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TriDelta Insight
December 2013
TriDelta Financial
Toronto: (416) 733-3292
Oakville: (905) 901-3429
Email: tedr@tridelta.ca


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Dear reader,
As 2013 comes to an end, it was a good year from an investment perspective. Almost all clients had better than average returns for the calendar year.

At TriDelta we had more people want to become clients and more employees want to join the company. What we always keep in mind is that this growth will only continue if we stay true to our clients and provide value, expertise, and a personal connection. Thank you for your part in helping us grow.

This newsletter is all about our view of the economy and markets for 2014. In 2013, we were correct in our views of the stock market, in particular, the US market. While the new year will certainly bring some surprises, this newsletter brings our best view of what is ahead for 2014.

May you and your family and friends have a happy and safe holiday season and a happy new year.

Best wishes,

TriDelta Financial

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TriDelta Investment Counsel 2014 Forecast
As 2013 comes to a close, we thought that it would be a good time to share our expectations for 2014 and discuss our views on the current year. In 2013, we expected US equities to outperform Canadian equities. Our fairly large exposure to US equities (vs. many other Canadian Investment Counsel and brokerage firms) benefitted clients. In the Canadian market, dividend paying, low volatility stocks, such as utilities, banks, insurance companies and telecommunications significantly outperformed natural resources. Industrials, such as Magna International and Air Canada also performed extremely well. On fixed income, while the Canadian Bond Index (DEX Universe) had a slightly negative return, our focus on corporate bonds has enabled our clients to earn slightly positive returns during the year.

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