A selection of seven stocks

I anticipated that manufacturing would be a growth sector for 2013 as evidenced by stocks such as CN Rail, CP Rail and Magna, all which have done tremendously well over the past year.  I decided to buy LNR Linamar  for my wife's portfolio last year.  At that time, the stock was about $35.  The price today is 62.58, with a return of about 81%.  It is the best performing stock in her portfolio.  On a YTD basis, since Jan 2 2014, the stock is up 41%.

LNR - Linamar Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 7.42% 6.39% Operating margin 9.16% 8.90% EBITD margin 15.03% Return on average assets 10.48% 9.12% Return on average equity 21.26% 19.13%

Anyways, google finance has a stock screening feature that looks at stocks with similar attributes.  It selected 30 stocks and I picked 6 of them.   They all have a PE ratio of between 10 and 20 and double digit ROE. The companies are what you might consider mid-cap type stocks.  

Here is a list of the stocks I have chosen to watch.
GIB.A - CGI Group - Technology
GIL - Gildan Activewear - Consumer Discretionary
STN - Stantec - Industrial
EQB - Equitable Group - Financial Services
WFT - West Fraser Timber - Industrial
GC - Great Canadian Gaming - Consumer Discretionary

All of the info below I pulled from google finance, this morning.

GC - Great Canadian Gaming Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 7.09% 15.49% Operating margin 16.63% 29.00% EBITD margin 34.40% Return on average assets 3.18% 7.10% Return on average equity 9.37% 21.47%	GIB.A - CGI Group Key stats and ratios Q1 (Mar '14) 2013 Net profit margin 8.54% 4.52% Operating margin 10.74% 6.22% EBITD margin 14.86% Return on average assets 7.93% 4.23% Return on average equity 20.61% 12.19%
EQB - Equitable Group Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 51.86% 49.51% Operating margin 68.57% 65.99% EBITD margin 160.44% Return on average assets 0.90% 0.80% Return on average equity 19.42% 18.11%	GIL - Gildan Activewear Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 9.24% 14.66% Operating margin 9.82% 15.69% EBITD margin 20.45% Return on average assets 8.02% 16.25% Return on average equity 9.66% 20.36%
STN - Stantec Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 7.90% 7.98% Operating margin 10.43% 10.86% EBITD margin 14.13% Return on average assets 8.68% 9.32% Return on average equity 16.49% 18.05%	WFT - West Fraser Timber Key stats and ratios Q4 (Dec '13) 2013 Net profit margin 14.17% 10.05% Operating margin 3.60% 9.93% EBITD margin 15.98% Return on average assets 15.70% 12.17% Return on average equity 25.48% 20.30%

And here are the portfolio details.  In this hypothetical portfolio, I bought 100 shares of each company for a total outlay of about $35,262.  I built this portfolio pre-market Friday morning and have not factored in any commissions at this time.  As you can see the portfolio is down about 1% from yesterdays prices.

I will take screen shots in mid June to see how the portfolio progresses.  You can use google finance and create this same portfolio if you want to monitor the status on a more frequent basis or play around with the stock picks and amounts.