Seasonal trades offer some of the most predictable returns, we said just a few months ago.
Look at winter coat stocks, for example.
In late October, we noted that with the weather starting to get colder, it was time to buy cold weather stocks, most notably winter coat stocks.
That included VFC Corp. (VFC).
On October 26, we said, “In most years, the stock briefly pushes higher. In 2023, for example, VFC ran from about $15.50 to a December high of $20.19. In 2022, it ran from about $27 to $31.19. In 2021, it ran from about $59 to $69.84.”
After opening at $16.67 by October 28, VFC is now up to $24.80.
That’s an $8 gain just by trading seasonality.
Once the weather starts to warm up again, we can always short the VFC or buy a put option.
We also mentioned Columbia Sportswear (COLM)
“Another popular cooler weather stock to buy is Columbia Sportswear (SYM: COLM) – which is currently oversold at$76.72. It’s also oversold on RSI, MACD and Williams’ %R. Plus, it also has a strong history of running in October of most years,” we noted at the time.
“In 2023, COLM ran from $70 in October to a high of $84.23 by December. In 2022, COLM ran from about $66 to a high of $88.40 by December. In 2021, COLM ran from about $81 to a February high of $105.99,” we added.
After opening at $75.81 on October 28, COLM ran to a recent high $87.23.
From here, we still believe COLM could retest $91. Much like VFC, we can short COLM or buy a put option once the weather starts to warm up again.
We also mentioned Canada Goose Holdings (GOOS).
On October 26, we said, “In 2023, GOOS ran from a low of about $10.07 in October to $13.86 by February. In 2022, GOOS ran from $15.24 in October to a high of $24.73 by late January. In 2021, GOOS ran from about $36 in October to a high of $5.187 by November.”
From $9.48, GOOS is up slightly at $10.61. We’d like to see it closer to $11.50 near term.

