Archive

Year: 2021

May 04, 2021
Portfolio Manager’s May Comment for April Results

In April, the S&P/TSX increased by 2.4% and the S&P500 rose by 5.3% while the MSCI ACWI ex USA gained 2.8%. At the end of the 12-month period ending April 30th, the S&P/TSX grew by…

May 04, 2021
StockPointer® Canada Portfolio Transactions – April 2021

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Canadian Model Portfolio, effective April 16 after market close. Here are the details: Ins: 1. Power Corporation of Canada (POW) – Market trend. Increase in the Financial…

Apr 20, 2021
These 10 U.S. large-cap stocks demonstrate consistent, solid profitability

WHAT ARE WE LOOKING FOR? U.S. large caps with high profitability, below-average risk and attractive valuations. We use the economic performance index (EPI) and relative EPI to help us find stocks with a healthy adjusted…

Apr 20, 2021
Number Cruncher Extra – Clorox, Progressive & Autozone

In our last Number Cruncher we discussed how Clorox (CLX), Progressive (PGR) & Autozone (AZO) are companies with incredible adjusted profitabily adjusted for risk and valuation. Now, we will look at these with our software Stockpointer. Let’s start with CLX The…

Apr 19, 2021
Canadian ETFs: March’s Launches and Terminations

The Canadian ETF Industry ended the first quarter of 2021 with assets under management of $278 billion. The number of new ETF listings keeps on increasing with 23 new listings added in March.  RBC iShares expanded its Sustainable ETFs suite…

Apr 07, 2021
Portfolio Manager’s April Comment For Q1 2021

The performance of equity markets continued its upward trend following the beginning of the vaccination campaign and the anticipation of the complete reopening of the economy. In Q1, The S&P/TSX Total Return Index rose by…

Mar 22, 2021
ESG-friendly Companies that Combine Quality, Growth and Value

WHAT ARE WE LOOKING FOR? ESG-friendly, quality companies demonstrating growth at acceptable valuations. Essentially, our search combines the three most used fundamental factors: quality, growth and value. The objective is to find a solid company…

Mar 22, 2021
Number Cruncher Extra – Manulife, Quebecor & Hydro One

In our last Number Cruncher we discussed how Manulife (MFC), Quebecor (QBR.B) & Hydro One (H) are companies with multiple qualities. Now, we will look at these with our software Stockpointer. Let’s start with MFC…

Mar 12, 2021
Canadian ETFs: February’s Launches and Terminations

At the end of February, the Canadian ETF Industry reached a new record high of $270 billion in assets under management. The number of ETFs listed in Canada continues to grow as we welcome the World’s first Bitcoin ETF. Once more, Canadian regulators prove to be more…

Mar 04, 2021
Portfolio Manager’s March Comment for February Results

The S&P/TSX Total Return Index expanded by 4.4% in February and the S&P 500 grew by 2.8% while the MSCI ACWI ex. USA increased by 2.0%. At February end, the 12-month S&P/TSX Total Return Index…

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