Replies to post #7473 on The Rising Influence of Rising Affluence

[jbog]

I'm pretty sure the recent 13% decline in new home sales more than wipes out the square footage gain.

[DewDiligence]

PCL is slowly but surely decoupling from day-to-day movements in bond interest rates, which is a sensible thing insofar as PCL is not a fixed-income investment. To the contrary, improving cash flow should support another dividend increase in the next year or so, IMO.

[DewDiligence]

PCL slides from Investor Day webcast today (93 pages):

http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yfFBhcmVudElEPTUwMTc4NTF8Q2hpbGRJRD01MjAyMzc