Skip to main content

Globe editors have posted this research report with permission of Canaccord Genuity. This should not be construed as an endorsement of the report’s recommendations. For more on The Globe’s disclaimers please read here. The following is excerpted from the report:

Summary

This is a tool for a Canadian Portfolio Manager to quickly screen their coverage universe and identify the stocks with the strongest quantitative (QUEST) and technical (momentum) characteristics.

For long-term investors

Add exposure to/overweight those names with the strongest QUEST scores, and with monthly momentum scores that are accelerating or pulling back (see Appendix 1).

Story continues below advertisement

Reduce exposure to/underweight those names with the weakest QUEST scores, and with monthly momentum scores that are deteriorating or turning up (see Appendix 1).

For intermediate-term/short-term investors

Add exposure to/overweight those names with the strongest QUEST scores, and with weekly momentum scores that are accelerating or pulling back (see Appendix 1).

Reduce exposure to/underweight those names with the weakest QUES® scores, and with weekly momentum scores that are deteriorating or turning up (see Appendix 1).

For Experienced Investors

Reduce Exposure Screen: Those names with monthly/weekly scores that are pulling back, with deteriorating QUEST Value/Quality scores.

Add Exposure Screen: Those names with monthly/weekly scores that are turning up, with improving QUEST Value/Quality scores.

Read the full report here.

Read other research reports here

Report an error
Due to technical reasons, we have temporarily removed commenting from our articles. We hope to have this fixed soon. Thank you for your patience. If you are looking to give feedback on our new site, please send it along to feedback@globeandmail.com. If you want to write a letter to the editor, please forward to letters@globeandmail.com.

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff.

We aim to create a safe and valuable space for discussion and debate. That means:

  • Treat others as you wish to be treated
  • Criticize ideas, not people
  • Stay on topic
  • Avoid the use of toxic and offensive language
  • Flag bad behaviour

Comments that violate our community guidelines will be removed.

Read our community guidelines here

Discussion loading ...

Cannabis pro newsletter
To view this site properly, enable cookies in your browser. Read our privacy policy to learn more.
How to enable cookies