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.
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Products and Services
 
CPMS’ proprietary software provides equity return enhancement applications by integrating fundamental and expectational data.
Design and test investment strategies using CPMS’ real time historic database.
Track the style and performance of unique strategies that reflect fundamentally distinct investment philosophies (see below).
 
CANADA  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
 
USA  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