| InvestorsFriend Inc.’s performance – Year 2017 | ||||||
| 2017 was another good year for our stock picks as our three Strong Buys rose an average of 18% and our 21 stocks rated (lower) Buy or higher rose an average of 15.6%. That compares to the Toronto Stock Index which was up 6.0%. However, we did trail the strong U.S. markets where the S&P 500 was up 19.4% and the Dow Jones Industrial Average was up an amazing 25.1%. | ||||||
| Group | Rating to start 2017 | Price Increase | Our Performance | |||
| Average of 3 strong buys | Strong Buy | 18.0% | good | |||
| Average of 19 buys | Buy | 15.2% | good | |||
| Average for all 22 buys and strong buys | 15.6% | |||||
| Average of 2 weak buys | Weak Buy | 24.0% | very good | |||
| Average of 1 weak sells | Weak Sell | 29.6% | very bad | |||
| Average for all 3 Neutral ratings (weak buy or weak sell) | 24.6% | |||||
| Average of 2 Sells | Sell | 40.2% | very bad | |||
| Average of 1 Strong Sell | Strong Sell | 0% | bad | |||
| Average Sell / Strong Sell | 27% | |||||
| Rated As – Strong Buy at January 1, 2017 | ||||||
| Name | Beginning 2017 Price | Starting Rating | Ending 2017 Price | Price Increase | Our Performance | |
| Linamar Corporation | 57.69 | Strong Buy | 73.21 | 27% | very good | |
| Berkshire Hathaway Inc. (BRKB, New York) | 162.98 | (lower) Strong Buy | 198.22 | 22% | very good | |
| MELCOR DEVELOPMENTS LTD. (MRD, Toronto) | 14.50 | Strong Buy | 15.30 | 6% | good | |
| Average Strong buy | Strong buy | 18.0% | good | |||
| 3 | ||||||
| Rated As – Buy | ||||||
| Name | Beginning 2017 Price | Rating to start 2017 | Ending 2017 Price | Price Increase | Our Performance | |
| Toll Brothers Inc. (TOL, New York) | 31.00 | (higher) Buy | 48.02 | 55% | very good | |
| Wells Fargo (WFC, United States) | 55.11 | Speculative Buy | 60.67 | 10% | good | |
| CRH Medical Corporation (CRH, Toronto, CRHM, U.S.) | 5.25 | Speculative Buy | 2.65 | -50% | very poor | |
| RioCan Real Estate Investment Trust (REI.UN, Toronto) | 26.63 | Buy | 24.36 | -9% | bad | |
| Canadian Western Bank Preferred Shares Series 5 (CWB.PR.B) | 19.05 | Buy | 24.38 | 28% | very good | |
| Royal Bank of Canada (RY, Toronto and U.S.) | 90.87 | Buy | 102.65 | 13% | good | |
| Melcor Real Estate Investment Trust (MR.UN, Toronto) | 8.46 | Buy | 8.51 | 1% | good | |
| Stantec Inc. (STN, Toronto and New York) | 33.92 | (lower) Buy | 35.16 | 4% | good | |
| Heineken N.V. (HEIA, Amsterdam, or 2 HEINY, U.S.) | 71.26 | (lower) Buy | 89.93 | 26% | very good | |
| FedEx (FDX,NY) | 186.20 | (lower) Buy | 249.54 | 34% | very good | |
| AutoCanada Inc. | 23.12 | Buy | 22.64 | -2% | bad | |
| Bombardier Series 4 Preferred Shares (BBD.PR.C, Toronto) | 17.49 | Highly Speculative Buy | 19.30 | 10% | good | |
| Constellation Software Inc. (CSU, Toronto) | 453.99 | Buy | 605.88 | 33% | very good | |
| Canadian Tire (CTC.a, TO) | 139.27 | Buy | 163.90 | 18% | good | |
| VISA (V) | 78.02 | Buy | 114.02 | 46% | very good | |
| Alimentation Couche-Tard Inc., ATD.B | 60.88 | Buy | 65.59 | 8% | good | |
| American Express Company (AXP, New York) | 74.08 | Speculative (lower) Buy | 99.31 | 34% | very good | |
| Bank of America Corporation (BAC, New York) | 22.10 | (lower) Buy | 29.52 | 34% | very good | |
| Boston Pizza Royalties Income Fund (BPF.un, Toronto) | 22.83 | (lower) Buy | 21.91 | -4% | bad | |
| Average Buy | Buy | 15.2% | good | |||
| 19 | ||||||
| Rated As Weak Buy | ||||||
| Name | Beginning 2017 Price | Rating to start 2017 | Ending 2017 Price | Price Increase | Our Performance | |
| Canadian Western Bank (CWB, Toronto) | 30.34 | Weak Buy / Hold | 39.25 | 29% | very good | |
| TFI International Inc. (TFII, Toronto) | 34.89 | Weak Buy / Hold | 32.86 | -6% | bad | |
| Dollarama Inc. (DOL, Toronto) | 98.38 | Weak Buy | 157.05 | 60% | very good | |
| Average Weak Buy | Weak Buy | 24.0% | very good | |||
| 8 | ||||||
| Rated As – Weak Sell | ||||||
| Name | Beginning 2017 Price | Rating to start 2017 | Ending 2017 Price | Price Increase | Our Performance | |
| Wal-Mart (WMT, New York) | 69.12 | Weak Sell | 98.75 | 43% | very bad | |
| Costco (COST, New York) | 160.11 | Weak Sell | 186.12 | 16% | bad | |
| Average Weak Sell | Weak Sell | 29.6% | very bad | |||
| 1 | ||||||
| Rated As – Sell | ||||||
| Name | Beginning 2017 Price | Rating to start 2017 | Ending 2017 Price | Price Increase | Our Performance | |
| Bombardier (BBD.B, Toronto) | 1.61 | Sell | 2.41 | 50% | very bad | |
| Canadian National Railway Company (CNR, Toronto CNI, New York) | 90.36 | (lower) Sell | 103.65 | 15% | bad | |
| Amazon.com Inc. | 749.87 | Sell | 1,169.47 | 56% | very bad | |
| Average Sell | Sell | 40.2% | ||||
| 2 | ||||||
| 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. | ||||||
| © Copyright: InvestorsFriend Inc. 1999 – 2017 All rights to format and content are reserved. | ||||||
