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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).

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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.

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