 +0000

Piper Jaffray calls McDonald’s an overweight — Ha! Talk about stating the obvious.