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I’m pleased to provide the list of stocks in the Perch Portfolio below along with updates to several other popular portfolios. The portfolios are all based on stock screens of differing levels of complexity that are described in detail in separate articles.

For instance, you can follow the links to learn more about the Stable Dividend Portfolio, the Frugal Dividend Portfolio, the Dividend Monster Portfolio, the Screaming Value Portfolio, the Lemonade Portfolio and the Free Cash Portfolio.

I hope to provide portfolio updates every two to four weeks, with allowances made for the unusual periods that life provides – and a vacation from time to time.

Perch Portfolio

Smaller low-volatility dividend value stocks

Name PriceYieldVolatilityP/E
Algoma CentralALC-T15.604.624.86.2
Brookfield InfrastructureBIPC-T61.393.425.34.8
Brookfield RenewableBEPC-T45.504.029.14.6
Canadian TireCTC-A-T178.993.927.19.9
Canadian Western BankCWB-T24.265.328.37.1
Cogeco CommunicationsCCA-T64.954.828.96.8
DREAM UnlimitedDRM-T23.702.133.15.9
E-L FinancialELF-T909.001.726.22.0
Finning InternationalFTT-T34.992.736.710.7
iA FinancialIAG-T85.773.228.22.3
IGM FinancialIGM-T39.645.724.610.9
Laurentian BankLB-T31.295.928.66.2
Mullen GroupMTL-T14.754.934.710.9
Russel MetalsRUS-T33.234.630.95.7
Sagicor FinancialSFC-T4.906.224.55.0
Sleep Country CanadaZZZ-T23.673.635.37.8

Stable Dividend Portfolio

Low-volatility dividend stocks

Bank of Nova ScotiaBNS-T67.
CN RailCNR-T161.762.020.321.7
Canadian UtilitiesCU-T37.504.817.113.3
Hydro OneH-T38.962.917.622.1
Intact FinancialIFC-T196.182.218.813.1
Power CorpPOW-T34.436.119.612.4
Rogers SugarRSI-T6.036.016.337.3
Royal BankRY-T130.464.017.512.5
Sun Life FinancialSLF-T63.174.619.011.0
TD BankTD-T81.414.719.49.4
Timbercreek FinancialTF-T8.078.619.412.1
Thomson ReutersTRI-T176.501.518.575.1
TMX GroupX-T136.422.618.419.9

Frugal Dividend Portfolio

Cheap and stable dividend payers

Algoma CentralALC-T15.604.624.86.2
Bank of MontrealBMO-T120.084.821.010.0
Bank of Nova ScotiaBNS-T67.
Great-West LifecoGWO-T36.005.820.51.6
IGM FinancialIGM-T39.645.724.610.9
Manulife FinancialMFC-T24.795.923.92.4
National BankNA-T97.064.020.410.2
Sagicor FinancialSFC-T4.906.224.55.0
TD BankTD-T81.414.719.49.4

Dividend Monster Portfolio

High-yield stocks with momentum

Name PriceYield12 Month ReturnP/E
Exchange IncomeEIF-T52.914.828.919.8
High Liner FoodsHLF-T15.303.418.78.1
Lundin GoldLUG-T16.513.365.2174.9
Olympia FinancialOLY-T87.
PrairieSky RoyaltyPSK-T21.834.428.016.4
Restaurant BrandsQSR-T89.153.425.729.3
Wall FinancialWFC-T18.0016.728.323.5

Screaming Value Portfolio

Lots of EBIT for a low price

Name PriceEV/EBITP/EYield
Algoma SteelASTL-T10.
Frontera EnergyFEC-T12.301.65.4
Obsidian EnergyOBE-T9.271.60.9
Parex ResourcesPXT-T26.652.23.65.6
Stelco HoldingsSTLC-T49.
Vermilion EnergyVET-T18.
West Fraser TimberWFG-T94.722.03.61.7

Lemonade Portfolio

Profitable stocks in a sweet trend

Name PriceP/E6 Month ReturnMarket Cap
Athabasca OilATH-T3.394.638.91,989
Calibre MiningCXB-T1.4511.340.8653
Coveo SolutionsCVO-T7.800.721.3875
Frontera EnergyFEC-T12.305.413.11,050
Major DrillingMDI-T10.9712.127.7910
MEG EnergyMEG-T23.294.532.36,701
Spartan DeltaSDE-T14.203.730.82,434
Torex GoldTXG-T22.488.4115.71,931

Free Cash Portfolio

U.S. bargains with free cash flow

Name PriceEV/FCFP/EYield
Capital One Financial CorpCOF-N96.634.65.42.5
CF Industries Holdings IncCF-N72.875.34.52.2
Everest Re Group LtdRE-N358.564.323.51.8
Lincoln National CorpLNC-N21.592.38.3
Loews CorpL-N56.214.913.50.4
MetLife IncMET-N57.443.719.53.5
Nucor CorpNUE-N143.834.95.01.4
Steel Dynamics IncSTLD-N103.
Synchrony FinancialSYF-N28.932.64.73.2
Valero Energy CorpVLO-N127.435.24.43.2

Notes: Data from Bloomberg as of the close of Apr. 4, 2023. Norm has an interest in some of the stocks shown. Yield = indicated dividend yield, Volatility = annualized volatility over the past 260 days, P/E = price to earnings over the past four quarters, six (or 12) month return = total return over the past six (or 12) months including reinvested dividends, EV = enterprise value, EBIT = earnings before interest and taxes over the past four quarters, FCF = free cash flow, Market Cap = market capitalization in millions of dollars, U.S portfolios are presented in U.S. dollar terms.

A Customary Caution

Use our portfolios and stock screens as a starting point for further research. Be sure to improve your understanding of each company by studying it and its industry in more detail. Confirm the data herein before using it.

Watch your step with stocks that trade infrequently, and those with very low share prices, because they may be difficult to buy or sell in a cost-effective manner.

Before dashing off to the market, recognize the built-in limitations of quantitative methods such as ours. For instance, less tangible factors such as the quality of a company’s management can sometimes help – or hinder – a business.

And while we hope our portfolios achieve similar returns to those in the back-tests, the market isn’t that predictable. Even in the best circumstances, we expect results to be bumpy and some individual stocks will disappoint. We would be pleased indeed for the portfolios to outperform the market over the course of a few decades.

Norman Rothery, PhD, CFA, is the founder of

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