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Number Cruncher

Screens that break down the numbers from our investment reporters

Blog Archive for December, 2011

Friday, Dec. 30, 2011 9:15PM EST

Dogs of 2010 suffer more losses in 2011

SHIRLEY WON

AGF European Equity Class, the worst performer in 2010 with 20.3-per-cent loss, shed another 22.2 per cent

Thursday, Dec. 29, 2011 7:50PM EST

Finding value by comparing apples to apples

NICOLAS JOHNSON

Screen picks up the most-undervalued stocks relative to their sector

Wednesday, Dec. 28, 2011 7:35PM EST

Haven portfolio flourishes in stormy year

IAN MCGUGAN

Screen from last January looked for U.S. stocks with stable earnings and dividend prospects

Tuesday, Dec. 27, 2011 3:30PM EST

Funds follow-up: Stars of 2010 were duds in 2011

SHIRLEY WON

After posting stellar gains last year in the 60- to 90-per cent range, the stars of 2010 now face double-digit losses

Thursday, Dec. 22, 2011 7:55PM EST

A portfolio that won't keep you up at night

IAN McGUGAN

Screening for stocks would appeal to a retiree looking for stable income and low volatility

Wednesday, Dec. 21, 2011 3:20PM EST

Sifting for gems in deep-value territory

IAN MCGUGAN

Screen applies a battery of accounting tests to value stocks to spotlight those with improving fundamentals

Wednesday, Dec. 21, 2011 12:00AM EST

In search of cheap stocks that could rebound

IAN McGUGAN

Based on Piotroski strategy, screen eliminates companies financially too weak to recover and spotlights ones with improving fundamentals

Friday, Dec. 16, 2011 7:30PM EST

Hedge funds top list of star performers over five years

SHIRLEY WON

Among conventional funds, RBC Canadian Equity Income stands out because it falls in a conservative category

Thursday, Dec. 15, 2011 8:10PM EST

Rooting through retail's bargain bin

Darcy Keith

To make our list, each stock must be below the average in their specific retail sector on three key valuation metrics

Wednesday, Dec. 14, 2011 2:05PM EST

Companies that can stanch the red ink

DARCY KEITH

These companies had three consecutive losing quarters before posting a profit, and also boast recent positive earnings revisions

Tuesday, Dec. 13, 2011 3:00PM EST

A tempting but high-maintenance portfolio

IAN MCGUGAN

Growth stocks require constant monitoring and frequent trading. Some of the names in this CPMS portfolio are not for the faint of heart

Monday, Dec. 12, 2011 8:10PM EST

A rough and tumble year for Dynamic Value

SHIRLEY WON

Fund, which won Morningstar Canada award for best fund in the Canadian equity category, has shed over 19 per cent so far this year

Thursday, Dec. 08, 2011 6:25PM EST

RIM surfaces in refined search for value

DAVID PARKINSON

Screen looks for low enterprise value to EBITDA - essentially a sophisticated version of the P/E ratio

Wednesday, Dec. 07, 2011 6:20PM EST

Value seen through the prism of free cash flow

DAVID PARKINSON

Companies that rank lowest in price-to-free-cash-flow could be poised to outperform once a recovery takes hold

Tuesday, Dec. 06, 2011 8:00PM EST

Winners in tempestuous times

DAVID PARKINSON

Screen identifies global stocks best able to beat the market, both in good times and bad, over the past few months

Monday, Dec. 05, 2011 8:20PM EST

Combing for stocks with growth and profitability

IAN MCGUGAN

Back-tested to 2003, CPMS portfolio has produced an annualized return of 24.2 per cent versus 9.9 per cent for the S&P/TSX Total Return

Sunday, Dec. 04, 2011 7:00PM EST

Resources were the wild card for small-cap funds this year

ShirleY Won

Steadyhand, best performer year-to-date in small- to mid-cap equity category, was 'vastly underweight' resources

Thursday, Dec. 01, 2011 2:30PM EST

Fund seeks high yield - but also growth

SHIRLEY WON

With a current yield around 5.7 per cent, Renaissance Millennium High Income invests in dividend-paying stocks, income trusts and REITs

Number Cruncher Contributors

Ian McGugan

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

Simon Avery

Simon Avery has covered investing, telecom and technology for the Globe 's Report on Business since 2004. Previously, he was a staff reporter for The Associated Press in Los Angeles and for The Wall Street Journal in San Francisco.

Follow Simon on Twitter @SimonAvery1

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.

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

Jacqueline Nelson

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

David Parkinson

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

Sonali Verma

Sonali Verma is digital 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 @sonaliverma2011

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.

Shirley Won

Shirley Won covers the fund industry and investments. She joined the Globe and Mail in 1996, and has also worked at the Montreal Gazette and Canadian Press.