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The Blue Chip Report for January 2015 was recently updated on the website. This edition contains an article by Tony Demarin that discusses whether we are in a secular bull market or a cyclical bull market and the effect of that distinction on long-term portfolio performance. It also contains an article by Todd Johnson that discusses the causes of the current drop in crude oil prices and the extent and timing of a recovery in prices. Finally, Ben Kelly has written an article overviewing Bank of America Corporation, a company in which we recently invested in.
The Dividend Growth Story for the quarter ending December 31st 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 The Close segment on Thursday February 26th. In this appearance, he discussed the firm’s view on crude oil prices for 2015 and 2016, the reasons for that view, and the question of the negative impact of low oil prices on the broader Canadian economy. The appearance concluded with a discussion of this week’s earnings announcements from the big Canadian banks and how a slowing of the Canadian economy would impact these banks.
Todd Johnson appeared on BNN’s Business Day AM segment on Thursday January 22nd. In this appearance, he commented on the acquisition of City National Corporation by Royal Bank of Canada. He provided an overview of the business of City National Corporation, an explanation of the strategic fit with Royal Bank’s other wealth management activities, and a comment on the pricing of the transaction itself.
Tony Demarin appeared on BNN’s Business Day AM segment on Monday January 5th. In this appearance, he discussed the firm’s so-called Top 5 Dividend Stocks for 2015, focusing on the importance of dividend growth. He concluded this appearance with some comments about the potential for dividend cuts within the broader energy sector because of low energy prices.
Tony Demarin appeared on BNN’s Business Day AM segment on Friday December 5th. In this appearance, he commented on the fourth quarter earnings reports from the six largest Canadian banks. He also provided a comparison of the investment merits of banks in Canada and the United States and comments about the impact of falling oil prices and the potential for dividend reductions in this sector.