Top 200 Canadian Stocks

Top 200 Canadian Stocks

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Top 200 Canadian Stocks

Here’s the class of 2014!

By: Norm Rothery

From the December/January 2014 issue of the magazine

Below is a list of the Top 200 Canadian Stocks in alphabetical order. For more on this list, read Still beating the market after 9 years.”

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Name Ticker Industry Price ($) (10/21/13) Revenue ($M) Market Capitalization ($M) Price/Book Price/TangibleBook P/E (Last 12 Months) Forward P/E Dividend Yield Leverage (Assets/Equity) 1Yr Total Return (%) 3 Yr EPS* Growth (%) 3 Yr SPS** Growth (%) 1 Yr Asset Growth (%) Return on Equity (%) Price/Sales
Aecon Group ARE Engineering & Construction 14.57 3,048 814 1.5 1.9 10.9 11.9 2.2 3.6 28.3 26.0 9.5 -3.9 14.5 0.25
Agnico Eagle Mines AEM Mining 26.11 1,795 4,525 1.3 1.4 23.0 36.1 3.5 1.5 -49.0 3.9 18.3 3.6 5.6 2.50
Agrium AGU Chemicals 89.94 16,959 13,201 1.8 2.9 9.6 10.6 3.4 2.2 -11.3 35.8 21.4 8.8 18.7 0.80
Aimia AIM Advertising 18.53 1,663 3,199 3.5 - - 15.6 3.7 5.8 31.0 - 3.6 7.8 -27.2 1.93
Air Canada AC.A Airlines 5.31 12,178 1,485 - - 9.8 5.2 0.0 - 200.0 - -12.2 -4.0 - 0.12
Alimentation Couche Tard ATD.B Retail 70.15 39,727 13,165 3.8 8.9 17.7 16.5 0.5 3.2 42.7 28.1 30.9 3.1 25.5 0.33
Alliance Grain Traders AGT Food 15.38 979 306 1.2 1.6 - 12.0 3.9 2.8 24.3 - 11.7 13.8 -1.3 0.31
AltaGas ALA Pipelines 35.37 1,898 4,269 2.1 3.8 32.2 22.5 4.3 2.7 8.7 - 2.9 74.4 7.4 1.98
ARC Resources ARX Oil & Gas 27.40 1,289 8,559 2.5 2.9 42.8 29.0 4.4 1.6 15.2 - 3.2 3.3 6.1 6.53
ATCO ACO.X Electric 46.81 4,441 5,390 2.1 2.5 13.6 13.0 1.6 2.6 27.0 11.6 10.8 13.5 16.2 1.21
AutoCanada ACQ Retail 38.88 1,234 845 4.7 8.4 25.0 16.9 2.1 2.8 199.0 38.2 13.3 21.8 21.0 0.63
Bank of Montreal BMO Banks 72.15 20,928 46,452 1.7 2.1 11.6 11.3 4.1 17.9 26.9 10.4 5.7 1.3 15.3 2.24
Bank of Nova Scotia BNS Banks 62.00 27,833 74,605 1.9 2.6 12.2 11.3 4.0 16.4 19.0 10.6 1.0 10.8 16.9 2.64
Barrick Gold ABX Mining 19.53 14,692 19,553 1.4 2.8 - 8.1 1.1 2.5 -48.1 - 13.0 -21.8 -53.1 1.33
Baytex Energy BTE Oil & Gas 43.50 1,003 5,406 4.3 4.4 51.2 26.2 6.1 2.1 -2.7 - 5.0 -1.0 8.1 5.29
BCE Inc BCE Telecommunications 45.34 20,062 35,179 3.1 - 14.5 14.4 5.1 2.7 11.5 2.5 3.3 6.8 22.1 1.75
Bell Aliant BA Telecommunications 27.11 2,768 6,177 1.9 1.9 19.8 16.6 7.0 2.5 8.0 - -30.1 -1.0 9.4 19.74
Bird Construction BDT Engineering & Construction 12.81 1,418 545 3.0 5.2 12.0 14.5 5.9 3.5 -5.8 - 20.0 -1.6 26.2 0.38
BlackBerry BB Computers 8.52 10,351 4,466 0.5 0.9 - - 0.0 1.5 10.8 - -14.2 0.4 -10.6 0.43
BMTC Group GBT.A Retail 13.12 710 609 3.0 - 13.0 12.8 1.8 1.6 -10.1 - -1.8 4.1 24.9 0.88
Bombardier BBD.B Miscellaneous Manufacturer 5.30 18,400 9,317 6.2 - 17.2 10.5 1.9 15.0 44.4 - - 14.7 57.3 0.50
Bonavista Energy BNP Oil & Gas 12.63 765 2,467 1.1 1.1 70.2 25.2 6.7 1.8 -26.8 - -10.8 8.1 1.7 3.13
Brookfield Asset Management BAM.A Real Estate 41.10 21,724 25,683 1.5 2.5 19.4 23.7 1.5 2.5 26.1 42.6 15.9 11.3 7.6 1.17
Brookfield Residential BRP Home Builders 23.55 1,437 2,798 2.0 2.0 25.5 13.9 0.0 2.4 38.3 - - 24.7 8.5 1.78
CAE Inc CAE Aerospace/Defense 11.18 2,155 2,919 2.4 7.5 17.5 14.5 1.8 3.1 6.9 1.6 12.1 3.9 14.7 1.35
Calfrac Well Services CFW Oil & Gas Services 32.56 1,497 1,500 1.9 1.9 30.1 14.6 3.1 2.0 35.4 102.5 25.5 7.0 6.3 0.97
Cameco CCO Mining 18.87 2,232 7,462 1.5 1.6 43.9 18.6 2.1 1.5 0.6 - 0.1 1.9 3.4 3.34
Canaccord Genuity Group CF Diversified Financial Services 6.78 822 696 0.8 2.6 169.5 9.3 2.9 4.9 36.8 - -6.6 4.3 -0.3 0.76
Canada Bread CBY Food 66.17 1,559 1,682 2.4 3.9 22.9 18.7 3.0 1.4 40.5 - -1.7 3.7 10.7 1.08
Canadian Natural Resources CNQ Oil & Gas 33.39 14,740 36,280 1.5 1.5 26.1 12.1 1.5 2.1 9.3 - 10.3 6.8 5.8 2.48
Canadian Oil Sands COS Oil & Gas 20.68 3,968 10,021 2.2 2.2 10.4 10.4 6.8 2.2 5.4 8.0 4.4 6.1 21.6 2.53
Canadian Tire CTC.A Retail 94.64 11,497 7,722 1.5 2.0 14.7 13.1 1.5 2.5 34.3 13.8 8.9 2.2 11.0 0.67
Canadian Utilities CU Gas 37.31 3,317 9,649 2.6 2.9 16.6 15.9 2.6 2.7 14.1 7.0 7.4 14.7 16.7 2.89
Canadian Western Bank CWB Banks 32.75 855 2,592 1.9 2.1 14.4 12.4 2.2 10.7 14.4 1.8 3.2 11.8 13.9 3.02
Canam Group CAM Iron/Steel 10.42 927 438 1.1 1.3 18.0 12.2 0.0 2.2 79.7 50.5 20.0 2.4 6.6 0.47
Canfor CFP Forest Products & Paper 22.40 3,035 3,171 2.4 4.7 14.8 11.6 0.0 1.7 62.4 132.6 9.9 5.2 18.0 1.05
Canfor Pulp Products CFX Forest Products & Paper 10.63 825 755 1.9 1.9 39.4 13.7 1.9 2.0 7.8 27.1 - 0.6 4.7 0.91
CanWel Building Materials CWX Distribution/Wholesale 2.86 720 164 1.6 15.8 23.8 13.5 9.8 3.1 22.4 - -13.4 6.1 6.5 0.23
Capital Power CPX Electric 20.40 1,376 1,643 0.7 0.8 14.8 15.4 6.2 1.8 2.1 6.3 -34.6 14.2 5.0 1.04
Cascades CAS Forest Products & Paper 5.68 3,706 533 0.5 1.1 - 11.0 2.8 3.4 18.2 - 3.2 -1.4 -3.0 0.14
Catalyst Paper CYT Forest Products & Paper 1.12 1,037 16 0.2 0.7 - - 0.0 10.2 - - - 9.6 - 0.02
CCL Industries CCL.B Packaging & Containers 71.00 1,355 2,445 2.5 4.3 23.6 15.4 1.2 2.4 94.4 18.9 3.3 37.4 11.2 1.77
Celestica CLS Electronics 11.09 6,118 2,043 1.5 1.6 23.4 11.5 0.0 2.0 55.1 12.9 3.6 -8.3 6.3 0.35
Cenovus Energy CVE Oil & Gas 31.05 16,899 23,464 2.4 2.6 45.0 16.4 3.1 2.5 -6.3 - - 7.6 5.2 1.39
Centerra Gold CG Mining 5.03 781 1,189 0.8 0.9 - 4.3 3.2 1.1 -54.3 - -5.4 1.5 -4.3 1.52
Cervus Equipment CVL Retail 20.76 832 312 1.5 1.8 12.4 10.7 3.8 2.2 4.5 29.4 25.7 19.8 12.7 0.37
CGI Group GIB.A Computers 36.09 9,236 11,220 2.8 - 82.0 12.9 0.0 2.8 40.9 - 34.6 144.7 4.5 1.18
Chorus Aviation CHR.B Airlines 2.75 1,674 337 2.7 2.9 5.0 5.2 10.9 7.5 -1.3 - 4.1 12.5 56.9 0.21
Churchill CUQ Engineering & Construction 9.14 1,108 225 1.0 - - 16.8 5.3 3.1 17.7 - 3.0 -15.5 -24.2 0.20
CI Financial CIX Diversified Financial Services 33.14 1,662 9,404 5.4 - 24.0 19.0 3.3 1.7 47.8 10.2 10.5 -2.0 23.1 5.63
CIBC CM Banks 85.35 17,154 34,140 2.1 2.5 10.4 10.0 4.5 22.2 14.8 9.2 4.4 -0.9 21.4 2.00
Cineplex CGX Entertainment 40.44 1,130 2,542 3.4 43.8 20.6 21.2 3.6 1.7 38.3 25.6 0.7 7.5 17.0 2.23
CN Railway CNR Transportation 109.90 10,163 46,056 4.1 4.2 18.5 16.3 1.6 2.4 27.5 10.2 12.7 4.1 22.6 4.63
Cogeco CGO Media 45.59 1,645 767 1.7 - 11.1 9.6 1.7 4.1 41.7 5.2 8.0 81.5 16.3 0.46
Cogeco Cable CCA Media 48.99 1,505 2,395 1.8 - 11.9 10.0 2.1 4.0 38.1 7.1 5.9 88.2 16.2 1.58
Colabor Group GCL Distribution/Wholesale 4.81 1,447 130 0.7 - - 17.9 5.0 2.7 -34.1 - 1.0 -1.1 0.0 0.08
Constellation Software CSU Software 191.50 1,073 4,387 16.3 - 44.8 18.1 2.2 4.1 71.9 88.5 24.2 45.7 36.6 3.82
Corus Entertainment CJR.B Media 24.72 806 2,087 1.7 - 12.1 12.1 4.1 1.8 15.4 6.0 -0.7 3.6 14.7 2.56
Cott BCB Beverages 8.26 2,236 780 1.3 8.5 23.6 13.7 2.9 2.5 5.4 - 4.7 1.1 5.6 0.35
CP Railway CP Transportation 134.09 5,945 23,485 4.1 4.2 32.9 17.7 1.0 2.7 53.4 3.2 7.3 7.7 13.3 3.92
Crescent Point Energy CPG Oil & Gas 40.57 2,481 15,819 1.8 1.9 - 36.6 6.8 1.4 1.8 - 8.0 9.3 -0.3 6.00
Davis + Henderson DH Commercial Services 26.89 748 2,171 2.3 - 30.2 13.0 4.8 1.9 35.1 - 2.7 -2.0 7.5 2.13
Dollarama DOL Retail 87.74 1,979 6,225 6.9 86.7 27.5 21.5 0.6 1.7 45.0 43.0 9.7 4.1 24.8 3.25
Dominion Diamond DDC Retail 13.78 681 1,172 0.9 0.9 2.3 20.4 0.0 1.6 4.3 233.2 7.9 38.3 47.4 1.71
Dorel Industries DII.B Home Furnishings 38.34 2,504 1,224 0.9 3.7 13.9 10.1 3.2 1.7 11.5 - 3.8 0.1 6.6 0.48
E-L Financial ELF Insurance 689.99 2,578 2,773 0.8 0.8 4.5 - 0.1 4.1 71.8 75.1 -1.8 16.5 19.7 1.09
Eldorado Gold ELD Mining 6.51 1,274 4,657 0.8 0.9 23.4 19.2 1.5 1.3 -53.8 - 10.1 9.7 3.2 3.65
Emera EMA Electric 30.63 2,134 4,041 2.2 2.6 15.6 16.6 4.7 3.0 -8.5 3.5 6.4 7.4 15.0 1.86
Empire EMP.A Food 75.90 17,664 5,157 1.4 2.5 15.1 12.8 1.4 2.3 34.9 4.8 4.6 31.3 9.4 0.29
Enbridge ENB Pipelines 43.57 28,825 35,982 4.4 5.3 54.5 21.7 2.9 2.9 13.3 - 26.4 19.3 8.3 1.19
Encana ECA Oil & Gas 18.37 5,844 13,552 2.5 3.6 - 18.0 4.5 3.4 -19.4 - -24.1 -9.5 -16.9 2.31
Enerflex EFX Oil & Gas Services 13.79 1,456 1,076 1.2 2.5 13.8 12.5 2.0 1.5 19.4 - - -6.0 8.8 0.74
Enerplus ERF Oil & Gas 17.70 1,185 3,566 1.1 1.2 - 18.1 6.1 1.8 14.4 - -2.4 -7.9 -5.3 2.97
Ensign Energy Services ESI Oil & Gas 17.75 2,075 2,722 1.4 1.4 16.7 13.1 2.5 1.7 17.8 20.2 22.9 6.1 8.6 1.31
Exchange Income EIF Holding Companies-Divers 19.91 948 414 1.4 2.7 17.0 14.5 8.4 2.9 -19.2 - 29.2 48.3 8.1 0.44
Extendicare EXE Healthcare-Services 6.50 1,992 587 9.9 - 29.7 22.2 7.4 32.5 -12.9 - -5.6 1.6 28.9 0.28
Fairfax Financial FFH Insurance 448.75 7,968 9,609 1.2 1.5 23.3 26.1 2.2 4.2 24.0 - 2.2 6.7 5.2 1.14
Finning International FTT Hand/Machine Tools 24.68 6,590 4,245 2.5 2.8 12.3 11.4 2.5 3.1 5.1 159.4 17.3 3.7 22.0 0.64
First Capital Realty FCR Real Estate 17.67 619 3,679 1.1 - 11.9 15.9 4.8 2.3 1.0 41.2 4.6 13.6 9.9 5.78
First National Financial FN Diversified Financial Services 20.18 640 1,210 5.3 6.1 8.0 9.5 6.9 46.5 31.4 - - 29.8 47.4 1.89
First Quantum Minerals FM Mining 19.10 3,389 11,285 1.4 1.5 19.1 15.9 0.6 1.6 -14.9 5.8 4.5 109.4 7.4 2.82
FirstService FSV Commercial Services 42.08 2,392 1,399 7.9 - - 19.1 1.0 3.9 43.7 - 7.4 10.8 -14.0 0.54
Fortis Canada FTS Electric 32.11 3,616 6,799 1.5 3.0 18.1 17.6 3.9 2.9 -0.8 3.6 -3.4 22.2 7.5 1.70
Genivar GNV Engineering & Construction 29.13 1,908 1,516 1.6 19.6 20.7 17.0 5.1 1.9 44.3 - 6.8 151.3 9.9 0.76
Genworth MI Canada MIC Insurance 31.29 967 3,027 1.0 1.0 6.2 9.1 4.1 1.9 63.8 20.6 12.7 2.1 17.1 3.19
George Weston WN Food 84.76 33,177 10,841 2.2 3.1 24.6 17.0 2.0 2.6 36.1 15.5 1.6 1.2 9.0 0.33
Gibson Energy GEI Pipelines 25.07 5,675 3,051 2.3 8.7 26.1 24.8 4.4 2.2 12.4 - - 34.0 9.6 0.50
Gildan Activewear GIL Apparel 48.71 2,184 5,936 3.5 4.7 18.4 15.0 0.8 1.3 44.1 19.4 19.3 4.6 21.0 2.71
Glentel GLN Telecommunications 14.71 1,118 327 3.1 - 11.7 14.1 3.4 4.7 -8.9 17.8 50.4 107.2 27.6 0.29
Goldcorp G Mining 25.68 5,024 20,858 1.0 1.0 - 20.8 2.4 1.4 -39.2 - 13.7 0.5 -2.9 4.15
Great-West Lifeco GWO Insurance 30.81 26,302 30,824 2.3 7.0 15.3 12.4 4.0 14.8 42.6 2.5 -6.3 7.7 15.2 1.11
High Liner Foods HLF Food 39.70 920 673 3.3 - 40.6 12.5 1.8 3.3 67.3 - 22.0 -7.4 8.7 0.65
Home Capital Group HCG Banks 76.87 904 2,670 2.6 2.8 11.2 9.6 1.5 19.0 57.1 15.0 20.0 7.6 24.8 2.94
Hudson's Bay HBC Retail 18.41 4,149 2,209 2.6 3.6 - 16.1 2.0 3.6 - - - -16.7 -7.6 0.51
Husky Energy HSE Oil & Gas 29.73 22,663 29,233 1.5 1.5 13.8 12.4 4.0 1.8 13.4 15.0 6.8 9.6 11.2 1.29
IAMGOLD IMG Mining 5.16 1,506 1,943 0.5 0.6 13.2 15.1 5.1 1.4 -65.3 10.7 15.1 15.4 4.0 1.29
IGM Financial IGM Diversified Financial Services 49.22 2,510 12,403 2.8 19.7 16.4 14.8 4.4 2.7 34.7 6.8 0.6 6.5 17.4 4.96
Imperial Oil IMO Oil & Gas 46.25 30,662 39,201 2.3 2.3 12.1 10.9 1.0 2.0 3.4 16.1 11.1 28.4 20.3 1.28
Indigo Books & Music IDG Retail 10.72 877 271 0.8 0.9 - - 4.1 1.6 23.4 - -4.6 -3.5 -1.6 0.31
Industrial Alliance Insurance IAG Insurance 46.38 6,627 4,559 1.6 2.1 13.0 13.3 2.1 12.0 75.3 6.1 -3.3 9.2 12.8 0.65
Intact Financial IFC Insurance 64.44 7,237 8,477 1.9 3.7 16.0 10.9 2.7 4.1 9.4 8.5 12.2 8.7 12.8 1.18
Inter Pipeline IPL Pipelines 25.90 1,262 7,844 5.1 14.0 - 24.0 5.0 4.3 21.7 - 4.6 20.8 -6.1 5.65
International Forest Products IFP.A Forest Products & Paper 11.68 954 736 1.6 1.6 22.9 8.9 0.0 1.9 89.0 130.2 15.1 25.1 7.1 0.68
Intertape Polymer Group ITP Packaging & Containers 14.92 801 906 5.9 5.9 49.9 12.1 1.1 2.9 119.5 48.3 4.3 -4.1 11.7 1.11
Jean Coutu Group PJC.A Retail 18.39 2,735 4,135 1.5 1.9 9.1 16.1 1.8 1.2 26.0 39.5 5.2 22.7 37.5 1.44
Just Energy Group JE Gas 7.14 2,982 1,020 - - 6.2 - 11.8 - -21.8 - 3.5 -4.9 - 0.34
Katanga Mining KAT Mining 0.57 779 1,087 0.6 - 11.1 9.3 0.0 2.2 26.7 18.6 20.4 35.1 4.1 1.40
Keyera KEY Gas 59.70 3,027 4,681 5.2 5.5 32.6 25.6 4.0 3.1 31.3 - 12.5 12.0 16.0 1.53
Kinross Gold K Mining 5.20 4,423 5,944 0.9 0.9 - 18.2 0.0 1.6 -47.7 - -0.2 -34.5 -60.1 1.34
Lassonde Industries LAS.A Beverages 91.38 1,032 639 2.0 12.1 14.1 - 1.7 2.4 15.5 13.5 22.8 3.3 15.3 0.62
Laurentian Bank of Canada LB Banks 45.71 1,504 1,300 1.0 1.3 9.9 8.3 4.4 23.0 7.0 - 2.5 7.5 11.1 0.86
Leon's Furniture LNF Retail 12.95 1,006 915 2.0 - 18.5 10.7 3.1 3.7 16.4 - 12.1 203.6 11.1 0.91
Lightstream Resources LTS Oil & Gas 7.05 1,011 1,388 0.4 0.7 - 13.3 13.6 2.0 -40.0 - 4.4 9.6 -4.9 1.34
Linamar LNR Auto Parts & Equipment 35.66 3,306 2,309 1.9 2.0 13.3 11.1 0.9 2.2 72.8 41.0 19.3 7.3 15.8 0.70
Loblaw L Food 47.95 32,014 13,525 2.0 2.4 18.9 17.1 2.0 2.7 43.3 1.6 0.5 2.6 11.2 0.42
Lundin Mining LUN Mining 4.54 722 2,653 0.7 0.8 27.5 13.9 0.0 1.1 -15.3 - -2.6 1.9 2.5 3.67
MacDonald Dettwiler MDA Commercial Services 80.72 1,423 2,909 4.9 - 30.7 13.5 1.6 4.2 66.5 - 29.9 253.9 20.6 1.88
Magellan Aerospace MAL Aerospace/Defense 5.75 723 335 0.9 1.1 6.8 6.3 2.1 2.1 51.8 - -31.0 10.3 14.5 0.46
Magna International MG Auto Parts & Equipment 87.57 33,753 19,870 2.1 2.5 12.9 11.7 1.5 1.9 103.0 105.8 26.3 10.7 16.8 0.60
Manitoba Telecom Services MBT Telecommunications 29.05 1,492 1,968 2.1 3.4 22.5 16.8 5.9 2.8 -9.2 - -6.8 -4.0 6.3 1.30
Manulife Financial MFC Insurance 18.18 19,447 33,419 1.4 1.8 22.2 12.0 2.9 18.8 52.5 65.9 -23.7 3.9 6.5 1.70
Maple Leaf Foods MFI Food 14.63 4,771 2,049 2.1 35.6 30.5 19.3 1.1 3.2 35.4 - -3.4 9.1 7.2 0.43
Martinrea International MRE Metal Fabricate/Hardware 11.08 2,998 934 1.7 1.9 18.8 8.4 1.1 3.1 61.0 23.9 26.2 16.0 9.4 0.31
MEG Energy MEG Oil & Gas 35.37 1,097 7,856 1.6 1.7 - 31.3 0.0 1.8 -8.0 - - 35.8 -2.4 6.83
Methanex MX Chemicals 57.21 2,818 5,469 3.8 3.8 - 12.2 1.4 2.3 102.1 - 18.3 -0.5 -2.0 1.92
Metro MRU Food 65.62 11,735 6,031 2.2 9.8 8.1 12.3 1.5 1.8 15.6 31.5 5.2 -0.3 29.3 0.54
Mullen Group MTL Oil & Gas Services 25.70 1,377 2,323 2.7 4.0 16.4 15.6 4.7 1.8 18.6 27.9 10.8 1.2 17.0 1.62
National Bank of Canada NA Banks 87.74 7,174 14,253 2.0 2.6 9.8 9.9 4.0 20.6 22.0 16.2 11.8 4.0 20.8 1.98
New Flyer Industries NFI Auto Manufacturers 11.18 962 620 1.1 - 45.2 15.0 5.2 2.4 53.1 28.5 -79.2 17.4 2.7 0.54
New Gold NGD Mining 6.11 857 3,070 1.0 - 14.5 21.5 0.0 1.5 -48.3 98.8 14.8 24.8 7.6 3.36
Newalta NAL Environmental Control 16.05 756 884 1.3 1.8 21.7 15.5 2.7 2.1 18.3 32.2 8.2 10.4 6.3 1.12
Norbord NBD Building Materials 30.10 1,395 1,603 3.2 3.2 7.3 10.4 8.0 2.6 53.4 176.6 13.1 -6.8 47.0 0.99
North West Co NWC Food 25.18 1,517 1,218 4.0 4.8 18.9 17.1 4.4 2.2 15.1 - 1.5 3.4 21.7 0.80
Onex Corp OCX Private Equity 53.86 29,394 6,113 4.8 - - - 0.3 7.1 35.9 - 12.6 21.1 -31.4 0.21
Open Text OTC Software 79.17 1,404 4,677 3.4 - 30.4 13.0 1.6 2.0 56.9 16.7 12.8 8.6 11.8 3.30
Osisko Mining OSK Mining 5.39 668 2,357 1.4 1.4 - 19.5 0.0 1.3 -42.7 - - 0.0 -25.9 3.31
Pan American Silver PAA Mining 11.16 945 1,690 0.7 0.7 - 39.1 4.7 1.3 -45.4 - 1.4 -7.8 -6.6 1.79
Parkland Fuel PKI Oil & Gas 19.39 4,620 1,372 3.4 10.6 14.4 16.8 5.4 2.7 19.7 30.3 12.3 13.4 25.5 0.29
Patheon PTI Pharmaceuticals 5.99 971 844 7.2 - - 15.1 0.0 9.4 59.1 - 10.3 41.9 -54.3 0.84
Pembina Pipeline PPL Pipelines 33.64 4,542 10,437 2.2 29.9 34.0 28.6 5.0 1.8 26.5 - 29.0 5.7 6.6 2.20
Pengrowth Energy PGF Oil & Gas 6.62 1,343 3,437 0.9 1.0 - 104.2 7.3 1.8 12.3 - -13.7 -8.0 -3.3 2.52
Penn West Petroleum PWT Oil & Gas 11.86 2,480 5,786 0.7 0.9 - 127.9 4.7 1.7 -8.3 - -4.6 -8.3 -2.9 2.30
Petrominerales PMG Oil & Gas 11.95 908 1,016 1.0 1.0 31.4 70.0 4.2 2.2 66.4 - 8.4 -2.9 2.5 1.16
Postmedia Network Canada PNC.A Media 0.87 772 89 0.3 - - - 0.0 7.2 -37.9 - - -15.7 -76.6 0.05
Potash Corp of Saskatchewan POT Chemicals 33.10 8,271 28,615 2.7 2.7 12.3 14.1 4.4 1.8 -15.2 18.1 15.6 7.1 23.7 3.46
Power Corp of Canada POW Insurance 29.42 29,306 13,538 1.5 - 17.9 10.9 3.9 10.4 28.1 7.0 -5.7 7.3 8.3 0.46
Power Financial PWF Insurance 32.89 28,666 23,391 2.0 - 14.6 11.3 4.3 11.2 35.7 1.4 -5.7 7.3 11.3 0.81
Precision Drilling PD Oil & Gas 11.32 1,993 3,134 1.4 1.6 188.7 13.1 1.8 1.9 43.7 - 19.2 -2.5 0.7 1.57
Premium Brands PBH Food 19.45 1,007 416 2.1 - 29.9 13.9 6.4 3.3 15.6 - 21.6 4.2 6.8 0.40
Progressive Waste Solutions BIN Environmental Control 27.77 2,046 3,198 2.4 30.9 29.6 22.4 2.2 2.7 42.3 9.1 9.1 9.5 8.4 1.56
Quebecor QBR.B Media 25.65 4,342 3,168 3.7 - 176.9 14.3 0.4 6.4 48.8 - 4.6 3.4 1.5 0.74
Reitmans Canada RET.A Retail 6.99 974 451 1.0 1.2 63.5 20.9 11.4 1.3 -37.7 - -1.7 -8.3 1.4 0.47
Ridley RCL Agriculture 14.24 624 182 1.3 1.9 9.2 - 0.0 1.5 85.6 64.0 4.7 -4.7 12.3 0.29
Rocky Mountain Dealerships RME Machinery-Construction & Mining 12.49 993 241 1.6 1.7 8.6 7.7 3.2 4.1 17.3 15.0 16.4 21.4 19.8 0.24
Rogers Communications RCI.B Telecommunications 46.70 12,676 24,195 5.7 - 12.8 12.7 3.7 5.1 18.0 10.6 7.0 13.7 47.2 1.90
RONA RON Retail 12.03 4,710 1,466 1.0 1.4 - 14.3 1.2 1.7 12.5 - 2.9 -6.3 -12.2 0.30
Royal Bank of Canada RY Banks 69.90 35,619 100,670 2.4 3.2 12.8 11.8 3.8 17.4 24.4 15.0 4.2 3.3 19.4 2.83
Russel Metals RUS Iron/Steel 28.19 3,058 1,716 2.0 2.6 20.1 15.0 5.0 2.2 8.8 58.7 16.8 7.1 10.2 0.56
Saputo SAP Food 51.46 7,773 10,029 4.2 28.7 20.3 16.6 1.8 2.2 20.4 8.5 12.1 47.7 21.6 1.30
Savanna Energy Services SVY Oil & Gas Services 7.87 672 687 0.8 0.8 23.1 13.8 4.6 1.5 11.4 49.8 22.8 5.7 3.3 1.01
Sears Canada SCC Retail 12.92 4,163 1,316 1.1 1.1 9.5 - 0.0 2.2 27.2 - -5.0 -0.6 11.8 0.32
Secure Energy Services SES Oil & Gas 14.42 1,189 1,569 3.0 4.6 46.5 23.0 1.0 1.6 52.3 - - 33.2 7.3 1.26
Shaw Communications SJR.B Media 25.06 5,106 11,370 2.9 - 14.9 14.8 4.1 2.9 26.9 10.7 10.7 -0.1 19.8 2.19
ShawCor SCL Oil & Gas Services 43.00 1,756 2,565 4.7 23.6 11.2 11.7 1.2 3.1 2.4 45.6 22.1 0.6 36.1 1.63
Sherritt International S Holding Companies 3.66 1,515 1,088 0.3 0.4 - 15.8 4.7 1.8 -22.0 - -0.9 2.4 -0.7 0.72
Silver Wheaton SLW Mining 24.03 846 8,529 2.6 2.6 16.4 22.6 1.7 1.4 -37.5 45.6 31.7 43.8 16.6 10.07
SNC-Lavalin Group SNC Engineering & Construction 42.79 8,240 6,487 3.1 4.5 28.7 41.4 2.2 5.0 14.3 - 13.2 15.1 11.2 0.79
Stantec STN Commercial Services 55.42 1,685 2,568 3.2 18.9 19.7 17.1 1.2 1.9 62.0 34.5 12.3 13.7 17.5 1.51
Stella-Jones SJ Building Materials 109.25 845 1,876 3.6 6.5 22.2 17.4 0.7 1.9 84.7 42.3 16.7 52.4 18.5 2.16
Sun Life Financial SLF Insurance 34.62 14,494 20,986 1.4 2.1 12.3 12.5 4.2 13.1 49.3 35.1 -19.9 3.6 11.8 1.43
Suncor Energy SU Oil & Gas 37.83 38,447 56,670 1.4 1.5 20.9 11.4 2.1 2.0 14.3 - 7.4 4.2 6.9 1.50
SunOpta SOY Food 10.85 1,178 719 2.2 3.3 - 21.1 0.0 2.1 74.4 - 10.2 8.0 0.0 0.61
Superior Plus SPB Retail 11.11 3,628 1,402 2.7 4.7 20.6 11.7 5.4 3.7 23.7 2.6 2.1 -1.5 12.8 0.35
Taiga Building Products TBL Distribution/Wholesale 0.79 1,159 26 - - 4.2 - 3.6 - -1.9 - 6.6 7.0 - 0.02
Talisman Energy TLM Oil & Gas 12.50 5,784 12,935 1.3 1.4 - 68.4 2.2 2.0 -1.8 - -4.1 -18.6 -4.8 2.22
TD Bank TD Banks 92.90 30,476 85,245 1.9 2.8 13.4 11.0 3.7 16.4 16.5 10.1 4.6 3.6 14.2 2.80
Teck Resources TCK.B Mining 28.55 9,717 16,468 0.9 1.0 21.0 14.7 3.2 1.9 -6.3 - 5.1 1.8 4.4 1.71
TELUS T Telecommunications 35.35 11,207 22,206 3.1 - 17.8 15.7 3.8 2.8 16.7 7.9 4.3 3.4 16.9 2.06
Tembec TMB Forest Products & Paper 2.65 1,625 265 1.6 1.6 - 9.3 0.0 5.7 6.0 - -4.8 -10.7 -48.6 0.16
Tim Hortons THI Retail 61.48 3,145 9,283 7.5 7.6 22.8 18.9 1.7 1.8 26.2 13.6 13.4 6.1 35.0 3.00
TMX Group X Diversified Financial Services 45.00 649 2,434 0.9 - 19.5 12.7 3.6 5.4 -7.9 - - - - 3.24
Toromont Industries TIH Machinery-Diversified 22.80 1,534 1,747 3.4 3.6 14.2 13.7 2.3 1.9 21.4 2.8 -5.1 0.7 26.3 1.14
Torstar TS.B Media 5.45 1,401 435 0.5 3.6 7.2 5.5 9.6 1.8 -32.5 - -1.6 -5.5 7.9 0.31
TransAlta TA Electric 13.96 2,281 3,717 1.5 2.2 34.0 21.0 8.3 2.9 -0.8 - -10.6 4.1 4.8 1.54
Transat AT TRZ.B Airlines 11.96 3,603 460 1.2 2.1 23.0 8.1 0.0 3.7 115.9 - 0.4 8.3 5.4 0.13
TransCanada TRP Pipelines 46.09 8,476 32,591 2.0 3.0 21.9 18.8 4.0 2.6 9.0 3.4 1.3 7.1 9.4 3.84
Transcontinental TCL.A Commercial Services 16.18 2,114 1,262 1.4 6.0 43.7 8.3 3.6 2.2 87.8 - 2.6 -7.0 2.8 0.60
TransForce TFI Transportation 21.79 3,082 2,007 2.6 - 15.2 12.5 2.4 2.8 27.8 59.9 17.8 -3.5 18.1 0.66
Trican Well Service TCW Oil & Gas Services 13.83 2,094 2,059 1.5 1.6 - 17.1 2.2 1.7 7.5 - 20.5 3.2 -1.2 0.97
Trinidad Drilling TDG Oil & Gas Services 10.41 849 1,258 1.4 1.6 30.6 13.4 1.9 1.7 51.0 - 14.6 -4.0 4.6 1.48
Uni-Select UNS Distribution/Wholesale 23.67 1,786 506 1.1 6.9 591.8 9.7 2.2 2.6 -3.0 - 7.1 2.5 0.1 0.29
Vermilion Energy VET Oil & Gas 57.18 1,092 5,814 3.8 3.8 23.1 18.4 4.2 2.2 25.0 1.4 12.9 17.1 16.9 5.21
Vitran VTN Transportation 5.83 718 96 0.9 1.0 3.7 - 0.0 2.5 2.6 186.7 0.7 1.1 28.1 0.13
Wajax WJX Machinery-Construction & Mining 38.00 1,420 636 2.6 4.1 11.7 12.1 6.3 2.8 -6.2 14.4 12.3 0.7 22.6 0.45
West Fraser Timber WFT Forest Products & Paper 91.94 3,308 3,960 2.4 2.9 15.6 10.5 0.6 1.7 56.3 59.3 7.7 11.0 16.2 1.19
Western Forest Products WEF Forest Products & Paper 1.43 945 858 1.6 2.3 8.9 5.9 5.6 1.8 11.6 162.1 15.5 18.1 19.2 0.71
Westjet Airlines WJA Airlines 26.15 3,538 3,491 2.2 2.3 12.9 11.8 1.5 2.4 48.2 65.0 15.9 4.8 18.1 0.98
Winpak WPK Packaging & Containers 22.77 706 1,480 2.7 2.8 19.9 17.0 0.5 1.2 41.5 12.5 8.1 11.8 14.6 2.11
Yamana Gold YRI Mining 9.97 2,273 7,507 0.9 1.0 22.5 18.3 2.7 1.5 -47.0 2.4 14.5 6.9 4.2 3.31
Yellow Media Y Media 12.62 1,029 353 0.8 - 0.4 2.4 0.0 4.1 - 396.7 110.3 -22.8 - 0.46
Source: Bloomberg: all figures as of close on Oct. 21, 2013. *ESP: Earnings per share **SPS: Sales per share

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Top 200 Canadian stocks (2010)

Last year’s All-Stars are up 41%. Our 5-year performance beats every Canadian equity mutual fund. Time to ring in another year.

 

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TOP 200 MED_V2
View complete Top 200 list Note: This is the Top 200 list for 2010. The list for 2011 is available in the current issue of MoneySense (on newstands until mid Jan 2011). It will be posted online on Jan. 18, 2011.

It has been a banner year for the Top 200. The stock market bounced back nicely from its March low and our top stocks have fared even better. Just as we advised, last year provided some truly tantalizing buying opportunities.

It all seems easy in retrospect but, as you well know, it was anything but. It takes more than a little nerve to buy stocks in the middle of a panic. It’s one thing to acknowledge that the best bargains appear in bear markets, but it’s quite another to buy when the rest of the world is selling. If you braved the markets and bought in near the bottom, congratulations — you’ve likely been handsomely rewarded.

If you bought last year’s Top 200 All-Stars, you fared particularly well. These stocks scored well on both their value and growth prospects. We selected them last November and they’ve gained an average of 41% since then, not including dividends. Over the same period, the S&P/TSX Composite (XIC) advanced 7.5%, so our All-Stars beat the index by an impressive 33.5 percentage points.

Our five-year results are similarly stellar. If you had bought equal amounts of the All-Star stocks and rolled your capital gains into the new team each subsequent year, you’d be sitting on a 19% average annual return. By way of comparison, that’s more than 14 percentage points higher than the annual return of the S&P/TSX Composite, which sported 4.7% annual gains over the same period.

It’s been quite the ride, and it got me to reminiscing. Several years ago a former professor of mine came to visit with my performance record in hand. “Did you know that you’ve outperformed most mutual funds?” he asked. I didn’t. But it was a gratifying observation. That memory prompted me to look up Canada’s mutual fund performance over the past five years. It turns out that the Top 200 All-Stars beat every single Canadian equity mutual fund over that period. We topped the best by about 3 percentage points a year and the second best by about 7 percentage points a year. The median Canadian equity fund trailed by 14 percentage points a year.

To be fair, the comparison is not entirely precise. The performance period in question doesn’t match exactly, although it’s close. The Top 200 started life in the middle of October, and this year’s list was reformed in early November, whereas only month-end performance figures are available for mutual funds. Also, we haven’t included trading commissions which, although low these days, vary from investor to investor. As well, no mutual fund invests in only a small handful of stocks because concentrated portfolios tend to be volatile. On the other hand, the gains of the All-Stars don’t include dividends, whereas the fund returns do.

As you might imagine, we’re very pleased with our performance record, but we want to stress that uncovering good stocks can be a hit-or-miss business. We’ve done well over the last five years, but we fully expect to stumble from time to time. As veteran market watchers, we know that nobody can expect 41% returns as a matter of routine. We’re keenly aware—and you should be too—that our top picks could fall flat this year.

Still, while nothing is a sure thing, we hope our track record will whet your appetite for this year’s Top 200. We took a hard look at Canada’s largest companies and graded each of them for their investment appeal. Our sixth annual MoneySense Top 200 is designed to be easy to use, logical, and appealing to all types of investors. In fact, we think the Top 200 provides you with a more objective look at large Canadian stocks than you’re likely to find from any other source.

Among other virtues, the Top 200 offers a very honest approach to selecting stocks. Our results are based entirely upon the numbers. Our feelings and opinions about a company don’t influence the grades.

To arrive at the Top 200 grades, we begin by identifying the largest 200 companies in Canada by revenue. Using data supplied from Bloomberg, we evaluate each stock, first for its attractiveness as a value investment, then on its appeal as a growth investment. (Value investors like profitable stocks that trade at low multiples of book value and pay juicy dividends.Growth investors like companies with momentum and expanding earnings.) Our value and growth screens employ sophisticated measures of financial merit, but in the end we reduce everything about a stock to two grades: one for value appeal, one for growth potential.

The grades work just like they did back when you were in school. The best stocks earn an A. Solid students get by with a B or a C grade. Those in need of improvement go home with a D or even an F.

A select group of stocks—those that manage to achieve at least one A and one B on the value and the growth tests—make it to our All-Stars list. Only 16 stocks made the team this year.

But before we talk about our new All-Stars individually, here’s the lowdown on how we rate all 200 stocks.

The value test

Value investors like solid stocks selling at low prices, so we begin by looking for stocks with low price-to-book-value ratios (P/B). This number compares the market value of a company to how much cash you could raise by selling off the company’s assets (at their balance-sheet prices) and paying off the firm’s debts. Low P/B ratios provide some assurance that you’re not paying much more for a stock than its parts are worth. To get top value marks, a stock has to possess a low price-to-book-value ratio compared to the market, as well as a low ratio compared to its peers within the same industry.

We also like to track price-to-tangible-book-value ratios. Tangible book value is like regular book value, but it ignores any intangible assets (such as goodwill) a firm may have. So, it’s an even sterner test of how much a company would be worth if it had to be closed down and sold off for scrap.

Other factors matter, too. Good companies produce profits, so we award higher scores to firms that have positive price-to-earnings ratios (this backward-looking figure is known as the trailing 12-month P/E ratio). We also reward a company if industry analysts expect it to be profitable and have a positive P/E over the next year (this number is known as the forward P/E ratio).

Because we like our investments to pay, we award extra marks to dividend-generating stocks. Investors looking for income should pay particular attention to such stocks. Canadian dividends offer tax advantages and stocks that pay them tend to outperform.

To ensure a company won’t capsize from excessive debt, we penalize companies for living on credit. We award the best grades to firms with low leverage ratios (defined as the ratio of assets to stockholders’ equity) compared to their peers.

Finally, we combine these factors into a single value grade. Only 20 out of 200 stocks got an A for value this year.

The growth test

The first mark of a good growth stock is, not surprisingly, growth. We start by awarding high marks to any stock that achieved robust earnings-per-share and sales-per-share growth over the past three years. (This year, even a small amount of earnings growth was something of a feat.) We also track each firm’s growth in total assets over the past year to get a sense of recent trends.

We want to be sure that the market is taking note of a company’s improving situation, so we hand out additional marks to stocks that are strong performers relative to other stocks. In particular, we favour stocks that have provided good total returns over the past year.

As great as growth is, we don’t want to buy into fads, so we hedge our bets by checking out each stock’s return on equity. This important statistic measures how much a firm is earning compared to the amount that shareholders have invested. It is a key indicator of the quality of a business. Only those stocks with healthy returns on equity compared to others in their industry earn our top marks.

Finally, since no one wants be the last buyer in a bubble, we examine each stock’s price-to-sales ratio. This ratio measures the stock’s price in comparison to the company’s sales. Low to moderate price-to-sales ratios indicate stocks that are reasonably priced and we award them extra marks. In contrast, firms with high price-to-sales ratios may have become detached from sensible expectations and could be due for a correction.

Putting these growth and quality indicators together, we arrive at a final growth grade. Only 20 out of 200 stocks earn an A for growth this year.

The All-Star team

After we crunched the numbers and awarded our letter grades, we found 16 stocks that earned at least one A and one B on our value and growth tests.

We were pleased to see three stocks that returned from last year’s All-Star list. The returnees are Velan (VLN), High Liner Foods (HLF), and Canadian Tire (CTC.A).

Velan produces industrial valves and hails from Montreal. It was the only stock to pick up an A for both value and growth last year and it remains highly ranked this year. High Liner Foods, from Lunenburg, N.S., serves up seafood to millions and good value to investors. Canadian Tire’s earnings held up quite well given the economic headwinds, but its stock is down more than 35% from its 2007 highs. This sharp drop in price may offer you the opportunity to “save like Scrooge” by snapping up a few shares.

Three new retailers join Canadian Tire on the All-Star team this year. Leon’s Furniture (LNF), originally of Welland, Ont., sells furniture, appliances and electronics. It has an enviable growth record and currently represents good value. Sporting goods retailer Forzani (FGL) just squeaked through despite slipping into the red in recent quarters. But it usually scores big profits in the holiday season. Our last retailer is Indigo Books & Music (IDG), which has a lock on the big bookstore business in Canada. The company is in an enviable position now, but it may be difficult to maintain its monopoly due to looming threats from the Internet.

Our largest All-Star company is insurance firm Fairfax Financial (FFH), which is run by value investor extraordinaire Prem Watsa. Remarkably, Watsa guided the firm to profitability both as the markets fell and as they rebounded. Based on his recent record, it’s no wonder that he is referred to as the Warren Buffett of the North. But, as a long time shareholder, I could be a little biased.

Uni-Select (UNS) and TVA Group (TVA.B), two Quebec-based firms, scored top marks for both value and growth this year. Uni-Select runs the leading auto-parts distributor in Canada and is rapidly expanding in the United States. TVA Group, a subsidiary of Quebecor Media, operates the largest private French language TV network in North America and sells a slew of consumer magazines.

Premium Brands (PBH) of Richmond, B.C. serves up specialty foods in the West. It also recently converted from an income trust into a stock. Lassonde (LAS.A) makes and markets fruit and vegetable juices in Canada. It also imports foreign wine to quench the thirst of Canadians.

ATCO (ACO.X) is a utility and energy conglomerate run out of Alberta. Aecon (ARE) is a large Canadian construction and infrastructure development company, which should benefit from the recent stimulus spending.

Rounding out this year’s All-Star list are Dorel (DII.B), Viterra (VT), and IESI-BFC (BIN). Dorel makes bicycles and products for children, Regina-based Viterra delivers grain and agri-products worldwide, and IESI-BFC cleans up in the solid waste management business.

Before you rush out to buy any stock, do your own due diligence. Make sure that its situation hasn’t changed in some important way. Read the firm’s latest press releases and regulatory filings. Scan newspaper stories to make sure you’ve figured out all the important developments and breaking news. That way you’ll be more comfortable with your holdings and increase your chances of success.

Norm Rothery, PhD, CFA, is the founder of StingyInvestor.com. He holds some of the securities mentioned in this story.

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