Summary 2019

InvestorsFriend Inc.’s performance – Year 2019

2019 was an “okay” year for our stocks picks. The good news was that 81% of the stocks rated (lower) Buy or higher rose and the average gain was 18.1%! But that slightly trailed the TSX index which was up 19.1% and trailed the S&P 500 which was up 28.9%. Also, the “Strong Buys” did not do as well as the “Buys”.
Group   Rating to start 2019 Price Increase Our Performance
Average of 5 strong buys   Strong Buy 13.8% good
Average of 22 buys   Buy 19.1% good
Average for all 27 buys and strong buys 18.1%  
Average of 2 weak buys   Weak Buy 12.6% good
Average of 0 weak sells   Weak Sell 0.0% bad
Average for all 2 Neutral ratings (weak buy or weak sell) 12.6%  
Average of 2 Sells   Sell 3.0% bad
Average of 0 Strong Sells   Strong Sell 0% bad
Average Sell / Strong Sell     3.0%  

Rated As – Strong Buy at January 1, 2019

Name Beginning 2019 Price Rating to start 2019  End of 2019 Price Price Increase Our Performance
Linamar Corporation                    45.30  (higher) Strong Buy            49.13 8% good
MELCOR DEVELOPMENTS LTD. (MRD, Toronto)                    12.29  (higher) Strong Buy             13.32 8% good
Toll Brothers Inc. (TOL, New York)                    32.93  Strong Buy             39.51 20% good
Canadian Western Bank (CWB, Toronto)                    26.04  (lower) Strong Buy            31.89 22% very good
Royal Bank of Canada (RY, Toronto and U.S.)                    93.44  (lower) Strong Buy           102.75 10% good
Average Strong buy   Strong buy 13.8% good

Rated As  – Buy

Name Beginning 2019 Price Rating to start 2019  End of 2019 Price Price Increase Our Performance
Canadian Tire (CTC.a, TO)                  142.74  (higher) Buy           139.75 -2% bad
FedEx (FDX,NY)                  161.33  (higher) Buy          151.21 -6% bad
TFI International Inc. (TFII, Toronto)                    35.30  (higher) Buy             43.77 24% very good
Boston Pizza Royalties Income Fund (BPF.un, Toronto)                    15.11  (Higher) Buy             13.46 -11% bad
Enbridge Inc. Series 9 Preferred (ENB.PF.A)                    17.00   (higher) Buy             16.47 -3% bad
Alimentation Couche-Tard Inc., ATD.B                    67.91  (higher) Buy            82.42 21% very good
American Express Company (AXP, New York)                    95.32   (higher) Buy           124.49 31% very good
Fortis Inc. (FTS, Toronto)                    45.51  Buy            53.88 18% good
Starbucks (SBUX, U.S.)                    64.40  Buy             87.92 37% very good
BHP Billiton Limited or BHP Billiton plc (BHP Australia or BHP or BBL New York which are equivalent to two Australia shares)                    20.95  Speculative Buy            23.51 12% good
WSP Global Inc. (WSP, Toronto)                    58.67  Buy            88.67 51% very good
RioCan Real Estate Investment Trust (REI.UN, Toronto)                    23.80  Buy            26.76 12% good
Melcor Real Estate Investment Trust (MR.UN, Toronto)                      7.46  Buy             8.12 9% good
AutoCanada Inc. (ACQ, Toronto)                    11.35  Speculative Buy             12.39 9% good
Constellation Software Inc. (CSU, Toronto)                  639.84  (lower) Buy          970.34 52% very good
CRH Medical Corporation (CRH, Toronto, CRHM, U.S.)                      3.05  Speculative Buy             3.47 14% good
Dollarama Inc. (DOL, Toronto)                    32.47  (lower) Buy             44.63 37% very good
Amazon.com Inc.               1,501.97  Speculative (lower) Buy       1,847.84 23% very good
Stantec Inc. (STN, Toronto and New York)                    29.91  (lower) Buy            36.70 23% very good
VISA (V)                  131.94  (lower) Buy          187.90 42% very good
Canadian National Railway Company (CNR, Toronto CNI, New York)                  101.11  (lower) Buy           117.47 16% good
Berkshire Hathaway Inc. (BRKB, New York)                  204.18   (lower) Buy           226.50 11% good
Average Buy   Buy 19.1% good

 Rated As Weak Buy

Name Beginning 2019 Price Rating to start 2019  End of 2019 Price Price Increase Our Performance
Costco (COST, New York)                  203.71  Weak Buy / Hold           293.92 44% very good
Canadian Western Bank Preferred Shares Series 5 (CWB.PR.B)                    21.80  Weak Buy / Hold            17.65 -19% bad
Average Weak Buy   Weak Buy 12.6% good

Rated As – Weak Sell

Name Beginning 2019 Price Rating to start 2019  End of 2019 Price Price Increase Our Performance
Average Weak Sell   Weak Sell 0.0% bad

 Rated As  – Sell

Name Beginning 2019 Price Rating to start 2019  End of 2019 Price Price Increase Our Performance
Ceapro Inc. (CZO, Venture)                      0.39  Sell             0.32 -17% good
Heineken N.V. (HEIA, Amsterdam, or 2 HEINY, U.S.)                    77.20  (lower) Sell             94.92 23% very bad
Average Sell   Sell 3.0%  
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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