Share-o-matic - Portfolio

Fri, 27th Mar 2026, 15:26UTC

Assessment - Toronto Stock Exchange 60 - 23/08/21 - RS = 14

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	23/08/21	⇓ Δwk	17/05/21	prc diff	Δ14	⇓∅-RS
		TSX 60	1,342.070	12/08/24	0.21	1,230.370		1,166.500	63.870	5.48	13.48
		Shopify	93.900	12/08/24	-1.29	187.631		132.260	55.371	41.87	27.47
	L	Thomson Reuters (CA)	220.810	12/08/24	-0.41	145.170		114.440	30.730	26.85	30.91
		Constellation Soft	3,959.540	12/08/24	-2.83	2,162.150		1,714.210	447.940	26.13	28.67
		FirstService	231.020	12/08/24	-0.57	238.830		189.760	49.070	25.86	27.10
		Loblaw	165.770	12/08/24	0.48	88.900		72.340	16.560	22.89	28.59
	S	Open Text	40.920	12/08/24	-1.49	67.930		55.320	12.610	22.79	15.87
		WSP Global	212.390	12/08/24	0.19	163.840		135.110	28.730	21.26	43.92
		Brookfield Asset	53.800	12/08/24	-1.08	70.830		58.840	11.990	20.38	33.68
		Brookfield Corp	60.680	12/08/24	-1.65	57.260		47.567	9.693	20.38	33.67
		Couche-Tard	80.600	12/08/24	0.89	51.790		43.490	8.300	19.08	19.36
	L	George Weston	208.490	12/08/24	0.64	135.790		115.040	20.750	18.04	29.80
		Power Canada	37.450	12/08/24	2.02	42.950		37.880	5.070	13.38	35.07
	L	Dollarama	128.920	12/08/24	1.46	59.790		53.010	6.780	12.79	13.23
		Cdn Imp Bk Comm	69.690	12/08/24	-0.36	74.315		66.625	7.690	11.54	25.53
	L	Gildan Activewear	57.000	12/08/24	-0.42	48.480		43.480	5.000	11.50	36.29
		Brookfield Infra	41.240	12/08/24	-0.27	70.860		64.350	6.510	10.12	8.53
	L	Metro (CA)	79.410	12/08/24	-0.43	63.570		57.770	5.800	10.04	7.65
	L	BCE	47.840	12/08/24	-0.40	64.950		59.160	5.790	9.79	13.04
	S	Telus	22.540	12/08/24	0.09	28.900		26.400	2.500	9.47	12.02
		Waste Connections	247.350	12/08/24	-0.11	160.900		147.240	13.660	9.28	16.66
		Intact Financial	248.220	12/08/24	0.94	174.610		159.840	14.770	9.24	14.45
		Algonquin	7.070	12/08/24	-4.72	19.930		18.360	1.570	8.55	0.20
	L	Royal Bank CA	148.760	12/08/24	-0.72	131.740		122.290	9.450	7.73	19.49
		National Bank CA	114.420	12/08/24	0.39	99.540		92.790	6.750	7.27	26.01
		⇓instrument	freshest		⇓ Δday	23/08/21	⇓ Δwk	17/05/21	prc diff	Δ14	⇓∅-RS
		Emera	48.810	12/08/24	-0.69	59.850		56.190	3.660	6.51	8.69
		Hydro One	43.760	12/08/24	-0.09	31.740		29.930	1.810	6.05	7.99
		Fortis (CA)	58.760	12/08/24	-0.39	58.050		54.770	3.280	5.99	7.85
	S	Bank Montreal	111.850	12/08/24	-0.10	128.720		121.520	7.200	5.92	26.83
		Tourmaline Oil	60.730	12/08/24	4.20	30.800		29.400	1.400	4.76	41.02
	S	Cdn Apartment Props	49.070	12/08/24	-0.30	60.250		57.760	2.490	4.31	16.05
		Cdn Nat Railway	152.200	12/08/24	-0.01	136.360		130.980	5.380	4.11	-1.21
		Enbridge	53.680	12/08/24	0.60	48.670		46.820	1.850	3.95	10.91
	L	CCL Industries	73.390	12/08/24	-0.72	70.420		67.810	2.610	3.85	14.54
	S	CGI Group	145.630	12/08/24	-0.70	112.040		107.960	4.080	3.78	11.47
		Nutrien	63.480	12/08/24	0.51	76.330		73.750	2.580	3.50	18.21
		Rogers Comm	54.170	12/08/24	-0.79	63.650		61.530	2.120	3.45	7.00
	S	Sun Life Financial	65.940	12/08/24	-0.11	66.340		65.840	0.500	0.76	9.53
		Cenovus Energy	26.110	12/08/24	3.28	10.040		10.000	0.040	0.40	29.05
		Bank Nova Scotia	61.490	12/08/24	-3.42	80.230		80.040	0.190	0.24	15.87
		Franco-Nevada	170.330	12/08/24	2.47	185.190		184.790	0.400	0.22	6.98
		Pembina Pipeline	52.200	12/08/24	-1.69	39.070		39.280	-0.210	-0.53	12.86
	S	Restaurant Brands	95.960	12/08/24	-0.84	80.470		81.470	-1.000	-1.23	2.45
		CAE	22.620	12/08/24	-0.92	35.590		36.290	-0.700	-1.93	16.59
	S	Toronto-Dominion	78.510	12/08/24	0.19	86.240		88.370	-2.130	-2.41	15.56
	L	Wheaton Precious	78.610	12/08/24	2.56	55.970		57.380	-1.410	-2.46	0.67
		Manulife Financial	34.320	12/08/24	-0.35	24.980		25.680	-0.700	-2.73	8.23
	L	TC Energy	59.800	12/08/24	0.57	59.130		61.380	-2.250	-3.67	1.54
		Cdn Pac Kansas City	106.140	12/08/24	-0.66	90.160		93.780	-3.620	-3.86	1.59
		Cdn Nat Resources	49.100	12/08/24	2.68	20.345		21.170	-0.825	-3.90	25.59
		⇓instrument	freshest		⇓ Δday	23/08/21	⇓ Δwk	17/05/21	prc diff	Δ14	⇓∅-RS
	L	Cdn Tire	149.260	12/08/24	-0.17	192.720		211.900	-19.180	-9.05	12.96
	L	Saputo	29.400	12/08/24	-4.05	35.560		39.270	-3.710	-9.45	-1.78
		Cameco	53.730	12/08/24	-1.09	21.300		24.520	-3.220	-13.13	19.93
	S	Magna	52.280	12/08/24	-1.88	99.650		117.400	-17.750	-15.12	9.29
		Teck Resources	63.820	12/08/24	2.36	26.540		31.640	-5.100	-16.12	14.28
		Barrick Gold	26.150	12/08/24	9.37	25.500		30.490	-4.990	-16.37	-13.31
		Agnico-Eagle Mines	105.450	12/08/24	3.52	73.720		88.340	-14.620	-16.55	-14.80
	L	First Quantum	15.960	12/08/24	2.77	25.030		30.500	-5.470	-17.93	21.52
		Imperial Oil	103.280	12/08/24	3.95	32.580		39.930	-7.350	-18.41	23.69
		Suncor Energy	55.720	12/08/24	2.28	23.160		29.070	-5.910	-20.33	1.18
	L	Kinross Gold	12.250	12/08/24	5.15	7.520		9.980	-2.460	-24.65	-19.53
TSX 60 - 60 out of 60 instruments rated - 23/08/21 / 17/05/21 - 40 did rise, Market-Ratio(14) = 66.67 %
Stock Exchange Currency: CAD $ Canadian dollar

Technical Chart

	TSX 60 RS = 14 - B/S = 73/51

3/01/22	scale up chart	1/07/24

Transactions Toronto Stock Exchange 60 * A14 - 73/51 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
2/01/06		9/01/06	7		- cash -
long	9/01/06	29/05/06	140		Yamana Gold	100	1,200	8.330	11.040		2.710	33	13,252	108
short	29/05/06	23/10/06	147		Loblaw	100	269	49.240	43.140	56.203	6.963	14	15,125	39
long	23/10/06	30/07/07	280		BlackBerry	100	349	43.310	76.800		33.490	77	26,813	111
short	30/07/07	28/04/08	273		Yamana Gold	100	2,419	11.080	12.920	9.240	-1.840	-17	22,362	-22
long	28/04/08	7/07/08	70		Potash	100	353	63.190	73.960		10.770	17	26,164	127
short	7/07/08	18/05/09	315		Gildan Activewear	100	2,313	11.310	8.950	14.292	2.982	26	33,062	31
long	18/05/09	28/06/10	406		Teck Resources	100	2,083	15.870	31.770		15.900	100	66,182	87
short	28/06/10	13/09/10	77		BlackBerry	100	1,262	52.410	45.400	60.502	8.092	15	76,394	98
long	13/09/10	9/05/11	238		Bausch Health	100	2,749	27.780	50.040		22.260	80	137,587	147
short	9/05/11	20/02/12	287		BlackBerry	100	3,282	41.920	14.840	118.416	76.496	182	388,645	275
long	20/02/12	16/04/12	56		Constellation Soft	100	4,192	92.700	87.370		-5.330	-6	366,302	-32
short	16/04/12	20/08/12	126		BlackBerry	100	27,729	13.210	6.880	25.364	12.154	92	703,320	562
long	20/08/12	22/04/13	245		Couche-Tard	100	86,208	8.158	9.922		1.763	22	855,331	34
short	22/04/13	30/09/13	161		Barrick Gold	100	44,134	19.380	19.180	19.582	0.202	1	864,250	2
long	30/09/13	29/09/14	364		Bausch Health	100	8,047	107.400	144.670		37.270	35	1,164,162	35
short	29/09/14	23/03/15	175		Yamana Gold	100	171,452	6.790	5.090	9.058	2.268	33	1,552,981	82
long	23/03/15	11/05/15	49		Bausch Health	100	6,098	254.650	270.910		16.260	6	1,652,134	59
short	11/05/15	21/03/16	315		Cenovus Energy	100	78,936	20.930	17.760	24.666	3.736	18	1,947,023	21
long	21/03/16	27/06/16	98		Barrick Gold	100	101,354	19.210	27.600		8.390	44	2,797,383	286
short	27/06/16	18/07/16	21		Bausch Health	100	114,178	24.500	30.400	18.600	-5.900	-24	2,123,733	-99
long	18/07/16	14/11/16	119		Yamana Gold	100	276,888	7.670	4.790		-2.880	-38	1,326,296	-76
short	14/11/16	16/10/17	336		Bausch Health	100	55,400	23.940	16.190	35.400	11.460	48	1,961,174	53
long	16/10/17	5/02/18	112		BlackBerry	100	137,819	14.230	14.900		0.670	5	2,053,513	16
short	5/02/18	14/05/18	98		ARC Resources	100	157,841	13.010	13.480	12.540	-0.470	-4	1,979,328	-13
long	14/05/18	27/08/18	105		Bombardier	100	18,895	104.750	112.500		7.750	7	2,125,764	28
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
short	27/08/18	25/02/19	182		Kinross Gold	100	545,067	3.900	4.660	3.140	-0.760	-19	1,711,513	-35
long	25/02/19	10/06/19	105		Thomson Reuters (CA)	100	24,551	69.710	87.110		17.400	25	2,138,700	117
short	10/06/19	22/06/20	378		SNC Lavalin	100	90,240	23.700	22.190	25.313	1.613	7	2,284,239	7
long	22/06/20	26/10/20	126		Shopify	100	18,646	122.500	136.986		14.486	12	2,554,345	38
short	26/10/20	7/12/20	42		Bombardier	100	309,617	8.250	12.500	4.000	-4.250	-52	1,238,473	-100
long	7/12/20	20/09/21	287		First Quantum	100	62,962	19.670	21.270		1.600	8	1,339,212	10
short	20/09/21	10/01/22	112		Canopy Growth	100	7,732	173.200	111.000	270.254	97.054	56	2,089,637	326
long	10/01/22	24/01/22	14		Cenovus Energy	100	121,349	17.220	17.610		0.390	2	2,136,963	79
short	24/01/22	21/03/22	56		Canopy Growth	100	22,855	93.500	88.500	98.783	5.283	6	2,257,695	43
long	21/03/22	9/05/22	49		Cdn Nat Resources	100	57,323	39.385	38.080		-1.305	-3	2,182,888	-22
short	9/05/22	9/01/23	245		Shopify	100	49,343	44.239	49.810	38.668	-5.571	-13	1,907,998	-18
long	9/01/23	13/03/23	63		Restaurant Brands	100	21,736	87.780	83.120		-4.660	-5	1,806,708	-27
short	13/03/23	3/04/23	21		Algonquin	100	175,068	10.320	11.240	9.400	-0.920	-9	1,645,646	-80
long	3/04/23	29/05/23	56		Shopify	100	25,725	63.970	81.480		17.510	27	2,096,091	384
short	29/05/23	1/01/24	217		Nutrien	100	27,197	77.070	74.650	79.569	2.499	3	2,164,042	6
long	1/01/24	17/06/24	168		Shopify	100	20,977	103.160	91.330		-11.830	-11	1,915,884	-23
short	17/06/24	12/08/24	56		Open Text	100	47,587	40.260	40.920	39.600	-0.660	-2	1,884,477	-10
accum	9/01/06	12/08/24	7382	days out of 7389 invested (100%)							18,745		1,884,477	30

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
BlackBerry	long	23/10/06	30/07/07	280	43.31	76.80		33.49	77.33
	short	28/06/10	13/09/10	77	52.41	45.40	60.50	8.09	15.44
	short	9/05/11	20/02/12	287	41.92	14.84	118.42	76.50	182.48
	short	16/04/12	20/08/12	126	13.21	6.88	25.36	12.15	92.01
	long	16/10/17	5/02/18	112	14.23	14.90		0.67	4.71	1,062.56
Bausch Health	long	13/09/10	9/05/11	238	27.78	50.04		22.26	80.13
	long	30/09/13	29/09/14	364	107.40	144.67		37.27	34.70
	long	23/03/15	11/05/15	49	254.65	270.91		16.26	6.39
	short	27/06/16	18/07/16	21	24.50	30.40	18.60	-5.90	-24.08
	short	14/11/16	16/10/17	336	23.94	16.19	35.40	11.46	47.87	189.78
Teck Resources	long	18/05/09	28/06/10	406	15.87	31.77		15.90	100.19	100.19
Canopy Growth	short	20/09/21	10/01/22	112	173.20	111.00	270.25	97.05	56.04
	short	24/01/22	21/03/22	56	93.50	88.50	98.78	5.28	5.65	64.85
Barrick Gold	short	22/04/13	30/09/13	161	19.38	19.18	19.58	0.20	1.04
	long	21/03/16	27/06/16	98	19.21	27.60		8.39	43.68	45.17
Gildan Activewear	short	7/07/08	18/05/09	315	11.31	8.95	14.29	2.98	26.37	26.37
Thomson Reuters (CA)	long	25/02/19	10/06/19	105	69.71	87.11		17.40	24.96	24.96
Couche-Tard	long	20/08/12	22/04/13	245	8.16	9.92		1.76	21.61	21.61
Cenovus Energy	short	11/05/15	21/03/16	315	20.93	17.76	24.67	3.74	17.85
	long	10/01/22	24/01/22	14	17.22	17.61		0.39	2.26	20.52
Potash	long	28/04/08	7/07/08	70	63.19	73.96		10.77	17.04	17.04
Loblaw	short	29/05/06	23/10/06	147	49.24	43.14	56.20	6.96	14.14	14.14
Shopify	long	22/06/20	26/10/20	126	122.50	136.99		14.49	11.83
	short	9/05/22	9/01/23	245	44.24	49.81	38.67	-5.57	-12.59
	long	3/04/23	29/05/23	56	63.97	81.48		17.51	27.37
	long	1/01/24	17/06/24	168	103.16	91.33		-11.83	-11.47	10.22
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
First Quantum	long	7/12/20	20/09/21	287	19.67	21.27		1.60	8.13	8.13
SNC Lavalin	short	10/06/19	22/06/20	378	23.70	22.19	25.31	1.61	6.81	6.81
Nutrien	short	29/05/23	1/01/24	217	77.07	74.65	79.57	2.50	3.24	3.24
Open Text	short	17/06/24	12/08/24	56	40.26	40.92	39.60	-0.66	-1.64	-1.64
Cdn Nat Resources	long	21/03/22	9/05/22	49	39.39	38.08		-1.31	-3.31	-3.31
ARC Resources	short	5/02/18	14/05/18	98	13.01	13.48	12.54	-0.47	-3.61	-3.61
Restaurant Brands	long	9/01/23	13/03/23	63	87.78	83.12		-4.66	-5.31	-5.31
Constellation Soft	long	20/02/12	16/04/12	56	92.70	87.37		-5.33	-5.75	-5.75
Yamana Gold	long	9/01/06	29/05/06	140	8.33	11.04		2.71	32.53
	short	30/07/07	28/04/08	273	11.08	12.92	9.24	-1.84	-16.61
	short	29/09/14	23/03/15	175	6.79	5.09	9.06	2.27	33.40
	long	18/07/16	14/11/16	119	7.67	4.79		-2.88	-37.55	-7.92
Algonquin	short	13/03/23	3/04/23	21	10.32	11.24	9.40	-0.92	-8.91	-8.91
Kinross Gold	short	27/08/18	25/02/19	182	3.90	4.66	3.14	-0.76	-19.49	-19.49
Bombardier	long	14/05/18	27/08/18	105	104.75	112.50		7.75	7.40
	short	26/10/20	7/12/20	42	8.25	12.50	4.00	-4.25	-51.52	-47.93

Annotations

11/06/24	Cdn Nat Resources	stock split 1:2 (two for one)
16/05/22	Cdn Imp Bk Comm	stock split 1:2 (two for one)
15/05/21	Cdn Pac Railway	stock split 1:5 (cinque per una)
30/09/19	Couche-Tard	stock split 1:2 (two for one)
18/04/19	TSX 60	Canopy Growth replaces Goldcorp (mergered with Newmont)
2/01/18	Nutrien	merger of Agrium with Potash
22/05/17	Silver Wheaton	is now called Wheaton Precious Metals
9/06/16	TSX 60	complete analysis
8/06/16	TSX 60	index adaption: Dollarama replaces TransAlta
23/02/16	TSX 60	Emera replaces Canadian Oil Sands (acquisition by Suncor)
17/08/15	TSX 60	complete analysis
15/08/15	TSX 60	component correction: ARC Energy Trust (AET-UN) replaced by ARC Resources (ARX)
3/08/15	TSX 60	Constellation Software replaces Catamaran (acquired by UnitedHealth)
12/05/15	Brookfield Ass Mgmt	forward stock split 2:3 (three for two - as a stock dividend a half bonus share for one)
11/05/15	TSX 60	Franco-Nevada replaces Talisman Energy.
	Franco-Nevada	registered
	TSX 60	Talisman Energy drops out due to the acquisition by Repsol.
30/03/15	Gildan Activewear	forward stock split 1:2 (two for one)
12/02/15	Metro (CA)	forward stock split 1:3 (three for one)


	is taking down something concerning