Q4 Portfolio Commentary
‘2014 was another great year for stocks – almost’ – By the end of the summer, North American markets had set a brisk pace and, for the first time in many quarters, the TSX was making up for lost ground against its American counterpart.
Click here to read more – DM-Portfolio-Commentary-Q4-14
January Monthly Insight
“Calendar Effects”- The history of the Canadian stock market is riddled with seasonal patterns or phenomenon such as the January effect, the September effect, the December effect, the “sell in May and go away” theory, the Santa Claus rally and even the elusive Halloween effect.
Click here to read more – Monthly Insight – January 2015 – Calendar Effects
December Report from DM
Oil Loses Energy
No Sooner had we published last month’s missive on the miseries of gold, than oil suffered its sharpest drop since the financial crisis.
Click here to read the rest of the December report from Dixon Mitchell Investment Counsel – DM-Monthly-Report-Dec-14
December Monthly Insight
Sector Risk and Returns – “…underweighting or overweighting these four sectors will likely determine if you achieve higher or lower relative returns versus the market, all else being equal.”
Click here to read their full newsletter – Monthly Insight – December 2014 – Sector Risk and Returns
