Portfolio Four Quick Update December 2014

Coca Cola Mexico was hit by the poor performance of the Mexican dollar vs. the US Dollar.  Shell and Statoil were hit by the oil rout and the rising US dollar.  Seaspan is impacted by the US currency changes but mainly is tied to the perceived strength of the Chinese economy which seems to be at risk of slowing down and a narrow earnings miss.  Devon energy was hit by the oil rout.

Portfolio_4_12-12-14

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