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The Blue Chip Report for July 2014 was recently updated on the website. This edition contains an article by Tony Demarin that discusses why we believe the bull market remains strong, even as North American markets trade at or near record levels. It also contains an article by Todd Johnson which discusses the impact of unexpected outcomes, both positive and negative, on the markets. Finally, Ben Kelly has written an article overviewing Bank of New York Mellon Corporation, a company in which we recently invested in.
The Dividend Growth Story for the quarter ending June 30th 2014 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 Day AM segment on July 29th. In this appearance, Todd commented on that day’s earnings announcement from WestJet Airlines Ltd. He also commented on the upcoming announcement from Bombardier Inc. and on the prospects for Goldcorp Inc. and Barrick Gold Corporation. BCV has invested in the bonds of WestJet and Bombardier, but not the shares of any of these four companies.