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Number Cruncher

Screens that break down the numbers from our investment reporters

Entry archive:

These 20 U.S. large cap stocks outperform their peers

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

A portfolio of U.S. industry outperformers.

As market growth continues to slow, I wanted to look for a set of U.S. large caps with better-than-industry value and growth characteristics and I turned to the CPMS U.S. Industry Relative model portfolio.

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Making money off money: 14 strong stocks

Michael Bowman

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

What are we looking for?

According to Environics Analytics, the average net worth per household in Canada was $442,130 at the end of 2013, and the Federal Reserve recently reported the average household net worth in the United States is $534,000 (U.S.). Since a good chunk of that is invested in the capital markets, my colleague Rob Belanger and I thought we would take a look at global investment firms.

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The top 20 wealth-creating U.S. stocks

MICHAEL CLOHERTY

Michael Cloherty is senior account manager for StockPointer at Inovestor Inc.

What are we looking for?

As a follow-up to a similar screen of Canadian-listed stocks in mid-September, today we're looking for U.S. companies with high economic value – companies creating the highest economic profit for their shareholders, and trading below their intrinsic value.

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Ten profitable Canadian large-cap stocks worth scoping out

PETER ASHTON

Peter Ashton is vice-president of retail and self-directed investing at Recognia Inc.

What are we looking for?

Profitable Canadian large cap stocks.

The selection of quality stocks for the long haul takes on increasing importance during volatile markets. Large, established companies that generate consistent profits with low operating costs can provide a margin of safety when markets fall.

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Twenty dividend growth stocks for volatile times

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Dividend growth stocks.

Keeping up with the market has been a challenge for many Canadian investment managers and models so far this year. The CPMS Canadian Dividend Growth model portfolio has been able to keep pace, especially by avoiding much of the volatility seen in recent months.

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Bargains are always in fashion: 16 clothing retailer stocks

MICHAEL BOWMAN

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

What are we looking for?

U.S. consumer sentiment unexpectedly climbed in August to the highest level in almost seven years, according to Bloomberg, reinforcing signs of a strengthening outlook for the second half of 2014. With more discretionary cash floating around, the specialty apparel sector may be moving into the sweet spot.

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Fifteen auto stocks the market rally left behind

SAMUEL OUBADIA

Samuel Oubadia is a senior analyst at Lorne Steinberg Wealth Management in Montreal.

What are we looking for?

Bargains in the automotive sector.

In spite of recent gains in the equity markets, one industry that seems to be stuck in neutral is the automobile sector. While auto producers and some automobile component producers typically trade at lower price multiples, for a number of them, their problems have been exacerbated by a recent wave of product recalls. At Lorne Steinberg Wealth Management, we set out to find companies in the sector that trade at lower valuations and that have not participated in the market’s rally.

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These 16 Canadian stocks are looking overbought

MONICA RIZK AND RON MEISELS

What are we looking at?

Stocks with a potential of 10 per cent or more downside risk.

The screen

We limited our pool to the S&P/TSX 60 Index.

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?

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These 20 Canadian large caps combine value, growth

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Value and growth from Canadian large caps.

For this screen, I wanted to look for a diversified basket of larger cap Canadian stocks that exhibited a good mix of these characteristics. Using a subset of the largest 200 stocks in Canada, I scanned the CPMS database for up to 20 names with the best combination of the following metrics:

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The best e-commerce stocks: Two stand out

MICHAEL BOWMAN

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

What are we looking for?

This week Chinese e-commerce company Alibaba Group Holding Inc. could set a record for the world’s biggest initial public offering at more than $22-billion (U.S.). My colleague Rob Belanger thought we would take a look at the current slate of e-commerce companies trading around the world.

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Twenty stocks that are good wealth creators

MICHAEL CLOHERTY

Michael Cloherty is senior account manager for StockPointer at Inovestor Inc.

What are we looking for?

Canadian companies with high economic value – companies creating the highest economic profit for their shareholders – that are trading below their intrinsic value.

The screen

We searched for the top 20 Canadian stocks in StockPointer with a minimum market cap of $750-million and looked at the following metrics:

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Eight U.S. casino stocks poised for a rebound

PETER ASHTON

Peter Ashton is vice-president of retail and self-directed investing at Recognia Inc.

What are we looking for?

U.S. casino and gambling stocks poised for a rebound.

These stocks have been hit hard over the past months. The Dow Jones U.S. Gambling Index is now down 11.4 per cent quarter-to-date and down 3.9 per cent in just the month of September. This week it was announced that Trump Entertainment Resorts would file for bankruptcy protection, with two of its Atlantic City casinos set to shut their doors this fall. Las Vegas Sands Corp. was also hit this month on news that revenue was off sharply at its flagship casino in Macau.

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Health care outperformers with room to run further

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What we are looking for

The health care sector has led the way in the United States so far this year. Over the 12 months ended Aug. 31, the S&P 500 Health Care sector has returned 32 per cent, while the broader index has returned 25 per cent. Following this trend, we wanted to look for stocks in the sector that could continue to outperform.

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Telecom stocks: Looking for a signal to buy

MICHAEL BOWMAN

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

What are we looking for?

While many technology stocks have had a blistering run in the market over the past 12 months, many of the top telecom and cable stocks have trailed. My colleague Rob Belanger and I thought we would have a look at the telecommunications sector.

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Resource stocks dominate list of potential takeover targets

TIM SHUFELT

What are we looking for?

Potential takeover candidates.

This year has seen corporations around the world much more inclined to pursue acquisitions.

With considerable cash reserves on hand, favourable finances and a stabilization of the U.S. economy, markets have been buoyed by an abundance of deal-making.

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U.S. health care stocks: Scanning for upside potential

RON MEISELS AND MONICA RIZK

What are we looking at?

U.S. health care stocks with long-term upside potential.

The screen

We limited our pool to 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?

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These 10 energy stocks surface in test for profitability, value

MICHAEL BOWMAN

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

What are we looking for?

Brent oil futures slumped to a 16-month low this week as it was reported that slower manufacturing from Europe and China may curb global oil demand. My colleague Rob Belanger and I thought we would examine some profitability and value measures for Canadian oil companies.

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These 10 gold stocks are set for gains if bullion surges

PETER ASHTON

Peter Ashton is vice-president of retail and self-directed investing at Recognia Inc.

What are we looking for?

Canadian gold miners poised to pop.

In an article posted to Bloomberg.com recently, reporter Nicholas Larkin described how over the past 20 years, the price of gold averaged gains of 3 per cent in September, beating next-best month November by a wide margin. This seasonality is partly attributed to India’s festival period, which runs from August to October – a busy time for the purchase of gold as jewellery. If bullion surges this September as it has done in the past, it could boost the share prices of Canadian gold mining stocks.

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These high-flying U.S. stocks may be vulnerable to a pullback

PETER ASHTON

Peter Ashton is vice-president of retail and self-directed investing at Recognia Inc.

What are we looking for?

High-flying U.S. stocks that may be set for a fall.

With the S&P 500 closing at a new all-time high on Aug. 27, many market watchers are now wondering whether some stocks have moved too far, too fast. Propelled by a wave of good news on housing and employment, one in six U.S. stocks is now up 20 per cent or more year-to-date. With the Fed’s quantitative easing program set to end in October, one might think that many of these stocks are vulnerable to a pullback.

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Ten dividend stocks where cash flow is king

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Dividend-paying companies with lots of free cash flow.

As we continue in a period of slowing growth and as rate increases loom for the not-too-distant future, more importance will be put on the generation and growth of free cash flow – a firm’s operating cash flow after capital expenditures. Companies that are able to generate free cash flow may be better positioned to take advantage of investment opportunities when they come up in order to best enhance shareholder value.

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