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Putting a Floor Under Oil Prices

Only three years ago, it was thought that Saudi Arabia – the largest oil exporter and second largest producer in the world – could generate large budget surpluses with oil at $70/barrel. In recent weeks, new estimates state that the country would need oil at $75/barrel just to balance the budget – never mind trying…

Dividend Growth Opportunities

One of the most glaring benefits of weak global equity markets over the last year has been the fact that dividend yields are at their most attractive levels in nearly 30 years. This is especially so when we compare dividend yields to government bond yields. This has been a rare event over the last six…

Happy Holidays

Happy Holidays from everyone at Pacifica Partners! In lieu of greeting cards this year we have made a donation to the local food bank.

Canadians' Misery Index Rising

In the 1960s, an economic adviser to President Lyndon Johnson came up with the idea of an index to measure the general economic hardships felt by the masses. This index, appropriately labeled “the Misery Index”, is calculated by adding the unemployment rate to the inflation rate. As inflation and unemployment eased during the 1980s the…

Enhanced Real Estate Chart Book

The following chart book consists of 32 charts that summarize trends, key factors, and relative valuations of Canadian real estate in major Canadian centers. This summary has been generated solely for educational purposes and we would like to thank the UBC Sauder School of Business - Center for Urban Economics and Real Estate, as well…

Investment Compass – Recession Fears

The past three months have been the toughest for investors since the last quarter of 2008 when the financial crisis deepened after the collapse of Lehman Brothers. When the crisis and corresponding recession ended in 2009 it was believed by many that with governments and central banks around the world united in maintaining an accommodative…

Canadian Real Estate Chart Book

Canadian Real Estate Chart Book The Pacifica Partners' Canadian Real Estate Chart Book is a summary of Canadian home price trends versus both Canadian equities (TSX index) and home prices in major US cities. Charts for 12 month rates of change for home prices and "sales pair" volume in Vancouver, Calgary, Toronto, and Montreal are…

Will Obama Get Re-Elected?

Economy Dims Obama's Re-election Hopes As investors take a look at the state of the world and inventory a list of the problems that challenge the global economy, perhaps one that is not being considered revolves around political leadership - or lack thereof. In France, President Nicolas Sarkozy is embroiled in a political scandal involving the…

Investment Counsel Firms in Canada

Given the volatility in global stock, bond, and commodity markets, many individual investors are reassessing their investment portfolios. Often this reassessment generates interest in exploring alternative investment options that they may not have been previously familiar with. In particular, more and more individual investors are expressing interest in investment counselor or portfolio management services as…

Debt distraction masks opportunities in equities

Over the last several weeks, investors have been served a grim reminder of the volatility that markets are capable of and are being reminded of the events of 2008. The conventional wisdom is that the markets are reacting to the debt downgrade in the U.S. or the threat of default. As the U.S. debt ceiling…
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