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Number Cruncher

Screens that break down the numbers from our investment reporters

Entry archive:

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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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.

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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.

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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.

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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.

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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.

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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.

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