Archive

Year: 2020

Dec 18, 2020
StockPointer® US Model Portfolio Transactions – December 2020

We have rebalanced the Stockpointer® US which is effective now. Here are the details: Ins: Amgen (AMGN) – Market Trend. Increase in the Health Care sector as seen in the Top 100 index, therefore, increasing…

Dec 15, 2020
Canadian ETFs: November’s Launches and Terminations

INDUSTRY REVIEW The Canadian ETF industry reached $249 billion in assets under management at the end of November compared to $200 billion one year ago for an annual growth rate of 24.5%. The number of…

Dec 07, 2020
Portfolio Manager’s December Comment for November Results

Equity markets had a strong positive monthly performance in November. In Canada the performance was particularly strong among Energy and Health Care (cannabis) stocks. In the U.S., the performance was notoriously strong among Energy and…

Dec 02, 2020
Nine Companies Creating Shareholder Wealth

What are we looking for? Companies showing momentum in their fundamentals as well as low volatility. We mix two well-known metrics in the financial world to create our screener. We want a positive change in…

Nov 05, 2020
Portfolio Manager’s November Comment for October Results

In October, the S&P/TSX declined by 3.1% the S&P500 decreased by 2.7% and the MSCI ACWI ex USA lost 2.1%. For the 12-month period ending October 30th, the S&P/TSX posted a negative return of 2.3%.…

Nov 03, 2020
Seven Growth Stocks That Are Reasonably Priced

What are we looking for? Growth stocks outperformed value by a huge margin over the past 10 years. And while higher valuations are often seen as problematic for growth companies, let’s put that into perspective.…

Oct 16, 2020
StockPointer® Canada Portfolio Transactions – October 2020

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Stockpointer® Canada model portfolio. These trades are effective as of Friday, October 16th after market close. Here are the details of the trades: Ins:…

Oct 07, 2020
Signs of Elevated Risk in Lofty Tech Stock Valuations

What are we looking for? The tech rally shouldn’t be a surprise considering this year’s work-from-home environment. The health and safety measures put in place by government authorities around COVID-19 forced consumers to change their…

Oct 06, 2020
Portfolio Manager’s October Comment For Q3 2020

In the third quarter, the S&P/TSX Composite Total Return Index increased by 4.7%, the S&P500 total return grew by 8.9% while the MSCI ACWI ex-USA returned 6.4%. Q3 returns were eye-popping and are pointing to…

Sep 18, 2020
StockPointer® US and ADR Model Portfolio Transactions – September 2020

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective immediately. Here are the details for the US portfolio : Ins: 1. Charles Schwab Corporation (SCHW) – Market Trend. Increase in the financial…

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Oct 07, 2021
Signs of Elevated Risk in Lofty Tech Stock Valuations
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