In 2007 our three Strong Buys were up an average of 12.3%, and our 21 Buys were down an average of 3.1%. My personal portfolio was up 1.0% in 2007. Our model tracking portfolio was up 1.3%. By comparison for 2007 to date the TSX is up 7.2% and the DOW index is up 6.4% and the S&P 500 is up 3.5%.
| Group | Rating to start 2007 | Price Increase | Our Performance | ||
| Average of 3 strong buys | Strong Buy | 12.3% | good | ||
| Average of 21 buys | Buy | -3.1% | bad | ||
| Average for all 24 buys and strong buys | -1.2% | ||||
| Average of 10 weak buys | Weak Buy | 17.0% | good | ||
| Average of 1 weak sells | Weak Sell | 15.3% | bad | ||
| Average for all 11 Neutral ratings (weak buy or weak sell) | 16.8% | ||||
| Sell | |||||
| Rated As – Strong Buy at January 1, 2007 | |||||
| Name | Beginning 2007 Price | Starting Rating | Current Price at this update | Price Increase | Our Performance |
| Manulife Financial (MFC, Toronto and New York) | 39.35 | Speculative (lower) Strong Buy | 40.57 | 3% | good |
| EGI Financial Holdings Inc. (EFH, Toronto) | 9.90 | Speculative (lower) Strong Buy | 14.01 | 42% | very good |
| Telus non-voting (T.A, Toronto TU, New York) | 52.03 | (lower) Strong Buy | 48.01 | -8% | bad |
| Average Strong buy | Strong buy | 12.3% | good | ||
| 3 | |||||
| Rated As – Buy | |||||
| Name | Beginning 2007 Price | Rating to start 2007 | Current Price at this update | Price Increase | Our Performance |
| Northbridge Financial Corporation (NB, Toronto) | 30.71 | (higher) Buy | 36.89 | 20% | very good |
| FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) | 23.10 | (higher) Buy | 34.45 | 49% | very good |
| FedEx (FDX,NY) | 108.62 | (higher) Buy | 89.17 | -18% | bad |
| Canadian National Railway Company (CNR, Toronto CNI, New York) | 50.07 | (higher) Buy | 46.65 | -7% | bad |
| IGM Financial (IGM, Toronto) | 49.10 | (higher) Buy | 50.03 | 2% | good |
| Wal-Mart (WMT, New York) | 46.18 | (higher) Buy | 47.53 | 3% | good |
| TSX Group (X, Toronto) | 46.61 | (higher) Buy | 52.80 | 13% | good |
| DALSA CORPORATION (DSA, Toronto) | 12.80 | (higher) Buy | 8.50 | -34% | very poor |
| E-L Financial Corporation Ltd. (ELF, Toronto) | 635.00 | (higher) Buy | 565.00 | -11% | bad |
| Kingsway Financial Services Inc. (KFS, Toronto and New York) | 24.31 | Speculative Buy | 12.01 | -51% | very poor |
| Shaw Communications Inc. (SJR.b, Toronto SJR, New York) | 18.46 | Speculative Buy | 23.64 | 28% | very good |
| Thomson Corporation (TOC, Toronto and New York) | 41.44 | Buy | 40.29 | -3% | bad |
| ING Canada (IIC, Toronto) | 52.42 | Speculative Buy | 39.62 | -24% | very poor |
| CLEMEX (CXG.A., Canadian) | 0.19 | (highly) Speculative Buy | 0.15 | -19% | bad |
| Bank Of Nova Scotia ( BNS, Toronto and New York) | 52.10 | Buy | 50.28 | -3% | bad |
| Reitmans (RET.A, TO) | 22.19 | Buy | 19.19 | -14% | bad |
| Target (TGT, New York) | 57.05 | Buy | 50.00 | -12% | bad |
| Tim Hortons (THI, Toronto and New York) | 33.69 | (lower) Buy | 36.64 | 9% | good |
| Loblaw Companies Limited (L, Toronto) | 48.79 | Speculative (lower) Buy | 33.97 | -30% | very poor |
| Stantec Inc. (STN, Toronto) | 25.25 | (lower) Buy | 38.89 | 54% | very good |
| Walgreen (WAG, New York) | 45.89 | (lower) Buy | 38.08 | -17% | bad |
| Buy | -3% | bad | |||
| 21 | |||||
| Rated As Weak Buy | |||||
| Name | Beginning 2007 Price | Rating to start 2007 | Current Price at this update | Price Increase | Our Performance |
| Alarmforce Industries Inc. (AF, Toronto) | 5.10 | Speculative Weak Buy | 5.20 | 2% | good |
| Canadian Western Bank (CWB, Toronto) | 26.39 | Weak Buy / Hold | 31.35 | 19% | good |
| Western Financial Group (WES, Toronto) | 4.05 | Weak Buy / Hold | 5.26 | 30% | very good |
| Alimentation Couche-Tard Inc., ATD.B | 25.35 | Weak Buy | 18.29 | -28% | very poor |
| Aeroplan Income Fund (AER.UN, Toronto) | 16.97 | Speculative Weak Buy | 23.70 | 40% | very good |
| Canada Bread (CBY, TO) | 54.10 | Weak Buy | 69.00 | 28% | very good |
| HOME CAPITAL GROUP INC (HCG, Toronto) | 34.05 | Speculative Weak Buy / Hold | 41.90 | 23% | very good |
| Canadian Tire (CTC.a, TO) | 70.88 | Weak Buy | 74.20 | 5% | good |
| Sobeys Inc. (SBY, Toronto) | 40.96 | Weak Buy / Hold | 57.95 | 41% | very good |
| eBay (eBay, NASDAQ) | 30.07 | Speculative Weak Buy / Hold | 33.19 | 10% | good |
| Average Weak Buy | Weak Buy | 17% | good | ||
| 10 | |||||
| Rated As – Weak Sell | |||||
| Name | Beginning 2007 Price | Rating to start 2007 | Current Price at this update | Price Increase | Our Performance |
| Cognos (CSN, Toronto COGN, NASDAQ) | 49.55 | Weak Sell | 57.12 | 15% | bad |
| Average Weak Sell | Weak Sell | 15% | bad | ||
| 1 | |||||
| Rated As – Sell | |||||
| Name | Beginning 2007 Price | Rating to start 2007 | Current Price at this update | Price Increase | Our Performance |
| Average Sell | Sell | ||||
| 0 | |||||
| Rated As – Strong Sell | |||||
| Name | Beginning 2007 Price | Rating to start 2007 | Current Price at this update | Price Increase | Our Performance |
| Average Strong Sell | |||||
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.
© Copyright: InvestorsFriend Inc. 1999 – 2007 All rights to format and content are reserved.
