Archive

Year: 2017

Jul 31, 2017
Six Quality TSX Small-Caps That May Have Slipped Under Your Radar

Jul 28, 2017
Canadian Portfolio Transactions – July 2017

Sales :  – North West Company (NWC) – Market Trend. Decrease of our number of positions (-1) in the Consumer Staples sector. We decided to keep Metro Inc (MRU) because of its higher SPscore, more…

Jul 17, 2017
These Quality U.S. Small-Cap Stocks May Have Slipped Under Your Radar

Jul 13, 2017
Canadian Model Portfolio – Q2 ’17 Quarterly Comment

Here is attached our Quarterly Comment for the Canadian model.  Download

Jul 12, 2017
Canadian Portfolio Transactions

Sales : – Home Capital Group (HCG) – Market Trend. We reduced our number of positions in the Finance sector from 8 to 6. Despite a high SPscore due to a considerable discount relative to…

Jul 12, 2017
International Equity Model Portfolio Strategy Launch

After we completed the construction of our US Large Cap Equity Model Portfolio Strategy, we knew an International Equity Strategy would have a high demand among our clients and with reason. The latest asset mix…

Jun 19, 2017
These 13 Dividend Stocks Tick All the Boxes

Jun 12, 2017
Minimizing Maximum Drawdowns Using Initial Jobless Claims

Trend following indicators on economic time series are useful risk management tools minimizing maximum drawdowns in your portfolio. Based on the simple model described thoroughly in this article, the worst drawdown experienced for the 1999-2017…

Jun 06, 2017
US-Large Portfolio Transactions – June ’17

Sells:  – William Sonoma (WSM) – Market Trend. Decrease of our number of positions (-2) in the consumer discretionary industry. William Sonoma is still considered undervalued against its intrinsic value, but the latter seems to…

Jun 05, 2017
Ten Large-Cap Canadian Stocks That May Be Overvalued

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