Number Cruncher Extra

Number Cruncher Extra – West Frazer Timber, Intact Financial Corporation & ARC Ressources

By March 22, 2022 No Comments

in our last Number Cruncher we discussed how West Frazer Timber (WFG), Intact Financial Corporation (IFC) & ARC Ressources (ARX) perform well in an inflationary environment.

Here is the screener we used to find these stocks and that you can add to your personalized screeners.

Let’s start with WFG

The company has a solid SP score of 76 with a 90 days increase of 3. The SP score is derived from the sky-high performance (96.7) and low risk (30.7) score. The company has a high exposure to value (91) and growth (92). The company registered a solid past year with a 125.4% growth in sales and 199.9% in earnings which could be partially caused by the acquisition of Nordbord (OSB:TSX). WFG has solid long term performance with sales up 36.1% and earnings up 121.3% per year in the last 5 years.

 

By looking at WFG peers, we know that we have a solid company. WFG scores the highest in performance by far and is better than average in terms of risk. By choosing WFG, investors try to enhance the performance profile of their portfolio and not necessarily to lower their risk exposure.

Let’s continue with ENGH

The company has a robust score of 76 with a 90 days decrease of 2. The SP score is derived from the performance (74.1) and risk (19.4) score. The company has a growth bias with a score of 82. The company achieved healthy five-year sales and EPS growth of 19.3% and 25.8% respectively combined with a great short-term performance due to lower claims due to COVID restrictions that limited travelling and transportation.

 

Our system found IFC expensive for few years, but now performance seems to have reached the share price. At the moment, Stockpointer tells us that Intact looks cheap based on its fundamentals.

Finally, ARX.

The company has a score of 70 in our system with a 90 days increase of 4. The SP score is derived from the performance (73.1) and risk (30.5) score. The company has a growth bias with a score of 84 as well as a value bias with a score of 78. ARX achieved incredible 1-year sales growth up 354%. Earnings growth did follow and stand at 1.26 per share on a trailling twelve month basis.

 

Compared to peers, ARC has solid growth and quality factor exposure and has the best average rank in the overall ranking closely followed by Tourmaline Oil Corp (TOU).

 

If you have any questions about the article, feel free to contact Anthony :
Amenard@Inovestor.com

If you would like to sign up for a free trial and learn how Inovestor can benefit you, contact Olivier:
Olamothe@Inovestor.com