Strategy Notes – June 2010

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Investment Strategy Notes – June 2010

Pacifica Partners’ June 2010 “Investment Strategy Notes” is intended to provide our market outlook with a higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.

In this issue we examine the possibility that markets are now oversold and that complacency of the last few months has be replaced with fear. In addition, we look at the winners and losers of the Gulf oil spill, commodities and China, Europe’s precarious position, and the inflation and gold debate.

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Investment Strategy Notes June 2010

Legal Disclaimer

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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