| InvestorsFriend Inc.’s performance – Year 2025 | |||||||
| In 2025 we had no Strong Buys. Our 19 Buys an average of 9.9% and (not counting dividends). Our 11 preferred shares that were rated Buy gained an average of 11% (not counting dividends of about 6% average). We trailed the market as the TSX was up a stunning 28.0% and the S&P 500 was 16%. In all cases not counting dividends. | |||||||
| Group | Rating to start 2025 | Price Increase | Our Performance | ||||
| Average of 0 strong buys | Strong Buy | 0.0% | n.a. | ||||
| Average of 19 buys | Buy | 9.9% | good | ||||
| Average of 11 Pref Buys | Buy | 10.5% | good | ||||
| Average for all 28 buys and strong buys | 10.1% | ||||||
| Average of 5 weak buys | Weak Buy | 23.1% | very good | ||||
| Average of 2 weak sells | Weak Sell | 34.3% | very bad | ||||
| Average for all 8 Neutral ratings (weak buy or weak sell) | 25.9% | ||||||
| Average of 2 Sells | Sell | -17.6% | good | ||||
| Average of 0 Strong Sell | Strong Sell | 0% | bad | ||||
| Average Sell / Strong Sell | |||||||
| Rated As – Strong Buy at January 1, 2025 | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| 0 | |||||||
| Average Strong buy | Strong buy | 0.0% | good | ||||
| 0 | |||||||
| Rated As – Buy | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| RioCan Real Estate Investment Trust (REI.UN, Toronto) | 18.28 | (higher) Buy rated at 18.96 | 18.70 | 2% | good | ||
| Melcor Developments Ltd. (MRD, Toronto) | 12.90 | Buy at $12.23 | 15.24 | 18% | good | ||
| Fortis Inc. (FTS, Toronto) | 59.73 | Buy at $55.62 | 71.36 | 19% | good | ||
| Enbridge Inc. (ENB, Toronto and New York) | 61.01 | Buy at $59.43 | 65.68 | 8% | good | ||
| Alimentation Couche-Tard Inc.(ATD, Toronto) | 79.72 | (lower) Buy rated at $78 | 74.96 | -6% | bad | ||
| Vanguard Balanced Fund | 33.27 | Buy | 36.83 | 11% | good | ||
| Linamar Corporation (LNR, Toronto) | 56.79 | Buy at $62.64 | 82.96 | 46% | very good | ||
| VISA Inc.(V, New York) | 316.04 | Buy at $256 | 350.71 | 11% | good | ||
| Shopify Inc. (SHOP, on Toronto and U.S.) | 106.33 | Speculative Buy/ Hold at U.S. $79 and CAN $110 | 160.97 | 51% | very good | ||
| Melcor Real Estate Investment Trust (MR.UN, Toronto) | 5.25 | Speculative Buy at $5.22 | 5.50 | 5% | good | ||
| Canadian Natural Resources (CNQ, Toronto and U.S.) | 44.38 | Speculative Buy at $48.22 | 46.49 | 5% | good | ||
| U.S. Long Treasury Bond ETF (TLT, U.S.) | 87.33 | Speculative Buy at $87.50 | 87.16 | 0% | bad | ||
| lululemon athletica inc. (lulu, NASDAQ) | 382.41 | (lower) Buy at $400 | 207.81 | -46% | very poor | ||
| Canadian National Railway Company (CNR, Toronto CNI, New York) | 145.97 | (lower) Buy at CAD $148 or US $104. | 135.75 | -7% | bad | ||
| Toll Brothers Inc. (TOL, New York) | 125.95 | (lower) Buy at $142 | 135.22 | 7% | good | ||
| TFI International Inc. (TFII, Toronto) | 194.24 | (lower) Buy at CAN $185 or U.S. $136 | 141.87 | -27% | very poor | ||
| Dollarama Inc. (DOL, Toronto) | 140.28 | (lower) Buy at $127 | 205.14 | 46% | very good | ||
| Royal Bank of Canada (RY, Toronto and U.S.) | 173.32 | (lower) Buy rated at $146.35 | 233.99 | 35% | very good | ||
| Metro Inc. (MRU, Toronto) | 90.15 | (lower) Buy at $90.30 | 98.79 | 10% | good | ||
| Average Buy | Buy | 9.9% | good | ||||
| 19 | |||||||
| Rated As Weak Buy | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| Starbucks (SBUX, U.S.) | 91.25 | Weak Buy / Hold at $95.57 | 84.21 | -8% | bad | ||
| American Express Company (AXP, New York) | 296.79 | Weak Buy / Hold at $254 | 369.95 | 25% | very good | ||
| Apple Inc. (AAPL, U.S.) | 250.42 | Weak Buy / Hold at $227 | 271.86 | 9% | good | ||
| Canadian Tire (CTC.a, TO) | 151.22 | Weak Buy / Hold rated at $149 | 173.94 | 15% | good | ||
| Andrew Peller Limited (ADW.A, Toronto) | 4.14 | Weak Buy / Hold at $4.05 | 5.30 | 28% | very good | ||
| Cameco Corporation (CCO, Toronto, CCJ, New York) | 73.91 | Highly Speculative Weak Buy at CAN $70.73 | 125.68 | 70% | very good | ||
| Average Weak Buy | Weak Buy | 23.1% | very good | ||||
| 6 | |||||||
| Rated As – Weak Sell | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| Canadian Western Bank (CWB, Toronto) | 58.75 | Weak Sell / Hold | 77.67 | 32% | very bad | ||
| AutoCanada Inc. (ACQ, Toronto) | 17.33 | Speculative Weak Sell / Hold at $17.35 | 23.65 | 36% | very good | ||
| Average Weak Sell | Weak Sell | 34.3% | very bad | ||||
| 2 | |||||||
| 0 | |||||||
| Rated As – Sell | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| West Fraser Timber Co. Ltd. (WFG, Toronto and U.S.) | 86.55 | Sell at $87 | 61.11 | -29% | very good | ||
| Costco (COST, New York) | 916.27 | Sell at $886 | 862.34 | -6% | good | ||
| Average Sell | Sell | -17.6% | |||||
| 2 | |||||||
| Rated As – Strong Sell | |||||||
| Name | Beginning 2025 Price | Rating to start 2025 | Price Now | Price Increase | Our Performance | ||
| Average Strong Sell | |||||||
| Average Sell/ 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. | |||||||
| © Copyright: InvestorsFriend Inc. 1999 – 2026. All rights to format and content are reserved. | |||||||
| Enbridge Inc. Series 9 Preferred (ENB.PF.A) | 20.42 | (higher) Buy at $19.00 | 23.20 | 14% | good | ||
| Power Financial Perpetual PWF.PR.G | 24.65 | (higher) Buy at $24.51 | 25.58 | 4% | good | ||
| Canadian Utilities Perpetual CU.PR.E | 21.20 | Buy at $20.81 | 22.29 | 5% | good | ||
| Emera Rate Reset EMA.PR.H | 24.12 | Buy at $23.30 | 26.02 | 8% | good | ||
| Intact Financial Rate Reset IFC.PR.G | 24.28 | Buy at $24.17 | 25.80 | 6% | good | ||
| Intact Financial (Perpetual) Preferred Share Series 5 (IFC.PR.E) | 22.10 | Buy at $22.58 | 23.94 | 8% | good | ||
| Great West Life 4.5% Perp Pref GWO.PR.Y | 18.66 | Buy at $19.28 | 20.76 | 11% | good | ||
| Brookfield Office Properties Inc. Series AA Preferred Shares (BPO.PR.A) | 16.58 | Speculative Buy at $16.50 | 18.94 | 14% | good | ||
| Brookfield Office Properties Inc. Series GG Preferred Shares (BPO.PR.G) | 16.75 | Speculative Buy at $16.55 | 20.31 | 21% | very good | ||
| Fortis Inc. (Perpetual Redeemable) Preferred Share Series F (FTS.PR.F) | 21.32 | (lower) Buy at 21.90 | 24.05 | 13% | good | ||
| Emera Perpetual PWF.PR.E | 18.51 | (lower) Buy at $19.20 | 20.58 | 11% | good | ||
| 11 | 11% | ||||||
| Toronto Dominion Rate Reset TD.PF.A | 23.40 | Weak Buy / Hold at $22.85 | 25.84 | 10% | good | ||
| Canadian Western Bank Preferred Shares Series 9 (CWB.PR.D) | 27.37 | Weak Sell / Hold | 28.19 | 3% | bad | ||
| Canadian Western Bank Preferred Shares Series 5 (CWB.PR.B) | 25.48 | Weak Sell / Hold | 26.38 | 4% | bad | ||
| Royal Bank Perpetual RY.PR.N | 24.69 | Sell at $24.26 | 25.00 | 1% | bad | ||
| Royal Bank Rate Reset RY.PR.S | 25.81 | Sell at $25.29 | 26.89 | 4% | bad | ||
| Canadian Utilities Rate Reset CU.PR.I | 24.75 | Sell at $24.60 | 25.00 | 1% | bad | ||