Posts Tagged ‘Corporate Earnings’

Template for a mid-year letter

Wednesday, December 23rd, 2009

Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An Effective Mid-Year Letter.

Please remember that this letter is intended as a template only, be sure to take the time to modify this to reflect your personal views.

June  22, 2009

A mid year note to clients

For many of us, the July 1 Canada Day holiday is the official beginning of summer.

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Articles you can send to clients (July 22, 2009)

Wednesday, September 9th, 2009

These days, so much press and much of the consensus are negative tilted and its hard to find some good articles that you could use to provide your clients with food for positive thought. Sometimes, its not strictly a matter of conviction, its a matter of keeping your clients talking. We found several articles that were positively balanced or motivated that might reinforce some of your discussions about earnings, Canada and its commodity complex, and where to go next (?).

First, on the subject of corporate earnings. Three bellwether stocks from the Capital Goods, Pharma, and Chemicals sectors may be a clue to an economic revival.

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Posted in My Practice, articles you can send | 2 Comments »