Thompson Creek Metals (TCM.TO)

Her outlook on molybdenum is very positive and feels prices going to go higher. A very high-quality name. If there is a market correction, it would be a buy.

Chart is still treading higher. Price already has the exciting stuff built in, however if rising interest rate, and rising US dollar it will sell off. It's very high above the 200 day average, which will mean it will move sideways or collapse.

They think that the price of molly is going up. Thompson Creek Minerals (nee: Blue Pearl Mining) are the only producers.