Archive

Year: 2021

Jul 13, 2021
These 11 growing companies from the S&P 500 are becoming increasingly attra...

What are we looking for? U.S. equities with improving valuations and fundamentals. We look for a negative three-month price-to-earnings (P/E) ratio and a positive three-month current operating value (COV) change to discover stocks with an attractive signal.…

Jul 07, 2021
Portfolio Manager’s July Comment For Q2 2021

The performance of the equity market continued its upward trend following the beginning of the vaccination campaign and in anticipation of the complete reopening of the economy. In Q2, The S&P/TSX Total Return Index rose…

Jun 17, 2021
Canadian ETFs: May’s Launches

At the end of May, the Canadian ETF Industry reached assets under management of $297 billion. The ETF product line-up keeps on expanding with new ESG and sector ETFs, including Canada’s first Shariah-compliant ETF. Wealthsimple…

Jun 15, 2021
Number Cruncher Extra – Stella-Jones, Alimentation Couche-Tard & Metr...

In our last Number Cruncher we looked for stocks that don’t attract attention. We managed to find Stella-Jones (SJ), Alimentation Couche-Tard (ATD.B) and Metro (MRU) as potential candidates. In Number Cruncher extras, we use our…

Jun 14, 2021
Ten strongly profitable TSX stocks that investors may be overlooking

WHAT ARE WE LOOKING FOR? Canadian stocks with strong profitability but whose unspectacular price movements may mean they’re not attracting much investor attention. We use the six-month price return to find stocks that may have…

Jun 09, 2021
ESG Integration

ESG integration is the explicit inclusion of ESG risks and opportunities into traditional financial analysis and investment decisions based on a systematic process and appropriate research sources. In other words, it refers to considering material ESG issues in addition to other traditional financial metrics when…

Jun 03, 2021
Portfolio Manager’s June Comment for May Results

The S&P/TSX Total Return Index expanded by 3.4% in May, the S&P 500 grew a meager 0.7% and the MSCI ACWI ex. USA increased by 3.2%. At May’s end, the 12-month S&P/TSX Total Return Index…

May 18, 2021
Canadian ETFs: April’s Launches and Terminations

Cryptocurrency flooded the Canadian ETF market this month with fifteen ETF listings. The World’s first Ethereum ETFs hit the industry on April 20th. Shortly after, multiple other providers issued their own Ether ETF, some racing to attract investors by waving management fees.  Investors…

May 18, 2021
Number Cruncher Extra – Canfor, Labrador Iron Ore Royalty & Calibre M...

In our last Number Cruncher, we’ve found Canfor (CFP), Labrador Iron Ore Royalty (LIF) & Calibre Mining (CXB) as potential candidates with robust momentum and excellent fundamentals to play the commodities boom. In Number Cruncher…

May 18, 2021
These 10 TSX materials stocks are well-placed to benefit from commodities boom

WHAT ARE WE LOOKING FOR? Canadian materials stocks with momentum and compelling fundamentals. We use a momentum approach to focus on a sector strongly linked to the runup in commodities prices. We believe that stocks…

Latest news

What’s in the news

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

Generate Higher Income

Discover our factor-based alpha generators

Discover our factor-based alpha generators

    What product(s) are you interested in?

    StockGuideMarket InsightsFor AdvisorsAsset Management

    StockGuide

    Market Insights

    For Advisors

    Asset Management

    What product(s) are you interested in?

    StockGuide
    Market Insights
    For Advisors
    Asset Management