November Report from DM
The Golden Bear
Earlier this year, founder and then-Chairman of the world’s largest gold miner, Barrick Gold, made a frank and somewhat disarming admission: ‘I have no ability to forecast gold prices….’
Click here to read the rest of the November report from Dixon Mitchell Investment Counsel – DM-Monthly-Report-Nov-14
October Report from DM
Europe … It’s Definitely Europe
Although, the guy on CNBC yesterday was adamant that falling stocks were the Fed’s fault. Of course, the Middle East is a hornet’s nest, Hong Kong sits on a razor’s edge, and what about Ebola? Things are so bad, we don’t even here about Ukraine anymore …
Click here to read the rest of the October report from Dixon Mitchell Investment Counsel – DM-Monthly-Report-Oct-14
Q3 Portfolio Commentary
Follow the earnings path
Major equity markets ended the third quarter with a whimper, retreating enough in the last days of September to erase most or all of the gains accumulated since our last report. Understandably, this bout of weakness elicited a few nervous phone calls from clients and, or course, reinvigorated pessimistic commentators.
Click here to read more from Dixon Mitchell Investment Counsel’s Third Quarter Portfolio Commentary – DM-Portfolio-Commentary-Q3-14
