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Number Cruncher

Screens that break down the numbers from our investment reporters

Entry archive:

Social media stocks: Amid explosive growth, a screen for value

MICHAEL BOWMAN

Mr. Bowman is a portfolio manager at Hamilton-based Wickham Investment Counsel Inc., an adviser to high-net-worth clients. mike@mikebowmangroup.com

What are we looking for?

Last year, 72 per cent of adult Internet users surveyed in North America said they spend 20 per cent of their computer time on social media websites – double the amount from five years earlier – according to Global X Funds. With increasing Internet penetration, advertising revenues of social media websites are expected to grow by 20 per cent per year over the next two years and beyond.

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The large-cap surge: 19 stocks poised for further gains

Tim Shufelt

What are we looking for?

Large-cap stocks with leadership potential.

One of the biggest investing stories of the year so far has been the outperformance of large-cap stocks. This is a reversal of last year’s pecking order, in which the smallest stocks posted the biggest gains. As good as 2013 was for the large-cap S&P 500 index, which rose by 30 per cent, it was even better for the small-cap Russell 2000 index, which gained 37 per cent. The year was better still for the Russell Microcap index, which added 44 per cent.

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Eleven stocks that look ready to tumble after a good run

PETER ASHTON

Peter Ashton is vice-president of client services at Recognia Inc.

What are we looking for?

With Federal Reserve chair Janet Yellen warning about stretched valuations in some sectors of the U.S. market, we want to look for U.S. stocks with large price movements this year that may now be finding themselves overbought.

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Canada's 20 leading dividend-paying stocks

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

The country’s biggest dividend payers.

The screen

I scanned the CPMS Canadian equity database for the 20 stocks with the highest value of expected total dividends to be paid in the next four quarters and the following additional criteria:

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Thirteen strong global base metal stocks

MICHAEL BOWMAN

Mr. Bowman is a portfolio manager at Hamilton-based Wickham Investment Counsel Inc., an adviser to high-net-worth clients. mike@mikebowmangroup.com

What are we looking for?

Gold may get all the glory, but if you want to build an economy, it’s all about base metals. In order of global consumption, the most widely used are iron ore, aluminum, copper, zinc, lead, nickel and tin. Today, my colleague Rob Belanger and I look at the global base metal sector.

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Value hunters: Check out 18 potential bargain stocks

IAN MCGUGAN

What are we looking for?

Potential bargains. More specifically, stocks that still look cheap despite the market’s big gains over the past couple of years.

How did we do it?

We looked for stocks on the Toronto and New York exchanges that can pass multiple tests of value and stability.

For starters, we limited ourselves to companies with market capitalization of at least $500-million on the theory that larger companies tend to have a greater ability to weather shocks.

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Reading the trend for financial stocks

RON MEISELS AND MONICA RIZK

What are we looking at?

Canadian financial stocks with long-term upside potential.


The screen

We limited our pool to the 10 financial stocks in the S&P/TSX 60 Index.

To find the most promising, we looked at each stock’s 40-week moving average (40wMA). This is the average closing price for the stock over a period of 40 weeks. Charting the moving average week by week gives us a sense of investor’s behaviour: Are they growing more (or less) enthusiastic about the company’s outlook and are they more (or less) likely to purchase the stock. We selected only those stocks that are above their rising 40wMA.

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Twenty Canadian stocks primed for earnings growth

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What we’re looking for

A portfolio of Canadian stocks posting quarterly growth that is expected to continue.

The screen

I scanned the CPMS Canadian equity database for the 20 stocks with the best combination of the following metrics:

  • Growth of the latest reported quarter’s operating EPS vs. the same quarter from the prior year (Q/Q Latest)
  • Growth of the previously reported quarter’s operating EPS vs. the same quarter from the prior year (Q/Q Last)
  • Expected growth of the next quarter’s operating EPS vs. the same quarter from the prior year (Q/Q Next)
  • Expected growth of operating EPS two quarters in the future vs. the same quarter from the prior year (Q/Q Next-2)

Stocks below $100-million were screened out. All periods must exhibit positive growth, and each sector was limited to no more than five stocks.

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A diversified portfolio for a bull market that's long in the tooth

MICHAEL BOWMAN

Mr. Bowman is a portfolio manager at Hamilton-based Wickham Investment Counsel Inc., an adviser to high-net-worth clients. mike@mikebowmangroup.com

What are we looking for?

Trying to predict a correction is impossible, but with the markets getting a bit long in the tooth, today we look at a portfolio that could do well no matter what happens. My colleague Rob Belanger and I look at stocks that may outperform the indexes when they advance – and outperform the indexes when they decline.

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Eighteen TSX stocks with earnings momentum

TIM SHUFELT

What are we looking for?

Stocks with earnings momentum.

Earnings season is once again upon us, and with it arrives the quarterly parade of beats and misses that will fuel stock movements over the coming weeks.

With stock market benchmarks in the United States and Canada at or near record highs, and with equities still the investment of choice in a low-yield environment, the attention paid to corporate profits is inexhaustible.

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Eleven financial stocks poised for growth

PETER ASHTON

Peter Ashton is vice-president of client services at Recognia Inc.

What are we looking for?

Large-cap Canadian financial stocks poised for continued growth.

Financials make up the largest component of the Canadian market with a 33.7-per-cent weighting in the S&P/TSX composite index. The financial sector has returned approximately 6.8 per cent year-to-date.

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Twenty-stock portfolio mixes stability and momentum

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

A conservative portfolio of stocks making efficient use of their assets that also have reasonable momentum.

Specifically, I scanned the CPMS Canadian equity database for the 20 stocks with the best combination of the following metrics:

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Cash-rich and ready to spend: Why you should check out these 16 stocks

Tim Shufelt

What are we looking for?

Corporate cash ready to be spent.

Coinciding with a rebound in mergers and acquisitions in Canada and the United States, recent data show that corporate cash balances in both countries have begun to shrink.

According to FactSet, cash and short-term investment balances at S&P 500 companies declined sequentially, by 4.7 per cent, in the first quarter for the first time in seven quarters.

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Nine U.S. energy stocks with positive momentum

RON MEISELS AND MONICA RIZK

What are we looking at?

U.S. energy stocks with long-term upside potential.

The screen

Following our look earlier this month at major Canadian players in this sector, today we limited our pool to the 10 energy stocks in the S&P 100 Index.

To find the most promising, we looked at each stock’s 40-week moving average (40wMA). This is the average closing price for the stock over a period of 40 weeks. Charting the moving average week by week gives us a sense of investor’s behaviour: Are they growing more (or less) enthusiastic about the company’s outlook and are they more (or less) likely to purchase the stock? We selected only those stocks that are trading above their rising 40wMA.

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Twenty stocks primed for growth

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Profitable companies with the highest growth expectations for the coming year.

The screen

Though we can look at growth using a variety of metrics, I’ll focus on top-line sales, operating cash flow and operating earnings. Specifically, I scanned the CPMS Canadian database for stocks with the best combination of the following metrics:

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The nuts and bolts on 19 construction stocks

MICHAEL BOWMAN

Mr. Bowman is a portfolio manager at Hamilton-based Wickham Investment Counsel Inc., an adviser to high-net-worth clients. mike@mikebowmangroup.com

What are we looking for?

Since SNC-Lavalin Group Inc. recently announced they are acquiring international oil and gas services company Kentz Corp. Ltd. for more than $2-billion, my colleague Rob Belanger and I thought we would take a closer look at the engineering and construction sector.

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Inflation-busters: Dividend stocks with consistently rising payouts

TIM SHUFELT

What are we looking for?

Stocks that offer some protection against inflation.

Spring brought with it a thaw on frozen consumer prices in Canada and the United States. Inflation readings for May showed prices rising by 2.3 per cent in Canada over the past year, while the U.S. figure registered at 2.1 per cent. The Canadian consumer price index came in above the Bank of Canada’s 2-per-cent target for the first time in two years.

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Number Cruncher Contributors

Sonali Verma

Sonali Verma is digital editor and investment editor at the Report on Business. She has worked as a reporter, editor and producer of business news at Reuters, CNBC and Bloomberg News since 1995.

Follow Sonali on Twitter @SVerma__

Michael Bowman

Michael Bowman is a portfolio manager at Hamilton-based Wickham Investment Counsel Inc., an adviser to high net worth clients.

Rob Carrick

Rob Carrick has been writing about personal finance, business and economics for close to 20 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been personal finance columnist since November 1998.

Follow Rob on Twitter @rcarrick

John Heinzl

John Heinzl has been writing about business and investing since 1990. A native of Hamilton, he earned a master's degree from the University of Western Ontario's Graduate School of Journalism and completed the Canadian Securities Course with honours.

Follow John on Twitter @johnheinzl

Darcy Keith

Darcy Keith has been a business journalist since 1992 and joined the Report on Business in 2010 from Yahoo! Canada, where he was the senior editor of finance.

Follow Darcy on Twitter @eyeonequities

Ian McGugan

Ian McGugan is Senior Editor of The Globe and Mail's Report on Business and has been writing about investing, economics and business for more than 20 years. He joined the Globe and Mail in 2010.

Follow Ian on Twitter @IanMcGugan

Jacqueline Nelson

Jacqueline Nelson is a financial services reporter at the Report on Business.

Follow Jacqueline on Twitter @j2nelson

David Parkinson

David Parkinson has been covering business and financial markets since 1990, and has been with The Globe and Mail since 2000.

Jody White

Jody has previously worked as a senior editor at Canadian Business Online and has written for MoneySense Magazine, Maclean's, the National Post and other national publications.

Follow Jody on Twitter @JodyJodyWhite

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