Trimark Canadian Resources Fund $18.69

TRIMARK CANADIAN RESOURCES FUND $18.69 (CWA Rating: Aggressive) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers.) includes firms we’d rate as Speculative in its top picks. However, we like Trimark Canadian Resources Fund’s value-seeking, conservative approach to picking stocks in the volatile resource sector. The $626.7 million fund’s top holdings are Talisman Energy, EnCana Corporation, Labrador Iron Ore Royalty Income Fund, West Fraser Timber Co. Ltd., Enerflex Systems, Plum Creek Timber Co. REIT, Mayr-Meinhof Karton AG, Savanna Energy Services, Umicore S.A. and Range Resources Corp. Trimark Canadian Resources Fund is broken down by sector as follows: Energy, 34.3%; materials, 37.6%; and Consumer discretionary, 2.7%. Over the last year, Trimark Canadian Resources made 17.9%. Its five-year record is 28.4% annually. The fund’s MER is 2.39% Trimark Canadian Resources Fund is a buy.

A professional investment analyst for more than 30 years, Pat has developed a stock-selection technique that has proven reliable in both bull and bear markets. His proprietary ValuVesting System™ focuses on stocks that provide exceptional quality at relatively low prices. Many savvy investors and industry leaders consider it the most powerful stock-picking method ever created.