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Number Cruncher

Screens that break down the numbers from our investment reporters

Entry archive:

Delving for gems among beaten-down large cap stocks

PETER ASHTON

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

What are we looking for?

U.S.-traded, large cap stocks set to rebound.

Over the past four weeks, the U.S. markets have been on a wild ride, first selling off almost 10 per cent, then rebounding sharply in the past week. The strength of the last week’s rebound has led many market watchers to declare the downturn over with a bottom now in place. Of particular interest is the fact that U.S. small caps – which have been hammered over the past three months – now appear to be rallying hard, leading to a belief that U.S. investors are embracing risk again – a bullish sign.

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Buffett-inspired Canadian portfolio uses 'Patient Investor' screen

John Heinzl

What are we looking for?

With the recent market pullback, let’s look for some bargain-priced stocks with long-term potential.

The screen

We’ll use Validea Canada’s “Patient Investor” screen, which emulates the stock-picking methods of Warren Buffett. The screen is based on the book Buffettology, written by the Oracle of Omaha’s former daughter-in-law, Mary Buffett.

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These stocks show more upside (and less downside) than broader market

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?

Stocks that rose more in an advancing market than they fell in a declining market.

The screen

My colleague Rob Belanger and I started with TSX-listed companies larger than $1-billion in market capitalization and we sorted them from the largest to the smallest.

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Beaten-up U.S. small caps with dividend staying power

Tim Shufelt

What are we looking for?

Smaller dividend payers weakened by the recent selloff.

While the re-emergence of market volatility was broadly felt in recent weeks, the effect was disproportionate for a couple types of stocks.

First, investors concentrated their fears on small-cap stocks, with the Russell 2000 small-cap index registering a 13-per-cent drop between early July and last Monday. That index has bounced back in the last few trading sessions, but is still almost 10-per-cent off its year-to-date high.

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Seventeen stocks poised for a strong recovery

RON MEISELS AND MONICA RIZK

What are we looking at?

Stocks that have the potential for a recovery rally of 10 per cent or more.

The screen

We limited our pool to the stocks within the S&P/TSX 60 index.

We looked at each stock’s 40-week moving average. 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 investors’ behaviour. A rising indicator suggests increased enthusiasm about the company’s outlook and investors are likely to purchase the stock. Conversely, a falling indicator suggests fading attitude about the future of the company and investors usually stay away from these stocks.

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What insiders have been buying

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 Bloomberg, as of the middle of last month a total of 7,181 U.S. insiders bought their own stock this year, and 23,323 sold shares. The ratio of buys to sells is near the lowest level since 2000. While companies are buying their own stock, the officers and directors aren’t. Studies have shown that insiders tend to outperform the market through their buying and selling activities, according to INK Research.

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Ten oil stocks that are good value picks

SAM OUBADIA

Samuel Oubadia is a portfolio manager at Lorne Steinberg Wealth Management in Montreal.

What are we looking for?

We are drilling for value in the oil and gas sector.

The large, integrated oil and gas producers, or the oil majors, as they are often referred to, have seen their share of problems in recent years. This is due to issues such as the higher operating costs that are required to develop their complex projects, or the consequences of producing oil in countries experiencing political unrest. Given the fairly steep decline in the oil price in recent weeks, we set out to find stocks among the oil majors that trade at lower valuations and that have seen a drop on their share price.

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Restaurant stocks with appetizing value

PETER ASHTON

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

What are we looking for?

Well-valued U.S. restaurant chains.

The recent takeover of Canadian icon Tim Hortons Inc. by U.S. fast food giant Burger King Worldwide Inc. has fuelled rumours of further consolidation in the restaurant sector. This week’s rapid declines in the price of oil are also bullish for several sectors including airlines and those tied to consumer discretionary spending such as restaurants and retail.

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Twenty Canadian stocks with strong profitability and momentum

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Despite the market’s weakness in recent months, most sectors have been experiencing steadily growing earnings. To help take advantage of a potential bounce-back, I wanted to look for large and liquid Canadian stocks with strong profitability and momentum.

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Eleven biotechnology stocks with solid fundamentals

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?

Last spring, the Nasdaq Biotechnology Index tumbled 22 per cent in about six weeks. A recent rally, however, has reversed the March selloff and the index set a record high last month. For much of this industry, earnings are growing at phenomenal rates that are absent in most other sectors. And the current Ebola virus scare has brought biotechnology into the forefront.

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Why Canadian oil patch investors should be tracking U.S. crude price

SCOTT BARLOW

What are we looking at?

Large cap Canadian oil stocks and domestic oil services companies are much more sensitive to United States oil prices than West Canada Select crude. Investors should not look for the relative strength in domestic oil prices to support their equity holdings in the oil patch’s biggest firms.

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These nine U.S. stocks are looking oversold

RON MEISELS AND MONICA RIZK

What are we looking at?

Stocks with potential for a 10 per cent or more recovery rally.

The screen

We limited our pool to the stocks within the S&P 100 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? Generally speaking, stocks that trade below their falling 40wMAs are not good candidates for investments; they are the ones that show a bearish behaviour.

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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?

More »

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