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September 19, 2023
Earnings Estimate Upgrades Monthly+
 Portfolio Inception Date
 December 07, 2004

 S&P/TSX Composite Index

 Portfolio Objectives
 To provide a long-term total return above the benchmark index by investing in Canadian stocks selected by the Super Stock Picker system, a rigorous and disciplined approach to stock selection based on their earnings estimate upgrades.

  • The Earnings Estimate Upgrades Monthly+ portfolio duplicates the Earnings Estimate Upgrades Monthly portfolio when the Market Timing Indicator is UP and is 100% cash when the indicator is DOWN. Note that the indicator signals are recorded live only since October 08. This approach is based on the Super Stock Picker system that automatically and systematically manages this portfolio, it:
    • Uses a clearly defined investment process.
    • Provides diversification by investment style, including both growth and value stocks from the Canadian market.
    • Does not change based on market conditions or investment trends.
  • Canadian stocks are selected based on research of the Toronto Stock Exchange from 2003 onwards.

 Open Orders

 As our Market Timing Indicator is currently UP , this portfolio duplicates the holdings of the Earnings_Estimate_Upgrades_Monthly:

 Name Ticker Buy Date Buy Price Sell Date Sell Price Perf.
 Firstservice Corporation TSX:FSV 2015-06-02 31.64 - - 560.11 %
 Aeterna Zentaris Inc. TSX:AEZS 2013-12-03 2975.00 - - -99.88 %
 Canadian Pacific Railway Limited TSX:CP 2013-12-03 30.01 - - 250.95 %
 Stantec Inc. TSX:STN 2013-12-03 30.77 - - 192.04 %
 Tucows Inc TSX:TC 2013-12-03 13.44 - - 104.99 %

 * The performances shown in the table are since the initial recommendation in the underlying portfolio that does not use the Market Timing Indicator.

 Closed Orders

 This portfolio benefits from our Market Timing Indicator. Its historical orders are the sum of the historical orders of the Earnings Estimate Upgrades Monthly portfolio and the Market Timing Indicator historical signals.

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