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You are here :  Home > Portfolios > Earnings Estimate Upgrades Monthly > Historical Orders
July 23, 2008
Earnings Estimate Upgrades Monthly
 Portfolio Inception Date
 December 07, 2004

 Benchmark
 S&P/TSX Composite Index

 Portfolio Objectives
 To provide a long-term total return above the benchmark index by investing in Canadian stocks selected by the Super Stock Picker system, a rigorous and disciplined approach to stock selection based on their earnings estimate upgrades.
 DESCRIPTION

  • The Earnings Estimate Upgrades Monthly portfolio follows a disciplined approach, selecting Canadian stocks based on earnings estimate upgrades every month. The selected stocks also trade on one of the American stock exchanges. This approach is based on the Super Stock Picker system that automatically and systematically manages this portfolio, it:
    • Uses a clearly defined investment process.
    • Provides diversification by investment style, including both growth and value stocks from the Canadian market.
    • Does not change based on market conditions or investment trends.
  • Canadian stocks are selected based on research of the Toronto Stock Exchange from 2003 onwards.
 HISTORICAL ORDERS SINCE INCEPTION

 Open Orders

 Name Ticker Buy Date Buy Price Sell Date Sell Price Perf.
 Zarlink Semiconductor Inc. ZL.TO 2008-07-08 0.90 - - -7.78 %
 Tanzanian Royalty Exploration TNX.TO 2008-07-08 4.93 - - -2.64 %
 Penn West Energy Trust PWT/DA.TO 2008-07-08 102.40 - - -2.33 %
 North American Energy Partners Inc. NOA.TO 2008-07-08 19.74 - - -12.82 %
 Nabors Industries Inc. NBX/U.TO 2008-07-08 49.00 - - -10.96 %
 Bp Plc BP/U.TO 2008-07-08 67.26 - - -9.22 %
 Tlc Vision Corporation TLC.TO 2008-06-03 1.62 - - -30.86 %
 Enerplus Resources Fund ERF/UN.TO 2008-03-04 41.07 - - -2.34 %
 Agrium Inc. AGU.TO 2008-03-04 71.26 - - 28.01 %
 Potash Corporation Of Saskatchewan Inc. POT.TO 2008-01-08 138.07 - - 46.47 %

 Closed Orders

 Name Ticker Buy Date Buy Price Sell Date Sell Price Perf.
 Teck Cominco Ltd. TCK/A.TO 2008-05-06 53.01 2008-07-08 43.0 -18.88 %
 Talisman Energy Inc. TLM.TO 2008-05-06 21.89 2008-07-08 19.94 -8.91 %
 Precision Drilling Trust PD/UN.TO 2008-05-06 26.21 2008-07-08 24.54 -6.37 %
 Petro-Canada PCA.TO 2008-05-06 54.13 2008-07-08 52.18 -3.6 %
 Nexen Inc NXY.TO 2008-05-06 37.67 2008-07-08 37.23 -1.17 %
 Fording Canadian Coal Trust FDG/UN.TO 2008-03-04 49.51 2008-07-08 76.6 54.72 %
 Cryptologic Inc. CRY.TO 2008-05-06 20.45 2008-06-03 16.57 -18.97 %
 Rogers Communications Inc. RCI/A.TO 2008-05-06 48.28 2008-06-03 47.0 -2.65 %
 Goldcorp Inc. G.TO 2008-05-06 36.79 2008-06-03 39.83 8.26 %
 Penn West Energy Trust PWT/DA.TO 2008-04-08 101.52 2008-06-03 106.0 4.41 %
 Pengrowth Energy Trust PGF/DB.TO 2008-04-08 100.5 2008-06-03 101.0 0.5 %
 Exfo Electro-Opt Engine Inc EXF.TO 2008-04-08 5.99 2008-05-06 5.77 -3.67 %
 Molson Coors Brewing Company TAP/A.TO 2008-04-08 55.0 2008-05-06 55.0 0 %
 Imperial Oil Limited IMO.TO 2008-04-08 54.8 2008-05-06 58.07 5.97 %
 Lihir Gold Ltd LGG.TO 2008-03-04 3.78 2008-05-06 2.97 -21.43 %
 Fairfax Financial Holdings Limited FFH.TO 2008-03-04 275.0 2008-04-08 319.99 16.36 %
 Sierra Wireless, Inc. SW.TO 2008-03-04 14.0 2008-04-08 18.67 33.36 %
 Penn West Energy Trust PWT/UN.TO 2008-01-08 25.69 2008-03-04 27.68 7.75 %
 Imperial Oil Limited IMO.TO 2007-12-04 49.65 2008-03-04 55.87 12.53 %
 Agrium Inc. AGU.TO 2008-01-08 68.4 2008-02-05 61.35 -10.31 %
 Axcan Pharma Inc. AXP.TO 2008-01-08 23.0 2008-02-05 22.95 -0.22 %
 Bank Of Montreal BMO.TO 2008-01-08 54.88 2008-02-05 56.7 3.32 %
 Cgi Group Inc. GIB/A.TO 2008-01-08 10.62 2008-02-05 10.16 -4.33 %
 Taseko Mines Limited TKO.TO 2008-01-08 4.99 2008-02-05 3.5 -29.86 %
 Tanzanian Royalty Exploration TNX.TO 2008-01-08 6.82 2008-02-05 5.86 -14.08 %
 Rogers Communications Inc. RCI/A.TO 2007-12-04 48.87 2008-02-05 41.49 -15.1 %
 Bce Inc. BCE.TO 2007-12-04 38.52 2008-02-05 34.55 -10.31 %
 Methanex Corporation MX.TO 2007-11-06 26.56 2008-02-05 25.13 -5.38 %
 Ritchie Bros Auctioneers Inc RBA.TO 2007-11-06 70.42 2008-02-05 83.2 18.15 %
 Canadian Imperial Bank Of Commerce CM.TO 2007-12-04 83.72 2008-01-08 66.96 -20.02 %
 Open Text Corporation OTC.TO 2007-12-04 32.6 2008-01-08 29.03 -10.95 %
 Enbridge Inc. ENB.TO 2007-12-04 37.82 2008-01-08 39.3 3.91 %
 Firstservice Corporation FSV.TO 2007-11-06 33.91 2008-01-08 26.74 -21.14 %
 Royal Gold Inc. RGL.TO 2007-11-06 28.27 2008-01-08 31.87 12.73 %
 Shaw Communications Inc. SJR/B.TO 2007-11-06 25.86 2008-01-08 23.02 -10.98 %
 Sun Life Financial Inc. SLF.TO 2007-11-06 53.3 2008-01-08 52.57 -1.37 %
 Shire Plc SHQ.TO 2007-11-06 66.81 2007-12-04 71.54 7.08 %
 Corus Entertainment Inc CJR/B.TO 2007-11-06 48.8 2007-12-04 49.15 0.72 %
 Fording Canadian Coal Trust FDG/UN.TO 2007-11-06 33.7 2007-12-04 34.8 3.26 %
 Fairfax Financial Holdings Limited FFH.TO 2007-11-06 268.01 2007-12-04 301.25 12.4 %
 Transcanada Corporation TRP.TO 2007-11-06 40.18 2007-12-04 39.3 -2.19 %
 Enbridge Inc. ENB.TO 2007-10-02 36.53 2007-11-06 40.76 11.58 %
 Axcan Pharma Inc. AXP.TO 2007-09-04 20.9 2007-11-06 17.44 -16.56 %
 Aspreva Pharmaceuticals Corporation ASV.TO 2007-09-04 20.5 2007-11-06 23.47 14.49 %
 Potash Corporation Of Saskatchewan Inc. POT.TO 2007-08-08 93.15 2007-11-06 112.38 20.64 %
 Agrium Inc. AGU.TO 2007-09-04 48.56 2007-10-02 53.28 9.72 %
 Brookfield Properties Corporation BPO.TO 2007-09-04 25.12 2007-10-02 26.13 4.02 %
 Transalta Corporation TA.TO 2007-08-08 29.94 2007-10-02 31.16 4.07 %
 Research In Motion Ltd. RIM.TO 2007-08-08 78.7 2007-09-04 89.52 13.75 %
 Rogers Communications Inc. RCI/A.TO 2007-08-08 52.5 2007-09-04 55.0 4.76 %
 Sun Life Financial Inc. SLF.TO 2007-07-04 50.57 2007-09-04 51.42 1.68 %
 Sierra Wireless, Inc. SW.TO 2007-04-03 18.57 2007-09-04 24.01 29.29 %
 Aspreva Pharmaceuticals Corporation ASV.TO 2007-06-05 21.58 2007-08-08 17.78 -17.61 %
 Axcan Pharma Inc. AXP.TO 2007-06-05 19.77 2007-08-08 16.57 -16.19 %
 Bank Of Nova Scotia (The) BNS.TO 2007-06-05 52.32 2007-08-08 50.4 -3.67 %
 Fairfax Financial Holdings Limited FFH.TO 2007-06-05 207.0 2007-07-04 220.11 6.33 %
 Precision Drilling Trust PD/UN.TO 2007-06-05 28.0 2007-07-04 26.25 -6.25 %
 Suncor Energy Inc. SU.TO 2007-06-05 96.04 2007-07-04 95.75 -0.3 %
 Magna International Inc. MG/A.TO 2007-06-05 98.22 2007-07-04 98.0 -0.22 %
 Potash Corporation Of Saskatchewan Inc. POT.TO 2007-05-08 70.06 2007-07-04 82.66 17.98 %
 Cameco Corporation CCO.TO 2007-05-08 55.58 2007-07-04 50.97 -8.29 %
 Biovail Corporation BVF.TO 2007-05-08 26.69 2007-07-04 26.86 0.64 %
 Petro-Canada PCA.TO 2007-05-08 51.07 2007-07-04 56.7 11.02 %
 Penn West Energy Trust PWT/UN.TO 2007-05-08 35.61 2007-06-05 37.95 6.57 %
 Canadian Natural Resources Limited CNQ.TO 2007-05-08 71.39 2007-06-05 73.01 2.27 %
 Agrium Inc. AGU.TO 2007-04-03 44.25 2007-05-08 41.68 -5.81 %
 Enerplus Resources Fund ERF/UN.TO 2007-04-03 48.27 2007-05-08 50.45 4.52 %
 Molson Coors Brewing Company TAP/A.TO 2007-04-03 111.0 2007-05-08 100.78 -9.21 %
 Rogers Communications Inc. RCI/A.TO 2007-03-06 41.46 2007-05-08 48.78 17.66 %
 Fairfax Financial Holdings Limited FFH.TO 2007-03-06 229.5 2007-05-08 247.95 8.04 %
 Brookfield Asset Management Inc. BAM/A.TO 2007-03-06 62.32 2007-05-08 71.3 14.41 %
 Open Text Corporation OTC.TO 2007-03-06 25.02 2007-04-03 25.87 3.4 %
 Axcan Pharma Inc. AXP.TO 2007-03-06 19.07 2007-04-03 19.13 0.31 %
 Merrill Lynch & Co Inc. MLC.TO 2007-02-06 111.23 2007-04-03 99.25 -10.77 %
 Novelis Inc. NVL.TO 2007-02-06 45.95 2007-04-03 51.15 11.32 %
 Canadian Imperial Bank Of Commerce CM.TO 2007-02-06 101.85 2007-03-06 100.84 -0.99 %
 Brookfield Properties Corporation BPO.TO 2007-02-06 55.58 2007-03-06 49.9 -10.22 %
 Potash Corporation Of Saskatchewan Inc. POT.TO 2007-01-04 164.28 2007-02-06 177.44 8.01 %
 Axcan Pharma Inc. AXP.TO 2007-01-04 16.23 2007-02-06 18.06 11.28 %
 Open Text Corporation OTC.TO 2006-12-05 22.67 2007-02-06 22.56 -0.49 %
 Ipsco Inc. IPS.TO 2006-10-03 92.26 2007-02-06 121.02 31.17 %
 Enerplus Resources Fund ERF/UN.TO 2006-12-05 52.31 2007-01-04 47.6 -9 %
 Centerplate Inc. CVP/UN.TO 2006-12-05 20.71 2007-01-04 22.13 6.86 %
 Cognos Incorporated CSN.TO 2006-12-05 49.06 2007-01-04 50.06 2.04 %
 Canadian Pacific Railway Limited CP.TO 2006-12-05 64.03 2007-01-04 60.8 -5.04 %
 Mi Developments Inc. MIM/A.TO 2006-11-07 41.41 2007-01-04 41.34 -0.17 %
 Ritchie Bros Auctioneers Inc RBA.TO 2006-11-07 59.98 2007-01-04 63.0 5.04 %
 Rogers Communications Inc. RCI/A.TO 2006-11-07 72.0 2006-12-05 74.34 3.25 %
 Canadian Natioanl Railway Company CNR.TO 2006-11-07 54.98 2006-12-05 54.51 -0.85 %
 Axcan Pharma Inc. AXP.TO 2006-11-07 16.65 2006-12-05 16.45 -1.2 %
 Research In Motion Ltd. RIM.TO 2006-11-07 138.55 2006-12-05 155.01 11.88 %
 Gildan Activewear Inc. GIL.TO 2006-10-03 54.41 2006-12-05 61.74 13.47 %
 Inco Limited N.TO 2006-10-03 85.1 2006-12-05 85.63 0.62 %
 Methanex Corporation MX.TO 2006-10-03 27.8 2006-11-07 25.89 -6.87 %
 Nexen Inc NXY.TO 2006-10-03 54.85 2006-11-07 60.8 10.85 %
 Primewest Energy Trust PWI/DA.TO 2006-10-03 105.5 2006-11-07 105.02 -0.45 %
 Kinross Gold Corporation K.TO 2006-08-09 14.5 2006-11-07 13.17 -9.17 %
 Cryptologic Inc. CRY.TO 2006-09-06 28.29 2006-10-03 19.0 -32.84 %
 Ce Franklin Ltd. CFT.TO 2006-09-06 14.4 2006-10-03 11.19 -22.29 %
 Zarlink Semiconductor Inc. ZL.TO 2006-08-09 2.56 2006-10-03 2.38 -7.03 %
 Ipsco Inc. IPS.TO 2006-08-09 107.02 2006-09-06 105.02 -1.87 %
 Nabors Industries Inc. NBX/U.TO 2006-08-09 36.0 2006-09-06 36.0 0 %
 Novelis Inc. NVL.TO 2006-08-09 22.47 2006-09-06 23.52 4.67 %
 Primewest Energy Trust PWI/DA.TO 2006-08-09 130.71 2006-09-06 126.19 -3.46 %
 Shaw Communications Inc. SJR/B.TO 2006-08-09 33.27 2006-09-06 32.75 -1.56 %
 Imperial Oil Limited IMO.TO 2006-08-09 44.93 2006-09-06 39.4 -12.31 %
 Golden Star Resources Ltd. GSC.TO 2006-08-09 3.65 2006-09-06 3.65 0 %
 Gildan Activewear Inc. GIL.TO 2006-08-09 52.41 2006-09-06 56.17 7.17 %
 Falconbridge Limited FAL.TO 2006-08-09 62.19 2006-09-06 62.37 0.29 %
 Cambior Inc. CBJ.TO 2006-08-09 3.64 2006-09-06 3.97 9.07 %
 Inco Limited N.TO 2006-07-05 72.84 2006-09-06 85.8 17.79 %
 Bank Of Nova Scotia (The) BNS.TO 2006-07-05 44.27 2006-08-09 46.41 4.83 %
 Cryptologic Inc. CRY.TO 2006-07-05 27.7 2006-08-09 24.54 -11.41 %
 Mi Developments Inc. MIM/A.TO 2006-07-05 38.05 2006-08-09 35.22 -7.44 %
 Newmont Mining Corp. NMC.TO 2006-07-05 61.32 2006-08-09 59.8 -2.48 %
 Royal Bank Of Canada RY.TO 2006-07-05 45.15 2006-08-09 46.66 3.34 %
 Vivendi Universal VUE.TO 2006-07-05 38.17 2006-08-09 37.9 -0.71 %
 Talisman Energy Inc. TLM.TO 2006-06-06 19.35 2006-07-05 19.97 3.2 %
 Methanex Corporation MX.TO 2006-06-06