An excellent company, but has missed on earnings and are having some execution problems, re working with some acquisitions. Still not very cheap for what she thinks for what could be a 2/3 quarter experience. Now in a "show me" stage.
Has had very disappointing performance in the past little while, primarily because the price of aluminum has not performed well, but has started to show some improvement. Represents good value here. Should continue to see strong performance at under 10 X next year's earnings.
An extremely well run bank. Likes their strategy of looking into the US and making 2 excellent deals, TD Waterhouse and Ameritrade as well as the BankNorth which will do tuck-in acquisitions, step by step.
She would never buy and Index or an ETF as she believes in active management, but it's a cheap way of playing and getting diversification of the NASDAQ if you feel very strongly on that sector.
Not expensive trading at 15.5 X next year's earnings. New main frames are to be announced soon which will give the stock a bit of a push. Global corporations are very well funded and when tech spending really starts to resume, This one is clearly positioned to benefit. A low risk way of playing a major recovery in tech spending.
An oil stock of a calibre that she could own. Has a higher grade oil than many other oil companies. Has the sweet, light crude, so not as subject to the differentials that you get. Good level.