C.P.M.S.

22.27% annual return since 1985!!

CPMS (Computerized Portfolio Management Services) is one of North America’s leading independent equity research firms. Since 1984, their staff of qualified professionals has provided a broad range of portfolio analysis and equity return enhancement products. They have a reputation of delivering only the highest quality data. They provide data on more than 4,000 companies in North America.

Their equity products utilize reported fundamental and technical data, as well as economic and commodity data maintained in a user-friendly platform. They are designed to add value to all aspects of the investment analysis and decision-making process as well as client and prospect communications.

CPMS has dedicated and experienced teams in three critical areas – research, programming and client service – that ensure their products and services are without equal. When coupled with the best data and their software platform, all of these resources afford CPMS with a competitive advantage over other equity research products and data vendors. The CPMS research team consists of dedicated and knowledgeable professionals with CFA, CA, CGA, CMA, and CPA designations that represent 60% of the human resources at CPMS. The comparability of the CPMS data is unmatched. All of their data is recorded on a continuing operations basis and is adjusted to exclude unusual or non-recurring gains or losses.

CPMS has designed several unique strategies to reflect fundamentally distinct investment philosophies. These strategies dictate how stocks are bought, held and sold for each portfolio. The Model Portfolios prove that disciplined money management works. They also provide an understanding of which styles are currently achieving profitable results in the market.

CPMS offers seven different portfolios tailored to different investment styles; Bargain, Earnings Value, Income, Predictable Growth, Momentum, Industry Relative, and Dangerous. For instance the Momentum portfolio targets aggressive, active, short term growth oriented investors. The Portfolio places significant emphasis on strong reported earnings growth, positive earnings surprise and positive earnings estimate revisions. Short term technical growth factors are also used, but have a less significant influence on the selection process.

As of December 31, 2009, the momentum portfolio has returned 22.27% annually since 1985.

If you would like to implement the CPMS momentum portfolio into your investment strategy then give me a call at 905-528-6524 or email me at michael@wickhaminvestments.com