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The Blue Chip Report for July 2015 was recently updated on the website. This edition contains an article by Tony Demarin that discusses the reason why we remain committed to our dividend growth-focused investment philosophy. Todd Johnson contributed an article which looks at the prospect of Greece abandoning the euro as its national currency and the potential impacts if that happens. Mark Lindal has written an article which discusses the divergence of economic growth rates in the Canada and United States and the impact that this has on the fixed income markets in each country. Finally, Chris Richard and Ben Kelly have contributed articles about Qualcomm Inc. and Starbucks Corporation, two companies in which we invest.
The Dividend Growth Story for the quarter ending June 30th 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.
Tony Demarin appeared on BNN’s Business Day AM segment on Wednesday May 27th. In this appearance, he commented on the earnings and dividend increase announcements from Bank of Montreal and National Bank of Canada that were made earlier in the day. He also provided some comments about the broader banking sector in Canada, commenting on earnings and dividend increase prospects for the larger banks in light of the slowing of economic growth in Canada.
Tony Demarin appeared on BNN’s Business Day AM segment on Wednesday May 6th. In this appearance, he commented on Sun Life Financial Inc.’s earnings announcement from earlier in the day and its long-awaited dividend increase. He also discussed our expectations for the large Canadian insurance companies and our thoughts about the earnings announcements from Great-West Lifeco Inc. and Manulife Financial Corporation that were upcoming on the following day. He also briefly discussed two recent trades, the sale of Enbridge Inc. and Imperial Oil Ltd., noting these companies were sold based on short-term valuation, rather than on the long-term fundamentals of the companies.