Charts in the Pricing Folder
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- Mervin Mathews
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1 Charts in the Pricing Folder Chart Name Comparative Price/Earnings Ratio Earnings & Price Momentum Price and EPS Price Return vs. S&P Daily Price Return vs. S&P Monthly Price Value Base - Annual Price Value Base - Daily Price/Book Ratio vs. Relative to S&P Industry Index Price/Earnings Monthly vs. Relative to S&P Industry Index Price/Earnings Ratio vs. 30 Year Government Bonds Price/Sales Ratio vs. Industry Sector Price-Close Daily vs. 14 Day Relative Strength Index Price-Close Monthly - 10 Years Price-Close Monthly vs. Relative to S&P Industry Index Price-Close vs. Earnings Per share and Dividends Per Share Price-High/Low/Close - Volume Chart Mnemonic PEM_PEER MOMENTUM PRCEPS PRC_RETD PRC_RETM VALUEBSE VALUEDAY PRC_BOOK PE_INDEX PE_BONDS PRC_SALE PRC_RSI PRICE PRC_REL EPS_DVPS HILOWCL 39
2 Standard & Poor s Research Insight Report & Chart Library Comparative Price to Earnings Ratio (PEM_PEER) This chart compares the price to earnings ratio for up to 10 companies and the price to earnings ratio for the corresponding S&P Industry Index. Comparative Price/Earnings Ratio 40
3 Earnings and Price Momentum (MOMENTUM) This chart shows how a company s earnings and price have changed over time. GENERAL MOTORS CORP Earnings & Priced Momentum 41
4 Standard & Poor s Research Insight Report & Chart Library Price and Earnings Per Share (PRCEPS) This chart compares a company s movement in price and earnings per share over the past 5 years. AT&T CORP Price and EPS 42
5 Price Return vs. S&P Daily (PRC_RETD) This chart compares a company s one day price change to the corresponding change in the S&P 500 using one year of daily prices. ADVANCED MICRO DEVICES Price Return vs. S&P Daily 43
6 Standard & Poor s Research Insight Report & Chart Library Price Return vs. S&P Monthly (PRC_RETM) This chart compares a company s monthly price returns for one year to the corresponding returns of the S&P 500. INTL BUSINESS MACHINES CORP Price Return - Monthly 44
7 Price Value Base - Annual (VALUEBSE) This chart displays the annual discounted price compared to one minus and one plus the standard deviation, which is a statistical measure of volatility. COMPAQ COMPUTER CORP. Price Value Base - Annual 45
8 Standard & Poor s Research Insight Report & Chart Library Price Value Base - Daily (VALUEDAY) This chart displays the daily discounted price compared to one minus and one plus the standard deviation, which is a statistical measure of volatility. EXABYTE CORP Price Value Base - Daily 46
9 Price to Book Ratio vs. Relative to S&P Industry Index (PRC_BOOK) This chart compares the price to book ratio for a given company to the price to book ratio for the corresponding S&P Industry Index. SEARS ROEBUCK & CO Price to Book Ratio 47
10 Standard & Poor s Research Insight Report & Chart Library Price to Earnings Monthly vs. Relative to S&P Industry Index (PE_INDEX) This chart compares the monthly price to earnings ratios for a company to the monthly price to earnings ratio for the corresponding S&P Industry Index. WAL-MART STORES Price/Earnings Ratio 48
11 Price to Earnings Ratio vs. 30 Year Government Bonds (PE_BONDS) This chart compares the price to earnings ratio for a given company to the 30-year government bond rates. (Note: Before you run this chart, you must first import economic data into Research Insight. For instructions on importing data, refer to your Standard & Poor s Research Insight Getting Started manual.) MICROSOFT CORP Price/Earnings Ratio vs. 30 Yr. Gov t Bonds 49
12 Standard & Poor s Research Insight Report & Chart Library Price to Sales Ratio vs. Industry Sector (PRC_SALE) This chart compares a company s monthly price to sales ratio over the past ten years to its corresponding industry average. ENRON Price to Sales Ratio vs. Industry Sector 50
13 Price - Close Daily vs. 14 Day Relative Strength Index (PRC_RSI) This chart compares price to the 14-Day Relative Strength Index. The Relative Strength Index is a price-following oscillator, ranging from 0 to 100, which indicates the internal strength of a security. INTEL CORP Daily Prices vs. Relative Strength Index 51
14 Standard & Poor s Research Insight Report & Chart Library Price - Close Monthly - 10 Years (PRICE) This chart displays the 10-year history of a given company s monthly close price. SEARS ROEBUCK & CO Price History - Monthly 52
15 Price - Close Monthly vs. Relative to S&P Industry Index (PRC_REL) This chart displays the 10-year history of a given company s monthly close price compared to the price history of the corresponding S&P Industry Index. MCGRAW-HILL COMPANIES Relative Price History 53
16 Standard & Poor s Research Insight Report & Chart Library Price - Close vs. Earnings Per Share and Dividends Per Share (EPS_DVPS) This chart displays the quarterly closing price, earnings per share and dividends per share for a given company. ALBERTO CULVER Price-Close vs. Earnings Per Share and Div. Per Share 54
17 Price - High/Low/Close - Volume (HILOWCL) This chart displays the high, low and close price and the common shares traded for a given company. Harley-Davidson Inc. Price-High/Low/Close - Volume 55
The Chart Library. just like the Report Library, all the Research Insight charts are available in Excel!
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52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 27.3% 5-Year Return: 44.
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Trailing PE -- Forward PE -- NA 0 Analysts. 1-Year Return: -45.5% 5-Year Return: -96.2%
ARGEX TITANIUM INC (-T) Last Close 0.03 (CAD) Avg Daily Vol 561,289 52-Week High 0.07 Trailing PE Annual Div ROE LTG Forecast 1-Mo -14.3% November 15 TORONTO Exchange Market Cap 14M 52-Week Low 0.02 Forward
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Last Close 51.57 (CAD) Avg Daily Vol 222,784 52-Week High 55.05 Trailing PE 9.2 Annual Div 1.66 ROE 12.7% LTG Forecast -- 1-Mo 0.6% 2019 April 11 TORONTO Exchange Market Cap (Consol) 5.6B 52-Week Low 41.32
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52-Week High Trailing PE Week Low Forward PE Buy 17 Analysts. 1-Year Return: 33.6% 5-Year Return: 36.
THOMSON REUTERS CORP (-T) Report Date: October 22, Last Close 54.60 (CAD) Avg Daily Vol 1.1M 52-Week High 55.28 Trailing PE 17.2 Annual Div 1.34 ROE 13.4% LTG Forecast 11.0% 1-Mo 1.6% October 21, TORONTO
Trailing PE Forward PE Buy 17 Analysts. 1-Year Return: -34.2% 5-Year Return: -71.7%
Last Close 9.17 (CAD) Avg Daily Vol 1.9M 52-Week High 15.90 Trailing PE 15.0 Annual Div 0.60 ROE 5.8% LTG Forecast -10.0% 1-Mo -2.6% 2019 April 16 TORONTO Exchange Market Cap 3.3B 52-Week Low 7.38 Forward
52-Week High Trailing PE Week Low Forward PE Hold 17 Analysts. 1-Year Return: 54.6% 5-Year Return: 104.
Last Close 78.37 (CAD) Avg Daily Vol 514,211 52-Week High 79.72 Trailing PE 8.4 Annual Div 1.92 ROE 35.7% LTG Forecast 39.4% 1-Mo 8.6% 2019 April 08 TORONTO Exchange Market Cap (Consol) 39.3B 52-Week Low
Trailing PE Forward PE Buy 12 Analysts. 1-Year Return: -6.6% 5-Year Return: -14.9%
WHEATON PRECIOUS METALS CORP (-T) Last Close 21.95 (CAD) Avg Daily Vol 957,683 52-Week High 29.93 Trailing PE 24.0 Annual Div 0.47 ROE 6.0% LTG Forecast 11.7% 1-Mo -8.1% September 20 TORONTO Exchange Market
Trailing PE -- Forward PE -- Hold 12 Analysts. 1-Year Return: -42.0% 5-Year Return: -74.6%
PINE CLIFF ENERGY (-T) Last Close 0.29 (CAD) Avg Daily Vol 239,300 52-Week High 0.63 Trailing PE -- Annual Div -- ROE -66.9% LTG Forecast -- 1-Mo -3.3% October 26 TORONTO Exchange Market Cap 89M 52-Week
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NSD: MU - Semiconductors Grade Earnings Last Earnings Release 09/27/2017 Last Qtr. ctual vs. Est. $2.02 / $1.81 Next Release 09/28/2017 $1.82 Year Ending 08/31/2017 $2.15 Quick Facts Dividend Yield N/
Trailing PE 3.6. Forward PE Buy 34 Analysts. 1-Year Return: -23.6% 5-Year Return: 79.6%
Last Close 39.34 (USD) Avg Daily Vol 32.7M 52-Week High 64.66 Trailing PE 3.6 Annual Div -- ROE 43.3% LTG Forecast -24.3% 1-Mo -3.8% 2019 March 28 NASDAQ Exchange Market Cap 46.1B 52-Week Low 28.39 Forward
Trailing PE 7.1. Forward PE 8.5. Hold 7 Analysts. 1-Year Return: 30.2% 5-Year Return: 70.0%
GENWORTH MI CANADA INC (-T) Last Close 42.30 (CAD) Avg Daily Vol 147,614 52-Week High 44.49 Trailing PE 7.1 Annual Div 1.88 ROE 14.2% LTG Forecast -- 1-Mo 4.2% 2018 June 15 TORONTO Exchange Market Cap
Trailing PE Forward PE Buy 13 Analysts. 1-Year Return: 5.0% 5-Year Return: 115.5%
ALGONQUIN POWER & UTILITIES (-T) Last Close 13.75 (CAD) Avg Daily Vol 950,518 52-Week High 14.40 Trailing PE 25.9 Annual Div 0.67 ROE 7.0% LTG Forecast 6.1% 1-Mo 3.3% September 21 TORONTO Exchange Market
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A Case Study in Capital Allocation AGENDA Company A vs. Company B In Today s Context Which Company Do You Prefer? 1200 Sales ($M) A 900 600 300 0 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8
2015 Valuation Handbook Industry Cost of Capital. Market Results Through March 2015 Duff & Phelps
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Trailing PE Forward PE -- Hold 1 Analyst. 1-Year Return: 8.6% 5-Year Return: 66.9%
A AND W REVENUE ROYALTIES (-T) Last Close 36.02 (CAD) Avg Daily Vol 19,429 52-Week High 36.83 Trailing PE 19.9 Annual Div 1.69 ROE 21.2% LTG Forecast 1-Mo 15.1% 2018 August 17 TORONTO Exchange Market Cap
52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 39.6% 5-Year Return: 34.
SUN LIFE FINANCIAL (-T) Last Close 36.50 (CAD) Avg Daily Vol 1.0M 52-Week High 37.24 Trailing PE 28.6 Annual Div 1.44 ROE 13.3% LTG Forecast 9.0% 1-Mo 8.1% November 11, TORONTO Exchange Market Cap (Consol)
Trailing PE 4.8. Forward PE 8.6. Buy 2 Analysts. 1-Year Return: -10.6% 5-Year Return: 61.4%
MORGUARD CORP (-T) Last Close 167.20 (CAD) Avg Daily Vol 1,962 52-Week High 194.10 Trailing PE 4.8 Annual Div 0.60 ROE 13.6% LTG Forecast -- 1-Mo -1.4% 2018 June 15 TORONTO Exchange Market Cap 1.9B 52-Week
Trailing PE 5.3. Forward PE 7.0. Hold 6 Analysts. 1-Year Return: -52.1% 5-Year Return: -68.3%
HIGH LINER FOODS INC (-T) Last Close 6.75 (CAD) Avg Daily Vol 83,237 52-Week High 15.67 Trailing PE 5.3 Annual Div 0.58 ROE 12.1% LTG Forecast -- 1-Mo 6.3% December 13 TORONTO Exchange Market Cap 228M
Trailing PE 8.9. Forward PE 8.0. Hold 7 Analysts. 1-Year Return: -17.0% 5-Year Return: -13.9%
ER CORPORATION OF CANADA (-T) Last Close 27.12 (CAD) Avg Daily Vol 905,847 52-Week High 33.21 Trailing PE 8.9 Annual Div 1.53 ROE 9.9% LTG Forecast 6.3% 1-Mo 0.9% November 15 TORONTO Exchange Market Cap
Market Capitalization $11.0 Billion. Weekly Price: (US$) SMA (50) SMA (100) 1 Year 2 Years
BUY HOLD SELL A+ A A- B+ B B- C+ C C- D+ D D- E+ E E- F Annual Dividend Rate BUSINESS DESCRIPTION Fidelity National Financial, Inc., together with its subsidiaries, provides title insurance, and technology
Trailing PE Forward PE -- NA 0 Analysts. 1-Year Return: 26.2% 5-Year Return: 263.1%
RICHARDS PACKAGING INCOME (-T) Last Close 36.75 (CAD) Avg Daily Vol 3,844 52-Week High 40.68 Trailing PE 25.0 Annual Div 1.32 ROE 19.0% LTG Forecast 1-Mo -8.2% October 29 TORONTO Exchange Market Cap 405M
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52-Week High Trailing PE Week Low Forward PE Hold 14 Analysts. 1-Year Return: 8.7% 5-Year Return: 43.
CADIAN IMPERIAL BANK (-T) Last Close 114.56 (CAD) Avg Daily Vol 868,326 52-Week High 120.83 Trailing PE 10.4 Annual Div 5.20 ROE 18.0% LTG Forecast 4.6% 1-Mo 1.7% November 23 TORONTO Exchange Market Cap
ABX's current average score is relatively in-line with the market. Peers MUX 4 RGLD 4 NEM 4 AEM 2
- Updated August 22, 2013 BARRICK GOLD CORPORATION (-N) Mineral Resources / Metals & Mining / Gold The Average Score combines the quantitative analysis of six widely-used investment decision making tools:
BMO MSCI USA Value Index ETF (ZVU) (the ETF )
ANNUAL MANAGEMENT REPORT OF FUND PERFORMANCE BMO MSCI USA Value Index ETF (ZVU) (the ETF ) For the period from October 4, 2017 (the performance launch date) to December 31, 2017 (the Period ) Manager:
Last week's rating: C Marketperform Percentile Ranking: 60 Data as of 10/12/2018
SCHWAB EQUITY RATING Percentile Ranking: 61 Data as of 10/19/ A 1-10 Strongly Outperform BUY B 11-30 Outperform C 31-70 Marketperform D 71-90 Underperform BUY HOLD SELL F 91- Strongly Underperform SELL
Verizon Communications Inc.
Grade Earnings Last Earnings Release 10/19/2017 Last Qtr. Actual vs. Est. $0.98 / $0.97 Next Release 01/23/2018 $0.98 Year Ending 12/31/2016 $3.90 Quick Facts Dividend Yield 4.37% 52 Wk High $54.64 52
Trailing PE Forward PE Hold 11 Analysts. 1-Year Return: -1.1% 5-Year Return: 31.1%
RIDGE INCOME FUND HOLDINGS (-T) Last Close 32.01 (CAD) Avg Daily Vol 725,761 52-Week High 33.05 Trailing PE 58.2 Annual Div 2.26 ROE 1.3% LTG Forecast 4.8% 1-Mo 7.7% July 18 TORONTO Exchange Market Cap
Fresno County Employees' Retirement Association Cumulative Performance Comparisons Period Ending: March 31, 2005
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