Tony Demarin
Member since: Sep '10
President & CIO at
BCV Asset Management

Latest Top Picks

Likes Cdn banks and their history of growing dividends. This one is well run and one of the lowest on a cost to income basis. Conservative with their credit quality. Good growth opportunities in non-North American areas. Want to expand in wealth management. Trading at about 12X earnings. Expected to raise dividends again in 2011.
Growth primarily in oil sands area. Finished phase 1 of Horizons project with about 110,000 barrels a day. Phase 2 and 3 will raise that to .25 million barrels and 4 and 5 will bring it to half a million barrels a day. Strong history of increasing cash flow back to shareholders.
World leader in generic drug manufacturing. Significant operations in Europe and the US. Made a couple of good acquisitions. Will benefit when other companies drugs come off patent.