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Recent Updates to the BCV Asset Management Website

The Blue Chip Report for January 2016 was recently updated on the website. This edition contains an article by Tony Demarin that discusses the potential for equity markets in Canada to outperform those in the United States in 2016. Todd Johnson has contributed an article that looks at the high level of volatility in the market and the divergent performance of certain sectors within this market and considers how those conditions present investment opportunity. Finally, Chris Richard has provided some commentary about expectations for the Canadian dollar in 2016.

The Dividend Growth Story for the quarter ending December 31st 2015 has also been recently updated on the website. This is a quarterly publication that focuses on the companies in which we invest, highlighting the dividends paid by these companies, the dividends that have recently been increased, and the characteristics of the typical portfolios invested in these companies.

Todd Johnson appeared on BNN’s Business News segment on January 27th. In this appearance, Todd commented on the resignation of Paul Hilal from his position as a director of Canadian Pacific Railway Ltd., focusing on the progress of activist investor Pershing Square Capital Management’s turnaround agenda for the company. He concluded the interview by comparing Canadian Pacific Railway to Canadian National Railway as potential investment opportunities.

Tony Demarin also appeared on BNN’s Business Day AM segment on November 30th. In this appearance, Tony commented on expectations for the upcoming week of earnings announcements from the big Canadian banks, which centred on expectations of positive surprises and dividend increases. He also provided specific comments on two of the banks with a large international presence, Bank of Nova Scotia and Toronto Dominion Bank, and on Canadian Western Bank on the impact of continuing low oil prices on it.