Archive

Year: 2021

Oct 07, 2021
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 05, 2021
Floor-and-ceiling strategy opens door to mispriced stocks

WHAT ARE WE LOOKING FOR? Profitable companies that have a sensible price. Return on capital and price-to-book tend to evolve in the same direction. As profitability rises, the price-to-book ratio is likely to increase to…

Sep 08, 2021
Number Cruncher Extra – Pfizer, Watsco & PepsiCo

In our last Number Cruncher we discussed how Pfizer (PFE), Watsco (WSO) & PepsiCo (PEP) were good candidates if we wanted to protect ourselves against a market correction. Now, we will look at these stocks…

Sep 07, 2021
Eight U.S. defensive dividend stocks for a frothy market

WHAT ARE WE LOOKING FOR? Dividend-paying U.S.-listed stocks with lower risk. The S&P 500 is up 19.5 per cent over the past six months and its price-to-earnings ratio now stands at 35.4, higher than the…

Sep 02, 2021
Portfolio Manager’s September Comment for August Results

The S&P/TSX Total Return Index expanded by 1.6% in August, the S&P 500 grew a robust 3.0% and the MSCI ACWI ex. USA increased by 1.9%. At August’s end, the 12-month S&P/TSX Total Return Index…

Aug 10, 2021
Number Cruncher Extra – Spin Master, Linamar & Sleep Country

In our last Number Cruncher we discussed how Spin Master (TOY), Linamar (LNR) & Sleep country holdings (ZZZ) generate solid free cash flows. Now, we will look at these stocks with our software Stockpointer. Here…

Aug 09, 2021
Nine Canadian stocks to play the consumer savings boom

These nine Canadian stocks are poised to absorb excess consumer savings. WHAT ARE WE LOOKING FOR? Canadian equities that generate plenty of free cash flow. Canadian consumers are now saving 13.1 per cent of their income,…

Aug 04, 2021
Portfolio Manager’s August Comment for July Results

In July, the S&P/TSX increased by 0.8% and the S&P500 rose by 2.4% while the MSCI ACWI ex USA lost 1.6%. At the end of the 12-month period ending July 31st, the S&P/TSX grew by…

Aug 02, 2021
StockPointer® Canada Portfolio Transactions – July 2021

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

Jul 13, 2021
Number Cruncher Extra – Netflix, Nike, Etsy & Amazon

In our last Number Cruncher we discussed how Netflix (NFLX), Nike (NKE), Amazon (AMZN) & ETSY (ETSY) are companies with multiple qualities. Now, we will look at these stocks with our software Stockpointer. Here is…

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Oct 07, 2021
Signs of Elevated Risk in Lofty Tech Stock Valuations
Read more
Oct 05, 2021
Floor-and-ceiling strategy opens door to mispriced stocks
Read more
Sep 08, 2021
Number Cruncher Extra - Pfizer, Watsco & PepsiCo
Read more
Sep 07, 2021
Eight U.S. defensive dividend stocks for a frothy market
Read more

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