Pacifica Partners’ 2009 fourth quarter Investment Compass Quarterly Market Commentary examines the trade-off of fear for complacency by investors as the economy moves from recession to recovery. In this issue we also examine the importance of corporate earnings and the US consumer in the recovery, and highlight some positive trends for 2010.
Keywords: pacifica partners, vancouver capital management, surge in stock prices, us consumer, china, corporate earnings, 2009, 1974, economic rebound, economic forecasts, inventory restocking, consumer demand, balance sheets, vancouver view magazine, investment compass, quarterly market commentary
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This report is for information purposes only and is neither a solicitation for the purchase of securities nor an offer of securities. The information contained in this report has been compiled from sources we believe to be reliable, however, we make no guarantee, representation or warranty, expressed or implied, as to such information’s accuracy or completeness. All opinions and estimates contained in this report, whether or not our own, are based on assumptions we believe to be reasonable as of the date of the report and are subject to change without notice. Past performance is not indicative of future performance.Please note that, as at the date of this report, our firm may hold positions in some of the companies mentioned.
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