A reader asked me for a commentary on Canadian telecoms. To cover this sector, I will be looking at the “Big 3” in today’s blog. Please feel free to comment below if you would like any of the Canadian or US sectors covered in a future blog. Canadian telecoms are Read More
Struggling phone makers and telecoms: a bargain in the making?
Apple (AAPL) has been discussed more than a few times on this blog site. In fact, I first spoke about it as a sell candidate in March 2012 (https://www.valuetrend.ca/?p=1110) then in October 2012 (https://www.valuetrend.ca/?p=1488) . The stock was approaching the $700 / share point when making those suggestions. Currently, AAPL is forming an impressive Read More
Outlook for gold and silver
A few readers and BNN callers have asked me about gold and silver lately, and I’m happy to address the outlook for these metals with a few of my technical observations. Before doing so, I’d like to ask readers to post your questions and requests for sector analysis on this blog. I dont like to comment on Read More
Playing the “risk on / risk off” trade
Without a doubt, the pattern for stock markets has, over the past 2 years, turned to a “risk on, risk off” rotation. Market events and political announcements provoke traders to rotate in and out of higher or lower beta/risk securities. Readers of this blog need not be convinced that we are no longer in a Read More
Update on gold
Yesterday, I bought my first tranche of gold for the portfolios I manage. Support on gold lies at $1550. I bought as it touched just above that with a limit order I’ve had in the system for a while. I will buy a second tranche if, and only if, it breaks $1620. An upside break Read More
Telecoms look attractive
The Canadian telecom sector is trending up. Last year while the European crises raged on, telecom stocks barely flinched. Relative strength continues to be favorable as stocks rise. I’ve posted charts of the big players; BCE, Telus and Rogers for comparison. BCE is currently consolidating after a strong year of growth, while Telus and Read More