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| PAST TOP PICK | 26.120 | David Driscoll | (A Top Pick April 7/10. Down 2.59%.) A wholesale seller of auto parts in Canada and the US. Biggest thing holding them back has been US sales when translated into Cdn$’s. Had to sell off their heavy-duty asset side of the business so now totally focused on autos and trucks. Weakness in the Cdn$ or a pickup in the US economy will be needed to get them going again. Trading around 7-8 times earnings, so not expensive. | 2011-03-31 | |
| TOP PICK | 27.290 | David Driscoll | Wholesale auto parts distributor. Price is down because they had a really crappy quarter. Got rid of their heavy-duty wholesale division, which had always been a huge drag on profitability. People tend to hold their cars longer. Good valuation. Clean balance sheet. Good dividend. | 2010-04-07 | |
| TOP PICK | 23.600 | Jean-Francois Tardif | Canadian leader in used car parts. Also have a lot of business in the US. Recession resistant. Trades at about 10X earnings. 2% yield. All earnings are free cash flow, which they can use to make acquisitions. | 2009-07-07 | |
| TOP PICK | 27.520 | Jean-Francois Tardif | Auto parts distributor. Growing and making small acquisitions. Trades around 10X. All free cash flow, which he likes. Dividend is likely to increase. They buy back shares. Lower risk, low growth company that he thinks you can make 10% to 20% a year. | 2009-05-21 | |
| PAST TOP PICK | 29.000 | David Driscoll | (A Top Pick April 23/08. Up 35.42%.) Auto parts supplier. Had a turnaround in their heavy-duty division, which have been a huge booster for the past 5 years. A little pricey at 10X earnings. | 2009-05-08 | |
| TOP PICK | 27.000 | Jean-Francois Tardif | His 3 Picks are resistance to recession/depression. Biggest auto parts distributor in Canada. In a recession, people tend to repair rather than buy cars. Trades around 10X forecasted earnings. 1.7% dividend. | 2009-04-07 | |
| TOP PICK | 20.100 | David Driscoll | Wholesale distributor of auto parts. In a recession, people tend to not buy new vehicles. With the fall of the Cdn$ they are getting a pickup on earnings. Just announced an 11% increase in earnings. Extremely cheap at around 9 X earnings. | 2008-11-13 | |
| TOP PICK | 22.400 | David Driscoll | 50% of business is US. Now we are getting flipside. | 2008-08-11 | |
| TOP PICK | 21.440 | David Driscoll | Wholesale distributor of auto parts. This is a contrarian pick as a stock is down around its 2003 lows and is #6 in North America. Revenues last year would have been 9% if the US$ hadn't been weak. If there is any kind of a rebound in the US$, the stock will start to pick up. Trading around 9X earnings. Strong free cash flow and very little debt. | 2008-04-23 | |
| PAST TOP PICK | 30.000 | David Driscoll | (A Top Pick Nov 9/06. Up 2.4%.) Canadian and US wholesale auto-parts, but only mid-tier cities in the US. Very consistent margins. Have organically grown their business despite currency. | 2007-02-15 | |
| TOP PICK | 29.200 | David Driscoll | Wholesale distributor of auto parts. Earnings were about 4% organic growth. Has gone sideways and is a wonderful time to get into the stock. | 2006-11-09 | |
| PAST TOP PICK | 32.000 | David Driscoll | (A Top Pick Feb 23/06. Up 6.5%.) This is one that grows nice and slowly. Free cash flow is well beyond what they need in capital expenditures. Dividend increased from $.32 to $.40 last year. | 2006-06-29 | |
| PAST TOP PICK | 33.800 | David Driscoll | (A Top Pick Feb 25/06. Up 16%.) Their merger with a firm in the North East US is paying off. Still likes it. | 2006-05-08 | |
| TOP PICK | 29.400 | David Driscoll | Canadian wholesale distributors. Stock went nowhere for the last 2 years. Earnings have started to rise. | 2006-02-23 | |
| BUY | 29.250 | David Driscoll | The compound annual return for the last 20% years has been 10/20%. The free cash flow and dividends continue to grow. Likes the business. Won't grow at a huge pace. | 2005-11-03 | |
| BUY | 25.950 | David Driscoll | They usually grow along with GDP based on their wholesale distribution of auto parts. Expanding into the US market. A special dividend was paid. | 2004-07-15 | |
| PAST TOP PICK | 24.100 | David Driscoll | (A top pick Dec 1/03. Up 17%.) Had been oversold. Increased its dividend. | 2004-06-08 | |
| TOP PICK | 20.660 | David Driscoll | They not only grow by the rate at GDP, but by increasing sales of parts of SUV's. Starting to make acquisitions in the US. Has averaged a 20% gain every year. | 2003-12-11 |
