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COMMENT
COMMENT
August 23, 2012

Markets: After a bit of a quiet period, the markets are beginning to rally. The policy tools will come back into the forefront and QE3 may occur, but they are hesitant to enact it. The impact is reducing as time goes on. There is lots of runway in dividend paying stocks. Especially if they are growth, dividend-paying stocks. In the REIT space there is a difference in the space and you are seeing some dividend increases. Overall, they have been pretty dramatic out-performers but fundamentals remain strong. He has been trimming some profits as they continue to run and out perform in general.

General Market Comment
August 23, 2012

Markets: After a bit of a quiet period, the markets are beginning to rally. The policy tools will come back into the forefront and QE3 may occur, but they are hesitant to enact it. The impact is reducing as time goes on. There is lots of runway in dividend paying stocks. Especially if they are growth, dividend-paying stocks. In the REIT space there is a difference in the space and you are seeing some dividend increases. Overall, they have been pretty dramatic out-performers but fundamentals remain strong. He has been trimming some profits as they continue to run and out perform in general.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
COMMENT
COMMENT
August 23, 2012

Banks as a fixed investment alternative: Thinks there is good value in them today. Europe concerns are well known and discounted. They are not a direct substitute for fixed income investment. Should outperform fixed income short term. TD and BNS are his preferences if you don’t use an ETF.

General Market Comment
August 23, 2012

Banks as a fixed investment alternative: Thinks there is good value in them today. Europe concerns are well known and discounted. They are not a direct substitute for fixed income investment. Should outperform fixed income short term. TD and BNS are his preferences if you don’t use an ETF.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
COMMENT
COMMENT
August 23, 2012

Markets. It looks like QE 3 is on the closer side of happening in September. Rates are going to stay incredibly low for at least another year to year and a half. That is really not going to move the needle. Creating new liquidity is not going to create more employment in the US. Banks have plenty of capital and it is up to them to push it out. The summer rally has taken a breather. This is also an election year and usually the market rallies into it. US company earnings have come through incredibly well.

General Market Comment
August 23, 2012

Markets. It looks like QE 3 is on the closer side of happening in September. Rates are going to stay incredibly low for at least another year to year and a half. That is really not going to move the needle. Creating new liquidity is not going to create more employment in the US. Banks have plenty of capital and it is up to them to push it out. The summer rally has taken a breather. This is also an election year and usually the market rallies into it. US company earnings have come through incredibly well.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management