| |
 |
| |
| About Us |
 |
| |
| 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. |
| More... |
| Products and Services |
|
| |
|
|
| |
 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
May. 14 2008 : |
|
Percentage Change as of
Apr. 30 2008 : |
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 |
| Bargain |
30 |
-0.75 |
4.82 |
9.66 |
2.89 |
-3.35 |
19.70 |
26.72 |
8.55 |
12.03 |
| Earnings Value |
30 |
-0.84 |
0.65 |
4.05 |
0.58 |
2.36 |
32.66 |
33.25 |
18.03 |
18.00 |
| Income |
30 |
0.18 |
3.10 |
5.78 |
8.47 |
1.06 |
12.20 |
19.18 |
15.14 |
16.05 |
| |
|
|
|
|
|
|
|
|
|
|
| Predictable Growth |
30 |
-0.35 |
2.61 |
4.17 |
-5.37 |
3.42 |
18.08 |
21.86 |
13.45 |
16.57 |
| Momentum |
25 |
0.12 |
6.24 |
15.18 |
5.44 |
13.25 |
20.87 |
31.06 |
24.42 |
25.64 |
| |
|
|
|
|
|
|
|
|
|
|
| Industry Relative |
40 |
-1.45 |
4.38 |
5.24 |
-2.37 |
1.10 |
26.91 |
28.57 |
17.92 |
16.71 |
| |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| Dangerous |
30 |
-0.26 |
-0.90 |
-0.84 |
-4.99 |
-24.24 |
-4.39 |
-2.12 |
-11.97 |
-7.49 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
-0.31 |
3.61 |
9.11 |
2.04 |
28.82 |
24.40 |
31.40 |
21.56 |
19.92 |
| Triple 10 (I/PG/M) |
30 |
-0.26 |
4.87 |
11.54 |
5.11 |
23.03 |
22.39 |
27.09 |
20.25 |
20.60 |
| Index |
| S&P/TSX Equity Total Return |
|
0.09 |
4.90 |
9.73 |
5.60 |
6.03 |
17.57 |
19.10 |
8.34 |
9.98 |
| S&P/TSX Composite Total Return |
|
0.10 |
5.01 |
9.84 |
6.72 |
6.58 |
16.83 |
18.65 |
8.13 |
9.89 |
|
| |
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
May. 14 2008 : |
|
Percentage Change as of
Apr. 30 2008 : |
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 |
| Asset Value | 40 | 0.34 | 2.81 | 6.60 | -1.05 | -9.88 | 8.58 | 20.75 | 11.71 | 16.93 | | Earnings Value | 40 | 0.09 | 4.68 | 8.75 | 4.98 | -7.15 | 7.28 | 18.85 | 9.75 | 16.54 | | Income | 40 | 0.20 | 2.02 | 4.35 | -2.11 | 1.50 | 10.70 | 13.14 | 8.30 | 12.82 | | | | | | | | | | | | | | Asset Growth | 40 | -0.11 | 6.96 | 14.57 | -0.27 | 12.61 | 22.64 | 20.43 | 10.14 | 16.60 | | Earnings Momentum | 40 | -0.27 | 3.80 | 10.88 | -2.47 | 13.88 | 24.67 | 26.50 | 20.18 | 23.96 | | Price Momentum | 40 | -0.16 | 4.95 | 12.78 | -4.23 | 9.37 | 22.94 | 26.01 | 18.37 | 22.18 | | | | | | | | | | | | | | Industry Relative | 40 | -0.16 | 1.78 | 8.44 | -3.29 | 5.21 | 12.39 | 16.82 | 9.78 | 15.64 | | | | | | | | | | | | | | | | | | | | | | | | | | Dangerous | 40 | 0.83 | -1.13 | 1.47 | -17.85 | -42.63 | -5.10 | 4.18 | -3.47 | 0.73 |
| Pooled Portfolios |
| Double 10 (EV/EM) | 20 | 0.75 | 6.03 | 7.09 | -4.65 | -6.01 | 21.61 | 26.79 | 18.77 | 22.24 | | Large Cap Double 10 (I/AG) | 20 | 0.00 | 0.27 | 3.64 | -13.08 | 0.10 | 11.52 | 14.36 | 8.75 | 14.04 |
| Indices |
| S&P 500 Total Return | | 0.40 | 1.79 | 6.75 | -3.33 | -4.68 | 8.23 | 10.62 | 3.89 | 9.87 | | DOW | | 0.52 | 0.61 | 5.18 | -2.76 | -1.86 | 7.95 | 8.62 | 3.53 | 8.95 | | NASDAQ | | 0.06 | 3.48 | 9.55 | -5.87 | -4.45 | 7.88 | 10.50 | 2.59 | 8.23 |
|
| |
|
|
|
