BUY
Thinks economy is recovering.
TOP PICK
(Was a top pick on Jan 22 no change) Still likes. Well diversified.
DON'T BUY
Doing some good things. Some risks. Quite high.
BUY
Good cash flow/value. Getting to a good price.
TOP PICK
Great global assets. At a good value, but expects it to get a premium multiple when investors start buying.
DON'T BUY
Good assets. Fully valued. Buy on weakness.
DON'T BUY
Has moved well. Buy on weakness. Volatile.
DON'T BUY
TOP PICK
Nickel inventories are low and with an economic pickup, demand will increase.
BUY
Has been performing well. Could be soft for awhile.
DON'T BUY
May be a little high. Have sold some.
DON'T BUY
Good company and well hedged. May be a little high.
DON'T BUY
Good company. May be a little high.
DON'T BUY
Good company. May be a little high.
BUY ON WEAKNESS
A good portfolio holding. Buy on weakness.