InvestorsFriend Performance 2011

In 2011, we had a reasonably good year compared to the overall stock market. Our average Buy or higher rated stock was up 0.3%. The Toronto stock index was down 11% and the S&P 500 was flat at 0.0%.

Group Rating to start 2011 Price Increase Our Performance
Average of 3 strong buys Strong Buy -5.2% bad
Average of 17 buys  Buy 1.2% good
Average for all 20 buys and strong buys 0.3%
Average of 7 weak buys Weak Buy -1.6% bad
Average of 1 weak sells Weak Sell -10.2% good
Average for all 8 Neutral ratings (weak buy or weak sell) -2.7%
Average of 1 Sells Sell -1.3%
Rated As – Strong Buy at January 1, 2011
Name Beginning 2011 Price Starting Rating End 2011 Price  Price Increase Our Performance
Microsoft (MSFT, NASDAQ) 27.91 Strong Buy 25.96 -7% bad
Shaw Communications Inc. (SJR.b, Toronto SJR, New York) 21.35 (lower) Strong Buy 20.25 -5% bad
Canadian Tire (CTC.a, TO) 68.19 (lower) Strong Buy 65.90 -3% bad
Average Strong buy Strong buy -5.2% bad
3  
Rated As – Buy
Name Beginning 2011 Price Rating to start 2011 End 2011 Price  Price Increase Our Performance
Wal-Mart (WMT, New York) 53.93 (Higher) Buy 59.76 11% good
Canadian Western Bank (CWB, Toronto) 28.36 (higher)
Buy
25.80 -9% bad
Stantec Inc. (STN, Toronto) 27.73 (higher) Buy 27.57 -1% bad
TMX Group (X, Toronto) 36.96  Speculative
(higher) Buy
41.69 13% good
Wells Fargo (WFC, United States) 30.99 Speculative
(higher) Buy
27.56 -11% bad
Telus non-voting (T.A, Toronto TU, New York) 43.25 Buy 54.64 26% verygood
Alimentation Couche-Tard Inc., ATD.B 27.06 Buy 31.70 17% good
Walgreen (WAG, New York) 38.96  Buy 33.06 -15% bad
FirstService Preferred (FSV.PR.U, Toronto) 24.65 Buy 24.76 0% good
VISA (V) 70.38 Buy 101.53 44% very good
Canadian National Railway Company (CNR, Toronto CNI, New York) 66.35 Buy 80.15 21% very good
Staples (SPLS), NASDAQ 22.77  Buy 13.89 -39% very poor
Berkshire Hathaway Inc. (BRKB, New York) 80.11 Buy 76.30 -5% bad
Bombardier Series 4 Preferred Shares (BBD.PR.C, Toronto) 23.56 Buy 23.00 -2% bad
MELCOR DEVELOPMENTS LTD. (MRD, Toronto) 14.85 Speculative Buy 13.17 -11% bad
Reitmans (RET.A, TO) 18.66 (lower) Buy 14.82 -21% very poor
Boston Pizza Royalties Income Fund (BPF.un, Toronto) 13.90 Speculative (lower) Buy 14.19 2% good
Average Buy Buy 1% good
17  
Rated As Weak Buy
Name Beginning 2011 Price Rating to start 2011 End 2011 Price  Price Increase Our Performance
FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) 30.18  Weak Buy/ Hold Buy 26.49 -12% bad
eBay (eBay, NASDAQ) 27.83 Weak Buy / Hold 30.33 9% good
Tim Hortons (THI, Toronto and New York) 41.10 Weak Buy / Hold 49.36 20% very good
Costco (COST, N) 72.21 Weak
Buy
83.32 15% good
Bombardier (BBD.B, Toronto) 5.01 Weak
Buy / Hold
4.06 -19% bad
Groupe Aeroplan (AER, Toronto) 13.67 Speculative Weak Buy 11.94 -13% bad
Canadian Oil Sands Limited (COS, T) 26.45 Weak buy / Hold 23.25 -12% bad
Average of 7 Weak Buys Weak Buy   -1.6% bad
Rated As – Weak Sell
Name Beginning 2011 Price Rating to start 2011 End 2011 Price  Price Increase Our Performance
FedEx (FDX,NY) 93.01 Weak Sell / Hold 83.51 -10% good
Average of 1 Weak Sell Weak Sell -10.2% good
Rated As – Sell
Name Beginning 2011 Price Rating to start 2011 End 2011 Price  Price Increase Our Performance
bad
Canadian Western Bank Preferred Shares (CWB.PR.A, Toronto) 27.71 Sell 27.35 -1% good
Average of 1 Sell   Sell   -1%  

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. 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 – 2012 All rights to format and content are reserved.

Summar6

Scroll to Top