1. Monthly Chartbook May, 2014 David Cox Portfolio Manager, CFA, CMT, FCSI, FMA, BMath Phone: (519) 823-4411 :: Toll-free: (855) 246-4076 david.cox@cibc.ca www.davidcox.ca

2. US Stock Market Source: Metastock, Reuters

3. U.S. Equal vs. Mkt Cap Weighted Indices Source: Metastock, Reuters

4. TSX vs. U.S. Source: Metastock, Reuters

5. CDNX Venture vs. TSX Composite Source: Metastock, Reuters

6. Canadian Stock Market Source: Metastock, Reuters

7. Canadian Stocks vs. Bonds Source: Metastock, Reuters

8. Offense vs. Defense Source: Metastock, Reuters

9. U.S. Dollar Index Source: Metastock, Reuters

10. Canadian Dollar Source: Metastock, Reuters

11. U.S. 30 Year Yields Source: Metastock, Reuters

12. Commodities Source: Metastock, Reuters

13. Inflation vs. Deflation Source: Metastock, Reuters

14. Commodity Stocks vs. Commodities Source: Metastock, Reuters

15. Global Materials vs. World Stocks Source: Metastock, Reuters

16. TSX Mining Stocks Source: Metastock, Reuters

17. Semiconductor Sector Source: Metastock, Reuters

18. U.S. Semiconductor Stocks vs. S&P 500 Source: Metastock, Reuters

19. U.S. Financials Source: Metastock, Reuters

20. Chinese Stock Market Source: Metastock, Reuters

21. Useful Stuff  Monthly Market Chit Chat” – monthly e- publication that discusses the risks and opportunities facing investors – email me to subscribe  Twitter: http://www.twitter.com/DavidCoxWGhttp://www.twitter.com/DavidCoxWG  Facebook: http://www.facebook.com/DavidCoxWGhttp://www.facebook.com/DavidCoxWG  LinkedIn: http://ca.linkedin.com/in/DavidCoxWGhttp://ca.linkedin.com/in/DavidCoxWG  Google: google.com/+DavidCoxWG

22. 22 www.davidcox.ca If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor. CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC, Member of the Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell or hold the securities referred to above. © CIBC World Markets Inc. 2014. David Cox is Portfolio Manager with CIBC Wood Gundy in Guelph, ON. The views of David Cox do not necessarily reflect those of CIBC World Markets Inc.