|
InvestorsFriend Inc.'s performance - Year 2010
|
| In 2010 we had a reasonably good year. Our Buys were up an
average of 14.1%, while the TSX was up 14.4%, the Dow Jones Industrial
Average was up 11.0% and the S&P 500 was up 12.8%. We only had one
Strong Buy and it was down 1.5%. Our two Sells were also not good calls as they rose
in price. |
| Group |
|
Rating
to start 2010 |
|
Price
Increase |
Our
Performance |
| Average of 1 strong buys |
|
Strong
Buy |
|
-1.5% |
bad |
| Average of 20 buys |
|
Buy |
|
14.9% |
good |
| Average for all 20 buys and strong buys |
|
14.1% |
|
| Average of 7 weak buys |
|
Weak
Buy |
|
18.7% |
good |
| Average of 1 weak sells |
|
Weak
Sell |
|
58.5% |
very
bad |
| Average for all 7 Neutral ratings (weak buy or weak sell) |
|
23.6% |
|
| Average of 2 Sells |
|
Sell |
|
75.0% |
|
|
Rated As - Strong Buy at January 1, 2010
|
| Name |
Beginning
2010 Price |
Starting
Rating |
End
2010 Price |
Price
Increase |
Our
Performance |
| Shaw Communications Inc. (SJR.b, Toronto
SJR, New York) |
21.67 |
(lower)
Strong Buy |
21.35 |
-1% |
bad |
| Average Strong buy |
|
Strong
buy |
|
-1.5% |
bad |
|
Rated As - Buy
at January 1, 2010
|
| Name |
Beginning
2010 Price |
Rating
to start 2010 |
End
2010 Price |
Price
Increase |
Our
Performance |
| Wal-Mart (WMT, New York) |
53.45 |
Higher
Buy |
53.93 |
1% |
good |
| Canadian Tire (CTC.a, TO) |
57.50 |
(higher)
Buy |
68.19 |
19% |
good |
| Telus non-voting (T.A, Toronto TU, New York) |
32.75 |
Buy |
43.25 |
32% |
very
good |
| Alimentation Couche-Tard Inc., ATD.B |
20.82 |
Buy |
27.06 |
30% |
very
good |
| Tim Hortons (THI, Toronto and New York) |
32.13 |
Buy |
41.10 |
28% |
very
good |
| Stantec Inc. (STN, Toronto) |
30.40 |
Buy |
27.73 |
-9% |
bad |
| TMX Group (X, Toronto) |
33.13 |
Buy |
36.96 |
12% |
good |
| Microsoft (MSFT, NASDAQ) |
30.48 |
Buy |
27.91 |
-8% |
bad |
| Boston Pizza Royalties Income Fund (BPF.un, Toronto) |
12.15 |
Buy |
13.90 |
14% |
good |
| Walgreen (WAG, New York) |
36.72 |
Buy |
38.96 |
6% |
good |
| Canadian Western Bank Preferred Shares (CWB.PR.A, Toronto) |
26.70 |
Buy |
27.71 |
4% |
good |
| FirstService Preferred (FSV.PR.U, Toronto) |
20.75 |
Buy |
24.65 |
19% |
good |
| MELCOR DEVELOPMENTS LTD. (MRD, Toronto) |
11.39 |
Speculative
Buy |
14.85 |
30% |
very
good |
| Western Financial Preferred Shares Series 3 (WES.PR.A, Toronto) |
81.50 |
Speculative
Buy |
99.71 |
22% |
very
good |
| Wells Fargo (WFC, United States) |
26.99 |
Speculative
Buy |
30.99 |
15% |
good |
| Target (TGT, New York) |
48.37 |
(lower)
Buy |
60.13 |
24% |
very
good |
| Staples (SPLS), NASDAQ |
24.59 |
(lower)
Buy |
22.77 |
-7% |
bad |
| Berkshire Hathaway Inc. (BRKB, New York) |
65.72 |
(lower)
Buy |
80.11 |
22% |
very
good |
| eBay (eBay, NASDAQ) |
23.53 |
Speculative
(lower) Buy |
27.83 |
18% |
good |
| Groupe Aeroplan (AER, Toronto) |
10.89 |
Speculative
(lower) Buy |
13.67 |
26% |
very
good |
| Average
of 20 Buys |
|
Buy |
|
15% |
good |
|
Rated As Weak Buy
at January 1, 2010
|
| Name |
Beginning
2010 Price |
Rating
to start 2010 |
End
2010 Price |
Price
Increase |
Our
Performance |
| Canadian National Railway Company (CNR, Toronto CNI, New York) |
57.34 |
Weak
Buy |
66.35 |
16% |
good |
| Canadian Western Bank (CWB, Toronto) |
21.94 |
Weak
Buy |
28.36 |
29% |
very
good |
| FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) |
19.12 |
Weak
Buy |
30.18 |
58% |
very
good |
| Intact Financial Corporation (IFC, Toronto) |
37.15 |
Weak
Buy |
50.86 |
37% |
very
good |
| Costco (COST, N) |
59.17 |
Weak
Buy |
72.21 |
22% |
very
good |
| VISA (V) |
87.46 |
Weak
Buy |
70.38 |
-20% |
bad |
| Canadian Oil Sands (COS.UN, T) |
29.91 |
Weak
Buy |
26.45 |
-12% |
bad |
| Average of 7 Weak Buys |
|
Weak
Buy |
|
18.7% |
good |
|
Rated As - Weak Sell at January 1, 2010
|
| Name |
Beginning
2010 Price |
Rating
to start 2010 |
End
2010 Price |
Price
Increase |
Our
Performance |
| Western Financial Group (WES, Toronto) |
2.60 |
Weak
Sell |
4.12 |
58% |
very
bad |
| Average of 1 Weak Sell |
|
Weak
Sell |
|
58.5% |
very
bad |
|
Rated As
- Sell at January 1, 2010
|
| Name |
Beginning
2010 Price |
Rating
to start 2010 |
End
2010 Price |
Price
Increase |
Our
Performance |
| DALSA CORPORATION (DSA, Toronto) |
7.62 |
Sell |
18.18 |
139% |
very
bad |
| FedEx (FDX,NY) |
83.45 |
Sell |
93.01 |
11% |
bad |
| Average of 2 Sells |
|
Sell |
|
75% |
very
bad |
| DISCLAIMER: All stock ratings presented are "generic"
in nature and do not take into account the unique circumstances and risk
tolerance of any individual. The information presented is not a
recommendation for any individual to buy or sell any security. The authors
are not registered investment advisors and the information presented is
not to be considered investment advice to any individual. The reader
should consult a registered investment advisor or registered dealer prior
to making any investment decision. For ease of writing style the
newsletter and articles are often written in the first person. But,
legally speaking, all information and opinions are provided by
InvestorsFriend Inc. and not by the authors as individuals.
InvestorsFriend Inc. itself does not have a position in any of the
indicated securities while the authors may have a position, as disclosed
in each report. The Authors' positions may subsequently change without
notice. |
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Inc. 1999 - 2010 All rights to
format and content are reserved. |