TOP PICK
Liked their acquisitions of Adams. Stock has been a moonshot since and has done very, very well. Known as the high quality company in confectionaries. Well managed. Great distribution. Trading at 15 X forward earnings.
BUY
Very strong company. Good management. Looking out 5 years, it looks like it's got good growth.
WEAK BUY
Great company. Production of nickel is important to the infrastructure. A lot of nickle gets exported to China. Over the long and intermediate term, the company looks alright, but on the shorter term basis, with the metals having done what they've done, you have to be a little bit cautious and pick your spots.
DON'T BUY
Well managed. A company that is very nicely diversified in metals. Have been benefiting recently from the increases in the price of metals. Starting to get a little bit rich here.
BUY
Particularily good at processing. Have transfer agency services, fund account services, etc. and have recently been expanding into North America. Good on the technology side.
DON'T BUY
Into pharmaceuticals and chemicals. Things seem to be moving along very well. Getting a little overpriced at these levels.
DON'T BUY
Has had a heck of a run, pretty well doublng over the last 24 months. One of the lowest cost producers of steel in the world. Well managed and very up to date on the technology for steel production. Starting to see some competition coming in. Watching closely with the possibility of lightening up his position.
TRADE
Well managed company. Because of high shipping costs, you have to make surfe that there are things going on locally that can take the cement.
BUY
Things are coming together. Very strong well run German conglomerate. Likes at these levels.
BUY
A great value at this time. Has underperformed for the last little while because of a basic misunderstanding of their business, i.e., they're not a consumer oriented bank. Particularily good at making acquisitions and putting them into their system.
TRADE
Primarily involved in the generic pharmaceuticals. Well managed company. Have to be very conscious of the price. A lot of patents are coming off now which is affording an opportunity to the generic companies.
TRADE
Copper is considered a very good indicator of economic strength because it's used so much in building. You also have the nickle which gives youy a double exposure, so, if she bought, would prefer this one over Inmet (IMN-T).
TRADE
Copper is considered a very good indicator of economic strength because it's used so much in building. Between this and Falconbridge (FAL.LV-T), if she bought, would prefer Falconbridge because of the nickel exposure.
HOLD
A great company. Very well diversified. Its recent strength has been its coal exposure and the outlook for coal reamins very positive. This time of year is the weakest for mining and metals stocks and tend to strengthen later in the year and early part of the new year.
TOP PICK
The oil/gas area is going to be a tremendous sector for probably the rest of the decade. This one is particularily well placed. Expects that foreign investments are going to be paying much more attention to Cdn. oil and gas stocks.