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| PAST TOP PICK | 11.800 | Randy LeClair | (A Top Pick July 5/11. Up 3.3%.) Groupe Aeroplan 6.5% Series 1. Still Buying. | 2011-12-07 | |
| PAST TOP PICK | 11.130 | Colin Stewart | (A Top Pick Oct 5/10. Down 9.39%.) Sold his holdings. | 2011-10-18 | |
| TOP PICK | 12.850 | Randy LeClair | (All 3 of his Top Picks are Preferred “Rate Resets” and are laddered so they come up in 2014, 2015 and 2016. Also staying with non-financials with a slightly lower credit grade.) 6.5%, Series 1. The yield is approaching 5.5%. | 2011-08-04 | |
| TOP PICK | 13.500 | Randy LeClair | Group Areoplan 6.5% Series 1, 99% of time company redeems them at reset. Highest yielding preferred out there. Callable in 2015. | 2011-07-05 | |
| PAST TOP PICK | 12.950 | Philip Doyle | (A Top Pick Dec 18/09. Up 27.9%.) | 2011-03-29 | |
| DON'T BUY | 12.850 | Michael Simpson, CFA | Loyalty plan. Big concern is that there is a push to allow members to redeem points. Analysts are concerned about large amounts of redemptions on points that are about to expire. | 2011-03-04 | |
| TOP PICK | 12.740 | Colin Stewart | Aeroplan is one of the leading loyalty programs globally. In a growth phase. Have some expansion opportunities. 4% dividend and generates a lot of free cash flow. | 2010-10-05 | |
| DON'T BUY | 9.690 | David Baskin | Doesn’t intend to own it. All these loyalty programs – if you subscribe to all, your wallet gets too fat. There are too many of them. Merchants are starting to question what they are getting from them. It’s hard for the stock to increase its penetration. However, they are expanding internationally. He doesn’t like the fundamentals of the industry or the prospects for growth going forward. | 2010-08-05 | |
| DON'T BUY | 9.320 | Randy LeClair | Bond. This one is a little on the risky side so he tends to veer away from it. Trading well, but he would prefer to err on the conservative side. | 2010-06-16 | |
| PAST TOP PICK | 9.550 | Philip Doyle | (Top Pick Dec 18/09, Down 10.31%) Would look at for dividend investing. | 2010-05-31 | |
| PAST TOP PICK | 10.550 | Philip Doyle | (A Top Pick Dec 17/09. No change.) Premier global franchise but little known. Likes the dividend. | 2010-03-26 | |
| PAST TOP PICK | 10.880 | Philip Doyle | (A Top Pick Dec 18/09. Up 1.02%.) A global leader in loyalty management and although consumers are a bit out of fashion right now, consumers will continue to spend. Lots of opportunity going forward. | 2010-02-05 | |
| TOP PICK | 10.780 | Philip Doyle | Transformed from a trust and cut its distribution but maintained a 5% dividend, which is very sustainable. Generates a ton of cash. Trades at roughly 10% free cash flow yield. Just completed a large acquisition. Interesting growth profile going forward. | 2009-12-18 | |
| PAST TOP PICK | 10.250 | Ben Cheng | (A Top Pick Dec 8/08. Up 31.93%.) | 2009-11-20 | |
| TOP PICK | 17.000 | Ben Cheng | Will generate $1.40 to $1.50 in cash next year. Only trading at around 5 X cash flow. 6.6% yield. During tougher economic times, people will be utilizing points more and more. This will increase the revenue stream. | 2008-12-08 | |
| DON'T BUY | 18.970 | Jean-Francois Tardif | (Email: There is talk of a class action suit because of their practice of cancelling points without warning.) 4.4% yield is not very attractive. Doesn't see any reason you should own this one. Very complicated accounting. | 2008-02-12 | |
| PAST TOP PICK | 21.000 | Brendan Caldwell | (A Top Pick Feb 27/07. Up 7.7%.) The loyalty program business has been one that has been growing over a number of years. | 2007-07-24 | |
| DON'T BUY | 20.690 | Andrew Guy, CFA | Great business, but not necessarily a great stock. Valuation is too high. Management has done a tremendous job of finding new niches and growing its business. | 2007-06-27 | |
| TOP PICK | 20.050 | Brendan Caldwell | With the business model of consumer loyalty programs, it will do nothing but grow over the next number of years. | 2007-02-27 | |
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| DON'T BUY | 18.490 | Patrick Kim | Continually scratches his head over the valuation on this one. A good business model and its consumer segment is strong in Canada, but the valuation looks incredibly rich at 18 X EBITDA. | 2007-01-26 | |
| BUY on WEAKNESS | 15.200 | Robert Lauzon | Has held up fairly well, but is a little bit expensive now. Good-quality cash cow and generates lots of free cash flow. If you own, consider taking some profits. | 2006-11-24 | |
| DON'T BUY | 12.490 | Leslie Lundquist | Sold her position. Was satisfied that it was a good business, but felt the valuation was getting a little bit rich. Announced a very strong 1st quarter but warned investors that it was a bit of an anomaly. It is on her watch list. Would consider if it got inexpensive again. | 2006-05-17 | |
| BUY on WEAKNESS | 12.750 | James Leung | A high-quality income trust. Fairly healthy growth. You get about 10/12% total return which includes growth plus distributions. | 2006-01-27 | |
| BUY | 12.950 | Greg Guichon | Likes its growth profile. Current yield are about 5.5/6%. Looking to increase retailers that will give out miles. A very good trust. | 2006-01-20 | |
| DON'T BUY | 11.650 | Michele Robitaille | This one has pulled back the least in this correction. Would be very cautious at these levels. The biggest concern with this is that it is tied to Air Canada and you have to wonder about the long term viability of that business. | 2005-11-18 | |
| DON'T BUY | 12.260 | Michele Robitaille | Pulled back about 15% from its highs. Had a low yield and with interest rates starting to rise money left it to go into other interest asets. Longer term growth prospects are reasonably positive longer term, but feels it's relatively expensive. | 2005-10-14 | |
| WATCH | 13.000 | Michael Simpson, CFA | His opinion on this trust depends on how they diverisfy with their rewards program outside of their traditional airline rewards. Waiting to see if they sign up a national grocer, retailer, etc. | 2005-10-07 | |
| TOP PICK | 14.250 | Matt Baillie | Expect it to continue to move. A real cash cow and doesn't need CapX. All Canadian, so you don't have the foreign exchange exposure. They'll be consolidators in the loyalty program space. | 2005-09-08 | |
| DON'T BUY | 11.700 | David Driscoll | Hates IPO's. You're pretty much getting a royalty stream, but it's set up that there's no guarantee the cash flow stream is going to continue. Overpriced. | 2005-06-28 |
