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Recent Updates to the BCV Asset Management Website

The Blue Chip Report for April 2015 was recently updated on the website. This edition contains an article by Tony Demarin that discusses why we believe stocks will outperform bonds as short-term interest rates begin to rise in the United States.  It also contains an article by Todd Johnson that discusses issues that are overhanging the fixed income and equity markets in both Canada and the United States and how these issues may impact the markets in the near-term.  Finally, Ben Kelly has written an article overviewing Air Canada and WestJet Airlines, two companies whose bonds we invest in.

The Dividend Growth Story for the quarter ending March 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.

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.