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| About Us |
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| CPMS is one of North America's leading independent equity research firms. Since 1984, our staff of qualified professionals has provided a broad range of portfolio analysis and equity return enhancement products. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional money managers, pension plans, investment counselors, sales desks, and investment advisors. |
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| Products and Services |
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 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Feb. 5 2010 : |
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Percentage Change as of
Jan. 29 2010 : |
Annualized
Return since
Dec. 31 1985 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Bargain |
30 |
0.86 |
0.92 |
-3.54 |
-3.54 |
37.79 |
-8.36 |
5.71 |
7.13 |
9.67 |
| Earnings Value |
30 |
0.76 |
0.13 |
-1.72 |
-1.72 |
120.52 |
13.44 |
23.15 |
22.89 |
17.64 |
| Income |
30 |
0.11 |
-0.27 |
-0.47 |
-0.47 |
26.37 |
-0.82 |
4.42 |
14.61 |
14.27 |
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| Predictable Growth |
30 |
0.65 |
0.41 |
-4.52 |
-4.52 |
37.85 |
-1.39 |
7.38 |
14.77 |
14.54 |
| Momentum |
25 |
0.35 |
-4.67 |
-7.92 |
-7.92 |
37.32 |
-3.60 |
5.78 |
15.32 |
22.00 |
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| Industry Relative |
40 |
0.88 |
-0.15 |
-4.98 |
-4.98 |
69.95 |
4.11 |
15.74 |
18.99 |
15.54 |
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| Dangerous |
30 |
0.70 |
0.75 |
-1.03 |
-1.03 |
72.11 |
-17.60 |
-10.60 |
-18.01 |
-8.12 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
1.28 |
0.49 |
-2.39 |
-2.39 |
30.50 |
1.79 |
7.76 |
17.70 |
17.07 |
| Triple 10 (I/PG/M) |
30 |
0.69 |
-1.64 |
-3.50 |
-3.50 |
30.62 |
2.36 |
8.26 |
15.35 |
17.87 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
0.49 |
1.45 |
-4.05 |
-4.05 |
16.41 |
2.07 |
8.03 |
12.16 |
15.00 |
| Index |
| S&P/TSX Equity Total Return |
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0.95 |
1.17 |
-4.61 |
-4.61 |
30.91 |
-2.98 |
6.73 |
5.02 |
8.40 |
| S&P/TSX Composite Total Return |
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0.85 |
1.17 |
-4.24 |
-4.24 |
31.73 |
-2.39 |
6.57 |
4.94 |
8.37 |
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 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Feb. 5 2010 : |
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Percentage Change as of
Jan. 29 2010 : |
Annualized
Return since
Dec. 31 1993 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Asset Value | 40 | 0.02 | -1.09 | -3.08 | -3.08 | 34.63 | -9.68 | -0.80 | 11.79 | 13.17 | | Earnings Value | 40 | 0.03 | -1.14 | -2.51 | -2.51 | 54.10 | -9.73 | -0.62 | 10.65 | 13.23 | | Income | 40 | -0.43 | -1.10 | -3.87 | -3.87 | 23.73 | -0.18 | 5.28 | 7.02 | 10.80 | | | | | | | | | | | | | | Asset Growth | 40 | -0.23 | -0.08 | -5.73 | -5.73 | 18.81 | -8.81 | 1.74 | 0.23 | 11.47 | | Earnings Momentum | 40 | -0.02 | -0.80 | -8.48 | -8.48 | 10.96 | -12.37 | 0.40 | 5.49 | 16.74 | | Price Momentum | 40 | -0.37 | -2.05 | -9.45 | -9.45 | 13.25 | -11.60 | 1.93 | 2.74 | 15.79 | | | | | | | | | | | | | | Industry Relative | 40 | 0.04 | 0.20 | -3.44 | -3.44 | 34.22 | -4.81 | 2.08 | 2.26 | 12.03 | | | | | | | | | | | | | | | | | | | | | | | | | | Dangerous | 40 | 0.52 | -1.17 | 3.02 | 3.02 | 96.65 | -27.09 | -12.18 | -11.45 | -1.63 |
| Pooled Portfolios |
| Double 10 (EV/EM) | 20 | 0.52 | -0.32 | -4.23 | -4.23 | 40.51 | -5.46 | 6.41 | 14.08 | 18.04 | | Large Cap Double 10 (I/AG) | 20 | 0.21 | -1.21 | -4.11 | -4.11 | 18.22 | -0.47 | 5.02 | 4.58 | 11.81 |
| Indices |
| S&P 500 Total Return | | 0.29 | -0.68 | -4.25 | -4.25 | 33.14 | -7.24 | 0.18 | -0.80 | 7.33 | | DOW | | 0.10 | -0.55 | -3.99 | -3.99 | 25.83 | -7.26 | -0.82 | -0.83 | 6.33 | | NASDAQ | | 0.74 | -0.29 | -5.64 | -5.64 | 45.44 | -4.48 | 0.81 | -5.89 | 6.53 |
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