Year: 2021
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…
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…
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…
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…
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…
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…
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,…
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…
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:…
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…
