Stock Market

Aug 31, 2013

Our portfolio performed in August much the same as it did in July. Four stocks are in negative territory, and the star of the show continues to be Magna International, with a stellar 63% gain over its Jan 1 price. Canadian Tire and Sparton Corp. are in second and third place, at 36% and 35% gains.

Overall, the Canadian stocks have performed very well, cruising from a 3% gain on Feb 1 to a 34% gain as of Sept 1. (This despite a 35% loss from AEterna Zentaris.) The US stocks have held their own, wavering a few percentage points in each direction. It would be nice to see them start to gain a little bit of ground — but we’ll see what the final quarter of the year brings.

Company Name Closing Price
Dec 31
Closing Price
Aug 31
% Change
AEterna Zentaris Inc. 2.38 CDN 1.55 CDN -35%
Bombardier Inc. 3.76 CDN 4.79 CDN +27%
Callaway Golf Co. 6.50 US 6.92 US +6%
Cameron International Corp. 56.46 US 56.79 US +1%
Canadian Tire Corp. 81.00 CDN 109.85 CDN +36%
Cott Corp. 8.03 US 7.99 US 0%
Indigo Books & Music 10.68 CDN 10.60 CDN -1%
Koninlijke Philips Electronics 26.54 US 30.82 US +16%
Magna International Inc. 49.68 CDN 80.96 CDN +63%
BlackBerry 11.80 CDN 10.64 CDN -10%
Ryder Systems Inc. 49.93 US 55.61 US +11%
Sherwin-Williams Co. 153.82 US 172.40 US +12%
Sparton Corp. 13.87 US 18.77 US +35%
USG Corp. 28.07 US 23.34 US -17%
Westjet Airlines Ltd. 19.81 CDN 21.96 CDN +11%
Total Value $CDN $179.11 $240.35 +34%
Total Value $US $343.22 $372.64 +9%

Jul 31, 2013

Here’s the round-up for July: only three stocks in negative territory (good), but two of those in double digits (not so good). One the up side, Magna International continues to lead the pack, with a 58% gain since January. The second place finisher is Bombardier Inc., which is up 32% and the bronze medal goes to Sparton Corp., which is up 28%. Overall, nine of our fifteen stocks are showing double-digit gains over the last seven months, which is great.

AEterna Zentaris has taken a pounding, it’s true. However, last week they announced that they’ve recruited and dosed the first patient for the Phase 3 clinical trial of a drug that treats endometrial cancer. I’ve come to realize that pharmaceuticals are an tricky stock market bet. When a drug starts clinical trials, there seems to be a lot of speculation that drives up prices — even though nothing’s really been proven at that point.

Company Name Ticker Symbol Closing Price
Dec 31
Closing Price
Jul 31
% Change
AEterna Zentaris Inc. AEZS 2.38 CDN 1.44 CDN -40%
Bombardier Inc. BBD-B.TO 3.76 CDN 4.96 CDN +32%
Callaway Golf Co. ELY 6.50 US 7.18 US +10%
Cameron International Corp. CAM 56.46 US 59.50 US +5%
Canadian Tire Corp. CTC.TO 81.00 CDN 98.25 CDN +21%
Cott Corp. COT 8.03 US 8.37 US +4%
Indigo Books & Music IDG 10.68 CDN 10.98 CDN +3%
Koninlijke Philips Electronics PHG 26.54 US 31.79 US +20%
Magna International Inc. MG.TO 49.68 CDN 78.55 CDN +58%
BlackBerry Ltd. BB 11.80 CDN 9.02 CDN -24%
Ryder Systems Inc. R 49.93 US 58.07 US +16%
Sherwin-Williams Co. SHW 153.82 US 174.17 US +13%
Sparton Corp. SPA 13.87 US 17.77 US +28%
USG Corp. USG 28.07 US 25.13 US -11%
Westjet Airlines Ltd. WJA.TO 19.81 CDN 21.96 CDN +11%
Total Value $CDN $179.11 $225.16 +26%
Total Value $US $343.22 $381.98 +11%

Jun 30, 2013

June wasn’t the greatest month for many of our stocks — four of them are in negative territory right now and only three gained on their May prices. But overall, with a 22% gain on our Canadian stocks and 11% on the US ones, the portfolio is performing well.

The big winner in June is Magna International, which has gained a whopping 51% since Jan. Behind it are Bombardier Inc. and Sparton Corp., both with 24% gains. I’m a little concerned about Research in Motion, but we’ll see what happens in July.

Company Name Closing Price
Dec 31
Closing Price
Jun 30
% Change
AEterna Zentaris Inc. 2.38 CDN 1.93 CDN -19%
Bombardier Inc. 3.76 CDN 4.68 CDN +24%
Callaway Golf Co. 6.50 US 6.58 US +1%
Cameron International Corp. 56.46 US 61.87 US +8%
Canadian Tire Corp. 81.00 CDN 92.54 CDN +14%
Cott Corp. 8.03 US 7.81 US -3%
Indigo Books & Music 10.68 CDN 11.04 CDN +3%
Koninlijke Philips Electronics 26.54 US 27.19 US +2%
Magna International Inc. 49.68 CDN 74.86 CDN +51%
Research in Motion Ltd. 11.80 CDN 11.08 CDN -6%
Ryder Systems Inc. 49.93 US 60.79 US +22%
Sherwin-Williams Co. 153.82 US 176.60 US +15%
Sparton Corp. 13.87 US 17.24 US +24%
USG Corp. 28.07 US 23.05 US -18%
Westjet Airlines Ltd. 19.81 CDN 23.00 CDN +16%
Total Value $CDN $179.11 $219.13 +22%
Total Value $US $343.22 $381.13 +11%

May 31, 2013
May was a good month for our some of our stocks and a volatile one for others. But overall, our portfolio is looking great. The two stocks that were in negative territory at the end of April are recovering nicely.

The big winner in May was Magna International, with a 39% gain. (Clearly, their stock price didn’t suffer after the press reported an explosion at their plant on May 1.) As a group, our Canadian stocks are doing really well, and they continue to outpace their US counterparts.

If you’ve followed along since the beginning of the year, you’ll know by now that stock prices jump around a lot, month to month. I understand why “The Neatest Little Guide to Stock Market Investing” offers a lot of advice on the psychology of investment. You really do have to take the long view and ignore the fluctuations in price, or you’ll drive yourself crazy.

Company Name Closing Price
Dec 31
Closing Price
May 31
% Change
AEterna Zentaris Inc. 2.38 CDN 2.15 CDN -10%
Bombardier Inc. 3.76 CDN 4.70 CDN +25%
Callaway Golf Co. 6.50 US 6.85 US +5%
Cameron International Corp. 56.46 US 60.87 US +8%
Canadian Tire Corp. 81.00 CDN 96.76 CDN +19%
Cott Corp. 8.03 US 8.19 US +2%
Indigo Books & Music 10.68 CDN 10.90 CDN +2%
Koninlijke Philips Electronics 26.54 US 28.27 US +7%
Magna International Inc. 49.68 CDN 69.14 CDN +39%
Research in Motion Ltd. 11.80 CDN 14.45 CDN +22%
Ryder Systems Inc. 49.93 US 63.04 US +26%
Sherwin-Williams Co. 153.82 US 188.53 US +23%
Sparton Corp. 13.87 US 16.62 US +20%
USG Corp. 28.07 US 27.33 US -3%
Westjet Airlines Ltd. 19.81 CDN 23.25 CDN +17%
Total Value $CDN $179.11 $221.35 +24%
Total Value $US $343.22 $399.70 +16%

Apr 30, 2013
April was a pretty good month for our stocks. Only two of them are in negative territory, and some of them are doing spectacularly well. The juggernaut for April is Research in Motion, up a walloping 40% since the beginning of the year. However, Cott Corp. isn’t far behind at 36%, followed by WestJet at 25% and Magna International at 22%. It’s also worth mentioning that Sherwin Williams has gained almost $30 per share, with Canadian Tire and Magna International gaining more than $10 per share in the last four months.

The Canadian stocks are still outperforming the US ones, and that gap is starting to widen.

On the down side, AEterna Zentaris is still lagging. The company appointed a new CEO two weeks ago — we’ll see if this can produce some positive impact in May and June.

Company Name Ticker Symbol Closing Price
Dec 31
Closing Price
Apr 30
% Change
AEtna Zentaris Inc. AEZS 2.38 CDN 1.85 CDN -22%
Bombardier Inc. BBD-B.TO 3.76 CDN 4.00 CDN +6%
Callaway Golf Co. ELY 6.50 US 6.70 US +3%
Cameron International Corp. CAM 56.46 US 61.55 US +9%
Canadian Tire Corp. CTC.TO 81.00 CDN 91.50 CDN +13%
Cott Corp. COT 8.03 US 10.95 US +36%
Indigo Books & Music IDG 10.68 CDN 11.49 CDN +8%
Koninlijke Philips Electronics PHG 26.54 US 27.60 US +4%
Magna International Inc. MG.TO 49.68 CDN 60.60 CDN +22%
Research in Motion Ltd. RIM.TO 11.80 CDN 16.50 CDN +40%
Ryder Systems Inc. R 49.93 US 58.07 US +16%
Sherwin-Williams Co. SHW 153.82 US 183.11 US +19%
Sparton Corp. SPA 13.87 US 13.89 US 0%
USG Corp. USG 28.07 US 25.99 US -7%
Westjet Airlines Ltd. WJA.TO 19.81 CDN 24.68 CDN +25%
Total Value $CDN $179.11 $210.62 +18%
Total Value $US $343.22 $387.86 +13%

Mar 31, 2013
We’re now out of our first quarter, and I’m quite happy with the performance of our experimental portfolio. There’s some downward movement in some of the stocks, but most have done quite well. The only one that is a bit of a concern is AEterna Zentaris, which took a 20% loss.

AEterna Zentaris is a pharmaceutical company based in Quebec, that specializes in cancer drugs. Its stock took a major hit in mid-March with the announcement that AEterna was discontinuing clinical trials on a drug designed to treat multiple myeloma. However, based on the advice given in “The Neatest Little Guide to Stock Market Investing”, if the company still looks like a solid investment (i.e. if this appears to be a temporary setback), now is a good time to purchase additional shares.

The winner this month is Research in Motion, which is up by 28% from its 2012 year-end stock price. This is a remarkable comeback for a company that appeared to be in deep trouble a year ago. Just behind RIM is Cott Beverages, with a 26% gain and Westjet Airlines, up by 25%. This month was also the first time our Canadian stocks pushed ahead of the US for higher total gains.

Got your own thoughts? Leave a comment at the bottom!

Company Name Ticker Symbol Closing Price
Dec 31
Closing Price
Mar 28
% Change
AEterna Zentaris Inc. AEZS 2.38 CDN 1.90 CDN -20%
Bombardier Inc. BBD-B.TO 3.76 CDN 4.03 CDN +7%
Callaway Golf Co. ELY 6.50 US 6.62 US +2%
Cameron International Corp. CAM 56.46 US 65.20 US +15%
Canadian Tire Corp. CTC.TO 81.00 CDN 86.00 CDN +6%
Cott Corp. COT 8.03 US 10.12 US +26%
Indigo Books & Music IDG 10.68 CDN 11.12 CDN +4%
Koninlijke Philips Electronics PHG 26.54 US 29.55 US +11%
Magna International Inc. MG.TO 49.68 CDN 59.71 CDN +20%
Research in Motion Ltd. RIM.TO 11.80 CDN 15.09 CDN +28%
Ryder Systems Inc. R 49.93 US 59.75 US +20%
Sherwin-Williams Co. SHW 153.82 US 168.89 US +10%
Sparton Corp. SPA 13.87 US 13.40 US -3%
USG Corp. USG 28.07 US 26.44 US -6%
Westjet Airlines Ltd. WJA.TO 19.81 CDN 24.72 CDN +25%
Total Value $CDN $179.11 $202.57 +13%
Total Value $US $343.22 $379.97 +11%

Feb 28, 2013
I’m still pleased with the performance of our experimental portfolio. Many of the stocks had a less buoyant February, but all of them have held steady or grown slightly. In fact, there was only one decrease, and that was Indigo Books & Music. The winner this month is US-based Cott Beverages (with a 19% increase), but the real Cinderella story looks like it might be Research in Motion, which is up by 18% from its 2012 year-end stock price.

We’ll see what happens in March. The US will be settling into its new administration and Canada’s federal government usually releases its budget in March. A date hasn’t been announced yet, but when the budget does come down, it will likely have some impact on Canadian stock prices.

Got your own thoughts? Leave a comment at the bottom!

Company Name Ticker Symbol Closing Price
Dec 31
Closing Price
Feb 28
% Change
AEterna Zentaris Inc. AEZS 2.38 CDN 2.50 CDN +5%
Bombardier Inc. BBD-B.TO 3.76 CDN 4.15 CDN +10%
Callaway Golf Co. ELY 6.50 US 6.72 US +3%
Cameron International Corp. CAM 56.46 US 63.72 US +13%
Canadian Tire Corp. CTC.TO 81.00 CDN 81.05 CDN 0%
Cott Corp. COT 8.03 US 9.55 US +19%
Indigo Books & Music IDG 10.68 CDN 10.13 CDN -5%
Koninlijke Philips Electronics PHG 26.54 US 28.30 US +7%
Magna International Inc. MG.TO 49.68 CDN 54.85 CDN +10%
Research in Motion Ltd. RIM.TO 11.80 CDN 13.98 CDN +18%
Ryder Systems Inc. R 49.93 US 56.20 US +13%
Sherwin-Williams Co. SHW 153.82 US 161.59 US +5%
Sparton Corp. SPA 13.87 US 14.34 US +3%
USG Corp. USG 28.07 US 28.22 US +1%
Westjet Airlines Ltd. WJA.TO 19.81 CDN 22.04 CDN +11%
Total Value $CDN $179.11 $188.70 +5%
Total Value $US $343.22 $368.64 +7%

Jan 31, 2013
I’m surprised and pleased at how well the stock picks have done in January. The big winner was AEtna Zentaris, with a 19% gain, and only Canadian Tire showed a slight loss. It’s possible that the gains in the US stocks could be attributed to market optimism after backing away from the “fiscal cliff” and the buoyant celebration of Barack Obama’s swearing-in. We’ll see what happens in February.

Got your own thoughts? Leave a comment at the bottom!

Company Name Ticker Symbol Closing Price
Dec 31
Closing Price
Jan 31
% Change
AEterna Zentaris Inc. AEZS 2.38 CDN 2.83 CDN +19%
Bombardier Inc. BBD-B.TO 3.76 CDN 3.91 CDN +4%
Callaway Golf Co. ELY 6.50 US 6.56 US +1%
Cameron International Corp. CAM 56.46 US 63.31 US +12%
Canadian Tire Corp. CTC.TO 81.00 CDN
79.82 CDN
-2%
Cott Corp. COT 8.03 US 9.06 US +13%
Indigo Books & Music IDG 10.68 CDN 10.72 CDN +1%
Koninlijke Philips Electronics PHG 26.54 US 31.09 US +17%
Magna International Inc. MG.TO 49.68 CDN 52.13 CDN +5%
Research in Motion Ltd. RIM.TO 11.80 CDN 12.92 CDN +9%
Ryder Systems Inc. R 49.93 US 56.78 US +14%
Sherwin-Williams Co. SHW 153.82 US 162.14 US +5%
Sparton Corp. SPA 13.87 US 15.22 US +10%
USG Corp. USG 28.07 US 29.39 US +5%
Westjet Airlines Ltd. WJA.TO 19.81 CDN 21.36 CDN +8%
Total Value $CDN $179.11 $183.69 +3%
Total Value $US $343.22 $373.55 +9%

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