Atrium Innovations. (ATB.TO)

TOP PICK
One of those marvellous sophisticated French Canadian companies. They are in very high-end vitamins. Just made an acquisition of a massive German company.
TOP PICK
Very premium priced vitamins. Extraordinarily sophisticated, best of class Canadian. Just bought a giant in Germany that will give them Europe. Not increasing their shares, but probably entirely by debt.
TOP PICK
Manufacturer's active ingredients for pharmaceuticals, cosmetics, household products, etc. The leading player in the health and nutrition business in N.A. Just made an acquisition in Europe. Will continue to grow through accretive acquisitions.
TOP PICK
Canadian based, multinational, consumer products, based in Quebec city. Cosmetics, and very high end, pure, nutritional supplements. Strong growth. Not done it's run. bought $12.
BUY
In 2 businesses. 1) Active Ingredient, things that go into cosmetics, pharmaceuticals and household products. 2) Very high end, high quality vitamins and supplements business. Has organic growth, but is also growing quickly through acquisitions. Very well-run.
PAST TOP PICK
(A Top Pick Feb 28/06. Up 8.7%.) Just reported earnings and they were much better than expected.
BUY
In the vitamin business in the US and in the ingredients business for cosmetics in Canada and Europe. Excellent businesses, excellent company.
BUY
One of the largest active ingredient manufacturers for cosmetics and pharmaceuticals in Canada and Europe. Largest manufacturer of high quality vitamins/supplements in the US. High growth.
PAST TOP PICK
(A Top Pick Feb 13/06. Up 13.5%.) A smaller cap Canadian growth stock. Still likes.
BUY
Good growth in high-quality supplements sold through doctors and practitioners. A nice growth story.
TOP PICK
Fabulous company. They own 2 businesses, one of which is the active ingredients which goes into cosmetics and pharmaceuticals. The other is supplements sold through health practitioners in the US. Biggest risk with it, is they've made 2 major acquisitions in the last 2 years but there's also a lot of growth. He paid $14.50 for it.
TOP PICK
Makes active ingredients for cosmetics and pharmaceuticals in Canada and Europe. Have recently become the largest player in the US manufacturing natural pharmaceuticals/supplements sold through health practitioners in the US. Will be a growing business demographically. They will be the biggest consolidator in that business.
BUY
Makes ingredients for pharmaceutical companies. Just acquired a US company called Douglas Laboratories, the leading manufacturer of supplements that are sold to practitioners and health food stores. An accretive acquisition and the best company in the US. The beginning of a consolidation in a highly fragmented market. Good, long-term hold.
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