Building A Bulletproof 2020 Portfolio: Part V

Check out my 2020 Canadian Equity Portfolio and see why I believe this has a good chance of outperforming the benchmark index ETF’s. This will mark the fourth consecutive year I have used this strategy combining historical risk and return metrics with current key fundamental metrics, and to date it has generated vastly superior returns along with lower portfolio volatility. You’re free to read all about it by clicking on the 2020 Portfolio link in the Menu Navigation, and download the portfolio in Excel format as well. Happy New Year!

Weekly Advancers & Decliners: Week Ending December 27, 2019

As we get ready to say goodbye to 2019 and the good fortune most Canadian investors experienced, I’m happy to report that the average stock in the S&P/TSX Composite Index gained an average of just over 1% last week, though there were some movers within the sectors. Materials led the way, while Health Care and Technology faltered. Check out last week’s advancers and decliners by sector, and be sure to subscribe to receive the full list in PDF and Excel Format. Happy Holidays!

Building A Bulletproof 2020 Portfolio: Part IV

In Part IV of Building A Bulletproof Portfolio, we make an additional to the Sample Equity Model Template and bring in Fundamental Key Metrics for the stocks in our stock universe. These act as guidelines as we optimize our portfolio to suit our individual investment philosophy. The end result is going to be one which you can describe easily in terms of risk and return, sector and stock weight limits, and the percentage of your portfolio invested in categories such as high growth stocks, dividend-yielding stocks, and average portfolio return on equity and dividend yield.

Building A Bulletproof 2020 Portfolio: Part III

In Part III of Building a Bulletproof 2020 Portfolio, we get right into the nuts and bolts of generating a model equity portfolio using Excel’s built-in software: the Data Analysis and Solver Add-Ins. Once you have everything set up, you’ll find that it is quite easy to get started maximizing your risk-adjusted returns or minimizing your portfolio’s total risk. We provide you with a free template to get you started, and take you through the steps needed to design a portfolio which aligns with your investment philosophy.

Building A Bulletproof 2020 Portfolio: Part II

In Part II of this series of articles, I will expand on building a model equity portfolio by explaining the sources of data investors have free access to. While I have yet to find a free data source that is also free of errors, using multiple data sources can add validity to your data set and alert you if there’s a problem. Once we have our data neatly organized, we will be ready to start building our portfolio in Part III!

Weekly Advancers & Decliners: Week Ending December 20, 2019

This week certainly was full of interesting movements among some of Canada’s biggest stocks. From SNC-Lavalin’s stock rising after settling criminal charges against them, to Cineplex rising after being bought out by a British movie theatre chain, to Aurora Cannabis continuing its elevator ride down falling 15% in just a week. Here are last week’s biggest advancers and decliners by sector for companies trading on the S&P/TSX Composite Index.

Building A Bulletproof 2020 Portfolio: Part I

In Part I of this series of articles, I will be taking you through the process I use for building my annual Canadian equity portfolio. Although I have been an active investor for almost 15 years now, it wasn’t until about three years ago that I nailed down a process I am truly comfortable with. Using this methodology, the results have been positive so far. In 2017 and 2018 I beat the benchmark index ETF, the iShares Large Cap Index ETF (XIU) by more than 10%, and this year I am on pace to beat the Index ETF by about 7%. So let’s get started building a bulletproof portfolio for next year!

Enghouse Systems: Analyzing The Analysts

On December 16, 2019, three brokerages: TD Securities, CIBC, and Royal Bank of Canada updated their price targets for Enghouse Systems (ENGH) and set $53, $54, and $53 price targets respectively. We will look at how accurate each brokerage has been in the past and offer some advice to current and prospective owners of the stock about what to do next.

The ETF DaddyDecember 17, 2019Enghouse Systems, ENGH, Price Targets, CIBC, Royal Bank of Canada, TD Securities, Analyst RatingsComment

Valuation Ratios For Value Investors

Value investors focus on valuation ratios in hopes of purchasing stocks on sale, then patiently waiting for the market to realize its fair value. The price-earnings ratio, which divides a company’s earnings per share into its current share price, is a popular valuation ratio used. Value investors may also use earnings before interest, taxes and depreciation (EBITD) as the divisor, or free cash flow which subtracts capital investment cash requirements from normal operating cash flow. Read on to learn the key valuation ratios by sector and for select S&P/TSX industries and see if you can spot a company’s stock on sale.

Weekly Advancers & Decliners By Sector: Turquoise Hill Resources, Empire Company

A quick recap of the advancers and decliners by sector on the S&P/TSX Composite Index for the Week Ending December 13, 2019.

December 12 Price Targets: The North West Company, Keyera, First Quantum Minerals & More

Check out the latest December 12 price targets for stocks traded on the S&P/TSX Composite Index. Companies include The North West Company, Keyera and First Quantum Minerals, and will include a detailed analysis of each brokerage’s past performance.

Dollarama: How Accurate Were The Analysts?

Approximately one year ago on December 7, 2018, seven brokerages lowered their one-year price targets on Dollarama after the release of quarterly earnings. As the Motley Fool summarized at the time, “results were…disastrous”. Now that a full year has passed, we can now take an objective look at how good these estimates were.

December 11 Price Targets: Cenovus Energy, Enbridge, Emera & More

Check out the latest price target updates from December 11, 2019. As always, we’ll do a deeper dive to see whether or not past calls have been correct and give you an idea whether or not these latest calls are worth listening to.

December 10 Price Targets

On December 10, 2019, analysts from seven brokerages updated their price targets on nine S&P/TSX Composite Index stocks. These brokerages include JPMorgan Chase, Royal Bank of Canada, and Canaccord Genuity. Check out these latest ratings and see how each brokerage’s call has performed in the past!

December Growth Stocks

We have just published the December Growth Investors Report for all S&P/TSX Composite Index stocks. See sales, earnings, dividend, capital spending, and total debt growth rates summarized by sector and use these metrics to ask the right questions.

What Do Analysts Think About Canadian Bank Stocks?

Last week was a big one for Canadian banks with all analysts updating their price targets in response to the most recent quarterly earnings reports. Now that all the dust has settled, I wanted to provide you all with a summary of all analyst recommendations.

December 9 Price Targets: A Brokerage Analysis

Check out the latest analyst ratings on S&P/TSX Composite stocks from December 9! We’ll go through each price target set by the brokerage and analyze how well each has performed in the past. You can then be the judge if the rating is worth paying attention to.

Last Week's Biggest Movers

Can You Trust Consensus Ratings?

Today we examine consensus ratings in detail and try to determine whether they are meaningful sources of information for investors. By analyzing each brokerage's historical performances, you'll be better able to tell whether the analyst’s latest recommendation is worth considering or just another one of their calls which missed the mark.

Top Dividend Stocks By Sector For December

The ETF DaddyNovember 30, 2019S&P/TSX Composite Index, Top Dividend Stocks, Chemtrade Logistics Income Fund, BCE, Cineplex, The North West Company, Vermillion Energy, Alaris Royalty, Extendicare, Russel Metals, Brookfield Property Partners, Open Text, TransAlta RenewablesComment

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