For the last 4 years, I’ve hosted some of the best personal finance/investing blogs (and Financial Uproar) for a little stock picking contest. I once promised chips to the winner, but like that ever happened. So instead they get a ridiculously terrible prize, like a slightly used tube of Aim Toothpaste, specifically the one I keep around to clean my headlights.

We had our first lady winner of the contest last year, once and for all proving to all the men’s rights advocates that it’s officially no longer a man’s world. Next thing we all know women will be voting and wearing skirts that stop above the knee. OVER MY DEAD BODY.

This year I opened the contest up a little more, inviting some readers in on the action, as well as finding some new bloggers. There are almost 20 entries this year, so let’s get the ball rolling. I’ll list everyone else’s picks (with a little detail, if it was provided) and then go into a little detail about my own.

Save. Spend. Splurge.

Penn West

(“Boring stuff this year” she says. Not sure I’d count two mid-tier oil producers as boring, but I’m not about to argue with the defending champion.)

My Own Advisor

National Bank
Canadian Oil Sands
Baytex Energy
Kinder Morgan

Freedom 35 Blog

Belmond Ltd.
Silver Wheaton

Money Propeller

Baytex Energy
Crescent Point
iShares Capped Energy ETF

(Somebody is going all in on energy)

Holy Potato

Atlantic Power
Capstone Infrastructure
Penn West
Lightstream Resources

(Get used to Penn West. It’s a popular pick this year.)

Avrex Money

Michael Kors
Manpower Group

(Andrew picked Logitech because it’s the company that made his computer mouse. I mention this because I’m sure it will trounce his other picks he put thought into)

Don’t Quit Your Day Job

Valero Energy
Methanex Corporation
Trinity Industries
Credit Acceptance Corp

Boomer and Echo

Goldman Sachs
Travelers Insurance

(After finishing in last place in 2014, Robb went boring this year. It’s the My Own Advisor strategy.)

Vanessa’s Money

Russia ETF (RSX)
Russia Small-Cap ETF (RSXJ)
S&P 500 ETF (SPY)

(In Soviet Russia, Russia ETF picks you!)

101 Centavos

Iron Mountain
Sturm, Ruger and Company
Kinder Morgan

(Sturm, Ruger, and Company sells guns. Officially the most badass pick since Sustainable PF won the contest with medical marijuana in 2012)

My Pennies My Thoughts

PrairieSky Royalty
Pitney Bowes

Blog reader Jeff

Surge Energy
Capstone Infrastructure
Element Financial

Blog reader Ben

Oaktree Capital
Black Diamond Group

Blog reader Doug

Lightstream Resources
Hudson Bay Company
Baytex Energy
Knight Therapeutics

And now… what you’ve all been waiting for…

Pictures of scantily clad ladies!

No, wait. That’s not right. It’s Nelson’s stock picks. I get more space because I own this blog. Finally, ownership pays off.

Village Farms

I originally wrote about Village Farms here.

I thought Village Farms was cheap at $1.10 per share, but didn’t pull the trigger on it. One of my readers pointed out that there might be selling pressure from an insider who said he was going to sell a bunch of shares, and I wasn’t really bullish on the price of tomatoes. I pledged to wait until the stock fell below $1 per share.

And it did just that. Shares closed the year at $0.85 each. I don’t own this in real life yet, but that’s due to laziness and being busy over the holidays more than anything. By the time you read this my order for shares will be in.

Hudson Bay Company

And there are more words about Hudson Bay here.

You can read the linked to piece for more details, but I think Hudson Bay is stupid cheap because the market isn’t valuing its real estate. The now ex-CEO (and current Chairman) has been pledging for months that the company is about to spin out the stores into a REIT, which I think shoots the stock an easy 30% higher immediately. The retail results are pretty good too, especially in the U.S.

Disclaimer: I own this one.

FP Newspapers

And it’s another stock I’ve already wrote about.


When I looked at the owner of the Winnipeg Free Press the stock traded at $4 per share. I liked the name but preached patience, thinking the stock would fall when the dividend inevitably got cut. It was paying a nickel per share per month, and I figured a cut to four cents.

I got the general call right, but I was surprised by the depth of the dividend cut, going all the way down to $0.08 per quarter. But still, it’s an 11% yield, and earnings should be enough to cover it. There are also a few possible catalysts, but mostly it’s just a contrarian play on an industry that nobody likes.

Don’t own any of this one yet, but I’m not opposed to buying it at these levels.

Penn West

Words about Penn West.

Only three of us picking Penn West. Not bad!

I thought Penn West was cheap at $4.10, when I bought shares for the first time for the Uproar Fund. I averaged down last week, picking up another 1,000 shares at $2.45. I think it’s ripe for a takeover from one of the majors, who could swoop in and offer $5 per share for it and snatch it up. Book value is $11.11 per share, and at least I got one last big dividend before it got cut to $0.03 per share.

I wasn’t sure about picking it because so many others have it, but it’s too cheap to ignore.

And there you have it. Feel free to mock any and all picks in the comments. Trash talk is also encouraged.

Tell everyone, yo!