Cantech Letter Model Portfolio up 18%

On September 26th, 2008 Cantech Letter began profiling Canadian technology stocks in a now regular feature we call Quant Snapshots. Quant Snapshots give our readers the ability to easily compare stocks in terms of basic value metrics such as price to sales and cash to market capitalization. During that time we began to gather those that ranked highest across these five metrics into a index of sorts. These stocks now number eighteen and represent the Cantech Letter Model Portfolio.

On the back of record high resource prices The Toronto Stock Exchange has rallied to a two year high, closing Friday, October 8th at 12,535. This puts the exchange 3.3% higher than it was on September 26, 2008, when we added the first stock into our Model Portfolio. Despite the fact that there are, by definition, no mining or metals stocks in the Cantech Letter Model Portfolio, this collection of stocks is now up 18%, beating the TSX’s numbers by 14.7%.

1. Intrinysc Software (TSX:ICS): Profile date: September 26, 2008. Price at profile
date: $0.20. Price at October 8th, 2010: $0.05 Gain/Loss to date: -75%

2. Carmanah Technologies (TSX:CMH): Profile date: October 6, 2008. Price at profile
date: $0.78. Price at October 8th, 2010: $.71 Gain/Loss to date: -8.9%

3. Versatile Systems (TSXV:VV): Profile date: October 19th, 2008. Price at profile
date: $0.11. Price at October 8th, 2010: $ .07 Gain/Loss to date: -36.3%

4. Jemtec (TSXV:JTC)Profile date: October 15th, 2008. Price at profile date:
$0.81. Price at October 8th, 2010: $0.75 Gain/Loss to date: -7.4%

5. Tecsys (TSX:TCS) Profile date: October 27th, 2008. Price at profile date:
$1.20. Price at October 8th, 2010: $1.86 Gain/Loss to date: +55%

6. Matrikon (TSX:MTK) Profile date: November 3rd, 2008. Price at profile date:
$2.10. Price at close coverage date: $4.50 (Matrikon was acquired by Honeywell and subsequently delisted from the TSX on June 30th, 2010) Gain/Loss to date: +114%

7. Sierra Wireless (TSX:SW): Profile date: November 10th, 2008. Price at profile
date: $9.50 Price at October 8th, 2010: $11.16 Gain/Loss to date: +17.5%

8. Chartwell Technologies (TSX:CWH): Profile date: November 17th, 2008. Price at profile date: $1.55. Price at October 8th, 2010: $.85 Gain/Loss to date: -45.2%

9. Aastra Technologies (TSX:AAH): Profile date: November 24th, 2008. Price at profile date: $8.94. Price at Close Coverage Date (June 4, 2009): $30.58 Gain/Loss: +242%

10. Serenic Corp (TSXV:SER): Profile date: December 1st, 2008. Price at profile date:
$0.245. Price at October 8th, 2010: $0.41 Gain/Loss to date: +67.3%.

Click the image for the May, 2009 Cantech Letter interview with Serenic President and CEO Randy Keith.

Click the image for the May, 2009 Cantech Letter interview with Serenic President and CEO Randy Keith.

11. Glentel Inc (TSX:GLN) Profile date: January 5, 2009. Price at profile date:
$8.75. Price at October 8th, 2010: $19.95 Gain/Loss to date: +128%

12. Miranda Technologies (TSX:MT): Profile date: January 19th, 2009. Price at profile date: $6.99. Price at October 8th, 2010: $4.75 Gain/Loss to date: -32%

13. RDM Corp (TSX:RC) Profile date: February 2, 2008. Price at profile date: $0.75. Price at October 8th, 2010: $.87 Gain/Loss to date: +16%

14. Hemisphere GPS (TSX:HEM): Profile date: May 8, 2009. Price at profile date:
$1.22. Price at October 8th, 2010: $.82 Gain/Loss to date: -32.7%

15. International Datacasting (TSX:IDC): Profile Date: August 28, 2009. Price at profile date:
0.265. Price at October 8th, 2010: .28 Gain/Loss to date: +5.4%

Click the image for the current interview with Fred Godard and Adam Adamou of International Datacasting.

Click the image for the current interview with Fred Godard and Adam Adamou of International Datacasting.

16. Biorem (TSX:BRM): Profile Date: February 4th, 2010. Price at profile date: .68. Price at October 8th, 2010: $.43 Gain/Loss to date: -36.7%

Click the image for our March, 2010 interview with Peter Bruijns of Biorem.

Click the image for our March, 2010 interview with Peter Bruijns of Biorem.

17. International Road Dynamics (TSX:IRD): Profile Date: February 26th, 2010. Price at Profile Date: $.87. Price at October 8th, 2010: $.63 Gain/Loss to Date: -27.6%

18. Cyberplex (TSX:CX): Profile Date: July 16, 2010. Price at Profile Date: $.63 Price at October 8th, 2010: $51 Gain/Loss to Date: -19%

Disclaimer: Cantech Letter’s Model Portfolio is supplied for information purposes only. Cantech Communications makes all reasonable attempts to ensure the timeliness and accuracy of the information provided in our website. However, there are no representation or warranties as to the accuracy, reliability, completeness or timeliness of such information. This information should not be construed as investment advice and is not intended to solicit the buying or selling of any stocks mentioned. Investors should complete their own due diligence before making any investment decisions. From time to time Cantech Letter may profile our client companies or companies we have personally invested in. In these cases we will expressly disclose this relationship.

*Cantech Letter’s Nick Waddell owns shares of Serenic (TSXV:SER) and International Datacasting (TSX:IDC). Cantech Communications also supplies corporate communications services to Serenic.

About Nick Waddell

Cantech Letter founder and editor Nick Waddell has lived in five Canadian provinces and is proud of his country's often overlooked contributions to the world of science and technology. Waddell takes a regular shift on the Canadian media circuit, making appearances on CTV, CBC and BNN, and contributing to publications such as Canadian Business and Business Insider.

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