InvestorsFriend Stock Performance 2009

In 2009 our 8 Strong Buys from January 1 gained an average of 42.0% each. Our 20 Buys were up an average of 35.4%. My own portfolio was Up 44.4%. By comparison the markets were up significantly, but less than our picks. The Toronto TSX index was is Up 30.7% and the DOW index was Up 18.8% and the S&P 500 was Up 23.5%. As the graph below shows, we had only one real loser of a stock, and that was a stock we had rated as a Highly Speculative Buy.

Group Rating to start 2009 Price Increase Our Performance
Average of 8 strong buys Strong Buy 42.0% very good
Average of 20 buys Buy 35.4% very good
Average for all 28 buys and strong buys 37.3%
Average of 6 weak buys Weak Buy 11.1% good
Average of 1 weak sells Weak
Sell
23.8% very bad
Average for all 7 Neutral ratings (weak buy or weak sell) 12.9%
Sell
Rated As – Strong Buy at January 1, 2010
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 Price Increase Our Performance
Canadian Western Bank (CWB, Toronto) 12.38 Speculative Strong Buy 21.94 77% very good
Groupe Aeroplan (AER, Toronto) 8.68 Strong Buy 10.89 25% very good
Microsoft (MSFT, NASDAQ) 19.44 Strong Buy 30.48 57% very good
Boston Pizza Royalties Income Fund (BPF.un, Toronto) 7.51 Strong Buy 12.15 62% very good
Quest Capital Corp. (QC, Toronto) 0.86  Speculative Strong Buy 1.18 37% very good
DALSA CORPORATION (DSA, Toronto) 7.00 (lower) Strong Buy 7.62 9% good
Shaw Communications Inc. (SJR.b, Toronto SJR, New York) 21.61 (lower) Strong Buy 21.67 0% good
eBay (eBay, NASDAQ) 13.96 Speculative (lower) Strong Buy 23.53 69% very good
Average Strong buy Strong buy 42.0% very good
8
Rated As – Buy
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 Price Increase Our Performance
Canadian National Railway Company (CNR, Toronto CNI, New York) 44.78 (higher) Buy 57.34 28% very good
Telus non-voting (T.A, Toronto TU, New York) 34.90 (higher) Buy 32.75 -6% bad
HOME CAPITAL GROUP INC (HCG, Toronto) 19.80 Speculative (higher) Buy 41.85 111% very good
MELCOR DEVELOPMENTS LTD. (MRD, Toronto) 4.58 (Higher) Buy 11.39 149% very good
IGM Financial (IGM, Toronto) 35.45 (higher) Buy 42.41 20% good
TMX Group (X, Toronto) 25.19 (higher) Buy 33.13 32% very good
Western Financial Group (WES, Toronto) 1.81 Speculative Buy 2.60 44% very good
FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) 13.15 Speculative (higher) Buy 19.12 45% very good
Intact Financial Corporation (IFC, Toronto) 31.61 (higher) Buy 37.15 18% good
Wal-Mart (WMT, New York) 56.06 (higher) Buy rated at U.S. $56.69 53.45 -5% bad
Canadian Oil Sands Limited (COS, T) 21.10 (higher) Buy 29.91 42% very good
Starbucks (SBUX, U.S.) 9.46 (Higher) Buy 23.06 144% very good
Canadian Tire (CTC.a, TO) 43.45 Buy 57.50 32% very good
Thomson Reuters Inc. (TRI, Toronto and New York) 35.60 Buy 33.95 -5% bad
Manulife Financial (MFC, Toronto and New York) 20.80 Speculative Buy 19.33 -7% bad
Kingsway Financial Services Inc. (KFS, Toronto and New York) 6.44 Highly Speculative Buy 1.83 -72% very poor
Target (TGT, New York) 34.53 Buy rated at U.S. $34.53 48.37 40% very good
Walgreen (WAG, New York) 24.67 Buy 36.72 49% very good
Costco (COST, N) 52.50 (lower) Buy 59.17 13% good
Staples (SPLS), NASDAQ 17.92 (lower) Buy 24.59 37% very good
Buy 35% very good
20
Rated As Weak Buy
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 Price Increase Our Performance
Stantec Inc. (STN, Toronto) 30.15 Weak Buy / Hold 30.40 1% good
Loblaw Companies Limited (L, Toronto) 34.97 Weak Buy / Hold 33.88 -3% bad
Alimentation Couche-Tard Inc., ATD.B 14.44 Weak Buy 20.82 44% very good
Tim Hortons (THI, Toronto and New York) 34.89 Weak Buy/Hold 32.13 -8% bad
FedEx (FDX,NY) 64.15 Weak Buy/Hold 83.45 30% very good
Berkshire Hathaway Inc. (BRKB, New York) 3,214.00 Weak Buy 3,286.00 2% good
Average Weak Buy Weak Buy 11% good
6
Rated As – Weak Sell
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 Price Increase Our Performance
Watts Water Technologies Inc. (WTS, New York) 24.97 Weak Sell 30.92 24% very bad
Average Weak Sell Weak Sell 24% very bad
1
 Rated As РSell
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 Price Increase Our Performance
Average Sell Sell
0
Rated As – Strong Sell
Name Beginning 2009 Price Rating to start 2009 Price at end 2010 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 and risk capacity 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.

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