The Globe and Mail

Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Globe Investor

Number Cruncher

Screens that break down the numbers from our investment reporters

Entry archive:

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.

More »

Value screen turns up 17 stocks in information technology sector

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 RBC Dominion Securities, when the economy picks up and rates begin to drift higher, the technology sector tends to outperform. My colleague Rob Belanger and I thought we would take a look at North American information technology stocks.

More »

Time to trim back on your winners? Here are 25 top outperformers

TIM SHUFELT

What are we looking for?

Winners to sell.

Amid a stock market rally of historic proportions, the average investor portfolio is bound to get out of whack.

As the slice of one’s wealth dedicated to equities grows, portfolio allocations can drift out of alignment. The odd rebalancing is required to restore the rightful proportions. And since the S&P/TSX composite index is up by 15 per cent so far this year, there are likely many Canadian investors overdue for a portfolio checkup.

More »

Six consumer discretionary stocks with upside potential

RON MEISELS AND MONICA RIZK

What are we looking at?

Canadian consumer discretionary stocks with long-term upside potential.

The screen

We limited our pool to 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 investors’ 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 »

Information technology stocks: 20 top performers

CRAIG MCGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Strong performers in the information technology sector.

IT stocks have been a big contributor to the U.S. market’s continuing strength. Over the 12 months ended July 31, 2014, the S&P 500 IT sector has returned 28 per cent while the broad index has returned 17 per cent. So far this quarter, IT continues to lead the pack so I wanted to look for stocks in the sector that could continue to outperform.

More »

These 23 North American companies show growth, right across the board

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?

Growing North American companies.

The screen

My colleague Rob Belanger and I started with North American companies larger than $500-million in market capitalization. We looked for companies that had increased their work force by more than 10 per cent and also boosted R&D spending by more than 10 per cent – both over the past 12 months. We further culled our list by only including firms that increased revenue by more than 10 per cent in the same period.

More »

Black-sheep stocks for contrarian investors

TIM SHUFELT

What are we looking for?

Black-sheep stocks.

A strong consensus bearish opinion is reason enough for some investors to go bullish. And for successful contrarian investors, the first step is to identify stocks that have run afoul of the Street.

So we went searching for stocks ill-regarded by the analyst community.

More »

Twelve Canadian dividend all-stars

PETER ASHTON

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

What are we looking for?

With signs pointing to a sustained period of low interest rates in Canada and the United States, investors have been flocking to stable, dividend-paying stocks in search of yield. The S&P/TSX Dividend Aristocrats Index is up 1.7 per cent month-to-date and 9.1 per cent year-to-date.

More »

Best-in-class: A 20-stock portfolio of industry outperformers

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

Canadian stocks with better-than-industry value and growth characteristics.

The screen

This week, I turn to the CPMS Canadian Industry Relative model portfolio. The strategy ranks and screens on both profitability and value criteria that are measured against each stock’s industry group.

More »

A 12-stock portfolio built on buybacks, dividend hikes

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?

North American companies that have bought back their own stock, and also increased their dividend every year for the past five years. As investors we should always be conscious of firms that buy back their own shares – management feel very bullish about their company’s prospects.

More »

These 19 less-hyped stocks offer bargain potential

TIM SHUFELT

What are looking for?

Low-profile stocks.

Finding bargain stocks gets to be more of a challenge in a persistent bull market. More than five years of stock gains have pushed up valuations and increased the level of investor interest in equities.

Furthermore, the lack of an alternative asset class to stocks paying decent returns has driven a greater proportion of investor money into the stock market.

More »

Consumer discretionary stocks with bullish trends

RON MEISELS and MONICA RIZK

What are we looking for?
U.S. consumer discretionary 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 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 above their rising 40wMA are the best candidates for investments; they are the ones that show a bullish pattern.

More »

Strong luxury goods stocks without hefty price tags

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?

Strong luxury goods companies, ideally trading at reasonable valuations.

The screen

We started with companies around the world larger than $1-billion (U.S.) in market capitalization and sorted them from the largest to the smallest.

More »

Fifteen retailers that can stand up to online competition

SAMUEL OUBADIA

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

What are we looking for?

Given the success of online retailers, such as Amazon Inc. and eBay Inc., in recent years, many traditional brick-and-mortar retailers have been experiencing difficulties and losing market share. We wanted to take a closer look at some of these traditional retailers and determine if there are any that are both attractively valued and not expected to see a large decline in sales over the next year.

More »

Eight strong dividend plays in utilities, pipelines

PETER ASHTON

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

What are we looking for?

After this week’s two-day Federal Reserve meeting, chair Janet Yellen indicated that though there were signs of strengthening in the U.S. economy, the Fed was in no rush to raise interest rates. A continued period of low interest rates may prove to be positive for dividend-paying stocks both in the U.S. and in Canada. Today, we will look for strong Canadian dividend plays in the traditional dividend haven of the utility and pipeline sectors.

More »

Twenty reasonably priced, profitable Canadian stocks

CRAIG McGEE

Craig McGee is a senior consultant at Morningstar Canada.

What are we looking for?

A portfolio of profitable Canadian stocks that may still be available at reasonable valuations.

The screen

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

More »

Twenty-one high-octane stocks to fuel a portfolio

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?

My colleague Rob Belanger and I thought we would look at some large, high-octane growth companies.

The screen

We sorted these North American companies larger than $1-billion in capitalization from the largest to the smallest.

More »

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

Products
  • Globe Unlimited

    Digital all access pass across devices. subscribe

  • The Globe and Mail Newspaper

    Newspaper delivered to your doorstep. subscribe

  • Globe2Go

    The digital replica of our newspaper. subscribe

  • Globe eBooks

    A collection of articles by the Globe. subscribe

See all Globe Products

Advertise with us

GlobeLink.ca

Your number one partner for reaching Canada's Influential Achievers. learn more

The Globe at your Workplace
Our Company
Customer Service
Globe Recognition
Mobile Apps
NEWS APP
INVESTING APP
Other Sections