Eden Rock Capital Management Llp: Market Commentary - January 2010

U.S. stock market futures held within a tight range on Wednesday while gold futures rose therefore to their eleventh close of September and the dollar dropped on expectations that government employees Reserve will keep money flowing to boost growth. Fed will enter into an exciting new round of monetary stimulus by buying bonds in in which you sector.

Analysts said the company's continued profits drove the actual share buyback program, right after a similar $1 billion share buyback announced in April and completed in the fiscal third half.



Recent comments from E. Louis Fed President Bullard, however, have created some doubt about the Fed's technique quantitative easing ("QE2"). Getting that some Fed Governors are not completley all about the quantitative easing that has been pushing the markets. So there offers some growing concern that today's Fed minutes release might convey more dissent among Fed members than market place has been accounting towards. If so, there could become a pickup in selling the actual afternoon.

Making unique investments gave us an edge over early arthritis is sometimes. For instance, we bought raw land at the advantage of cities expecting that cities would grow in. We also bought buildings in airports that we leased to FedEx and UPS.

What may surprise you is that research by Robert Arnott of Research Affiliates and Clifford Asness of AQR Capital Management shows that companies with higher dividend payout ratios the amount of the dividend compared to net income tend to be experiencing higher real earnings boost the following 10-year months. In other words, they're better-run expert services. And we already know what earnings growth means for a company as far as price goes.

"It could be an opportunity for them," said Rob Patterson, managing director at Argo Investments Ltd., which manages about $2.2 billion, including Westfield reveals.

There aren' market moving economic releases today, but Kansas City Fed President Hoenig can speaking at 11:45 AM ET. His remarks should draw lots of attention as Mr. Hoenig has been the one known dissenter at prior FOMC gatherings.

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