| InvestorsFriend Inc.'s performance - Year 2011 |
| In 2011, we had a reasonably good year compared to the overall
stock market. Our average Buy or higher rated stock was up 0.3%. The Toronto
stock index was down 11% and the S&P 500 was flat at 0.0%. |
| Group |
|
Rating
to start 2011 |
|
Price
Increase |
Our
Performance |
| Average of 3 strong buys |
|
Strong
Buy |
|
-5.2% |
bad |
| Average of 17 buys |
|
Buy |
|
1.2% |
good |
| Average for all 20 buys and strong buys |
|
0.3% |
|
| Average of 7 weak buys |
|
Weak
Buy |
|
-1.6% |
bad |
| Average of 1 weak sells |
|
Weak
Sell |
|
-10.2% |
good |
| Average for all 8 Neutral ratings (weak buy or weak sell) |
|
-2.7% |
|
| Average of 1 Sells |
|
Sell |
|
-1.3% |
|
| |
|
|
|
|
|
| Rated As - Strong Buy at January 1, 2011 |
| Name |
Beginning
2011 Price |
Starting
Rating |
End
2011 Price |
Price
Increase |
Our
Performance |
| Microsoft (MSFT, NASDAQ) |
27.91 |
Strong
Buy |
25.96 |
-7% |
bad |
| Shaw Communications Inc. (SJR.b, Toronto
SJR, New York) |
21.35 |
(lower)
Strong Buy |
20.25 |
-5% |
bad |
| Canadian Tire (CTC.a, TO) |
68.19 |
(lower)
Strong Buy |
65.90 |
-3% |
bad |
| Average Strong buy |
|
Strong
buy |
|
-5.2% |
bad |
| 3 |
|
|
|
|
|
| Rated As - Buy |
| Name |
Beginning
2011 Price |
Rating
to start 2011 |
End
2011 Price |
Price
Increase |
Our
Performance |
| Wal-Mart (WMT, New York) |
53.93 |
(Higher)
Buy |
59.76 |
11% |
good |
| Canadian Western Bank (CWB, Toronto) |
28.36 |
(higher)
Buy |
25.80 |
-9% |
bad |
| Stantec Inc. (STN, Toronto) |
27.73 |
(higher)
Buy |
27.57 |
-1% |
bad |
| TMX Group (X, Toronto) |
36.96 |
Speculative
(higher) Buy |
41.69 |
13% |
good |
| Wells Fargo (WFC, United States) |
30.99 |
Speculative
(higher) Buy |
27.56 |
-11% |
bad |
| Telus non-voting (T.A, Toronto TU, New York) |
43.25 |
Buy |
54.64 |
26% |
very
good |
| Alimentation Couche-Tard Inc., ATD.B |
27.06 |
Buy |
31.70 |
17% |
good |
| Walgreen (WAG, New York) |
38.96 |
Buy |
33.06 |
-15% |
bad |
| FirstService Preferred (FSV.PR.U, Toronto) |
24.65 |
Buy |
24.76 |
0% |
good |
| VISA (V) |
70.38 |
Buy |
101.53 |
44% |
very
good |
| Canadian National Railway Company (CNR, Toronto CNI, New York) |
66.35 |
Buy |
80.15 |
21% |
very
good |
| Staples (SPLS), NASDAQ |
22.77 |
Buy |
13.89 |
-39% |
very
poor |
| Berkshire Hathaway Inc. (BRKB, New York) |
80.11 |
Buy |
76.30 |
-5% |
bad |
| Bombardier Series 4 Preferred Shares (BBD.PR.C, Toronto) |
23.56 |
Buy |
23.00 |
-2% |
bad |
| MELCOR DEVELOPMENTS LTD. (MRD, Toronto) |
14.85 |
Speculative
Buy |
13.17 |
-11% |
bad |
| Reitmans (RET.A, TO) |
18.66 |
(lower)
Buy |
14.82 |
-21% |
very
poor |
| Boston Pizza Royalties Income Fund (BPF.un, Toronto) |
13.90 |
Speculative
(lower) Buy |
14.19 |
2% |
good |
| Average
Buy |
|
Buy |
|
1% |
good |
| 17 |
|
|
|
|
|
| Rated As Weak Buy |
| Name |
Beginning
2011 Price |
Rating
to start 2011 |
End
2011 Price |
Price
Increase |
Our
Performance |
| FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) |
30.18 |
Weak
Buy/ Hold Buy |
26.49 |
-12% |
bad |
| eBay (eBay, NASDAQ) |
27.83 |
Weak
Buy / Hold |
30.33 |
9% |
good |
| Tim Hortons (THI, Toronto and New York) |
41.10 |
Weak
Buy / Hold |
49.36 |
20% |
very
good |
| Costco (COST, N) |
72.21 |
Weak
Buy |
83.32 |
15% |
good |
| Bombardier (BBD.B, Toronto) |
5.01 |
Weak
Buy / Hold |
4.06 |
-19% |
bad |
| Groupe Aeroplan (AER, Toronto) |
13.67 |
Speculative
Weak Buy |
11.94 |
-13% |
bad |
| Canadian Oil Sands Limited (COS, T) |
26.45 |
Weak
buy / Hold |
23.25 |
-12% |
bad |
| Average of 7Weak Buys |
|
Weak
Buy |
|
-1.6% |
bad |
| Rated As - Weak Sell |
| Name |
Beginning
2011 Price |
Rating
to start 2011 |
End
2011 Price |
Price
Increase |
Our
Performance |
| FedEx (FDX,NY) |
93.01 |
Weak
Sell / Hold |
83.51 |
-10% |
good |
| Average of 1 Weak Sell |
|
Weak
Sell |
|
-10.2% |
good |
| Rated As
- Sell |
| Name |
Beginning
2011 Price |
Rating
to start 2011 |
End
2011 Price |
Price
Increase |
Our
Performance |
| |
|
|
|
|
bad |
| Canadian Western Bank Preferred Shares (CWB.PR.A, Toronto) |
27.71 |
Sell |
27.35 |
-1% |
good |
| Average of 1 Sell |
|
Sell |
|
-1% |
|
| 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. The author(s)
of this report may have a position, as disclosed in each report. The
authors' positions may subsequently change without notice. |
| © Copyright: InvestorsFriend
Inc. 1999 - 2012 All rights to
format and content are reserved. |
