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The Blue Chip Report for October 2014 was recently updated on the website. This edition contains an article by Tony Demarin that discusses why we believe that the equity market will outperform the fixed income and money markets. It also contains an article by Todd Johnson that discusses why we believe equity markets will continue to move upwards, albeit at a slower pace than over the last thirty months, and looks at the factors contributing to the near-term market correction. Finally, Ben Kelly has written an article overviewing ShawCor Ltd., a company in which we recently invested in.
The Dividend Growth Story for the quarter ending September 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.
Tony Demarin appeared on BNN’s Business Day AM segment on October 27th. In this appearance, Tony commented on expectations for upcoming dividend increases, focusing on the Canadian life insurance, telecommunications and energy sectors.
Tony Demarin appeared on BNN’s Business Day AM segment on August 26th. In this appearance, Tony commented on that day’s earnings announcements from Bank of Nova Scotia and Bank of Montreal and provided additional comments about the broader Canadian banking sector. He also commented on the recent Tim Horton’s merger with Burger King Worldwide Inc. and on a recent transaction in which BCV repositioned investors from Enbridge Inc. to Shawcor Ltd.