Category Archives: Asset Manager Commentaries

VPI Canadian Equity Pool Newsletter

To read the complete VPI newsletter, please click on the link below:

VPI Canadian Equity Pool Newsletter – May 2017

What You Own – Canadian Utilities – The longest track record of annual dividend increases of any Canadian publicly traded company.  With $5 billion in expected future investment from 2017 to 2019 in natural gas and electricity distribution and transmission, we expect that track record to […]

VPI Canadian Equity Pool Newsletter

Canadian Equity Pool Newsletter

What You Own – Novo Nordisk – A leader in the rapidly growing diabetes care market

What You Don’t Own – Goldcorp – People purchase gold companies. Investors do not.

A Durable Business – Union Pacific – When the operating environment changes, a durable business can focus on the most profitable opportunities

Absolute Performance – Our investment approach is a repeatable process […]

U.S. Election Update

Newsletter provided by TD Asset Management                                                        Reprinted with permission

Donald turns up trumps: U.S. election update

Last night, one of the more colourful U.S. presidential election campaign seasons in recent memory came to a […]

VPI Canadian Equity Pool Newsletter

To read the complete VPI newsletter, please click on the link below:

VPI Canadian Equity Pool Newsletter – July

What You Own –  RBC – One of the world’s most profitable businesses

What You Don’t Own – Deutsche Bank – Not a bank you should own

CIBC – Grew earnings 37% over past 5 years and it could get a lot better

–     Opportunity to continue increasing the loan book

–     Opportunity […]

Breaking up is hard to do: Brexit Update

TD Asset Management – Current Perspectives

A year ago, it seemed likely that debt-ridden Greece would be the first country to exit
the 28-country European Union (EU). However, that distinction now looks likely to go
to the United Kingdom (UK). In the British leave/remain referendum held on June 23rd,
voters decided that Britain should leave the EU, marking the beginning of what is being
referred […]

UK Referendum Vote – VPI Portfolio Manager insights

David Atkins, Portfolio Manager, Value Partners Investments

On June 23, the UK voted in a referendum to either leave or remain in the European Union (EU) and is commonly referred to as ‘Brexit’.  The leave surprisingly won by 52% to 48%.  The European Union has been striving for free trade and freedom of movement for decades; however, Britain’s actions are obviously […]

Matthews Asia Perspective: Brexit

Matthews Asia Perspective: Brexit

The recent announcement affirming the U.K.’s vote to exit the European Union has many ramifications—many of which affect millions of people in a negative way. Some refer to Friday’s announcement as a Black Swan event. Regardless of how the event is characterized , the fact is that the exact implications are largely unknown, the potential for a […]

AND NOW FOR SOMETHING COMPLETELY DIFFERENT: UK VOTES TO LEAVE THE EU

TD Economics

Highlights of the EU Referendum Results:

The UK voted 51.9% in favour to leave the EU, with 72.2% voter turnout.
Scotland and Northern Ireland voted strongly favour of remaining as part of the EU (62% and 55.8% respectively). England and Wales voted to leave by a relatively narrow margin. Voter turnout in these four nations was strongest in England (73%), […]

VPI Canadian Equity Newsletter (May 2016)

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for May 2016.

VPI Canadian Equity Newsletter (My 2016)

·    What You Own –  TD Bank – TD Bank is a dominant bank

·    What You Don’t Own – LendingClub – A perceived threat to traditional banking

·    Dividends Are Growing, Share Price Should […]

VPI Canadian Equity Pool Newsletter

Please click on the link below that will take you to the VPI Canadian Equity Pool Newsletter for March 2016.

VPI Canadian Equity Newsletter

 What You Own –  CIBC
 What You Don’t Own – AutoCanada
 Don’t Own The Index, Own Great Businesses