SEP 25 2015 – BCV’s Tony Demarin & Todd Johnson Recent BNN Appearances

Below is a link to an appearance by BCV’s Tony Demarin on BNN’s Business Day AM segment on Friday September 18th. In this appearance, he commented on the previous day’s decision by the Federal Reserve System in the United States to not raise short-term interest rates. He also commented on the impact of this decision on the banking and insurance sectors in Canada and provided comments on a number of telecommunications, energy and technology companies.  This segment also included remarks about UnitedHealth Group Inc. and Starbucks Corporations, two companies that have recently been added to certain investor portfolios.

Click to View Tony Demarin’s BNN Appearance: http://www.bnn.ca/Video/player.aspx?vid=707490

Below is a series of links to Todd Johnson’s appearance on BNN’s Market Call segment on Tuesday September 22nd.  In this extended appearance, Todd provided some general market commentary, responded to questions about specific companies, revisited his Best Picks from his May 2014 appearance, and provided a new set of Best Picks.  This hour-long appearance was broken down into eight smaller segments for viewing:

Part One: Market Commentary (Federal Reserve System interest rate decision, Chinese economic slowdown, crude oil prices)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710679

Part Two: Specific Company Commentary (TransCanada Corporation, Canadian Natural Resources Ltd., Potash Corporation of Saskatchewan Inc.)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710687

Part Three: Specific Company Commentary (Element Financial Corporation, Thomson Reuters Corporation, Martinrea International Inc., Cineplex Inc.)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710697

Part Four: Previous Best Picks (Bank of New York Mellon Corporation, Bombardier Inc. 7.35% 2026 bond, Canadian Western Bank)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710704

Part Five: Specific Company Commentary (Magna International Inc., SNC-Lavalin Group Inc., Western Forest Products Inc., Lundin Mining Corporation, Teck Resources Ltd.)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710708

Part Six: Specific Company Commentary (Granite Real Estate Investment Trust, Baytex Energy Corporation, Cameco Corporation)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710714

Part Seven: Specific Company Commentary (Canadian banks, WSP Global Inc., TELUS Corporation, Manitoba Telecom Services Inc.)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710720

Part Eight: Updated Best Picks (Callidus Capital Corporation, National Bank of Canada, Brookfield Property Partners LP)
Click to View BNN Appearance:  http://www.bnn.ca/Video/player.aspx?vid=710728

BNN’s Market Call segment is a call-in show that is designed to allow viewers to pose questions about companies that are of interest to them.  Some of the companies that have been mentioned by callers are not companies in which BCV Asset Management has invested in at this time or are not companies in which they would typically invest. If you have any questions concerning your individual portfolio, please let us know.

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