Atrium Innovations. (ATB.TO)
Financials 
Technical Analysis 0
TOP PICK
(A Top Pick Nov 9/07. Down 44%.) Health and nutrition supplements. Continuing to grow both revenue and profit line better than expected. Have the ability and cash to make acquisitions. (Recommends you do partial buys on a gradual basis.)
Norman LevineOwned
Consumer Products
PAST TOP PICK
(A Top Pick July 18/07. Down 51%.) Low price makes no sense as it is a better company now. Had just made a European acquisition, which gives them a very big position in the health area in Europe. Recently sold their active ingredient business for cash and will be concentrating on building their health and nutrition business in Europe and North America. Still a Buy.
Consumer Products
BUY
Sold a very profitable business so suddenly earnings forecasts dropped. Cash still has to be re-deployed. Stock is still very cheap, downside is very little $1.30 EPS this year $1.60 next year.
Jean-Francois TardifOwned
Consumer Products
PAST TOP PICK
(A Top Pick July 18/07. Down 38%.) Health and nutrition. Things have changed fundamentally for the better but the market hasn’t cared. Have a lot of cash from the sale of their active ingredient division. Buying for new accounts.
Norman LevineOwned
Consumer Products
BUY
Biggest player in North America and a growing player in Europe in the health and nutrition business. Growing by acquisition and have a lot of cash for this.
Norman LevineOwned
Consumer Products
BUY
Sold one of their businesses and is now focused on food supplements. Growth industry that generates a lot of free cash flow. Trade roughly 11X this year's free cash flow.
Jean-Francois TardifOwned
Consumer Products
BUY
Health and nutrition. One of his favourite companies. Largest high quality manufacturer of vitamins and supplements sold through practitioners. Very profitable business. Selling their “active ingredient” business for $165 million. This had lower margins.
Norman LevineOwned
Consumer Products
TOP PICK
They’ve announced they will sell a division. The division they’re keeping has high earnings. The stock is very close to the bottom.
Jean-Francois TardifOwned
Consumer Products
BUY
Biggest manufacturer of high quality vitamins and supplements sold directly through practitioners as opposed to health food and drug stores. Made some strategic acquisitions lately that have been accretive to earnings and will be great for long-term growth. Selling off their ingredient business and will use the proceeds for further acquisitions. Great name longer term.
Norman LevineOwned
Consumer Products
BUY
Thought the stock was a great buy in the low $20's and at this price, it's even a better buy. Expectations of $1.60 in earnings for 08, which is all free cash flow. Right now the market is so bad for small caps this is the main reason for it coming down.
Jean-Francois TardifOwned
Consumer Products
TOP PICK
A healthcare company. Sell food supplements. Grow by internal growth. Looking to make some acquisitions. Thinks they will make $1.40. This kind of stock could be worth 20X earnings.
Jean-Francois TardifOwned
Consumer Products
TOP PICK
They sell high-end vitamins or food supplements in health stores. This should not be affected by the recession. Aging people will be willing to spend money for their health. Expect company to make $1.50 next year.
Jean-Francois TardifOwned
Consumer Products
TOP PICK
A Canadian multinational company. Manufacture vitamins and supplements. Acquired a German company that had a European painkiller, which they expect to expand into North America. Strong organic and earnings growth.
Norman LevineOwned
Consumer Products
TOP PICK
Healthcare. Produce natural medications, not drugs. Just made a large acquisition in Europe, which is accretive. Good price. The only issue is that they report in US$.
Jean-Francois TardifOwned
Consumer Products
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