Our Stock Picks had a good year in 2014. The two Strong buys rose an average of 9.4%. The 15 stocks that were rated in the Buy or Strong Buy range rose an average of 11.7%. In comparison, the Toronto Stock index rose 7.4% and the S&P 500 rose 11.4%.
| Group |
|
Rating to start 2014 |
|
Price Increase |
Our Performance |
| Average of 2 strong buys |
|
Strong Buy |
|
9.4% |
good |
| Average of 13 buys |
|
Buy |
|
12.0% |
good |
| Average for all 15 buys and strong buys |
11.7% |
| Average of 7 weak buys |
|
Weak Buy |
|
15.2% |
good |
| Average of 2 weak sells |
|
Weak Sell |
|
18.6% |
bad |
| Average for all 10 Neutral ratings (weak buy or weak sell) |
16.0% |
| Average of 1 Sells |
|
Sell |
|
20.8% |
|
| Rated As – Strong Buy at January 1, 2014 |
| Name |
Beginning 2014 Price |
Starting Rating |
Ending 2014 Price |
Price Increase |
Our Performance |
| Wells Fargo (WFC, United States) |
45.40 |
Strong Buy |
54.82 |
21% |
very good |
| MELCOR DEVELOPMENTS LTD. (MRD, Toronto) |
20.05 |
(lower) Strong Buy |
19.65 |
-2% |
bad |
| Average Strong buy |
|
Strongbuy |
|
9.4% |
good |
| Rated As – Buy |
| Name |
Beginning 2014 Price |
Rating to start 2014 |
Ending 2014 Price |
Price Increase |
Our Performance |
| Boston Pizza Royalties Income Fund (BPF.un, Toronto) |
20.71 |
(higher) Buy |
21.61 |
4% |
good |
| Bank of America Corporation (BAC, New York) |
15.57 |
Speculative (higher) Buy |
17.89 |
15% |
good |
| Wal-Mart (WMT, New York) |
78.69 |
Buy |
85.88 |
9% |
good |
| Canadian Western Bank (CWB, Toronto) |
38.66 |
(lower) Buy |
32.75 |
-15% |
bad |
| Canadian Tire (CTC.a, TO) |
99.49 |
Buy |
122.74 |
23% |
very good |
| Alimentation Couche-Tard Inc., ATD.B |
26.63 |
(lower) Buy |
48.69 |
83% |
very good |
| Berkshire Hathaway Inc. (BRKB, New York) |
118.56 |
(lower) Buy |
150.15 |
27% |
very good |
| Bombardier Series 4 Preferred Shares (BBD.PR.C, Toronto) |
22.37 |
Buy |
21.89 |
-2% |
bad |
| Toll Brothers Inc. (TOL, New York) |
37.00 |
Speculative Buy |
34.27 |
-7% |
bad |
| RioCan Real Estate Investment Trust (REI.UN, Toronto) |
24.77 |
Buy |
26.43 |
7% |
good |
| Preferred Shares of RioCan Real Estate Investment Trust (REI.PR.A, Toronto) |
24.90 |
(lower) Buy |
25.32 |
2% |
good |
| Liquor Stores N.A. Ltd. (LIQ, Toronto) |
14.07 |
Speculative (lower) Buy |
15.40 |
9% |
good |
| Liquor Stores N.A. Ltd. April 30 2018 subordinated Convertible (at $24.90) debentures (LIQ.DB.A, Toronto) |
103.00 |
(lower) Buy |
105.00 |
2% |
good |
| Average Buy |
|
Buy |
|
12.0% |
good |
| Rated As Weak Buy |
| Name |
Beginning 2014 Price |
Rating to start 2014 |
Ending 2014 Price |
Price Increase |
Our Performance |
| Stantec Inc. (STN, Toronto) |
32.93 |
Weak Buy |
31.93 |
-3% |
bad |
| VISA (V) |
222.68 |
Weak Buy / Hold |
262.20 |
18% |
good |
| Dollarama Inc. (DOL, Toronto) |
88.21 |
Weak Buy rated at $87.78 |
118.80 |
35% |
very good |
| Constellation Software Inc. (CSU, Toronto) |
211.85 |
Weak Buy / Hold |
297.25 |
40% |
very good |
| Canadian National Railway Company (CNR, Toronto CNI, New York) |
60.56 |
Weak Buy / Hold |
80.02 |
32% |
very good |
| Bombardier (BBD.B, Toronto) |
4.34 |
Speculative Weak Buy |
3.57 |
-18% |
bad |
| eBay (eBay, NASDAQ) |
54.87 |
Weak Buy / Hold |
56.12 |
2% |
good |
| Average Weak Buy |
|
Weak Buy |
|
15.2% |
good |
| Rated As – Weak Sell |
| Name |
Beginning 2014 Price |
Rating to start 2014 |
Ending 2014 Price |
Price Increase |
Our Performance |
| Costco (COST, N) |
119.02 |
Weak Sell / Hold |
141.75 |
19% |
bad |
| FIRSTSERVICE CORPORATION (FSV, Toronto) (FSRV, NASDAQ) |
43.05 |
Weak Sell / Hold |
50.86 |
18% |
bad |
| Average Weak Sell |
|
Weak Sell |
|
18.6% |
bad |
| Rated As – Sell |
| Name |
Beginning 2014 Price |
Rating to start 2014 |
Ending 2014 Price |
Price Increase |
Our Performance |
| FedEx (FDX,NY) |
143.77 |
Sell |
173.66 |
21% |
very
bad |
| Average Sell |
|
Sell |
|
21% |
|
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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