Clients make their choice of investments from ShareOwner’s List of:
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150 Canadian and U.S. large-company growth stocks; |
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30 Exchange-Traded Funds (ETFs) that represent stock market
indexes and business sectors from around the world; and,
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A variety of American Depository Receipts and other securities. |
List Criteria
ShareOwner’s lists of securities reflect the stocks identified by its education affiliate,
ShareOwner Education Inc., as “Top Stocks to Study” and additional proprietary considerations.
At the time of being identified as having a Top Stock to Study, generally a company has had a long
history of growing its revenues and earnings at relatively high rates and generally strong financial,
operating and pricing fundamentals.
Because a company’s fundamentals can change over time, those using ShareOwner’s Investing Service are
responsible for studying them to ensure that a stock is currently suitable for his or her portfolio.
Learn More
To learn more about our affiliate’s stock selection criteria, visit
ShareOwner.com
Investment Advice
ShareOwner does not provide investors who use its Co-Op trading service with specific investment advice or recommendations
regarding the suitability or profitability of any of the securities available through the service
(see
Legal).
However, investment advice is available through
ShareOwner Full Service, a division of Canadian ShareOwner Investments Inc.
Trading Schedule
Shareowner’s Co-Op trading schedule is shown in the tables below. The “Trade” column lists both the day
and the week numbers when Co-Op trading will occur. Please note that no Co-Op trading occurs in week five of a month.
| Banking | | Trade |
| Bank of Montreal (BMO) | | Thurs
1,2,3,4 | | Bank of Nova Scotia (BNS) | | Tues
1,2,3,4 | | CIBC (CM) | | Thurs2 | | Canadian Western Bank (CWB) | | Fri2 | | National Bank of Canada (NA) | | Thurs3 | | Royal Bank (RY) | | Fri
1,2,3,4 | | Synovus Financial (SNV) | | Tues2 | | Toronto Dominion Bank (TD) | | Tues
1,2,3,4 |
| Insurance & Real Estate | | Trade |
| AFLAC (AFL) | | Wed2,4 | | American International Group (AIG) | | Mon4 | | Berkshire Hathaway Cl B (BRK-B) | | Wed1 | | FirstService SVS (FSV) | | Wed4 | | Great-West Lifeco (GWO) | | Thurs1 | | Industrial-Alliance (IAG) | | Mon3 | | Manulife Financial (MFC) | | Wed1,3 | | Metlife (MET) | | Fri1 | | Power Financial (PWF) | | Thurs4 | | Power SVS (POW) | | Fri1,3 | | Sun Life Financial Services of Canada (SLF) | | Wed3 |
| Diversified Financial | | Trade |
| AGF Management Ltd Cl B NVS (AGF.B) | | Tues4 | | American Express Company (AXP) | | Wed1 | | Bank of America (BAC) | | Wed2 | | BlackRock Inc (BLK) | | Wed4 | | CI Financial Income Fund (CIX-UN) | | Mon4 | | Citigroup (C) | | Tues2,4 | | Franklin Resources (BEN) | | Fri4 | | IGM Financial (IGM) | | Tues2,4 | | JPMorgan Chase & Co (JPM) | | Fri3 | | Lehman Brothers (LEHMQ) | | Fri2 | | Price T Rowe Group (TROW) | | Fri2 |
| Agriculture | | Trade |
| Andersons Inc. (ANDE) | | Mon3 | | Archer Daniels Midland Co. (ADM) | | Mon3 | | Bunge Ltd. (BG) | | Mon2 | | Corn Products International Inc. (CPO) | | Mon4 | | Monsanto Co. (MON) | | Mon2 |
| Food & Restaurants | | Trade |
| Alimentation Couche-Tard Cl B SVS (ATD.B) | | Mon2,4 | | Canada Bread (CBY) | | Thurs1 | | Darden Restaurants (DRI) | | Mon4 | | Empire Co Ltd Cl A NVS (EMP-A) | | Fri4 | | George Weston Ltd (WN) | | Wed2 | | Hershey Foods (HSY) | | Mon4 | | McDonald's (MCD) | | Wed4 | | Metro Cl A SVS (MRU-A) | | Fri4 | | SYSCO (SYY) | | Fri2 | | Starbucks (SBUX) | | Mon2,4 | | Tim Hortons Inc. (THI) | | Mon3 | | Wal-Mart Stores (WMT) | | Thurs4 | | Wendy's International (null) | | Wed4 | | Whole Foods Market (WFMI) | | Tues1 | | Yum Brands (YUM) | | Tues4 |
| Consumer Products | | Trade |
| CVS (CVS) | | Mon2 | | Coca-Cola Company (KO) | | Tues3 | | Colgate-Palmolive (CL) | | Wed3 | | Constellation Brands (STZ) | | Mon1 | | Diageo (DEO) | | Mon4 | | Energizer Holdings Inc. (ENR) | | Thurs1 | | Herbalife Ltd. (HLF) | | Wed2 | | Jean Coutu PJC Cl A SVS (PJC.A) | | Fri4 | | Pepsico (PEP) | | Tues1 | | Procter & Gamble (PG) | | Wed2 | | Shoppers Drug Mart (SC) | | Tues1 | | Walgreen Co (WAG) | | Mon2 |
| Retailing | | Trade |
| Bed Bath & Beyond (BBBY) | | Tues4 | | Canadian Tire Cl A NVS (CTC.A) | | Tues3 | | Garmin (GRMN) | | Tues1 | | Home Depot (HD) | | Thurs
1,2,3,4 | | Kohl's (KSS) | | Fri1 | | Lowe's (LOW) | | Mon1 | | Nordstrom Inc. Com. (JWN) | | Tues3 | | Penney JC Inc. (JCP) | | Wed3 | | Reitmans (Canada) Cl A (RET.A) | | Mon4 | | Rona (RON) | | Fri4 | | Staples (SPLS) | | Tues2 | | Target Corp. (TGT) | | Thurs3 |
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| Media | | Trade |
| Astral Media Cl A (ACM-A) | | Fri2 | | Cogeco Cable (CCA) | | Tues3 | | Comcast (CMCSA) | | Wed1 | | Corus Entertainment Inc (CJR.B) | | Thurs3 | | Glacier Media Inc (GVC) | | Fri1 | | Groupe Aeroplan Inc. (AER) | | Thurs4 | | McGraw-Hill Companies (MHP) | | Fri3 | | News Corporation (NWS.A) | | Tues2 | | Shaw Communications (SJR.B) | | Tues2 | | Thomson Reuters Corp (TRI) | | Tues2 | | Time Warner (TWX) | | Tues1 | | Walt Disney (DIS) | | Mon1 |
| Health Care | | Trade |
| Baxter International Inc (BAX) | | Tues3 | | Becton Dickinson & Co (BDX) | | Mon4 | | CML Healthcare Income Fund (CLC-UN) | | Wed2 | | Davita Inc (DVA) | | Tues2 | | Dentsply International (XRAY) | | Tues3 | | Express Scripts (ESRX) | | Wed3 | | Fresenius Medical Care AG & Co (FMS) | | Tues1 | | Humana Inc (HUM) | | Wed1 | | Intuitive Surgical Inc (ISRG) | | Wed3 | | Laboratory Corp of America Holdings (LH) | | Wed4 | | Lincare Holdings (LNCR) | | Mon3 | | Medtronic (MDT) | | Thurs4 | | Patterson Companies (PDCO) | | Wed1 | | Quest Diagnostics (DGX) | | Tues2 | | Stryker (SYK) | | Wed2,4 |
| Pharmaceuticals, Biotechnology & Life Sciences | | Trade |
| Amgen (AMGN) | | Thurs4 | | AstraZeneca PLC ADR (AZN) | | Fri2 | | Celgene (CELG) | | Thurs3 | | Genentech (DNA) | | Fri2 | | Gilead Sciences (GILD) | | Wed3 | | Johnson & Johnson (JNJ) | | Wed
1,2,3,4 | | MDS (MDS) | | Mon
1,2,3,4 | | TEVA Pharmaceutical Industries Ltd. (TEVA) | | Wed3 |
| IT Software & Services | | Trade |
| Adobe Systems (ADBE) | | Tues1 | | CGI Group (GIB.A) | | Tues3 | | Cognizant Technology (CTSH) | | Tues1 | | Ebay (EBAY) | | Mon2 | | Fiserv (FISV) | | Wed4 | | Google (GOOG) | | Thurs1 | | Henry (Jack) (JKHY) | | Tues1 | | MacDonald Dettwiler (MDA) | | Mon1,3 | | Microsoft (MSFT) | | Wed
1,2,3,4 | | Oracle (ORCL) | | Wed4 | | Paychex (PAYX) | | Fri3 | | Symantec (SYMC) | | Tues1 | | Total System Services (TSS) | | Tues4 | | Western Union Company (WU) | | Mon1 | | Yahoo (YHOO) | | Fri2 |
| IT Hardware & Equipment | | Trade |
| Amphenol Corp (APH) | | Tues2 | | Anixter International Inc (AXE) | | Tues3 | | Apple (AAPL) | | Fri1 | | Cisco (CSCO) | | Mon1 | | Hewlett-Packard (HPQ) | | Fri4 | | Intel (INTC) | | Mon2 | | International Business Machines (IBM) | | Fri2 | | Research in Motion (RIM) | | Fri1 |
| Aerospace and Defense | | Trade |
| Boeing (BA) | | Wed1 | | Curtiss-Wright Corp (CW) | | Fri4 | | General Dynamics (GD) | | Tues1 | | Honeywell (HON) | | Thurs4 | | L-3 Communications Holdings (LLL) | | Tues3 | | Lockheed Martin (LMT) | | Fri1 | | Moog Inc. (MOG.A) | | Fri3 | | Rockwell Collins Inc. (COL) | | Mon3 | | Teledyne Technologies Inc (TDY) | | Fri1 | | United Technologies (UTX) | | Mon1 |
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| Industrials | | Trade |
| 3M Co. (MMM) | | Fri3 | | Cooper Industries (CBE) | | Mon1 | | Crane Co (CR) | | Fri2 | | Danaher (DHR) | | Wed2 | | Dolby Labs Inc (DLB) | | Wed4 | | Emerson Electric (EMR) | | Mon2 | | Fastenal (FAST) | | Thurs1 | | Flowserve Corp (FLS) | | Wed1 | | General Electric (GE) | | Tues4 | | Grainger WW (GWW) | | Mon3 | | Harsco Corp (HSC) | | Fri3 | | ITT Corp (ITT) | | Fri4 | | Manitowoc Co (MTW) | | Fri1 | | Mettler-Toledo (MTD) | | Wed2 | | Newalta (NAL-UN) | | Thurs2 | | Rofin-Sinar Tech (RSTI) | | Wed3 | | Roper Industries Inc (ROP) | | Wed2 | | SNC-Lavalin (SNC) | | Wed2 | | Scansource Inc (SCSC) | | Thurs1 | | Stantec (STN) | | Wed2 | | Teleflex Inc (TFX) | | Thurs1 | | Textron Inc (TXT) | | Fri4 | | Toromont (TIH) | | Thurs2 | | Valmont Industries Inc (VMI) | | Wed3 |
| Transportation | | Trade |
| CH Robinson Worldwide (CHRW) | | Fri2 | | Canadian National Railway (CNR) | | Fri1 | | Canadian Pacific Railway Ltd (CP) | | Thurs3 | | FedEx (FDX) | | Thurs1 | | Kirby Corporation (KEX) | | Mon1 | | Norfolk (NSC) | | Fri1 | | Ryanair Holdings PLC (RYAAY) | | Mon1 | | Westjet (WJA) | | Mon1 |
| Oil, Gas & Chemicals | | Trade |
| Enbridge (ENB) | | Thurs1 | | Encana (ECA) | | Fri1,3 | | Exxon Mobil Corp (XOM) | | Thurs4 | | FMC Technologies Inc. (FTI) | | Fri2 | | Husky Energy (HSE) | | Fri4 | | Imperial Oil (IMO) | | Thurs2,4 | | Methanex Corporation (MX) | | Thurs1 | | Oceaneering International Inc. (OII) | | Thurs3 | | Petro-Canada (PCA) | | Thurs1 | | Schlumberger Ltd. (SLB) | | Mon1 | | Smith International Inc. (SII) | | Thurs2 | | Suncor (SU) | | Fri3 | | Talisman Energy Inc. (TLM) | | Fri2 |
| Telecom & Utilities | | Trade |
| CDN Utilities Cl A NV (CU) | | Wed4 | | CPFL Energia SA ADS (CPL) | | Wed3 | | Entergy Corp (ETR) | | Thurs3 | | Fortis (FTS) | | Mon4 | | Manitoba Telecom Services (MBT) | | Thurs1 | | Questar Corp (STR) | | Thurs2 | | Rogers (RCI.B) | | Tues4 | | TELUS (T) | | Wed4 | | TransAlta Corporation (TA) | | Tues3 |
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Exchange-Traded Index Funds (ETFs) To Study |
| Canada | | Trade |
| S&P/TSX 60 Index (XIU) | | Thurs
1,2,3,4 | | S&P/TSX Composite Index (XIC) | | Fri4 | | S&P/TSX MidCap Index (XMD) | | Thurs4 |
| United States | | Trade |
| DJ Aerospace & Defense Index (ITA) | | Tues4 | | Dow Jones Industrial Avg. (DIA) | | Tues3 | | NYSE 100 U.S. Index (NY) | | Wed1 | | Powershares QQQ Tr Unit Ser 1 (QQQQ) | | Mon2,4 | | S&P 100 Index (OEF) | | Mon2 | | S&P 500 C$ Index Fund (XSP) | | Thurs2,4 | | S&P 500 Index - US$ (SPY) | | Mon3 | | S&P MidCap 400 Index (IJH) | | Thurs3 | | S&P SmallCap 600 Index (IJR) | | Fri3 |
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| International | | Trade |
| FTSE/Xinhua China 25 Index (FXI) | | Fri2 | | First Trust ISE Water Index (FIW) | | Wed4 | | MSCI Emerging Markets (EEM) | | Wed2 | | MSCI Germany Index (EWG) | | Fri2 | | MSCI International C$ Index (XIN) | | Wed4 | | MSCI Japan Index (EWJ) | | Thurs2 | | MSCI United Kingdom Index (EWU) | | Fri3 | | S&P Europe 350 Index (IEV) | | Wed3 | | S&P Latin America 40 Index (ILF) | | Thurs2 |
| Stock Market 'Sector' | | Trade |
| Claymore Global Agriculture (ETF) (COW) | | Mon1 | | Income Trust Sector Index (XTR) | | Thurs2 | | Materials Sector Index (XMA) | | Tues1 | | S&P/TSX Energy Index (XEG) | | Fri2,4 | | S&P/TSX Financials Index (XFN) | | Fri4 | | S&P/TSX Gold Index (XGD) | | Fri4 | | S&P/TSX Info Tech Index (XIT) | | Thurs4 | | S&P/TSX REIT Index (XRE) | | Wed4 | | Select Dividend Index (XDV) | | Mon2 |
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| Bond Market | | Trade |
| CDN Bond Market Index (XBB) | | Wed4 | | CDN Real Return Bond Index (XRB) | | Tues4 | | CDN Short Bond index Fund (XSB) | | Wed4 | | U.S. Aggregate Bond Index (AGG) | | Fri3 | | U.S. Treasury Bond Index (TIP) | | Thurs3 |
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