Archive

Year: 2020

Sep 04, 2020
Portfolio Manager’s September Comment for August Results

Equity markets had a strong positive monthly performance in August. In the U.S. the performance was particularly strong among technology large cap stocks while in Canada the performance was vigorous among financials large cap stocks.…

Aug 11, 2020
SEVEN U.S. CONSUMER DISCRETIONARY WITH SIZEABLE LONG-TERM RETURN ON CAPITAL

What are we looking for? In the second quarter, fiscal and monetary interventions were massive and to some extent, stronger than the shock from the COVID-19. As a result of these interventions, U.S. consumers’ disposable…

Aug 11, 2020
Number Cruncher Extra: Home Depot, O’Reilly Automotive & Tractor Supp...

In our last Number Cruncher we discussed how Home Depot (HD), O’Reilly Automotive (ORLY) & Tractor Supply Company (TSCO) could be good candidates to take advantage of the economic recovery. Now, we’re going to look…

Aug 07, 2020
New Stockpointer Beta

The formula we used to calculate the beta (β) for companies has changed. The 5-year quarterly beta (20 observations) have been replaced by a weekly 2-year beta. (104 observations) Changes were made for the following reasons: 2-year beta is…

Aug 06, 2020
Portfolio Manager’s August Comment for July Results

The S&P/TSX rose by 4.5% in July and the S&P500 increased by 5.6% while the MSCI ACWI ex USA gained 4.1%. At the end of the 12-month period ending July 31th, the S&P/TSX posted a…

Jul 17, 2020
StockPointer® Canada Portfolio Transactions – July 2020

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Stockpointer® Canada model portfolio. These trades are effective as of Friday, July 17th after market close. Here are the details of the trades: Ins:…

Jul 14, 2020
Number Cruncher Extra: Alimentation Couche-Tard, Lassonde & Metro

In our last Number Cruncher, we covered Alimentation Couche-tard, Lassonde Industries and Metro. We will go into more detail about these titles with our software. Here is the screener we used in our last Number…

Jul 14, 2020
Consumer Staples Stocks With Solid EPS Growth

What are we looking for? Canadian consumer staple stocks with vigorous long-term growth in earnings per share and robust return on capital.Since the beginning of the year, the difference in returns between consumer staples and…

Jul 07, 2020
Portfolio Manager’s July Comment For Q2 2020

In the second quarter, the S&P/TSX Composite Total Return Index increased by 17%, the S&P500 total return grew by 20.5% while the MSCI ACWI ex-USA returned 16.3%. Q2 returns were eye-popping and are pointing to…

Jun 19, 2020
StockPointer® US and ADR Model Portfolio Transactions – June 2020

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective now. Here are the details for the US portfolio : Ins: United Therapeutics Corporation (UTHR) – Market Trend. Increase in the Healthcare…

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Oct 07, 2021
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Number Cruncher Extra - Pfizer, Watsco & PepsiCo
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Eight U.S. defensive dividend stocks for a frothy market
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