Markets are disregarding next quarter's earnings: Money manager

Todd Johnson, portfolio manager at BCV Asset Management joins BNN Bloomberg for a look at what the recent rally markets have been experiencing. He said that fear of missing out is driving investors to the market and they're ignoring company financials to get in on equities.

Growth in Asia Lift Lifeco Earnings

Sun Life and Manulife both reported better-than-expected earnings on the back of strong growth in operations in Asia. We have shareholder commentary from Todd Johnson, Portfolio Manager at BCV Asset Management. He also comments on whether Manulife should sell or spin-off its John Hancock unit in the U.S.

In two years, this won't be an issue: Shareholder on TD allegations

TD Bank shares are trading higher following a nose-bleed session on Friday that came on the heels of a CBC report alleging unethical practices at the bank. BCV portfolio manager Todd Johnson, which owns TD shares, says this could present a buying opportunity and tells The Business News why thinks this issue will be forgotten in the next couple of years.

Canadian Bank Earnings Preview

Canada's big banks begin reporting quarterly results Tuesday. The group has been climbing higher, but can the earnings picture justify further gains? Tony Demarin, president and chief investment officer, BCV Asset Management tells us what to expect.

When to Sell Dividend Stocks: Three Names

The chase for yield has pushed valuations in some dividend-paying stocks too high according to Tony Demarin, President and Chief Investment Officer, BCV Asset Management.

As a result he has sold his entire position in Fortis and Coca-Cola, and half his firm's position in BCE. Demarin explains his strategy in making the move.

The Punch from Energy: Bank Earnings Preview

The focus will be on money set aside to cover bad loans in the energy patch and Tony Demarin at BCV Asset Management says investors should not be too concerned about what Canadian banks will report in their quarterly results.

He says overall earnings will be flat with perhaps 1 to 2 per cent growth but the banks are very diversified and he sees nothing in the pipeline that would cause BCV -- which has been long-term bank shareholders -- any undue stress. Demarin also expects several of the banks to raise their dividends.

Forecasting Canadian Outperformance

Lower valuation levels and higher yields equal outperformance by the Canadian equity market this year.

That's the forecast from Tony Demarin, President and Chief Investment Officer, BCV Asset Management. He says Bay Street should beat Wall Street to end a 5-year streak of underperformance.

Why CN Rail is your Best Bet when Investing in the Rails

BCV Asset Management Portfolio Manager Todd Johnson joins BNN to discuss the resignation of CP board director Paul Hilal and why he prefers CN Rail when investing in the railways.

The content and any commentary of this video is intended for information purposes only and does not constitute an offer to buy or sell BCV Asset  Management Inc.’s products or services nor is it intended as investment and/or financial advice on any subject matter.