Share-o-matic - Portfolio

Sun, 17th May 2026, 13:36UTC

Assessment - Toronto Stock Exchange 60 in Dollar - 5/02/24 - RS = 14

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	5/02/24	Δwk	30/10/23	prc diff	⇓ Δ14	⇓∅-RS
		TSX 60	992.579	12/08/24	0.21	931.171		818.799	112.372	13.72	3.37
	L	Kinross Gold	9.060	12/08/24	5.15	5.399		5.281	0.118	2.24	9.63
		Agnico-Eagle Mines	77.990	12/08/24	3.52	47.548		47.606	-0.058	-0.12	-5.91
		Imperial Oil	76.385	12/08/24	3.95	56.505		57.798	-1.294	-2.24	5.93
	L	CCL Industries	54.278	12/08/24	-0.72	41.520		39.352	2.168	5.51	-8.53
	L	Dollarama	95.348	12/08/24	1.46	73.463		69.098	4.366	6.32	12.20
	L	First Quantum	11.804	12/08/24	2.77	9.112		14.468	-5.356	-37.02	-45.44
		Suncor Energy	41.210	12/08/24	2.28	31.869		32.458	-0.589	-1.82	0.43
		Barrick Gold	19.340	12/08/24	9.37	15.184		16.095	-0.912	-5.66	-10.42
	L	Gildan Activewear	42.157	12/08/24	-0.42	33.259		28.067	5.192	18.50	7.25
	L	Wheaton Precious	58.139	12/08/24	2.56	46.550		43.454	3.096	7.12	3.12
		Loblaw	122.602	12/08/24	0.48	99.608		81.959	17.648	21.53	11.74
		Cenovus Energy	19.311	12/08/24	3.28	15.768		19.134	-3.365	-17.59	-11.30
		Teck Resources	47.201	12/08/24	2.36	38.540		35.417	3.123	8.82	-4.89
	L	George Weston	154.197	12/08/24	0.64	126.780		107.893	18.887	17.51	5.86
		Cdn Nat Resources	36.314	12/08/24	2.68	30.027		31.865	-1.838	-5.77	-0.48
		Franco-Nevada	125.974	12/08/24	2.47	105.414		126.209	-20.795	-16.48	-20.95
		Intact Financial	183.581	12/08/24	0.94	153.753		139.975	13.778	9.84	3.72
	L	TC Energy	44.227	12/08/24	0.57	37.985		34.245	3.740	10.92	-1.17
		Brookfield Corp	44.878	12/08/24	-1.65	38.599		29.131	9.468	32.50	15.16
		Waste Connections	182.937	12/08/24	-0.11	157.355		129.790	27.565	21.24	13.01
		Manulife Financial	25.383	12/08/24	-0.35	21.877		17.484	4.393	25.12	13.50
		Pembina Pipeline	38.607	12/08/24	-1.69	33.577		30.599	2.978	9.73	4.50
		Cdn Imp Bk Comm	51.542	12/08/24	-0.36	44.915		35.287	9.629	27.29	6.87
		Enbridge	39.701	12/08/24	0.60	34.628		31.858	2.770	8.69	-4.42
		⇓instrument	freshest		⇓ Δday	5/02/24	Δwk	30/10/23	prc diff	⇓ Δ14	⇓∅-RS
	L	Royal Bank CA	110.021	12/08/24	-0.72	96.538		79.659	16.879	21.19	2.96
	L	Metro (CA)	58.731	12/08/24	-0.43	51.564		50.905	0.660	1.30	-2.96
		National Bank CA	84.624	12/08/24	0.39	75.460		63.173	12.287	19.45	5.13
		Tourmaline Oil	44.915	12/08/24	4.20	40.197		52.489	-12.292	-23.42	-13.78
		Fortis (CA)	43.458	12/08/24	-0.39	39.501		40.155	-0.654	-1.63	-4.60
		Hydro One	32.364	12/08/24	-0.09	29.561		26.223	3.339	12.73	6.30
	L	Thomson Reuters (CA)	163.309	12/08/24	-0.41	149.515		120.458	29.057	24.12	14.56
		Constellation Soft	2,928.430	12/08/24	-2.83	2,697.272		1,991.782	705.490	35.42	30.93
		WSP Global	157.081	12/08/24	0.19	147.452		129.869	17.582	13.54	9.90
	L	Saputo	21.744	12/08/24	-4.05	20.442		20.067	0.376	1.87	-8.55
	S	Cdn Apartment Props	36.292	12/08/24	-0.30	34.524		29.601	4.923	16.63	-3.08
	L	Cdn Tire	110.391	12/08/24	-0.17	105.221		98.648	6.573	6.66	-10.65
		Couche-Tard	59.611	12/08/24	0.89	58.206		54.196	4.010	7.40	12.35
		Emera	36.099	12/08/24	-0.69	35.271		33.442	1.829	5.47	-8.69
		FirstService	170.860	12/08/24	-0.57	167.909		141.935	25.973	18.30	12.61
		Brookfield Asset	39.790	12/08/24	-1.08	39.731		29.123	10.607	36.42	18.31
		Bank Nova Scotia	45.477	12/08/24	-3.42	46.291		40.633	5.658	13.93	-3.12
		Brookfield Infra	30.501	12/08/24	-0.27	31.063		22.215	8.848	39.83	-1.85
	S	Toronto-Dominion	58.065	12/08/24	0.19	59.256		55.838	3.418	6.12	-3.58
		Power Canada	27.698	12/08/24	2.02	28.666		24.002	4.665	19.43	6.69
	S	Telus	16.670	12/08/24	0.09	17.292		16.175	1.117	6.90	-6.73
	S	CGI Group	107.706	12/08/24	-0.70	111.937		95.885	16.052	16.74	11.10
	S	Sun Life Financial	48.768	12/08/24	-0.11	51.143		45.494	5.649	12.42	3.27
		Cdn Pac Kansas City	78.500	12/08/24	-0.66	83.078		71.036	12.042	16.95	7.66
		Nutrien	46.949	12/08/24	0.51	50.196		56.041	-5.845	-10.43	-19.05
		⇓instrument	freshest		⇓ Δday	5/02/24	Δwk	30/10/23	prc diff	⇓ Δ14	⇓∅-RS
	S	Restaurant Brands	70.971	12/08/24	-0.84	77.561		66.421	11.139	16.77	10.05
	L	BCE	35.382	12/08/24	-0.40	39.065		37.290	1.775	4.76	-8.16
		Algonquin	5.229	12/08/24	-4.72	5.776		5.143	0.633	12.31	-18.61
	S	Bank Montreal	82.723	12/08/24	-0.10	92.352		75.615	16.737	22.13	4.48
		Cdn Nat Railway	112.565	12/08/24	-0.01	126.551		106.005	20.546	19.38	8.42
		Rogers Comm	40.064	12/08/24	-0.79	46.638		37.168	9.471	25.48	5.62
		CAE	16.729	12/08/24	-0.92	19.562		20.833	-1.271	-6.10	-11.29
		Shopify	69.447	12/08/24	-1.29	81.495		46.919	34.577	73.69	41.11
		Cameco	39.738	12/08/24	-1.09	48.362		37.876	10.485	27.68	44.91
	S	Open Text	30.264	12/08/24	-1.49	41.898		33.276	8.622	25.91	8.45
	S	Magna	38.666	12/08/24	-1.88	56.815		47.823	8.992	18.80	3.01
TSX 60 - 60 out of 60 instruments rated - 5/02/24 / 30/10/23 - 48 did rise, Market-Ratio(14) in USD = 80.00 %
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 in Dollar * 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	1,399	7.147	9.982		2.835	40	13,966	139
short	29/05/06	23/10/06	147		Loblaw	100	313	44.521	38.331	51.710	7.189	16	16,217	45
long	23/10/06	30/07/07	280		BlackBerry	100	421	38.482	72.164		33.682	88	30,397	127
short	30/07/07	28/04/08	273		Yamana Gold	100	2,919	10.411	12.744	8.078	-2.333	-22	23,587	-29
long	28/04/08	7/07/08	70		Potash	100	378	62.328	72.533		10.205	16	27,445	120
short	7/07/08	18/05/09	315		Gildan Activewear	100	2,474	11.092	7.600	16.189	5.097	46	40,055	55
long	18/05/09	28/06/10	406		Teck Resources	100	2,972	13.475	30.688		17.213	128	91,212	110
short	28/06/10	13/09/10	77		BlackBerry	100	1,801	50.626	43.795	58.522	7.896	16	105,434	99
long	13/09/10	9/05/11	238		Bausch Health	100	3,934	26.798	51.772		24.974	93	203,682	175
short	9/05/11	20/02/12	287		BlackBerry	100	4,696	43.371	14.885	126.368	82.997	191	593,437	290
long	20/02/12	16/04/12	56		Constellation Soft	100	6,382	92.983	87.403		-5.579	-6	557,830	-33
short	16/04/12	20/08/12	126		BlackBerry	100	42,211	13.215	6.954	25.114	11.899	90	1,060,088	542
long	20/08/12	22/04/13	245		Couche-Tard	100	128,558	8.246	9.665		1.419	17	1,242,483	27
short	22/04/13	30/09/13	161		Barrick Gold	100	65,816	18.878	18.614	19.146	0.267	1	1,260,089	3
long	30/09/13	29/09/14	364		Bausch Health	100	12,089	104.233	129.678		25.445	24	1,567,695	24
short	29/09/14	23/03/15	175		Yamana Gold	100	257,575	6.086	4.065	9.113	3.027	50	2,347,388	132
long	23/03/15	11/05/15	49		Bausch Health	100	11,543	203.356	223.885		20.529	10	2,584,357	105
short	11/05/15	21/03/16	315		Cenovus Energy	100	149,411	17.297	13.558	22.067	4.770	28	3,296,996	33
long	21/03/16	27/06/16	98		Barrick Gold	100	224,817	14.665	21.175		6.510	44	4,760,482	293
short	27/06/16	18/07/16	21		Bausch Health	100	253,263	18.797	23.482	14.111	-4.685	-25	3,573,832	-99
long	18/07/16	14/11/16	119		Yamana Gold	100	603,223	5.925	3.571		-2.353	-40	2,154,339	-79
short	14/11/16	16/10/17	336		Bausch Health	100	120,695	17.849	12.933	24.635	6.786	38	2,973,372	42
long	16/10/17	5/02/18	112		BlackBerry	100	261,578	11.367	11.933		0.565	5	3,121,293	17
short	5/02/18	14/05/18	98		ARC Resources	100	299,578	10.419	10.524	10.314	-0.105	-1	3,089,794	-4
long	14/05/18	27/08/18	105		Bombardier	100	37,781	81.781	86.726		4.946	6	3,276,643	23
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	1,089,850	3.007	3.538	2.476	-0.531	-18	2,697,924	-32
long	25/02/19	10/06/19	105		Thomson Reuters (CA)	100	50,982	52.919	65.674		12.756	24	3,348,240	112
short	10/06/19	22/06/20	378		SNC Lavalin	100	187,387	17.868	16.401	19.467	1.599	9	3,647,780	9
long	22/06/20	26/10/20	126		Shopify	100	40,288	90.541	103.721		13.181	15	4,178,808	48
short	26/10/20	7/12/20	42		Bombardier	100	668,969	6.247	9.766	2.727	-3.520	-56	1,824,147	-100
long	7/12/20	20/09/21	287		First Quantum	100	118,693	15.369	16.575		1.206	8	1,967,346	10
short	20/09/21	10/01/22	112		Canopy Growth	100	14,576	134.969	87.461	208.283	73.314	54	3,035,971	311
long	10/01/22	24/01/22	14		Cenovus Energy	100	223,755	13.568	13.900		0.331	2	3,110,094	88
short	24/01/22	21/03/22	56		Canopy Growth	100	42,142	73.799	70.280	77.495	3.695	5	3,265,826	38
long	21/03/22	9/05/22	49		Cdn Nat Resources	100	104,417	31.277	29.379		-1.898	-6	3,067,630	-37
short	9/05/22	9/01/23	245		Shopify	100	89,880	34.130	37.272	30.988	-3.142	-9	2,785,222	-13
long	9/01/23	13/03/23	63		Restaurant Brands	100	42,402	65.685	60.590		-5.095	-8	2,569,187	-37
short	13/03/23	3/04/23	21		Algonquin	100	341,524	7.523	8.379	6.666	-0.856	-11	2,276,740	-88
long	3/04/23	29/05/23	56		Shopify	100	47,742	47.688	60.000		12.312	26	2,864,555	347
short	29/05/23	1/01/24	217		Nutrien	100	50,474	56.752	56.467	57.040	0.287	1	2,879,050	1
long	1/01/24	17/06/24	168		Shopify	100	36,895	78.032	66.456		-11.576	-15	2,451,944	-29
short	17/06/24	12/08/24	56		Open Text	100	83,698	29.295	29.778	28.812	-0.483	-2	2,411,533	-10
accum	9/01/06	12/08/24	7433	days out of 7440 invested (100%)							24,015		2,411,533	31

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	38.48	72.16		33.68	87.53
	short	28/06/10	13/09/10	77	50.63	43.79	58.52	7.90	15.60
	short	9/05/11	20/02/12	287	43.37	14.89	126.37	83.00	191.37
	short	16/04/12	20/08/12	126	13.22	6.95	25.11	11.90	90.04
	long	16/10/17	5/02/18	112	11.37	11.93		0.57	4.97	1,160.02
Bausch Health	long	13/09/10	9/05/11	238	26.80	51.77		24.97	93.20
	long	30/09/13	29/09/14	364	104.23	129.68		25.45	24.41
	long	23/03/15	11/05/15	49	203.36	223.89		20.53	10.10
	short	27/06/16	18/07/16	21	18.80	23.48	14.11	-4.69	-24.93
	short	14/11/16	16/10/17	336	17.85	12.93	24.64	6.79	38.02	174.19
Teck Resources	long	18/05/09	28/06/10	406	13.48	30.69		17.21	127.74	127.74
Canopy Growth	short	20/09/21	10/01/22	112	134.97	87.46	208.28	73.31	54.32
	short	24/01/22	21/03/22	56	73.80	70.28	77.49	3.70	5.01	62.05
Barrick Gold	short	22/04/13	30/09/13	161	18.88	18.61	19.15	0.27	1.42
	long	21/03/16	27/06/16	98	14.67	21.17		6.51	44.39	46.43
Gildan Activewear	short	7/07/08	18/05/09	315	11.09	7.60	16.19	5.10	45.95	45.95
Cenovus Energy	short	11/05/15	21/03/16	315	17.30	13.56	22.07	4.77	27.58
	long	10/01/22	24/01/22	14	13.57	13.90		0.33	2.44	30.69
Thomson Reuters (CA)	long	25/02/19	10/06/19	105	52.92	65.67		12.76	24.10	24.10
Couche-Tard	long	20/08/12	22/04/13	245	8.25	9.66		1.42	17.21	17.21
Potash	long	28/04/08	7/07/08	70	62.33	72.53		10.20	16.37	16.37
Loblaw	short	29/05/06	23/10/06	147	44.52	38.33	51.71	7.19	16.15	16.15
Shopify	long	22/06/20	26/10/20	126	90.54	103.72		13.18	14.56
	short	9/05/22	9/01/23	245	34.13	37.27	30.99	-3.14	-9.21
	long	3/04/23	29/05/23	56	47.69	60.00		12.31	25.82
	long	1/01/24	17/06/24	168	78.03	66.46		-11.58	-14.84	11.45
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
SNC Lavalin	short	10/06/19	22/06/20	378	17.87	16.40	19.47	1.60	8.95	8.95
First Quantum	long	7/12/20	20/09/21	287	15.37	16.58		1.21	7.85	7.85
Nutrien	short	29/05/23	1/01/24	217	56.75	56.47	57.04	0.29	0.51	0.51
ARC Resources	short	5/02/18	14/05/18	98	10.42	10.52	10.31	-0.11	-1.01	-1.01
Open Text	short	17/06/24	12/08/24	56	29.30	29.78	28.81	-0.48	-1.65	-1.65
Yamana Gold	long	9/01/06	29/05/06	140	7.15	9.98		2.84	39.67
	short	30/07/07	28/04/08	273	10.41	12.74	8.08	-2.33	-22.41
	short	29/09/14	23/03/15	175	6.09	4.06	9.11	3.03	49.74
	long	18/07/16	14/11/16	119	5.92	3.57		-2.35	-39.72	-2.18
Constellation Soft	long	20/02/12	16/04/12	56	92.98	87.40		-5.58	-6.00	-6.00
Cdn Nat Resources	long	21/03/22	9/05/22	49	31.28	29.38		-1.90	-6.07	-6.07
Restaurant Brands	long	9/01/23	13/03/23	63	65.68	60.59		-5.09	-7.76	-7.76
Algonquin	short	13/03/23	3/04/23	21	7.52	8.38	6.67	-0.86	-11.38	-11.38
Kinross Gold	short	27/08/18	25/02/19	182	3.01	3.54	2.48	-0.53	-17.66	-17.66
Bombardier	long	14/05/18	27/08/18	105	81.78	86.73		4.95	6.05
	short	26/10/20	7/12/20	42	6.25	9.77	2.73	-3.52	-56.35	-53.71

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)


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